NSIT

CHANDLER, Ariz., July 16, 2026--(BUSINESS WIRE)--Insight Enterprises, Inc. (Nasdaq: NSIT) today announced that it will release financial results for the quarter ended June 30, 2026, prior to market open on August 6, 2026, and will also host a conference call and live webcast at 9:00 a.m. ET to discuss the results of operations. The live webcast and replays of the conference call can be accessed at: http://investor.insight.com/ To attend the live webcast and presentation, as well as access the replay, please visit:https://events.q4inc.com/attendee/869282714 If you’d like to dial into the earnings call, please visit:https://events.q4inc.com/analyst/869282714?pwd=iIs3wDF8 About Insight Insight Enterprises is a leading Solutions Integrator that helps clients solve technology challenges by combining the right hardware, software, and services. We’re a global Fortune 500 technology company with a network of over 6,000 partners and experts around the world who provide access to end-to-end IT capabilities. For more than 35 years, we have delivered and optimized technology solutions for our clients efficiently, effectively, and safely. We are rated as a Great Place to Work, a Forbes World’s Best Employer, and a Fortune World’s Best Workplace. Discover more at insight.com. NSIT-F View source version on businesswire.com: https://www.businesswire.com/news/home/20260716877719/en/ Contacts Ryan MiyasatoInvestor RelationsTel. (408) 975-8507Email: [email protected]

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Insight Enterprises (NSIT) is back in focus after its Q1 2026 results topped revenue expectations and non GAAP profit per share estimates, as management reiterated full year EPS guidance and highlighted continued investment in AI and cloud. See our latest analysis for Insight Enterprises. The Q1 2026 beat and renewed focus on AI and cloud have contributed to a strong 30-day share price return of 18.53% and a 90-day share price return of 9.14%. However, the 1-year total shareholder return is down 33.04%, which highlights how recent momentum contrasts with a weaker longer-term experience. If this AI-themed rebound has your attention, it could be a useful moment to widen your watchlist and scan 43 AI infrastructure stocks So after a strong Q1 beat, a sharp recent rebound and a share price still down over the past year, is Insight Enterprises trading below what its AI and cloud ambitions might justify, or is the market already factoring in those ambitions? Insight Enterprises closed at $90.59 while the most followed narrative sets fair value at $103.75, which frames Q1’s AI and cloud story in a different light. Read the complete narrative. Want to see what is behind that fair value gap? The narrative leans heavily on compounding earnings, firmer margins, and a future profit multiple that might surprise you. The narrative uses a discount rate of 10.11%, ties fair value to specific revenue and earnings paths, and assumes a future earnings multiple that differs from current market pricing. Those assumptions, combined with recent analyst target cuts and share repurchases, give you a structured framework to compare against your own expectations for Insight Enterprises. Result: Fair Value of $103.75 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, this setup can quickly change if client spending on large AI and infrastructure projects remains cautious or if shifts in vendor programs squeeze Insight Enterprises' margins. Find out about the key risks to this Insight Enterprises narrative. While the most popular narrative sees Insight Enterprises as 12.7% undervalued at $103.75, the SWS DCF model tells a different story. In that view, the stock at $90.59 sits above an estimated f...

Looking back on it distribution & solutions stocks’ Q1 earnings, we examine this quarter’s best and worst performers, including Insight Enterprises (NASDAQ:NSIT) and its peers. IT Distribution & Solutions will be buoyed by the increasing complexity of IT ecosystems, rising cloud adoption, and demand for cybersecurity solutions. Enterprises are less likely than ever to embark on these complicated journeys solo, and companies in the sector boast expertise and scale in these areas. However, cloud migration also means less need for hardware, which could dent demand for large portions of the product portfolio and hurt margins. Additionally, planning for potentially supply chain disruptions is ongoing, as the COVID-19 pandemic showed how damaging a pause in global trade could be in areas like semiconductor procurement. The 7 it distribution & solutions stocks we track reported an exceptional Q1. As a group, revenues beat analysts’ consensus estimates by 6.4% while next quarter’s revenue guidance was 0.6% below. Thankfully, share prices of the companies have been resilient as they are up 8.4% on average since the latest earnings results. With over 35 years of IT expertise and partnerships with more than 8,000 technology providers, Insight Enterprises (NASDAQ:NSIT) provides end-to-end digital transformation solutions that help businesses modernize their IT infrastructure and maximize the value of technology. Insight Enterprises reported revenues of $2.13 billion, up 1.2% year on year. This print exceeded analysts’ expectations by 1.9%. Overall, it was an exceptional quarter for the company with a beat of analysts’ EPS and revenue estimates. “In the first quarter, we delivered double-digit gross profit growth across every geography, as well as double-digit adjusted earnings from operations and adjusted diluted earnings per share growth. Total gross profit grew 14% with Cloud gross profit increasing 35% and Core Services gross profit growing 19%, the two critical priority areas of our strategy.” Insight Enterprises delivered the weakest performance against analyst estimates and slowest revenue growth of the whole group. Interestingly, the stock is up 27.9% since reporting and currently trades at $88.26. Is now the time to buy Insight Enterprises? Access our full analysis of the earnings results here, it’s free. Serving as the crucial middleman in the technology supply...

