Stocks · Technology · Information Technology Services
Insight Enterprises, Inc. NSIT
$160.66 -0.42% Close, Oct 2, 2026 · NASDAQ · Market cap $4.85B
Strong trendInexpensive vs sector
Next earnings report: Oct 29, 2026
Scroll or pinch to zoom, drag to move. Daily prices adjusted for splits. Markers: E = earnings (green beat, red miss), S = split, D = dividend.
Three things to know
- Diluted EPS over the last four quarters was $6.83, up 63.0% year over year.
- The stock is in an uptrend: above its 200-day average for 93 trading days, with the 50-day average above the 200-day.
- The diluted share count fell 6.1% in a year, mainly through buybacks.
PromtFinance scores
Each score is a percentile within the Technology sector (0–100). Under each score: how the stock ranks in its sector on every component. As of Oct 5, 2026.
How fast revenue, earnings and cash flow are growing.
- Revenue growth (TTM, YoY)Bottom 24%
- EPS growth (TTM, YoY)Top 26%
- FCF growth (TTM, YoY)Top 12%
- Revenue growth, 3-year CAGRBottom 11%
- Revenue growth accelerationTop 23%
Returns on capital, margins, earnings quality and balance-sheet strength.
- Return on invested capitalTop 36%
- Gross marginBottom 15%
- Operating marginTop 48%
- Cash conversion (OCF / net income)Top 35%
- Accruals (lower is better)Bottom 22%
- Net debt / EBITDA (lower is better)Bottom 21%
- Interest coverTop 44%
How cheap the shares are relative to earnings, cash flow and their own history.
- Earnings yieldTop 21%
- Free-cash-flow yieldTop 17%
- EBITDA / enterprise valueTop 21%
- Sales / enterprise valueTop 7%
- P/E vs own 5-year history (lower is better)Bottom 34%
Strength and persistence of the price trend, including versus the S&P 500.
- 12-month return excluding last monthTop 29%
- 6-month returnTop 6%
- 1-year return vs S&P 500Top 31%
- Distance from 52-week highTop 10%
- Trend checklist (0–4)Top 18%
Earnings surprises and analyst sentiment (estimate-revision history is being collected).
- Average EPS surprise, last 4 quartersTop 39%
- Consecutive EPS beatsTop 48%
- Share of analysts rating BuyBottom 20%
- Upside to consensus price targetBottom 8%
Low volatility, shallow drawdowns, low market sensitivity and modest leverage.
- Volatility, 60 days (lower is better)Top 14%
- Maximum drawdown, 3 yearsBottom 30%
- Beta vs S&P 500 (lower is better)Top 47%
- Net debt / EBITDA (lower is better)Bottom 21%
What changed
Latest four quarters versus the same period a year earlier (growth: versus one quarter earlier).
| Measure | Before | Now | |
|---|---|---|---|
| Revenue growth (YoY) | -1.8% | 2.7% | ↑ |
| EPS growth (YoY) | 14.4% | 63.0% | ↑ |
| Gross margin | 20.6% | 22.1% | ↑ |
| Operating margin | 3.9% | 5.3% | ↑ |
| FCF margin | 2.4% | 4.9% | ↑ |
Fundamental momentum
| Measure | Now (TTM) | Year / quarter before | Sector rank | |
|---|---|---|---|---|
| Revenue growth (TTM, YoY) | 2.7% | -1.8% | ↑ | Bottom 24% |
| EPS growth (TTM, YoY) | 63.0% | 14.4% | ↑ | Top 26% |
| Gross margin | 22.1% | 20.6% | ↑ | Bottom 15% |
| Operating margin | 5.3% | 3.9% | ↑ | Top 48% |
| Net margin | 2.5% | 1.8% | ↑ | — |
| Free-cash-flow margin | 4.9% | 2.4% | ↑ | — |
| Return on invested capital | 7.6% | — | Top 36% | |
| Revenue growth, 3-year CAGR | -7.5% | — | Bottom 11% |
Quality of earnings and balance sheet
- Cash conversion (OCF / net income)Above 1× means profits are backed by cash.
- 2.16×
- Accruals (net income − OCF) / assetsLower is better; high accruals can signal weaker earnings quality.
