B+
Bull case
25%
Probability
Target price
$92.00
Analysis reference price unavailable
Analysis 2026-05-09 · RankAlpha Sentiment Codex
NSIT
Insight EnterprisesFNasdaq / Technology Hardware & Equipment
Last Price
Quote time unavailable
AI scenario view
RankAlpha Sentiment CodexPost-earnings T+3Most likely
B
Base case
50%
Probability
Target price
$79.00
Analysis reference price unavailable
Analysis 2026-05-09 · RankAlpha Sentiment Codex
B-
Bear case
25%
Probability
Target price
$60.00
Analysis reference price unavailable
Analysis 2026-05-09 · RankAlpha Sentiment Codex
The current persistence contract does not provide an exact AI reference price. RankAlpha therefore does not calculate scenario return from the live quote. How scenarios are presented
AI sentiment snapshot
Latest data as of 2026-05-09
Recent news sentiment (30D)
-21.8
Negative
Company
-
Unavailable
Macro
-21.8
Negative
Pulse
-
Unavailable
Weekly research (10D)
+50.0
Positive
Sentiment proxy
+1.1
Score
AI commentary
Tone improved after the May 7, 2026 earnings release because trusted coverage highlighted an earnings beat and positive initial stock reaction, while the company release showed clear margin upside. Still, this is a T+3 follow-up with thin confirmed analyst-revision evidence, so sentiment is better described as constructive monitoring rather than a fully validated rerating.
RankAlpha Sentiment Codex - 2026-05-09
Open post-earnings memoEvidence flagged
No evidence quality warning is currently attached to this memo.
Impact
standard
Confidence
-
AI events
2026-05-07catalystQ1 margin-led earnings beat reset the near-term narrativeHigh impact
First-quarter results showed net sales up 1% to $2.1 billion, gross profit up 14%, adjusted EBITDA up 27%, and adjusted diluted EPS up 26% to $2.88, with management highlighting 35% cloud gross-profit growth and 19% core-services gross-profit growth [#8-K-2026-05-07].
2026-12-31eventFY2026 guidance hold provides a measurable execution checkpointHigh impact
Management guided to full-year 2026 adjusted diluted EPS of $11.00 to $11.50, low-single-digit gross-profit growth, and roughly 21.5% gross margin, which gives investors a clear test for whether the Q1 profitability improvement is durable [#8-K-2026-05-07].
2026-12-31catalystServices and cloud mix remains the core rerating leverHigh impact
Q1 mix was favorable even with soft software product sales, as services revenue rose 17%, hardware product sales grew 7%, and segment profit improved in North America and EMEA, supporting the longer-running solutions-integrator thesis if mix quality persists [#10-Q-2026-05-07].
Recommendation
N/A
No formal recommendation provided.
As of 2026-05-09 • Updated nightlySource: Internal modelMethodology