Insight Enterprises, Inc.'s (NASDAQ:NSIT) recent soft profit numbers didn't appear to worry shareholders, as the stock price showed strength. We think that investors might be looking at some positive factors beyond the earnings numbers. Trump has pledged to "unleash" American oil and gas and these 15 US stocks have developments that are poised to benefit. Importantly, our data indicates that Insight Enterprises' profit was reduced by US$126m, due to unusual items, over the last year. It's never great to see unusual items costing the company profits, but on the upside, things might improve sooner rather than later. We looked at thousands of listed companies and found that unusual items are very often one-off in nature. And that's hardly a surprise given these line items are considered unusual. Assuming those unusual expenses don't come up again, we'd therefore expect Insight Enterprises to produce a higher profit next year, all else being equal. That might leave you wondering what analysts are forecasting in terms of future profitability. Luckily, you can click here to see an interactive graph depicting future profitability, based on their estimates. Unusual items (expenses) detracted from Insight Enterprises' earnings over the last year, but we might see an improvement next year. Based on this observation, we consider it likely that Insight Enterprises' statutory profit actually understates its earnings potential! On the other hand, its EPS actually shrunk in the last twelve months. Of course, we've only just scratched the surface when it comes to analysing its earnings; one could also consider margins, forecast growth, and return on investment, among other factors. So while earnings quality is important, it's equally important to consider the risks facing Insight Enterprises at this point in time. Our analysis shows 2 warning signs for Insight Enterprises (1 is a bit concerning!) and we strongly recommend you look at these before investing. This note has only looked at a single factor that sheds light on the nature of Insight Enterprises' profit. But there are plenty of other ways to inform your opinion of a company. Some people consider a high return on equity to be a good sign of a quality business. So you may wish to see this free collection of companies boasting high return on equity, or this list of stocks with high insider ownership. Have feedback on...

Image source: The Motley Fool. Thursday, May 7, 2026 at 9 a.m. ET President and Chief Executive Officer — Jack Azagury Chief Financial Officer — James Morgado Investor Relations Director — Ryan Miyasato Ryan Miyasato: Thank you, Kara. Welcome, everyone, and thank you for joining the Insight Enterprises earnings conference call. Today, we will be discussing the company's operating results for the quarter ended March 31, 2026. I'm Ryan Miyasato, Investor Relations Director of Insight, and joining me is Jack Azagury, President and Chief Executive Officer; and James Morgado, Chief Financial Officer. If you do not have a copy of the earnings release or the accompanying slide presentation that was posted this morning and filed with the Securities and Exchange Commission on Form 8-K, you will find it on our website at insight.com under the Investor Relations section. Today's call, including the question-and-answer period, is being webcast live and can also be accessed via the Investor Relations page of our website at insight.com. An archived copy of the conference call will be available approximately 2 hours after completion of the call and will remain on our website for a limited time. This conference call and the associated webcast contain time-sensitive information that is accurate only as of today, May 7, 2026. This call is the property of Insight Enterprises. Any redistribution, retransmission or rebroadcast of this call in any form without the expressed written consent of Insight Enterprises is strictly prohibited. In today's conference call, we will be referring to non-GAAP financial measures as we discuss the first quarter financial results. When discussing non-GAAP measures, we will refer to them as adjusted. You will find a reconciliation of these adjusted measures to our actual GAAP results included in both the press release and the accompanying slide presentation issued earlier today. Please note that all growth comparisons we make on the call today relate to the corresponding period of last year, unless otherwise noted. Also, unless highlighted as constant currency, all amounts and growth rates discussed are in U.S. dollar terms. As a reminder, all forward-looking statements that are made during this conference call are subject to risks and uncertainties that could cause our actual results to differ materially. These risks are discussed in today's pres...

