Insight Enterprises (NASDAQ:NSIT) Earns “Outperform” Rating from Barrington Research

Insight Enterprises (NASDAQ:NSIT)‘s stock had its “outperform” rating reiterated by equities researchers at Barrington Research in a research note issued to investors on Friday,Benzinga reports. They currently have a $120.00 price target on the software maker’s stock. Barrington Research’s target price would suggest a potential upside of 36.15% from the stock’s current price.

Other analysts have also issued reports about the stock. JPMorgan Chase & Co. reaffirmed an “underweight” rating and set a $90.00 target price (down from $117.00) on shares of Insight Enterprises in a report on Monday, December 15th. Wall Street Zen raised shares of Insight Enterprises from a “hold” rating to a “buy” rating in a research report on Saturday, January 10th. Weiss Ratings cut Insight Enterprises from a “hold (c-)” rating to a “sell (d+)” rating in a report on Monday, January 5th. Finally, Canaccord Genuity Group set a $90.00 price target on Insight Enterprises in a report on Friday. One investment analyst has rated the stock with a Buy rating, one has given a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat, Insight Enterprises currently has a consensus rating of “Reduce” and a consensus price target of $100.00.

Insight Enterprises Stock Performance

Insight Enterprises stock traded up $5.86 during mid-day trading on Friday, reaching $88.14. 372,779 shares of the stock traded hands, compared to its average volume of 429,311. Insight Enterprises has a 12-month low of $77.10 and a 12-month high of $170.64. The business’s 50-day moving average is $83.42 and its 200-day moving average is $103.89. The company has a debt-to-equity ratio of 0.88, a current ratio of 1.30 and a quick ratio of 1.27. The stock has a market capitalization of $2.73 billion, a PE ratio of 20.44, a price-to-earnings-growth ratio of 0.39 and a beta of 0.93.

Insight Enterprises (NASDAQ:NSIT) last released its quarterly earnings results on Thursday, February 5th. The software maker reported $2.96 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.82 by $0.14. Insight Enterprises had a return on equity of 19.20% and a net margin of 1.72%.The business had revenue of $2.05 billion during the quarter, compared to the consensus estimate of $2.08 billion. During the same period in the previous year, the company posted $2.66 EPS. The business’s quarterly revenue was down 1.2% compared to the same quarter last year. Insight Enterprises has set its FY 2026 guidance at 11.000-11.500 EPS. As a group, sell-side analysts predict that Insight Enterprises will post 9.89 EPS for the current fiscal year.

Institutional Trading of Insight Enterprises

Several institutional investors and hedge funds have recently added to or reduced their stakes in the business. MTM Investment Management LLC purchased a new position in shares of Insight Enterprises in the 2nd quarter worth $55,000. Annis Gardner Whiting Capital Advisors LLC bought a new position in shares of Insight Enterprises in the 3rd quarter valued at about $48,000. CWM LLC grew its position in Insight Enterprises by 39.2% in the fourth quarter. CWM LLC now owns 529 shares of the software maker’s stock worth $43,000 after acquiring an additional 149 shares in the last quarter. Torren Management LLC bought a new stake in Insight Enterprises during the fourth quarter worth approximately $44,000. Finally, Covestor Ltd raised its position in Insight Enterprises by 24.3% during the third quarter. Covestor Ltd now owns 665 shares of the software maker’s stock valued at $75,000 after purchasing an additional 130 shares during the period.

Trending Headlines about Insight Enterprises

Here are the key news stories impacting Insight Enterprises this week:

• Positive Sentiment: Q4 EPS beat — Insight reported $2.96 GAAP EPS vs. consensus ~$2.82, showing margin improvement versus last year and topping estimates, which helped lift investor sentiment. Zacks: NSIT Surpasses Q4 Earnings Estimates
• Positive Sentiment: Raised FY‑2026 guidance — Management set adjusted EPS guidance of $11.00–$11.50, above the prior Street consensus (~$10.52), signaling confidence in AI, cloud and services demand and driving the stock higher. Seeking Alpha: NSIT Outlines $11–$11.50 Target
• Positive Sentiment: Strategy tailwinds — Management emphasized AI, cloud and services as growth drivers on the call and in its presentation, which supports the higher EPS outlook and investor optimism about recurring‑services mix. NSIT Slide Deck / Press Materials
• Neutral Sentiment: Full results & details — The company filed its Q4 and full‑year press release and provided an earnings‑call transcript and slide deck for investors to dig into segment performance, margins and cash flow. Yahoo Finance: Q4 and Full Year Results
• Negative Sentiment: Revenue miss & slight YoY decline — Revenue was $2.05B vs. analyst estimates of ~$2.08B and was down ~1.2% year‑over‑year, which could cap upside if top‑line trends persist. Yahoo Finance: Sales Below Analyst Estimates
• Negative Sentiment: Thin net margin — Reported net margin (~1.7%) remains low even with solid ROE, highlighting leverage to cost and gross‑profit mix that investors will watch as guidance gets executed. Zacks: Q4 Key Metrics

About Insight Enterprises

Insight Enterprises, Inc is a global technology provider headquartered in Tempe, Arizona. Founded in 1988, the company specializes in helping organizations harness the power of digital transformation by offering a comprehensive portfolio of IT hardware, software, cloud and licensing management solutions. Insight’s expertise spans across the full technology lifecycle, from initial strategy and consulting to implementation, integration and ongoing managed services.

At the core of Insight’s business are its consulting and professional services, which guide clients through complex technology environments and ensure optimal deployment of solutions.