NSIT - Insight Enterprises, Inc.
Insight Enterprises, Inc. (NSIT) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript
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.
CHANDLER, Ariz.--(BUSINESS WIRE)--Insight Enterprises, Inc. (NASDAQ: NSIT) (the “Company”) today reported financial results for the quarter ended March 31, 2026. Highlights include: Consolidated net sales increased 1% year over year Gross profit increased 14% year over year to $462.2 million and gross margin expanded 240 basis points to 21.7% Consolidated net earnings increased more than 100% year over year to $30.0 million Adjusted earnings before interest, tax, depreciation and amortization (.
Insight Enterprises delivers integrated IT solutions and services to a broad client base across industries worldwide.
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.
CHANDLER, Ariz.--(BUSINESS WIRE)--Insight Enterprises (NASDAQ: NSIT) announced today that the leading Solutions Integrator and Google Cloud Premier level partner has received the 2026 Google Cloud Partner of the Year Award for Global Workplace AI Transformation. A Google Cloud Premier Partner for 10 years, Insight is being recognized for its achievements in the Google Cloud ecosystem, helping joint clients leverage the Google Cloud AI portfolio to build transformative solutions to overcome the.
CHANDLER, Ariz.--(BUSINESS WIRE)--Insight Enterprises, Inc. (Nasdaq: NSIT) today announced that it will release financial results for the quarter ended March 31, 2026, prior to market open on May 7, 2026, and will also host a conference call and live webcast at 9:00 a.m. ET to discuss the results of operations. The live webcast and replays of the conference call can be accessed at: http://investor.insight.com/. To access the live conference call, please register in advance using this event link.
CHANDLER, Ariz.--(BUSINESS WIRE)--Insight Enterprises (NASDAQ: NSIT) today announced that an inducement equity award has been granted to its new President and Chief Executive Officer, Jack Azagury, on April 15, 2026 (the "Grant Date"). The equity award is consistent with the previously disclosed terms of Mr. Azagury's offer letter and was approved by the Compensation Committee of the Board of Directors in accordance with Nasdaq Listing Rule 5635(c)(4). Insight is issuing this press release purs.
SG Americas Securities LLC increased its position in shares of Insight Enterprises, Inc. (NASDAQ: NSIT) by 264.5% during the undefined quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 18,904 shares of the software maker's stock after acquiring an additional 13,718 shares during the period.
CHANDLER, Ariz.--(BUSINESS WIRE)--Insight Enterprises (NASDAQ: NSIT) today announced that its Board of Directors has elected Jack Azagury to succeed Joyce Mullen as President and Chief Executive Officer, effective April 13, 2026. Mullen, who announced her retirement in October 2025, will continue with the company to assist Jack in an advisory role. The Board conducted a thorough search to identify a leader with the vision and experience to drive the next chapter of Insight's growth. Jack has de.
Citigroup Inc. decreased its position in Insight Enterprises, Inc. (NASDAQ: NSIT) by 41.9% during the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 17,199 shares of the software maker's stock after selling 12,414 shares during the quarter. Citigroup Inc. owned about 0.06%
CHANDLER, Ariz.--(BUSINESS WIRE)--Insight Enterprises, Inc. (Nasdaq: NSIT) today announced that it is scheduled to participate in the following upcoming investor conference: Raymond James 47th Annual Institutional Investors Conference March 3, 2026, 11:00 AM ET Participants: James Morgado, CFO and Adrian Gregory, President, Insight EMEA The Insight presentation will be broadcast live over the Internet at http://investor.insight.com/ where you can also view other recent webcasts, downloadable sl.
As enterprise budgets shift, Insight's ability to generate steady profit from cloud and managed services becomes central to its outlook.
Principal Financial Group Inc. lifted its holdings in shares of Insight Enterprises, Inc. (NASDAQ: NSIT) by 11.5% in the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 151,848 shares of the software maker's stock after acquiring an additional 15,655
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