NASDAQ: NSIT

Insight Enterprises (NSIT) Stock Analysis & Forecast

Sep 28 close

$155.96−3.07 (−1.9%)
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Gekko Brief

AI summary

Insight Enterprises draws attention this week on continued coverage of its Q2 2026 results, with revenue growing 14.7% year-over-year to $2.40 billion and adjusted EPS reaching $3.86, well above consensus estimates. Coverage frames these figures as the basis for ongoing valuation discussion around the stock. Separately, Bank of America Corp DE disclosed a new position in the company, purchasing 300,844 shares valued at approximately $36.6 million.

NSIT closed at $155.96, down 1.9%, though it remains above both its 50-day average of $147.05 and its 200-day average of $103.07, with the shorter average above the longer one. The GekkoIndex reads 53.3, placing the stock in the Neutral zone. Price sits 5.3% below Gekko Fair Value of $164.63.

The next earnings date falls on 29 October 2026, before the open, 30 days away and outside a typical 20-trading-day holding window. No insider, Congress or unusual options activity appears in the current windows. Analyst coverage from 4 firms shows 2 buy and 2 hold ratings, with a consensus target of $163.75, implying 5% upside from current levels. Seasonality data across 5 years shows the next 20 trading days averaging a 0.9% return, rising in 2 of those years. Peers to watch alongside NSIT include IBM, FTNT, NET, ACN, WDAY and CRDO.

Written by AI and checked automatically against the figures on this page. Generated Sep 29, 2026 from the data above.

Insight Enterprises price vs fair value

$164.63$155.96Sep ’25Mar ’26Sep ’26
Close $155.96200-day averageGekko Fair Value $164.63

Insight Enterprises quick facts

Market cap
$4.71B
P/E ratio
23.6
Forward P/E
11.9
EPS, TTM
$6.76
Revenue, TTM
$8.58B
Profit margin
2.5%
Dividend yield
—
Beta
1.10
Volume
221,433 avg 360,591
1-year return
+39.5%
Typical daily move
±4.2%
Typical 20-day move
±6.3%
50-day average
$147.05
200-day average
$103.07
Next earnings
Oct 29 before open
Shares outstanding
29.35M
52-week range
$63.62$168.50

Insight Enterprises swing-trade checklist

Insight Enterprises scores 3 supportive, 2 mixed and 0 headwinds across the 5 checklist items with data.

Six things swing traders check before a 20-day hold, read from the latest data.

3 supportive2 mixed0 headwinds

  • Trendsupportive

    Above 50 and 200-day

    Close $155.96 is above the 50-day ($147.05) and 200-day ($103.07) averages, and the 50-day is above the 200-day.

    See the chart
  • GekkoIndexmixed

    53.3, Neutral

    Reading 53.3 is in the Neutral zone.

    See the GekkoIndex
  • Fair valuesupportive

    5.3% below

    Price is 5.3% below Gekko Fair Value (more than 5% below).

    See fair value
  • Smart moneyno data

    No data

    No insider, Congress or unusual options activity in the window.

    See smart money
  • Earnings risksupportive

    Reports in 30 days

    Next report Oct 29, 2026, 30 days away — outside a typical 20-trading-day hold.

    See earnings
  • Seasonalitymixed

    +0.9% on average

    From this point in the calendar, the next 20 trading days averaged +0.9% over 5 years, rising in 2 of them.

    See seasonality

A description of current data, not a recommendation. How this page works

Insight Enterprises stock chart and price history

Insight Enterprises closed at $155.96 on Sep 28, 2026, +39.5% over the past year, inside a 52-week range of $63.62 to $168.50.

5Y and weekly in Gekko
Close50-day average200-day averageVolume
Insight Enterprises share price, past year, with 50-day and 200-day moving averages and volume$60$80$100$120$140NovDecJan 2026FebMarAprMayJunJulAugSep155.96

Use the left and right arrow keys to read daily values.

Performance Breakdown

1 month
−0.2%
3 months
+29.5%
6 months
+136.9%
1 year
+39.5%
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About Insight Enterprises

Insight Enterprises helps organizations plan, acquire, and manage the technology that runs their operations, combining hardware, software, and related services under one roof. Clients turn to the company for support with modern computing needs like moving to the cloud, applying artificial intelligence and data tools, adopting DevOps methods, building digital strategy, and connecting devices through edge computing and the Internet of Things. It is known for acting as a single point of contact across this broad mix of technology needs.

