NSIT
Insight EnterprisesBNasdaq / Technology Hardware & Equipment
Last Price
At close
2026-07-22
Current thesis
The cleanest bull read is that NSIT delivered a real profitability inflection: adjusted EPS of $2.88 and adjusted operating profit growth of 27% came with broad gross-profit strength across geographies and a maintained full-year outlook. Immediate earnings coverage also framed the print as an EPS beat, and at least one market reaction source indicated a positive post-release move.
Posture
Constructive
Lead driver
Value
What changed
Value remains the lead driver in the composite, 7D delta -0.4.
What can break
APAC operating performance weakened enough to produce a net loss in the quarter, creating a drag if regional execution does not improve.
Momentum
92
Value
66
Sentiment
23
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $79.00 · Bull $92.00 · Bear $60.00
Data freshness
Prices
As of 2026-07-22
Fundamentals
As of 2026-07-21 • Vendor: Data Vendor v1
Scores
As of 2026-07-22 • Model: HYBRID_IC_RP
AI Memo
As of 2026-05-09 • Model: RankAlpha Sentiment Codex
Investment thesisAs of 2026-07-22
Investment thesis
As of 2026-07-22
Supporting evidence
What
Grade B · Constructive
Confidence Medium · Net Neutral
Target $107.50
Why
Momentum92 · Δ7d -5.0
Value66 · Δ7d -0.4
Sentiment23 · Δ7d +1.9
So what
Strength-led posture (Net Neutral). Favor watchlist adds and disciplined entries.
Lead driver: Value · See fundamentals
Momentum
92
26% active weight
Current posture
7d trendSoftening
Δ7d
-5.0
Δ21d
-2.0
Value
66
39% active weight
Current posture
7d trendFlat
Δ7d
-0.4
Δ21d
-0.3
Sentiment
23
34% active weight
Current posture
7d trendImproving
Δ7d
+1.9
Δ21d
+1.0
Why this grade
Composite grade B. Momentum 91.7 / Value 65.5 / Sentiment 23.4
Fundamentals (TTM)As of 2026-07-21
Fundamentals (TTM)
As of 2026-07-21
Market Cap
$3.51B
Beta
0.93
Shares Out
30.2M
P/E (TTM)
20.0
P/S (TTM)
0.32
P/FCF (TTM)
7.98
Rev YoY
+1.2%
EPS YoY
+349.0%
Gross Margin
+22.0%
Op Margin
+3.7%
Net Debt
$1.27B
Current Ratio
1.22
As of 2026-07-22 • Updated nightlySource: Internal modelMethodology