NSIT
Insight Enterprises, Inc.

Insight Enterprises, Inc.NSIT

Technology · Electronics & Computer Distribution
158.25USD
+3.62%
Nov 09, 2026
NSIT overview ready
Managed Security Integration and Services for Enterprise Cybersecurity
Cybersecurity solutions integrator and managed-security-service enabler, rather than a proprietary cybersecurity software pure play.
Primary theme is leading
IT Services & Consulting is leading (+24.8pp vs SPY over 21 sessions; 12 of 12 members ahead of SPY).
Constructive pullback in an uptrend
Longer-term context reads early trend, with a near-term setup of constructive pullback.
The setup is constructive, but the underlying structure is still poor.
Demanding valuation
The price embeds expectations that run ahead of the growth it delivers per turn of revenue multiple.
Solid fundamentals
Free cash flow yield is strong.
Primary risk
Declining revenue growth.
Market Nov 6Filing Sep 30Price action Nov 8Research Oct 21

Conviction Level

PriceAction5.7BusinessPerformance5.0BusinessQuality7.8Valuation2.7ThemeMomentum9.0Mixed — Revenue growth has accelerated across 4 consecutive quarters, rising from -1.2% to +22% year over year. Diluted EPS fell 54% year over year to $0.74. — From filed financial statements. Describes the recent trajectory of the business, not the stock. 20 of the 100 Conviction points.

Conviction uses Price Action, Business Performance, Business Quality, Valuation. Theme Momentum is research context, not an input.

Theme momentumPrimary theme · group context, not entry timing
vs SPY
+24.8pp
Theme return
+19.8%
Beating SPY
12 of 12
21 sessions to Nov 6, 2026 · Theme Leadership V2
Price
Loading price history…

Price Action

Constructive pullback in an uptrend
Longer-term context reads early trend, with a near-term setup of constructive pullback.
The setup is constructive, but the underlying structure is still poor.
EntryBreakout + retest

Price broke through the weekly SMA200, then retested it constructively and recovered — a fresh structural entry rather than a chase.

Key Financials

Market Cap
$4.6B
Avg Volume (60D)
385.2K
60 sessions
Revenue Growth YoY
-5.2%
FY2025 vs FY2024
Gross Margin
+22.0%
Trailing twelve months
Operating Margin
+4.1%
Trailing twelve months
Free Cash Flow Yield
+6.0%
Distance from 200DMA
+37.4%
Next Earnings
2027-02-04
P/E
25.1x
EV / EBITDA
11.8x
EV / Sales
0.6x
Market metrics as of Nov 6, 2026
Financial results for the period ended Sep 30, 2026
Filed balance-sheet data as of Sep 30, 2026

Business Performance

Mixed

Revenue growth has accelerated across 4 consecutive quarters, rising from -1.2% to +22% year over year. Diluted EPS fell 54% year over year to $0.74.

Latest reported: Q3 FY2026, ended Sep 30
Revenue growthAccelerating
+22%
$2.44B in Q3 FY2026 · YoY
YoY growth, last 4 quarters
  1. -1.2%
  2. +1.2%
  3. +15%
  4. +22%
Earnings growthDeclining
-54%
Diluted EPS $0.74 vs $1.62 a year earlier · GAAP
Diluted EPS YoY (GAAP), last 4 quarters
  1. +69%
  2. +341%
  3. +76%
  4. -54%
Operating marginStable
2.8%
-1.8 pp YoY · gross margin 21.4% (-0.2 pp)

Business Quality

7.8 / 10

How well the business earns on its assets, converts earnings to cash and funds itself — read from its SEC filings.

Fundamentals & Valuation

Two of the three valuation perspectives say expensive; intrinsic is the dissenting view.
Insight Enterprises, Inc. has an Expensive valuation stance because the price embeds expectations that run ahead of the growth it delivers per turn of revenue multiple.

Company Research

Thesis
Cybersecurity solutions integrator and managed-security-service enabler, rather than a proprietary cybersecurity software pure play. NSIT is a broad IT solutions integrator whose cybersecurity business includes architecture, implementation, cloud security, managed SOC operations and an exposure-response service.
Opportunity
Moderate opportunity
Enterprise demand for outside partners to design, deploy, operate and continuously improve multi-vendor security controls, vulnerability remediation and incident-response workflows across hybrid IT environments.
Key risk
Declining revenue growth.

Economic classification

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Business & Markets

Technology · Electronics & Computer Distribution
What they do

Insight Enterprises, Inc. provides IT hardware, software, and services globally, focusing on multicloud, cybersecurity, data and AI, digital workplace, and intelligent applications solutions through direct sales and managed services.

How it earns

Primarily transactional and project-based sales combined with managed security and IT services contracts.

Products & services
Multicloud solutions
Cybersecurity solutions
Data and AI solutions
Digital workplace and device solutions
Intelligent application solutions
Customers & end markets
Enterprise customers
Public sector organizations
Global markets across North America, EMEA, and Asia-Pacific
Market position

A cybersecurity solutions integrator and managed security service enabler positioned as a niche player rather than a proprietary software vendor.

Demand drivers
Medium cyclicality

Demand tied to enterprise IT spending cycles and security modernization budgets, which can fluctuate with economic conditions.