Insight Enterprises, Inc. (NSIT)

Insight Enterprises' stock has fluctuated between $77.10 and $170.64 over the past six months and has underperformed the US Electronic industry and the broader US Market over the past year. In Q4 2025, revenue decreased slightly, but EPS grew, and the company reported record gross profit and margin. In Q3 2024, revenue decreased due to lower product sales, but gross profit increased due to cloud and Insight Core services growth. A $300 million share repurchase program was authorized in September 2024.

Demand for Insight Enterprises' products and services is subject to seasonality and variability, particularly with SADA's business being heavily weighted in the fourth quarter. The company has noted subdued spending from corporate and large enterprise clients and anticipates this trend to continue in 2026. Growing demand for remote and hybrid work solutions is expected to drive demand for digital engagement tools, collaboration platforms, and subscription-based services.

Insight Enterprises is a global solutions integrator specializing in IT hardware, software, and services, aiding businesses in digital transformation through digital innovation, cloud/data center transformation, connected workforce solutions, and supply chain optimization. The company offers cybersecurity solutions, data and AI, modern workplace and applications, intelligent edge solutions, software maintenance, vendor direct support, and cloud/SaaS subscriptions.

Insight Enterprises operates in North America, Europe, the Middle East and Africa (EMEA), and Asia-Pacific (APAC), with North America being the largest revenue generator.

Insight Enterprises has a strong brand reputation, recognized as a Great Place to Work, a Forbes World's Best Employer, and a Fortune World's Best Workplace, and has received awards from partners like Google, Cisco, and HP Enterprise. However, the company reported a significant one-off loss and decreased net profit margins, with partner program changes impacting gross profit in 2025.

Insight Enterprises has a significant institutional ownership base, with 568 institutional owners holding 41,147,666 shares; major shareholders include BlackRock, Fmr Llc, and Vanguard Group Inc. Insider ownership accounts for 1.05% of the stock, and several insiders have sold stock over the past 24 months.