Company Reports Q1 Revenue of $2.13B, Beating Expectations
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 4 days ago
0mins
Should l Buy NSIT?
Reports Q1 revenue $2.13B, consensus $2.12B. "In the first quarter, we delivered double-digit gross profit growth across every geography, as well as double-digit adjusted earnings from operations and adjusted diluted earnings per share growth. Total gross profit grew 14% with Cloud gross profit increasing 35% and Core Services gross profit growing 19%, the two critical priority areas of our strategy." stated Jack Azagury, President and Chief Executive Officer. "The team has built a truly differentiated set of capabilities across hardware, software and services to deliver compelling solutions to our clients. I am excited to continue our transformation to become the leading Solutions Integrator and build upon this strong foundation." Azagury added.
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Analyst Views on NSIT
Wall Street analysts forecast NSIT stock price to rise
3 Analyst Rating
1 Buy
1 Hold
1 Sell
Hold
Current: 83.790
Low
90.00
Averages
103.33
High
120.00
Current: 83.790
Low
90.00
Averages
103.33
High
120.00
About NSIT
Insight Enterprises, Inc. is a solutions and systems integrator. The Company designs, builds, and manages digital solutions to make running a business easier. It serves its clients in North America; Europe, the Middle East and Africa (EMEA); and Asia-Pacific (APAC). Its offerings in North America and certain countries in EMEA and APAC include IT hardware, software and services, including cloud solutions. Its offerings in the remainder of its EMEA and APAC segments consist primarily of software and certain software-related services and cloud solutions. Its solutions include hybrid multi-cloud, cybersecurity, data & artificial intelligence (AI), digital workplace and intelligent applications. Its hybrid multi-cloud solutions are about adopting and building modern platforms from edge to data center to cloud (multi-cloud and hybrid). Its cybersecurity solutions focus on automating and securely connecting modern platforms, including networks, security systems, and automation tools.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Speece Thorson Increases Stake in Insight Enterprises by 78,191 Shares
- Stake Increase: Speece Thorson Capital Group increased its position in Insight Enterprises by 78,191 shares in Q1 2026, with an estimated transaction value of $6.39 million, reflecting confidence in the company despite a 46.7% decline in stock price over the past year.
- Asset Management Proportion: As of March 31, 2026, Insight Enterprises represented 1.29% of Speece Thorson's reportable assets under management, indicating its significance in the portfolio and potential influence on future investment decisions.
- New CEO Appointment: Insight Enterprises appointed Jack Azagury as the new CEO on April 13, 2026, succeeding Joyce Mullen, and this leadership change may impact the company's strategic direction and market performance.
- Future Growth Potential: Insight Enterprises is investing in Insight AI to help clients scale AI applications successfully, and with the recent acquisition of business transformation firm Inspire11, it is expected to drive revenue growth in the upcoming quarters.
See More
Speece Thorson Increases Stake in Insight Enterprises
- Share Increase: Speece Thorson Capital Group increased its stake in Insight Enterprises by 78,191 shares during Q1 2026, with an estimated transaction value of $6.39 million, reflecting confidence in the company's potential.
- Value Growth: The quarter-end position value of Insight Enterprises rose by $5.15 million due to both trading activity and stock price movements, indicating improved market expectations for its future performance.
- Asset Management Ratio: Insight Enterprises accounts for 1.29% of Speece Thorson's assets under management, highlighting its significance in the investment portfolio despite not being among the top five holdings.
- Future Growth Potential: Insight Enterprises' investments in AI applications could drive future growth, especially following its acquisition of business transformation and technology delivery firm Inspire11, underscoring its competitive position in the technology distribution and services sector.
See More
Insight Wins Google Cloud Partner of the Year for Ninth Consecutive Year
- Award Recognition: Insight Enterprises has been awarded the 2026 Google Cloud Partner of the Year for Global Workplace AI Transformation, marking its outstanding performance in the Google Cloud ecosystem and achieving this honor for the ninth consecutive year, showcasing its deep expertise in driving digital transformation for businesses.
- Client Success Story: Insight delivered a 1,500-employee Gemini for Google Workspace trial for Equifax, with 90% of participants reporting significant improvements in work quality, leading to a full rollout for 22,000 employees, demonstrating its effectiveness in enhancing client productivity.
- Industry Impact: The Google Cloud-based 911 call center solution launched by Insight in 2025 reduced non-emergency call times by 60% using generative AI for telecom provider Viiz Communications, delivering substantial business value and reinforcing its leadership position in the industry.
- Future Outlook: At the upcoming Google Cloud Next conference, Insight will showcase its latest AI and cloud innovations, emphasizing its commitment to helping clients solve IT challenges, and is expected to continue driving the adoption of production-scale AI to assist clients across various industries in achieving their business objectives.
See More
Insight Enterprises Grants Equity Award to New CEO Jack Azagury
- Equity Award Granted: Insight Enterprises announced a one-time performance-based RSU grant valued at approximately $10 million to new CEO Jack Azagury on April 15, 2026, aimed at incentivizing him to enhance shareholder returns over the next three years.
- Performance Targets Set: The PSUs have a performance period ending on April 15, 2029, requiring an absolute total shareholder return growth of 118%, 160%, and 200% in stock price, corresponding to 50%, 100%, and 200% of target value, respectively, indicating the company's focus on long-term growth.
