Insight Enterprises, Inc. (NSIT)

The past six months have seen several events impacting Insight Enterprises' stock price. In July 2025, the company reported its second-quarter financial results, missing revenue expectations due to partner program changes and project delays. In October 2025, Insight acquired Sekuro and Inspire11 to boost its cybersecurity, AI, and business transformation capabilities. The company reported its third-quarter 2025 results in October, again missing revenue and EPS estimates, leading to a trimmed full-year outlook and stock downgrades. In November 2025, Insight launched "Insight AI" and announced CEO Joyce Mullen's retirement. The stock experienced a decline of 44.47% between January 10, 2025, and January 8, 2026.

Insight Enterprises experiences some demand seasonality for its products and services. There was an unanticipated lack of a "usual June uptick in software demand" in 2023. Management expects hardware demand to increase in the second half of the year, driven by an aging installed base and the Windows 10 end-of-life transition. Seasonality was expected to be favorable until early March, according to an August 2025 trading analysis.

Insight Enterprises, Inc. (NSIT) is a global solutions integrator focused on business-to-business information technology (IT) for enterprises. The company designs, builds, and manages digital solutions to simplify business operations, operating within the Technology sector, specifically in the IT Software & Services and Electronic & Computer Distribution industries. Its offerings include IT hardware, software, and a wide array of services, encompassing supply chain optimization, connected workforce solutions, cloud and data center transformation, and digital innovation. Insight serves a diverse client base across various industries, including construction, esports, financial services, healthcare and life sciences, manufacturing, retail and restaurant, service providers, small to medium businesses, and travel and tourism.

Insight Enterprises has a significant global presence, operating through three primary geographical segments: North America, Europe, the Middle East, and Africa (EMEA), and Asia-Pacific (APAC). The company maintains offices in 19 countries worldwide, with North America being a particularly strong market.

Insight Enterprises has maintained a strong brand reputation over the past year, earning several accolades, including recognition on multiple Forbes lists such as "World's Best Employers" and "America's Best Employers for Women." The company was also named an 'Emerging Visionary' in the Gartner® Innovation Guide for Generative AI Consulting and Implementation Services. Despite financial headwinds, its brand reputation for service quality and ethical conduct remained strong.

Insight Enterprises, Inc. is primarily owned by institutional shareholders, including BlackRock, Inc., Fmr Llc, Vanguard Group Inc, Morgan Stanley, ValueAct Holdings, L.P., Capital World Investors, Fiduciary Management Inc /wi/, State Street Corp, Dimensional Fund Advisors LP, and Geode Capital Management, LLC. Alexander L. Baum is a notable individual owner, holding 27.02% of the company's shares.