NSIT
Insight Enterprises, Inc.

Insight Enterprises, Inc.NSIT

Technology · Electronics & Computer Distribution
158.25USD
+0.99%
Sep 24, 2026
NSIT overview ready
Solutions integrator and managed-security-services enabler that designs, deploys and operates exposure-management, cloud-security, SOC and incident-response capabilities using third-party security platforms.
Strong narrative exposure
Exposed to the Enterprise Cybersecurity Modernization narrative through Continuous Exposure Management — enabling supplier.
Advancing price action
Longer-term context reads early trend, with a near-term setup of daily advance.
Attractive valuation
Current market expectations look undemanding relative to the cash the business actually produces.
Solid fundamentals
Free cash flow yield is strong.
Primary risk
Dependence on enterprise IT spending cycles.
Market Sep 23Filing Jun 30Price action Sep 23Research Sep 21

Conviction Level

NarrativeHeat8.0ThemeHeat7.7PriceAction7.4Valuation8.9CompanyPosition7.3
Price
Loading price history…

Price Action

Advancing price action
Longer-term context reads early trend, with a near-term setup of daily advance.
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)
395.0K
60 sessions
Revenue Growth YoY
-5.2%
FY2025 vs FY2024
Gross Margin
+22.1%
Trailing twelve months
Operating Margin
+4.6%
Trailing twelve months
Free Cash Flow Yield
+8.5%
Distance from 200DMA
+55.7%
Next Earnings
2026-10-29
P/E
22.1x
EV / EBITDA
11.4x
EV / Sales
0.7x
Market metrics as of Sep 23, 2026
Financial results for the period ended Jun 30, 2026
Filed balance-sheet data as of Jun 30, 2026

Fundamentals & Valuation

Two of the three valuation perspectives say cheap; own history is the dissenting view.
Insight Enterprises, Inc. has a Cheap valuation stance because current market expectations look undemanding relative to the cash the business actually produces.

Company Research

Thesis
Solutions integrator and managed-security-services enabler that designs, deploys and operates exposure-management, cloud-security, SOC and incident-response capabilities using third-party security platforms.
Opportunity
Moderate opportunity
Enterprise spending on continuous discovery, prioritization, validation and remediation of cyber exposures across hybrid-cloud, endpoint, identity and network environments.
Key risk
Dependence on enterprise IT spending cycles.

Narrative & Theme

Enterprise Cybersecurity Modernization
Part of Continuous Exposure Management, with moderate fit.
NSIT is not a proprietary continuous-exposure-management platform vendor like the listed software names, but it has a genuine adjacent role: its Managed Exposure Defense, managed detection and response, SOC operations, cloud-security and security-consulting offerings help customers implement the continuous identification-to-remediation loop.
Narrative HeatHeating up8.0 / 10
Theme HeatHeating up7.7 / 10

Business & Markets

Technology · Electronics & Computer Distribution
What they do

Insight Enterprises, Inc. provides information technology products and services globally, including hardware, software, and IT solutions across multiple regions. It operates through subsidiaries offering multicloud, cybersecurity, data and AI, digital workplace, and intelligent application solutions.

How it earns

The company generates revenue primarily through transactional sales of IT products and project-based services.

Products & services
Multicloud solutions
Cybersecurity solutions
Data and artificial intelligence solutions
Digital workplace and device solutions
Customers & end markets
Enterprise customers
Public sector organizations
Market position

A challenger in the IT distribution and services market with a broad geographic footprint.

Demand drivers
Medium cyclicality

Demand for IT products and services can fluctuate with enterprise IT spending cycles and economic conditions.