In the past week, Insight Enterprises reported Q1 2026 results showing revenue of US$2,127.99 million, net income of US$30.01 million, diluted EPS of US$0.97 from continuing operations, and a US$1.37 million impairment loss on a long‑lived real estate asset. The quarter highlighted a sharp improvement in profitability and margin expansion, helped by higher‑margin cloud and services growth, alongside confirmation that FMR LLC holds an 8.9% passive institutional stake. We’ll now examine how this strong margin-led earnings beat, and management’s reaffirmed full-year outlook, influence Insight Enterprises’ investment narrative. AI is about to change healthcare. These 35 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early. To own Insight Enterprises, you need to believe its shift toward higher margin cloud, services, and AI can offset slower hardware demand and industry pressure from direct vendor and XaaS models. The key short term catalyst is execution on this margin mix, with Q1’s strong gross margin and EPS beat reinforcing that story, while the main risk remains client spending hesitancy on large transformation projects. The Q1 impairment charge on real estate does not appear material to this thesis. The most relevant development alongside Q1 results is FMR LLC’s 8.9% passive institutional stake. This level of ownership can support liquidity and market confidence as Insight invests in cloud and services growth, even as it pauses acquisitions in 2026 and focuses on internal improvements. For investors watching catalysts around AI, managed services, and earnings quality, this ownership disclosure sits against a backdrop of mixed recent share price performance. But while margins are improving, investors should be aware that rising automation and AI driven procurement could still... Read the full narrative on Insight Enterprises (it's free!) Insight Enterprises' narrative projects $9.6 billion revenue and $420.5 million earnings by 2028. This requires 4.9% yearly revenue growth and a $270.8 million earnings increase from $149.7 million. Uncover how Insight Enterprises' forecasts yield a $103.75 fair value, a 47% upside to its current price. Some of the most optimistic analysts were already assuming earnings could reach about US$274 million by 2029, y...

Interested in Insight Enterprises, Inc.? Here are five stocks we like better. Q1 beat: Insight reported ~$2.1B revenue with gross profit up 14%, cloud gross profit up 35%, adjusted EBITDA up 27% and adjusted diluted EPS up 26%, driving a 21.7% gross margin. Capital-allocation shift: New CEO Jack Azagury said the company will pause M&A through at least 2026 and prioritize share repurchases (Q1 buybacks $75M; ~$224M remaining, ~$299M projected for the year) while doubling down on AI and services for mid‑market customers. Balance sheet & guidance: Total debt rose to about $1.5B but Insight has ~ $1B available on a $2B ABL and is maintaining 2026 guidance (adjusted EPS $11–$11.50, operating cash flow $300–$400M) amid elevated hardware backlog and cloud seasonality uncertainty. Marvell Shares Gap Down: Is AI Sentiment Changing? Insight Enterprises (NASDAQ:NSIT) reported first-quarter 2026 results that management said exceeded internal expectations, driven by double-digit gross profit growth and continued expansion in cloud and services. The company also outlined a shift in capital allocation priorities under new Chief Executive Officer Jack Azagury, including a pause in M&A for at least the remainder of 2026 and an increased emphasis on share repurchases. Azagury, who said this was his first earnings call as Insight CEO, told investors he was joining at an “important time” as the company continues its “transformation to become the leading solution integrator.” He said Insight delivered “strong financial results which exceeded our expectations,” including “double-digit gross profit growth across every geography” and double-digit growth in adjusted earnings from operations and adjusted diluted EPS. → Insider Sales: Top AST SpaceMobile Insider Cuts Postion Over 30% Azagury described three initial priorities: “staying the course on our strategy and accelerating our pivot,” driving “focus and execution,” and redefining “capital allocation.” He positioned the company’s opportunity around helping mid-market customers adopt AI, citing what he described as a complex technology landscape and constrained AI budgets in that segment. To illustrate Insight’s positioning, Azagury shared examples of client work involving Microsoft licensing, cloud migrations, data platforms, and AI deployments. He also said he is directly overseeing the North America business “in the near term”...