The business takes on projects at every stage of a technology asset's life, from initial sourcing and setup through testing, refurbishing, and eventual redeployment, while also handling ongoing software support such as patches, fixes, and help desk assistance. It coordinates warranty and vendor support arrangements and sells subscription-based software offerings as well. Customers come from many different fields, including construction technology, large corporations, financial services, healthcare and life sciences, manufacturing, retail and hospitality, telecom and service providers, smaller businesses, and travel-related industries, with a reach that spans North America, Europe, the Middle East, Africa, and Asia-Pacific.

Insight Enterprises traces its founding back to 1988 and keeps its headquarters in Tempe, Arizona. Its stock trades on the NASDAQ under the ticker NSIT.

Listed
NASDAQ
Sector
Technology services
Industry
Information technology services
Website
insight.com

Insight Enterprises GekkoIndex: the smart money zone

Insight Enterprises’s GekkoIndex — Gekko’s 0 to 100 smart money score — reads 53.3, in the Neutral zone, up 0.8 points over five sessions.

010053.3Neutral

Up 0.8 points over five sessions.

Reading for Sep 28, 2026

What followed past readings in each zone

ZoneReadings5 days10 days20 days50 days
Buying71−0.5%−0.4%−0.1%+3.4%
Accumulation239+0.2%0.0%−0.5%−0.5%
Neutral (current zone)318−0.2%−0.1%+0.2%−1.7%
Distribution38+2.5%+4.2%+5.3%+18.5%
Selling6Too few readings yet

Average NSIT share-price change over the trading days after each daily reading in its GekkoIndex history. Across every stock Gekko tracks, Neutral readings averaged +1.1% over 20 days. Past behaviour doesn’t guarantee future results.

Neutral zone: No clear directional signal. About the five zones →

See every daily GekkoIndex reading plotted over the NSIT price, zone by zone.Track NSIT in Gekko

Is Insight Enterprises stock overvalued? Gekko Fair Value

Insight Enterprises trades 5.3% below Gekko Fair Value of $164.63, so the shares are undervalued on Gekko’s estimate.

Gekko’s own estimate of what Insight Enterprises shares are worth, recalculated every trading day.

$164.63

Gekko Fair Value, Sep 26, 2026

5.3% Undervalued

How Gekko Fair Value works →

Gekko Fair Value on every chart, with the gap to price updating daily.Open NSIT in Gekko

Insight Enterprises insider and Congress trading

No open-market insider purchases were filed for Insight Enterprises, and no Congress trades were disclosed, in the last 90 days.

Plus buybacks, unusual options and fund positions, each dated to when it became public.

Insider buying last 90 days

No open-market insider purchases were filed for NSIT in the last 90 days.

From Form 4 filings, dated to when each was filed.

Every NSIT insider filing, plotted on the chart in Gekko.Open NSIT in Gekko

Congress trades last 90 days

No trades in NSIT were disclosed by members of Congress in the last 90 days.

From congressional disclosures, which report amounts as ranges.

Congress disclosures for NSIT, plotted on the chart in Gekko.Open NSIT in Gekko

Buybacks

Insight Enterprises has been buying back its own shares.

Latest authorization
$299.0M, Dec 19, 2025
Bought back, quarter ended Jun 30, 2026
$150.0M
As a share of market cap
3.18%

From company filings.

Insight Enterprises earnings: next date and track record

Insight Enterprises reports on Oct 29, 2026, before the open (30 days away), and beat the EPS estimate in 5 of its last 8 reports.

