Insight EnterprisesNSIT
NSIT
About: Insight Enterprises Inc is a Fortune IT provider engaged in helping businesses of all sizes, large enterprises, governments, schools, and healthcare organizations. The company has three geographic operating segments: North America, EMEA, and APAC. It generates maximum revenue from the North America segment. The company provides digital innovation, cloud/data center transformation, connected workforce, and supply chain optimization solutions and services.
Employees: 14,324
0
Funds holding %
of 7,429 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
9% less repeat investments, than reductions
Existing positions increased: 112 | Existing positions reduced: 123
2.04% less ownership
Funds ownership: 107.73% [Q1] → 105.69% (-2.04%) [Q2]
4% less funds holding
Funds holding: 331 [Q1] → 318 (-13) [Q2]
9% less capital invested
Capital invested by funds: $5.13B [Q1] → $4.66B (-$475M) [Q2]
13% less first-time investments, than exits
New positions opened: 42 | Existing positions closed: 48
33% less funds holding in top 10
Funds holding in top 10: 3 [Q1] → 2 (-1) [Q2]
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $41K
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$164
25%
upside
Avg. target
$165
25%
upside
High target
$165
26%
upside
2 analyst ratings
1 positive
50%
1 neutral
50%
0 negative
0%
Barrington Research Vincent Colicchio | 25%upside $164 | Outperform Reiterated | 21 Jul 2025 |
JP Morgan Joseph Cardoso | 26%upside $165 | Neutral Maintained | 17 Jul 2025 |
Financial journalist opinion
Based on 9 articles about NSIT published over the past 30 days
Positive
Zacks Investment Research
2 weeks ago
Is Insight Enterprises (NSIT) Stock Undervalued Right Now?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Neutral
Business Wire
2 weeks ago
Insight to Present at Oppenheimer 28th Annual Technology, Internet & Communications Conference
CHANDLER, Ariz.--(BUSINESS WIRE)--Insight Enterprises, Inc. (Nasdaq: NSIT) today announced that it is scheduled to participate in the following upcoming investor conference: Oppenheimer 28th Annual Technology, Internet & Communications Conference August 13, 2025, 1:15 PM ET Participants: James Morgado, CFO The Insight presentation will be broadcast live over the Internet at http://investor.insight.com/ where you can also view other recent webcasts, downloadable slide presentations and other.
Positive
Seeking Alpha
2 weeks ago
A Few Holdings Where We See An Attractive Set-Up
We focus on value-oriented investing, seeking quality companies trading at discounts due to temporary dislocations, offering margin of safety and downside protection. Insight Enterprises is positioned to outgrow the IT industry, with scale advantages and potential for double-digit EPS growth as end-market demand recovers. Masco Corp. benefits from strong brands, disciplined capital allocation, and consistent free cash flow, currently trading at a depressed valuation despite its strengths.
Neutral
The Motley Fool
3 weeks ago
Insight Reports $2.1 Billion Q2 Revenue
Insight Enterprises (NSIT -0.57%) reported second quarter 2025 results on July 31, reporting net revenue of $2.1 billion (down 3% year over year in U.S. dollars), adjusted EBITDA of $138 million (down 2% year over year), and adjusted diluted EPS of $2.45.
Negative
Zacks Investment Research
3 weeks ago
Insight Enterprises (NSIT) Loses 17.6% in 4 Weeks, Here's Why a Trend Reversal May be Around the Corner
The heavy selling pressure might have exhausted for Insight Enterprises (NSIT) as it is technically in oversold territory now. In addition to this technical measure, strong agreement among Wall Street analysts in revising earnings estimates higher indicates that the stock is ripe for a trend reversal.
Neutral
Seeking Alpha
3 weeks ago
Insight Enterprises, Inc. (NSIT) Q2 2025 Earnings Call Transcript
Insight Enterprises, Inc. (NASDAQ:NSIT ) Q2 2025 Earnings Conference Call July 31, 2025 9:00 AM ET Company Participants James A. Morgado - Chief Financial Officer Joyce A.
Positive
Zacks Investment Research
3 weeks ago
Insight Enterprises (NSIT) Reports Q2 Earnings: What Key Metrics Have to Say
The headline numbers for Insight Enterprises (NSIT) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Negative
Zacks Investment Research
3 weeks ago
Insight Enterprises (NSIT) Lags Q2 Earnings and Revenue Estimates
Insight Enterprises (NSIT) came out with quarterly earnings of $2.45 per share, missing the Zacks Consensus Estimate of $2.49 per share. This compares to earnings of $2.46 per share a year ago.
Neutral
Business Wire
3 weeks ago
Insight Enterprises, Inc. Reports Second Quarter Results
CHANDLER, Ariz.--(BUSINESS WIRE)--Insight Enterprises, Inc. (NASDAQ: NSIT) (the “Company”) today reported financial results for the quarter ended June 30, 2025. Results include: Consolidated net sales decreased 3%, year to year while hardware net sales increased 2%, year over year Gross profit decreased 2% year to year to $442.3 million and gross margin expanded 10 basis points to 21.1% Consolidated net earnings decreased 46% year to year to $46.9 million Adjusted earnings before interest, tax,.
Positive
Zacks Investment Research
1 month ago
Why Insight Enterprises (NSIT) is Poised to Beat Earnings Estimates Again
Insight Enterprises (NSIT) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
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