Insight Enterprises (NASDAQ:NSIT) Posts Earnings Results, Beats Expectations By $0.74 EPS

Posted by Brenda Bartman on Nov 7th, 2026

Insight Enterprises (NASDAQ:NSIT – Get Free Report) posted its earnings results on Thursday. The software maker reported $3.59 EPS for the quarter, topping the consensus estimate of $2.85 by $0.74, FiscalAI reports. The business had revenue of $2.44 billion for the quarter, compared to the consensus estimate of $2.15 billion. Insight Enterprises had a net margin of 2.45% and a return on equity of 22.70%. The firm’s revenue was up 21.8% compared to the same quarter last year. During the same period last year, the company earned $2.43 EPS. Insight Enterprises updated its FY 2026 guidance to 13.550-13.750 EPS.

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

Strong Q3 results led to raised full-year guidance. Gross profit rose 20% and adjusted diluted EPS increased 34%; Insight now expects 2026 gross profit growth of 12.5%–14% and adjusted diluted EPS of $13.55–$13.75, excluding stock-based compensation.
AI-related infrastructure demand and services growth were key drivers. Infrastructure gross profit increased more than 50%, while cloud gross profit grew 26% and Insight Core Services gross profit rose 21%; management said clients are investing in both on-premises and cloud environments for AI.
Management expects growth to moderate in Q4. The outlook reflects tougher comparisons, the impact of Google Partner Program changes, and uncertainty around memory pricing, supply chains, and the broader economy, although the company reported healthy bookings and elevated backlog entering the quarter.
Insight is pursuing operating leverage while investing in growth. A voluntary separation program is expected to generate about $30 million in annualized gross savings, with resources redirected toward AI, cybersecurity, and technical talent; the company also intends to complete its remaining $74 million share-repurchase authorization this year.

Insight Enterprises Stock Up 3.6%

NSIT stock opened at $158.25 on Friday. Insight Enterprises has a 1-year low of $63.62 and a 1-year high of $182.12. The stock has a market cap of $4.64 billion, a P/E ratio of 14.09, a P/E/G ratio of 1.21 and a beta of 1.06. The company has a current ratio of 1.18, a quick ratio of 1.15 and a debt-to-equity ratio of 0.92. The stock’s fifty day simple moving average is $162.73 and its two-hundred day simple moving average is $115.24.

Insiders Place Their Bets

In other news, General Counsel Karim Adatia sold 248 shares of Insight Enterprises stock in a transaction that occurred on Friday, August 28th. The shares were sold at an average price of $157.40, for a total transaction of $39,035.20. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Company insiders own 1.21% of the company’s stock.

Trending Headlines about Insight Enterprises

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

Positive Sentiment: Q3 adjusted EPS was $3.59, beating the roughly $2.85 consensus, while revenue of $2.44 billion topped estimates of $2.15 billion and increased 21.8% year over year. Coverage linked the strong earnings performance to AI-infrastructure demand. Zacks Q3 earnings coverage AI infrastructure earnings analysis
Positive Sentiment: Management raised its FY2026 EPS outlook to $13.55–$13.75, above the cited analyst consensus of $12.30. The stronger outlook reinforces the positive earnings surprise. FY2026 outlook update
Neutral Sentiment: Canaccord Genuity raised its price target to $175 from $140, but maintained a “hold” rating. The higher target suggests potential upside, while the unchanged rating signals a cautious stance. Canaccord Genuity rating information
Negative Sentiment: One report noted that quarterly profit fell, a caveat to the strong adjusted EPS and revenue results. Q3 profit and outlook report

Wall Street Analysts Forecast Growth

Several analysts have recently commented on NSIT shares. Barrington Research set a $180.00 price target on shares of Insight Enterprises in a research report on Monday, August 10th. JPMorgan Chase & Co. raised their target price on shares of Insight Enterprises from $135.00 to $160.00 and gave the company a “neutral” rating in a research report on Friday, August 7th. Zacks Research lowered shares of Insight Enterprises from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, October 6th. Weiss Ratings upgraded shares of Insight Enterprises from a “hold (c)” rating to a “hold (c+)” rating in a report on Wednesday, October 28th. Finally, Canaccord Genuity Group lifted their price objective on shares of Insight Enterprises from $140.00 to $175.00 and gave the company a “hold” rating in a report on Friday. Three investment analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus price target of $172.50.

View Our Latest Analysis on Insight Enterprises

About Insight Enterprises

(Get Free Report)

Insight Enterprises, Inc is a global technology solutions provider that helps businesses and public-sector organizations plan, acquire, implement and manage information technology. The company offers hardware, software and cloud solutions, along with consulting, systems integration, managed services and technical support.

Its portfolio includes workplace and data-center technologies, cloud and data-center modernization, cybersecurity, networking, data and artificial intelligence solutions, and software licensing and asset management.