5 of 8reports beat the EPS estimate
±10%average move across the report
3 of 8reports followed by a gain

Share-price move across each report

−15.5%Oct ’24−3.8%Feb ’25−3.4%May ’25−16.7%Jul ’25−3.5%Oct ’25+9.2%Feb ’26+21.4%May ’26+6.4%Aug ’26

Last earnings call, Aug 6, 2026 AI summary

What they said
Insight Enterprises reported a strong Q2 2026 with broad-based growth across hardware, cloud, and services. Net revenue was $2.4B, up 15% YoY (14% constant currency). Total gross profit grew 18%, adjusted earnings from operations rose 31%, and adjusted diluted EPS increased 44%. Hardware revenue rose 21% (devices and infrastructure), cloud gross profit grew 39%, and core services gross profit increased 21% (acquisitions and modest organic growth). Gross margin improved to 21.7% (+60bps). Adjusted SG&A rose 12% due to variable comp and acquisitions; management implemented disciplined cost controls and paused some hiring. Management emphasized a strategic pivot to be a solution integrator for the age of AI, operational integration under the "One Insight" plan, investing in cloud, data, and security, and improving operating leverage. The company raised its outlook for gross profit growth and adjusted diluted EPS for the year. Management is pausing M&A focus to prioritize organic growth and share repurchases for now. Cash flow improved materially versus prior year with first half positive $20M and expected full-year operating cash flow guidance of $300M to $400M. Jack Azagury (CEO) and CFO James Morgado expressed confidence but maintained a prudent stance for H2 guidance due to tougher comps, memory price uncertainty, and macro concerns.
Guidance
Management said they are raising their outlook for both gross profit growth and adjusted diluted EPS for the year, and provided operating cash flow guidance of $300 million to $400 million for the year. They also said they expect both H2 quarters to post growth but will be more challenging with tougher comps (notably Q4) and some M&A comparisons. No explicit numeric revenue or EPS full-year guidance detailed in transcript beyond raising outlook; devices growth expected to moderate in H2 with unit declines offset by higher ASPs; expectation that both H2 quarters will post growth.
Risks flagged
Risk factors mentioned include uncertainty in memory prices, macroeconomic uncertainty, tougher year-over-year comparisons (notably Q4), and potential near-term disruptions from elevated investments or reorganization. They also noted pricing and client mix pressures that reduced hardware gross margin 110 bps. Pausing M&A could limit inorganic growth opportunities in near term.
ReportedEPSSurpriseRevenueSurpriseMove
Aug 6, 2026$3.57
est $2.82		+26.6%$2.40B
est $2.18B		+10.2%+6.4%
May 7, 2026$2.88
est $2.44		+18.0%——+21.4%
Feb 5, 2026$2.96
est $2.82		+5.0%$2.05B
est $2.08B		−1.5%+9.2%
Oct 30, 2025$2.43
est $2.49		−2.4%$2.00B
est $2.08B		−3.6%−3.5%
Jul 31, 2025$2.45
est $2.49		−1.6%$2.09B
est $2.24B		−6.6%−16.7%
May 1, 2025$2.06
est $2.03		+1.5%$2.10B
est $2.14B		−1.5%−3.4%
Feb 6, 2025$2.66
est $2.52		+5.6%$2.07B
est $2.11B		−1.6%−3.8%
Oct 31, 2024$2.19
est $2.37		−7.6%$2.09B
est $2.25B		−7.0%−15.5%

“Move” is the close of the first session after the report compared with the close of the last session before it, so it reads the same whether the company reported before the open or after the close.

Insight Enterprises stock forecast and analyst price targets

Analysts’ average 12-month price target for Insight Enterprises is $163.75, +5.0% from the last close, from 4 firms rating the stock in the last 90 days.

$163.75consensus 12-month target, +5.0% from the last close
Low $140High $180
Buy2
Hold2
Sell0

Each firm’s latest rating in the last 90 days: 4 firms.

Latest analyst actions

DateFirmRatingTargetvs price
Aug 21BarringtonBuy, maintained$180+15.4%
Aug 10J.P. MorganHold, maintained$160+2.6%
Aug 10BarringtonBuy, maintained$180+15.4%
Aug 7Canaccord GenuityHold, maintained$140−10.2%
Aug 6Raymond JamesBuy, maintained$175+12.2%
+0.2%average 20-day move after past Neutral readings
+0.9%average move over the next 20 trading days in the last 5 years
±4.2%typical daily move, from the 14-day average range

Gekko doesn’t publish price predictions. These are analyst targets and historical base rates, which don’t guarantee future results.

Insight Enterprises seasonality: the next 20 trading days

Over the next 20 trading days from Sep 29, Insight Enterprises averaged +0.9% across the last 5 years, rising in 2 of them.

