Insight Enterprises, Inc. (NSIT)

In April 2025, Insight introduced RADIUS® AI, and reported its first-quarter results on May 1, 2025. In May, Insight Enterprises purchased approximately $80 million of its common stock from ValueAct Capital. In July 2025, Insight was named an 'Emerging Visionary' in Gartner's Innovation Guide for Generative AI Consulting and Implementation Services, and reported its second-quarter 2025 financial results, missing analysts' estimates for both earnings per share and revenue, with quarterly revenue down 3.3% year-over-year. In October 2025, Insight Enterprises announced the acquisition of Inspire11 and its Australian subsidiary entered an agreement to acquire Sekuro. The stock hit a 52-week low of $105.47 in October 2025, with its share price dropping 27% year-to-date, and analysts suggest the stock is currently undervalued with significant upside potential.

Insight Enterprises' management expects the company's growth and profitability to be more heavily weighted towards the second half of the year, with the first quarter anticipated to face tough comparisons. Demand for their products and services may typically increase in the latter half of the fiscal year.

Insight Enterprises, Inc. (NSIT) is a global solutions integrator providing IT hardware, software, and services to businesses, enterprises, governments, schools, and healthcare organizations, helping clients manage and transform their IT environments by designing, building, and managing digital solutions. The company operates primarily within the Technology sector, with industry classifications including Catalog/Specialty Distribution, IT Solutions, Business to Business, Commercial & Public Sector, and Retail-Catalog & Mail-Order Houses. Its major products and services encompass a broad range of IT solutions, including digital innovation, cloud/data center transformation, connected workforce, and supply chain optimization, offering modern platforms/infrastructure for managing cloud and data platforms, modern networks, and edge technologies, as well as cybersecurity solutions, data and AI services, modern workplace and applications, intelligent edge solutions, software maintenance, vendor direct support services, and cloud/SaaS subscription products.

Insight Enterprises has a significant global presence, operating through three main geographic segments: North America, EMEA (Europe, Middle East, and Africa), and APAC (Asia-Pacific), with North America being the largest revenue-generating segment. The company maintains offices in 19 countries, serving clients worldwide.

Insight Enterprises has maintained a positive brand reputation, with Gartner recognizing Insight as an 'Emerging Visionary' in its Innovation Guide for Generative AI Consulting and Implementation Services in July 2025. Forbes has listed Insight in several "Best Employers" categories for 2025, including "World's Best Employers," "America's Best Employers For Company Culture," "America's Best Employers for Tech Workers," "America's Best Employers By State," and "America's Best Employers for Women."

Hedge funds and other institutional investors collectively own 94.21% of Insight Enterprises' stock. Several institutional investors adjusted their stakes in the first and second quarters of 2025, including Bessemer Group Inc., Janney Montgomery Scott LLC, WCM Investment Management LLC, Allspring Global Investments Holdings LLC, GAMMA Investing LLC, Jane Street Group LLC, BNP Paribas Financial Markets, and Invesco Ltd.