- -2.1%
- Stock-based compensation / revenueA cost to shareholders through dilution.
- 0.5%
- Receivables growth vs revenue growthReceivables growing much faster than sales can be a warning.
- +39.1 pp
- Net debt / EBITDABelow 1× is conservative; above 3× is high leverage.
- 2.89×
- Interest cover (operating income / interest)How many times operating profit covers interest.
- 4.8×
Shareholder returns
- Dividend yield (dividends paid, TTM)
- 0.00%
- Net buyback yield (TTM)
- 6.18%
- Shareholder yield
- 6.18%
- Share count change, 1 year
- -6.1%
- Share count change, 3-year CAGR
- -6.6%
Shareholder yield = dividends + net buybacks over the last four quarters, divided by market cap.
Based on the four quarters through Jun 30, 2026 (filed Aug 6, 2026).
Earnings and expectations
Earnings momentum
- Consecutive EPS beats
- 3
- Beats in the last 8 reports
- 5 of 8
- Average EPS surprise, last 4
- +13.0%
- Average 2-day reaction, last 8
- -4.1%
- Positive 20 days after report
- 3 of 8
Analysts
- Consensus price target
- $143.33
- Target vs current price
- -10.8%
- Analysts with a rating
- 7
- Share rating Buy or Strong Buy
- 43%
- Consensus rating
- Buy
How the stock reacted to recent reports
| Report date | EPS surprise | 2 days | 5 days | 20 days | 60 days |
|---|---|---|---|---|---|
| Aug 6, 2026 | +31.7% | +6.4% | +10.3% | +8.4% | — |
| May 7, 2026 | +17.6% | +2.0% | +26.5% | +72.2% | +90.8% |
| Feb 5, 2026 | +5.0% | +0.8% | +10.3% | +6.3% | -10.9% |
| Oct 30, 2025 | -2.4% | -3.9% | -8.4% | -16.3% | -19.1% |
| Jul 31, 2025 | -1.6% | -18.0% | -18.9% | -11.0% | -25.2% |
| May 1, 2025 | +1.5% | -3.2% | -3.6% | -4.4% | +5.3% |
| Feb 6, 2025 | +5.1% | -2.7% | -4.4% | -12.2% | -23.3% |
| Oct 31, 2024 | -7.6% | -14.2% | -14.4% | -23.4% | -15.8% |
Returns from the close before each report. Past reactions do not determine future ones.
Earnings history
| Report date | EPS | Estimate | Surprise | Revenue |
|---|---|---|---|---|
| Aug 6, 2026 | $3.86 | $2.93 | +31.7% | $2.40B |
| May 7, 2026 | $2.88 | $2.45 | +17.6% | $2.13B |
| Feb 5, 2026 | $2.96 | $2.82 | +5.0% | $2.05B |
| Oct 30, 2025 | $2.43 | $2.49 | -2.4% | $2.00B |
| Jul 31, 2025 | $2.45 | $2.49 | -1.6% | $2.09B |
| May 1, 2025 | $2.06 | $2.03 | +1.5% | $2.10B |
| Feb 6, 2025 | $2.66 | $2.53 | +5.1% | $2.07B |
| Oct 31, 2024 | $2.19 | $2.37 | -7.6% | $2.09B |
Valuation in context
| Multiple | Now | 5-year median | 5-year percentile | Sector rank (cheapness) |
|---|---|---|---|---|
| P/E (trailing) | 23.5× | 19.3× | 76th | Top 21% |
| P/E (forward) | 12.9× | — | — | — |
| EV / EBITDA | 13.1× | — | — | Top 21% |
| EV / Sales | 0.73× | — | — | Top 7% |
| Free-cash-flow yield | 8.72% | — | — | Top 17% |
| Earnings yield | 4.25% | — | — | Top 21% |
P/E over the past five years
Range 12.3× – 31.9× since Jun 30, 2021. Each point: price on the filing date divided by trailing-twelve-month EPS known then.
What moved the stock over the past year
- Price return, 1 year
- +42.9%
- Earnings per share growth (TTM)
- +63.0%
- Change in P/E multiple
- -31.6%
Most of the move came from earnings growth.
