Insight Enterprises (NASDAQ:NSIT) Issues Earnings Results

05 Nov 2026, 19:57 by Teresa Graham · The Cerbat Gem

Insight Enterprises (NASDAQ:NSIT – Get Free Report) announced its earnings results on Thursday. The software maker reported $3.59 EPS for the quarter, beating analysts’ consensus estimates of $2.85 by $0.74, FiscalAI reports. The business had revenue of $2.44 billion during the quarter, compared to analysts’ expectations 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% on a year-over-year basis. During the same period in the prior year, the company earned $2.43 earnings per share. 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 Price Performance

NASDAQ:NSIT traded down $22.90 during trading hours on Thursday, hitting $152.72. 610,334 shares of the stock traded hands, compared to its average volume of 437,679. The company has a market cap of $4.48 billion, a price-to-earnings ratio of 22.36, a price-to-earnings-growth ratio of 1.21 and a beta of 1.06. Insight Enterprises has a 1 year low of $63.62 and a 1 year high of $182.12. The stock has a 50 day moving average price of $162.67 and a 200 day moving average price of $114.51. The company has a quick ratio of 1.15, a current ratio of 1.18 and a debt-to-equity ratio of 0.92.

Analyst Ratings Changes

Several equities research analysts have recently commented on NSIT shares. Wall Street Zen lowered Insight Enterprises from a “strong-buy” rating to a “buy” rating in a research note on Saturday, September 12th. 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, August 6th. JPMorgan Chase & Co. boosted their price target on Insight Enterprises from $135.00 to $160.00 and gave the company a “neutral” rating in a report on Friday, August 7th. Weiss Ratings upgraded Insight Enterprises from a “hold (c)” rating to a “hold (c+)” rating in a research report on Wednesday, October 28th. Finally, Zacks Research cut Insight Enterprises from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, October 6th. Three analysts have rated the stock with a Buy rating and four have given a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Hold” and an average price target of $147.50.

Check Out Our Latest Analysis on Insight Enterprises

Insider Activity

In other news, General Counsel Karim Adatia sold 248 shares of the firm’s stock in a transaction on Friday, August 28th. The shares were sold at an average price of $157.40, for a total transaction of $39,035.20. The sale was disclosed in a filing with the SEC, which is available through this hyperlink. 1.21% of the stock is currently owned by company insiders.

Trending Headlines about Insight Enterprises

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

Positive Sentiment: Q3 adjusted EPS was $3.59, ahead of the roughly $2.85 analyst consensus and up from $2.43 a year earlier. Revenue of $2.44 billion also topped expectations of $2.15 billion and rose 21.8% year over year. Zacks Q3 earnings article
Positive Sentiment: Insight raised its FY 2026 EPS guidance to $13.55–$13.75, above the cited analyst consensus of $12.30. The higher outlook may support earnings expectations, with coverage pointing to demand for AI infrastructure as a growth driver. Seeking Alpha outlook article
Neutral Sentiment: Despite the earnings beat and raised guidance, one report characterized Q3 profit as falling. That may be a counterpoint to the strong adjusted EPS and sales figures, though the provided article details do not quantify the decline. RTT News Q3 report

About Insight Enterprises

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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.