Next 20 trading days, by year

+1.8%2021+11.9%2022−2.4%2023−4.0%2024−5.0%2025

Average move and hit rate

WindowAverageYears higher
Next 5 trading days+1.0%3 of 5
Next 10 trading days+0.5%4 of 5
Next 15 trading days+1.6%3 of 5
Next 20 trading days+0.9%2 of 5
Next 30 trading days−1.2%2 of 5

For scale, NSIT’s typical 20-trading-day move in either direction is about 6.3%.

Insight Enterprises market cap and key statistics

Insight Enterprises’s market cap is $4.71B, with a P/E ratio of 23.6 and revenue of $8.58B over the last twelve months.

Valuation

Market cap
$4.71B
P/E ratio
23.6
Forward P/E
11.9
EPS, TTM
$6.76
Gekko Fair Value
$164.63

Trading

Volume
221,433
Avg volume, 20 days
360,591
52-week high
$168.50
52-week low
$63.62
Shares outstanding
29.35M

Financials

Revenue, TTM
$8.58B
Profit margin
2.5%
Return on equity
13.1%
Quarterly earnings growth, YoY
+76.0%

Risk and income

Beta
1.10
Typical daily move
±4.2%
Typical 20-day move
±6.3%

Insight Enterprises stock news this week

Coverage of Insight Enterprises this week reads positive: 3 positive, 2 neutral and 0 negative headlines.

News sentiment positive

Insight Enterprises peers

Insight Enterprises’s 6 largest industry peers by market value, with today’s move, GekkoIndex zone and gap to Gekko Fair Value.

StockTodayGekkoIndex zonevs Fair Value
IBMInternational Business Machines−0.8%Accumulation16.1% below
FTNTFortinet+3.3%Neutral32.5% above
NETCloudflare+4.3%Neutral22.9% above
ACNAccenture+0.6%Neutral9.7% below
WDAYWorkday+2.3%Neutral13.2% above
CRDOCredo Technology−6.5%Neutral19.0% below

A peer links to its own page where one exists.

In the Buying zone today

BACHDPEPNVOSCHWMCD

Reporting earnings this week

CCLKMXAIRUECMUJBL

Popular on Gekko

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Insight Enterprises stock FAQ

What is Insight Enterprises’s market cap?

Insight Enterprises’s market cap is $4.71B at the Sep 28, 2026 close of $155.96, with 29.35M shares outstanding. The shares trade on a P/E ratio of 23.6.

What is the Insight Enterprises stock forecast?

The consensus analyst 12-month price target for Insight Enterprises is $163.75, +5.0% from the last close. Of the 4 firms that rated the stock in the last 90 days, 2 rate it a buy, 2 a hold and 0 a sell. Gekko doesn’t publish price predictions of its own.

Is Insight Enterprises stock overvalued or undervalued?

On Gekko’s estimate Insight Enterprises is undervalued: the Sep 28, 2026 close of $155.96 is 5.3% below Gekko Fair Value of $164.63. Gekko Fair Value is recalculated every trading day, and a gap inside 5% either way counts as about fair value.

When does Insight Enterprises report earnings next?

Insight Enterprises is expected to report on Oct 29, 2026, before the market opens (30 days away). Analysts expect earnings of $2.86 per share on revenue of $2.15B. Insight Enterprises beat the earnings estimate in 5 of its last 8 reports, moving 10% on average across the report.

What is Insight Enterprises’s 52-week high and low?

Insight Enterprises’s 52-week high is $168.50 and its 52-week low is $63.62; it closed at $155.96 on Sep 28, 2026, +39.5% over the past year. Over the last five years the shares peaked at $228.07 on Jul 31, 2024.

Is Insight Enterprises stock a buy right now?

Gekko describes the data; it does not make buy or sell recommendations. On the swing-trade checklist, 3 of the 5 items with data read as supportive (trend, fair value and earnings risk), 2 as mixed (gekkoindex and seasonality). The checklist is a description of current data, not a recommendation.

How this page works

During US trading hours the price at the top of the page is a delayed quote, refreshed every 15 minutes; everything else is rebuilt after each US market close. The GekkoIndex, Gekko Fair Value and the checklist are Gekko’s own, and the Gekko Brief is written by AI from this page’s data and checked against it before it is published. How Gekko’s data works →

Built and overseen by Jared Mann

Founder of Gekko.app. Jared has traded stocks and ETFs for more than 20 years and has a financial industry background.

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