Insight Enterprises (NASDAQ:NSIT) Announces Earnings Results

Posted by Brian Himes on Aug 7th, 2026

Insight Enterprises (NASDAQ:NSIT – Get Free Report) posted its earnings results on Thursday. The software maker reported $3.86 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.93 by $0.93, Briefing.com reports. Insight Enterprises had a net margin of 2.17% and a return on equity of 20.89%. The business had revenue of $2.40 billion for the quarter, compared to analysts’ expectations of $2.18 billion. During the same quarter in the prior year, the business earned $2.45 EPS. The business’s revenue for the quarter was up 14.7% compared to the same quarter last year. Insight Enterprises updated its FY 2026 guidance to 12.200-12.700 EPS.

Here are the key takeaways from Insight Enterprises’ conference call:

Q2 results exceeded expectations: Revenue rose 15% to $2.4 billion, gross profit increased 18%, adjusted EBITDA grew 29%, and adjusted diluted EPS climbed 44% to $3.86. Infrastructure hardware, cloud, and core services were key growth drivers.
Insight raised its 2026 outlook, now expecting gross profit growth of 8%–10% and adjusted diluted EPS of $12.20–$12.70, or approximately 16% growth at the midpoint. The company also plans to complete the remaining $149 million share-repurchase authorization this year while pausing M&A.
Management reported strong demand for AI-ready infrastructure, cloud, cybersecurity, and related services, including servers, storage, networking, Microsoft Copilot, Azure, and Agent 365. Insight is investing in AI infrastructure and services while productizing offerings and expanding AI-enabled sales tools.
The three-year “One Insight” plan will consolidate decentralized operations, integrate acquisitions onto common systems, streamline support functions, and reinvest efficiency savings into growth. Management expects to improve operating leverage while selectively adding sales and technical talent.
Management expects slower growth in the second half, with the fourth quarter being the weakest EPS-growth period due to tougher comparisons, Google partner-program changes, memory-price increases, supply-chain disruption, and macroeconomic uncertainty. Hardware gross margin already declined 110 basis points because of pricing and client mix, while debt increased to approximately $1.5 billion.

Insight Enterprises Price Performance

Shares of NSIT opened at $149.17 on Friday. The stock has a market capitalization of $4.50 billion, a PE ratio of 26.08, a PEG ratio of 1.29 and a beta of 1.07. The company has a debt-to-equity ratio of 0.92, a quick ratio of 1.17 and a current ratio of 1.22. The company has a 50 day moving average price of $117.37 and a 200-day moving average price of $93.55. Insight Enterprises has a fifty-two week low of $63.62 and a fifty-two week high of $153.91.

Analyst Ratings Changes

A number of equities research analysts have weighed in on NSIT shares. Zacks Research upgraded shares of Insight Enterprises from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, July 7th. Weiss Ratings upgraded Insight Enterprises from a “hold (c-)” rating to a “hold (c)” rating in a research note on Monday. Raymond James Financial reiterated an “outperform” rating and set a $175.00 target price on shares of Insight Enterprises in a research report on Thursday. JPMorgan Chase & Co. raised shares of Insight Enterprises from an “underweight” rating to a “neutral” rating and set a $105.00 price target on the stock in a report on Wednesday, May 27th. Finally, Wall Street Zen lowered Insight Enterprises from a “strong-buy” rating to a “buy” rating in a research note on Sunday, August 2nd. One investment analyst has rated the stock with a Strong Buy rating, three have given a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat.com, Insight Enterprises has a consensus rating of “Moderate Buy” and an average target price of $118.75.

Read Our Latest Report on NSIT

Key Insight Enterprises News

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

Positive Sentiment: Q2 earnings and revenue beat estimates. Insight reported adjusted earnings of $3.86 per share, well above the roughly $2.93-$2.95 consensus, while revenue reached $2.40 billion versus expectations of about $2.18 billion. Revenue increased 14.7% year over year, and adjusted EPS rose from $2.45 a year earlier. Insight Enterprises Q2 Earnings and Revenues Beat Estimates
Positive Sentiment: Profitability improved significantly. Gross profit rose 18% to $521.6 million, expanding gross margin by 60 basis points to 21.7%. Net earnings increased 65% to $77.6 million, while diluted EPS grew 76% to $2.57. North America sales rose 15%, EMEA increased 8% and APAC climbed 46%. Insight Enterprises Q2 net sales rise 15% as earnings jump 65%
Positive Sentiment: Full-year guidance was raised above consensus. Insight set fiscal 2026 adjusted EPS guidance at $12.20-$12.70, compared with analyst expectations of approximately $11.30. The company also lifted its gross-profit growth outlook to 8%-10%, reinforcing expectations for continued earnings momentum. Insight outlines 2026 adjusted EPS guidance and gross profit outlook
Neutral Sentiment: Insider activity was mixed. Recent reported transactions included a purchase by Chief Financial Officer James Morgado and a sale by General Counsel Karim Adatia, providing no clear overall signal for investors.

Insider Activity

In other news, CFO James A. Morgado bought 2,290 shares of Insight Enterprises stock in a transaction that occurred on Monday, May 11th. The stock was bought at an average price of $87.25 per share, for a total transaction of $199,802.50. Following the purchase, the chief financial officer directly owned 17,246 shares of the company’s stock, valued at approximately $1,504,713.50. The trade was a 15.31% increase in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. 1.21% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Insight Enterprises

Hedge funds have recently bought and sold shares of the business. Morgan Stanley lifted its holdings in Insight Enterprises by 15.6% in the 4th quarter. Morgan Stanley now owns 2,681,920 shares of the software maker’s stock valued at $218,496,000 after purchasing an additional 362,258 shares in the last quarter. State Street Corp lifted its position in shares of Insight Enterprises by 3.2% during the fourth quarter. State Street Corp now owns 1,183,203 shares of the software maker’s stock worth $96,396,000 after purchasing an additional 36,566 shares in the last quarter. Dimensional Fund Advisors LP boosted its position in Insight Enterprises by 11.7% in the 4th quarter. Dimensional Fund Advisors LP now owns 906,400 shares of the software maker’s stock valued at $73,847,000 after buying an additional 94,877 shares during the period. Paradigm Capital Management Inc. NY increased its position in shares of Insight Enterprises by 35.9% during the fourth quarter. Paradigm Capital Management Inc. NY now owns 810,764 shares of the software maker’s stock worth $66,053,000 after acquiring an additional 214,064 shares during the period. Finally, Geode Capital Management LLC grew its stake in Insight Enterprises by 1.2% during the 4th quarter. Geode Capital Management LLC now owns 741,948 shares of the software maker’s stock worth $60,457,000 after purchasing an additional 8,919 shares in the last quarter.

About Insight Enterprises

(Get Free Report)

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.