Insight Enterprises

NSIT · NASDAQ

$164.30+$0.57 (+0.35%)TodayMarket closed · Oct 20, 5:21 PM ET

Prev close $163.73

NSIT analyst rating

HoldConsensus of 4 analysts over the last 12 months. 25% rate it a buy.

Strong buy0
Buy1
Hold3
Underperform0
Sell0

12-month price target · 6 analysts

Average $168.30 (+2.4% upside)

Low: $141.40
Now: $164.30
High: $189.00

Upgrades and downgrades

The latest rating actions, newest first

NSIT analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
JP Morgan	Aug 7, 2026	Maintains	Neutral	$135.00 → $160.00	58%
JP Morgan	May 27, 2026	Upgrade	Underweight → Neutral	$105.00	70%
JP Morgan	Apr 16, 2026	Maintains	Underweight	$90.00 → $80.00	70%
Barrington Research	Feb 6, 2026	Maintains	Outperform	$120.00	50%
Barrington Research	Jan 27, 2026	Maintains	Outperform	$120.00	50%
Barrington Research	Jan 5, 2026	Maintains	Outperform	$120.00	50%
JP Morgan	Dec 15, 2025	Downgrade	Neutral → Underweight	$117.00 → $90.00	70%
Canaccord Genuity	Nov 19, 2025	Initiates	Hold	$100.00	50%
Barrington Research	Oct 31, 2025	Maintains	Outperform	$164.00 → $120.00	50%
Barrington Research	Oct 29, 2025	Maintains	Outperform	$164.00	50%

The case for and against

Updated Apr 17, 2026

Bull case

Insight Enterprises Inc. reported a 9% year-over-year increase in gross profit on a reported basis and an 8% increase on a constant currency basis, signaling robust overall performance. The total gross margins improved from 20.7% to 23.4% year-over-year, highlighting strong operational efficiency and profitability enhancements in the company's service offerings. Furthermore, the services gross margins saw significant growth, rising from 60.3% to 63.4%, driven largely by a 7% increase in cloud gross profit, indicating a successful focus on higher-margin digital and cloud services.

Bear case

Insight Enterprises Inc. has displayed a concerning trend, with gross profit remaining flat year-over-year and declining 2% sequentially, indicating stagnation in profitability. The company also experienced a significant 18% year-over-year decline in net revenue from on-premises software and an overall 4% decrease in total net revenue, driven primarily by a 3% decline in the critical North America segment. Furthermore, management has adjusted their 2025 financial guidance downward, reflecting expectations for reduced gross profit and non-GAAP EPS estimates that have been lowered from a previous range, signaling potential challenges for the company's future performance.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.