Technical state
Trend checklist
- ✓ Price above 20-day average
- ✓ Price above 50-day average
- ✓ Price above 200-day average
- ✓ 50-day average above 200-day
- ✗ MACD histogram positive
Trend quality
- Days above the 50-day average
- 102
- Days above the 200-day average
- 93
- 50-day average slope (20 days)
- +12.6%
- 200-day average slope (20 days)
- +7.5%
- Distance from 50-day average
- +6.8%
- Distance from 200-day average
- +53.6%
- RSI (14)
- 57.8
- Relative volume
- 0.76×
Risk and drawdowns
- Volatility, 60 days (annualized)
- 37.1%
- Volatility vs own 5-year history
- 73th percentile · Normal for this stock
- Beta vs S&P 500 (2 years, weekly)
- 1.39
- Correlation with S&P 500
- 0.51
- Current drawdown from 1-year high
- -2.8%
- Maximum drawdown, 3 years
- -71.4%
Largest declines in the past six years
| From peak | To low | Decline | Length | Recovery |
|---|---|---|---|---|
| Jul 26, 2024 | Mar 30, 2026 | -71.4% | 419 days | Not yet recovered |
| Jan 4, 2022 | Sep 26, 2022 | -25.4% | 182 days | 75 days (Jan 12, 2023) |
| Apr 4, 2023 | Apr 26, 2023 | -17.8% | 15 days | 32 days (Jun 12, 2023) |
| Jun 11, 2021 | Sep 21, 2021 | -16.1% | 70 days | 72 days (Jan 3, 2022) |
| Oct 22, 2020 | Oct 30, 2020 | -15.6% | 6 days | 4 days (Nov 5, 2020) |
Declines of 10% or more from a closing high, measured on daily closes.
Financial statements
- Market cap
- $4.85B
- P/E (TTM)
- 23.5
- EPS, diluted (TTM)
- $6.83
- Revenue (TTM)
- $8.58B
- 52-week range
- $63.62 – $168.50
| FY 2021 | FY 2022 | FY 2023 | FY 2024 | FY 2025 | |
|---|---|---|---|---|---|
| Revenue | $9.44B | $10.43B | $9.18B | $8.70B | $8.25B |
| Gross profit | $1.45B | $1.64B | $1.67B | $1.77B | $1.76B |
| Operating income | $332.1M | $413.7M | $419.8M | $388.6M | $375.6M |
| Net income | $219.3M | $280.6M | $281.3M | $249.7M | $157.3M |
| EPS (diluted) | $5.95 | $7.66 | $7.55 | $6.55 | $4.86 |
| Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $2.09B | $2.07B | $2.10B | $2.09B | $2.00B | $2.05B | $2.13B | $2.40B |
| Net income | $58.2M | $37.0M | $7.5M | $46.9M | $50.9M | $52.0M | $30.0M | $77.6M |
| EPS (diluted) | $1.52 | $0.99 | $0.22 | $1.46 | $1.62 | $1.67 | $0.97 | $2.57 |
| FY 2021 | FY 2022 | FY 2023 | FY 2024 | FY 2025 | |
|---|---|---|---|---|---|
| Operating cash flow | $163.7M | $98.1M | $619.5M | $632.8M | $303.8M |
| Capital expenditure | -$52.1M | -$70.9M | -$39.3M | -$46.8M | -$24.5M |
| Free cash flow | $111.6M | $27.2M | $580.3M | $586.1M | $279.3M |
| Dividends paid | $0 | $0 | $0 | $0 | $0 |
| Net share buybacks | -$50.0M | -$107.9M | -$217.1M | -$200.0M | -$151.1M |
Cash outflows are shown as negative numbers.
- Cash and short-term investments
- $363.5M
- Total assets
- $11.39B
- Total liabilities
- $9.79B
- Total debt
- $1.74B
- Net debt
- $1.38B
- Shareholders’ equity
- $1.61B
As of Jun 30, 2026 (filed Aug 6, 2026).
Short interest
- Shares sold short
- 1,011,052
- Days to cover
- 4.28
- Change vs previous report
- -2.8%
FINRA short interest, settlement date Sep 15, 2026.
Stock splits
- Sep 19, 2000
- 3-for-2
- Feb 19, 1999
- 3-for-2
- Sep 9, 1998
- 3-for-2
- Sep 18, 1997
- 3-for-2