Insight Enterprises NASDAQ: NSIT reported first-quarter 2026 results that management said exceeded internal expectations, driven by double-digit gross profit growth and continued expansion in cloud and services. The company also outlined a shift in capital allocation priorities under new Chief Executive Officer Jack Azagury, including a pause in M&A for at least the remainder of 2026 and an increased emphasis on share repurchases.
Insight Enterprises, Inc. (NSIT) Q1 2026 Earnings Call Transcript
Insight Enterprises (NSIT) came out with quarterly earnings of $2.88 per share, beating the Zacks Consensus Estimate of $2.45 per share. This compares to earnings of $2.06 per share a year ago.
The headline numbers for Insight Enterprises (NSIT) give insight into how the company performed in the quarter ended March 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Insight Enterprises trades at just 7x adjusted earnings, with manageable leverage and record profitability despite recent revenue declines. Insight's shift toward higher-margin services supports operating margin expansion, offsetting topline softness and positioning for a return to sales growth in 2026. Recent acquisitions, including Inspire11, enhance Insight's AI and systems integration capabilities, potentially closing the AI gap and driving future growth.
Insight Enterprises is rated a Buy up to $100, driven by deep undervaluation on a 60% price drop with stabilizing fundamentals. NSIT trades at 6.8x forward EV/EBITDA and offers a 9.7% trailing free cash flow yield, with gross margins above peers. Technical indicators signal a bottom formation and an early momentum shift is taking place, suggesting a potential price rebound in 2026 as AI business demand accelerates.
Although the revenue and EPS for Insight Enterprises (NSIT) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Insight Enterprises, Inc. (NSIT) Q4 2025 Earnings Call Transcript
Insight Enterprises (NSIT) came out with quarterly earnings of $2.96 per share, beating the Zacks Consensus Estimate of $2.82 per share. This compares to earnings of $2.66 per share a year ago.
While the top- and bottom-line numbers for Insight Enterprises (NSIT) give a sense of how the business performed in the quarter ended September 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Insight Enterprises, Inc. ( NSIT ) Q3 2025 Earnings Call October 30, 2025 9:00 AM EDT Company Participants Ryan Miyasato Joyce Mullen - President, CEO & Director James Morgado - Chief Financial Officer Conference Call Participants Joseph Cardoso - JPMorgan Chase & Co, Research Division Adam Tindle - Raymond James & Associates, Inc., Research Division Presentation Operator Good morning all, and thank you for joining us for the Insight Enterprises Third Quarter 2025 Operating Results Call. My name is Carly, and I'll be coordinating your call today.
Insight Enterprises (NSIT) came out with quarterly earnings of $2.43 per share, missing the Zacks Consensus Estimate of $2.49 per share. This compares to earnings of $2.19 per share a year ago.