For the quarter ended March 2026, Insight Enterprises (NSIT) reported revenue of $2.13 billion, up 1.2% over the same period last year. EPS came in at $2.88, compared to $2.06 in the year-ago quarter. The reported revenue represents a surprise of -0.31% over the Zacks Consensus Estimate of $2.13 billion. With the consensus EPS estimate being $2.45, the EPS surprise was +17.71%. While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health. As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately. Here is how Insight Enterprises performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Net Sales- Services: $461.44 million versus the two-analyst average estimate of $410.3 million. The reported number represents a year-over-year change of +16.6%. Net Sales- Products: $1.67 billion versus the two-analyst average estimate of $1.73 billion. The reported number represents a year-over-year change of -2.4%. Gross profit- Products: $178.9 million compared to the $186.71 million average estimate based on two analysts. Gross profit- Services: $283.25 million versus the two-analyst average estimate of $243.86 million. View all Key Company Metrics for Insight Enterprises here>>> Shares of Insight Enterprises have returned -4.3% over the past month versus the Zacks S&P 500 composite's +11.4% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Insight Enterprises, Inc. (NSIT) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Insight Enterprises (NSIT) shares were up 8% in early trading Thursday after the company reported Q1

CHANDLER, Ariz. (AP) — CHANDLER, Ariz. (AP) — Insight Enterprises Inc. (NSIT) on Thursday reported first-quarter earnings of $30 million. The Chandler, Arizona-based company said it had profit of 97 cents per share. Earnings, adjusted for one-time gains and costs, came to $2.88 per share. The results topped Wall Street expectations. The average estimate of three analysts surveyed by Zacks Investment Research was for earnings of $2.45 per share. The information technology provider posted revenue of $2.13 billion in the period, which met Street forecasts. Insight Enterprises expects full-year earnings in the range of $11 to $11.50 per share. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on NSIT at https://www.zacks.com/ap/NSIT

CHANDLER, Ariz., May 07, 2026--(BUSINESS WIRE)--Insight Enterprises, Inc. (NASDAQ: NSIT) (the "Company") today reported financial results for the quarter ended March 31, 2026. Highlights include: Consolidated net sales increased 1% year over year Gross profit increased 14% year over year to $462.2 million and gross margin expanded 240 basis points to 21.7% Consolidated net earnings increased more than 100% year over year to $30.0 million Adjusted earnings before interest, tax, depreciation and amortization ("EBITDA") increased 27% year over year to $152.0 million Diluted earnings per share of $0.97 increased more than 100% year over year Adjusted diluted earnings per share of $2.88 increased 26% year over year Cash flows provided by operating activities were $32.4 million In the first quarter of 2026, net sales increased 1%, year over year, to $2.1 billion, and gross profit increased 14%, year over year, to $462.2 million. Gross margin expanded 240 basis points compared to the first quarter of 2025 to 21.7%. Selling and administrative expenses increased 13%, year to year, while Adjusted selling and administrative expenses increased 9%, year to year. Earnings from operations of $71.7 million, or 3.4% of net sales, increased 19% compared to $60.1 million in the first quarter of 2025. Adjusted earnings from operations of $141.1 million, or 6.6% of net sales, increased 27% year over year compared to $111.2 million in the first quarter of 2025. Consolidated net earnings were $30.0 million, or 1.4% of net sales, in the first quarter of 2026, up more than 100% compared to the first quarter of 2025. Adjusted consolidated net earnings were $88.9 million, or 4.2% of net sales, up 18% compared to the first quarter of 2025. Diluted earnings per share for the quarter was $0.97, up more than 100% year over year, and Adjusted diluted earnings per share was $2.88, up 26% year over year. "In the first quarter, we delivered double-digit gross profit growth across every geography, as well as double-digit adjusted earnings from operations and adjusted diluted earnings per share growth. Total gross profit grew 14% with Cloud gross profit increasing 35% and Core Services gross profit growing 19%, the two critical priority areas of our strategy." stated Jack Azagury, President and Chief Executive Officer. "The team has built a truly differentiated set of capabilities across hardwa...

Insight Enterprises (NSIT) came out with quarterly earnings of $2.88 per share, beating the Zacks Consensus Estimate of $2.45 per share. This compares to earnings of $2.06 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +17.71%. A quarter ago, it was expected that this information technology provider would post earnings of $2.82 per share when it actually produced earnings of $2.96, delivering a surprise of +4.96%. Over the last four quarters, the company has surpassed consensus EPS estimates two times. Insight Enterprises, which belongs to the Zacks Retail - Mail Order industry, posted revenues of $2.13 billion for the quarter ended March 2026, missing the Zacks Consensus Estimate by 0.31%. This compares to year-ago revenues of $2.1 billion. The company has not been able to beat consensus revenue estimates over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Insight Enterprises shares have lost about 15.3% since the beginning of the year versus the S&P 500's gain of 7.6%. While Insight Enterprises has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Insight Enterprises was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #2 (Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the...