- Share Limitations: The maximum number of shares subject to the Inducement Award is capped at 266,170 shares, ensuring the incentive's reasonableness and controllability while reflecting the company's trust and expectations for the new CEO.
- Compliance Review: The equity award was approved by the Compensation Committee of the Board of Directors in accordance with Nasdaq Listing Rule 5635(c)(4), ensuring transparency and compliance, thereby enhancing investor confidence.
See More
Insight Enterprises Grants Inducement Equity Award to New CEO Jack Azagury
- Equity Award Granted: On April 15, 2026, Insight Enterprises granted a performance-based equity award valued at approximately $10 million to its new CEO Jack Azagury, aimed at incentivizing him to drive company performance over the next three years.
- Performance Targets Set: The performance period for the equity award extends until April 15, 2029, requiring achievement of 118%, 160%, and 200% absolute total shareholder return growth, corresponding to 50%, 100%, and 200% of target value, reflecting the company's commitment to long-term growth.
- Share Limitations: The award is capped at a maximum of 266,170 shares of Insight's common stock, ensuring that the incentive is directly tied to company performance, thereby enhancing accountability and performance orientation within the management team.
- Compliance Review: This equity award has been approved by the Compensation Committee of the Board of Directors, in accordance with Nasdaq Listing Rule 5635(c)(4), ensuring transparency and compliance, which further boosts investor confidence.
See More
ValueAct Reduces Stake in Insight Enterprises
- Share Reduction Details: According to an SEC filing dated February 17, 2026, ValueAct Holdings sold 1,055,147 shares of Insight Enterprises during Q4 2025, with an estimated transaction value of $98.95 million, indicating a cautious outlook on the company's future performance.
- Holding Proportion Change: At quarter-end, ValueAct held 1,216,592 shares valued at approximately $99.12 million, with a net position decrease of about $158.52 million, reflecting a diminished confidence in Insight's prospects.
- Market Performance Analysis: Insight Enterprises' stock has fallen by 50.6% over the past year, significantly underperforming the S&P 500 by 61.79 percentage points, highlighting market concerns regarding the outlook for enterprise IT spending.
- Investor Focus: Insight's revenue model primarily relies on sourcing and managing IT systems, and its future profitability will depend on the stability of corporate technology spending and its ability to increase market share in cloud and managed services.
See More
Speece Thorson Increases Stake in Insight Enterprises by 78,191 Shares
- Stake Increase: Speece Thorson Capital Group increased its position in Insight Enterprises by 78,191 shares in Q1 2026, with an estimated transaction value of $6.39 million, reflecting confidence in the company despite a 46.7% decline in stock price over the past year.
- Asset Management Proportion: As of March 31, 2026, Insight Enterprises represented 1.29% of Speece Thorson's reportable assets under management, indicating its significance in the portfolio and potential influence on future investment decisions.
- New CEO Appointment: Insight Enterprises appointed Jack Azagury as the new CEO on April 13, 2026, succeeding Joyce Mullen, and this leadership change may impact the company's strategic direction and market performance.
- Future Growth Potential: Insight Enterprises is investing in Insight AI to help clients scale AI applications successfully, and with the recent acquisition of business transformation firm Inspire11, it is expected to drive revenue growth in the upcoming quarters.
See More
Speece Thorson Increases Stake in Insight Enterprises
- Share Increase: Speece Thorson Capital Group increased its stake in Insight Enterprises by 78,191 shares during Q1 2026, with an estimated transaction value of $6.39 million, reflecting confidence in the company's potential.
- Value Growth: The quarter-end position value of Insight Enterprises rose by $5.15 million due to both trading activity and stock price movements, indicating improved market expectations for its future performance.
- Asset Management Ratio: Insight Enterprises accounts for 1.29% of Speece Thorson's assets under management, highlighting its significance in the investment portfolio despite not being among the top five holdings.
- Future Growth Potential: Insight Enterprises' investments in AI applications could drive future growth, especially following its acquisition of business transformation and technology delivery firm Inspire11, underscoring its competitive position in the technology distribution and services sector.
See More
Insight Wins Google Cloud Partner of the Year for Ninth Consecutive Year
- Award Recognition: Insight Enterprises has been awarded the 2026 Google Cloud Partner of the Year for Global Workplace AI Transformation, marking its outstanding performance in the Google Cloud ecosystem and achieving this honor for the ninth consecutive year, showcasing its deep expertise in driving digital transformation for businesses.
- Client Success Story: Insight delivered a 1,500-employee Gemini for Google Workspace trial for Equifax, with 90% of participants reporting significant improvements in work quality, leading to a full rollout for 22,000 employees, demonstrating its effectiveness in enhancing client productivity.
- Industry Impact: The Google Cloud-based 911 call center solution launched by Insight in 2025 reduced non-emergency call times by 60% using generative AI for telecom provider Viiz Communications, delivering substantial business value and reinforcing its leadership position in the industry.
- Future Outlook: At the upcoming Google Cloud Next conference, Insight will showcase its latest AI and cloud innovations, emphasizing its commitment to helping clients solve IT challenges, and is expected to continue driving the adoption of production-scale AI to assist clients across various industries in achieving their business objectives.
See More
Insight Enterprises Grants Equity Award to New CEO Jack Azagury
- Equity Award Granted: Insight Enterprises announced a one-time performance-based RSU grant valued at approximately $10 million to new CEO Jack Azagury on April 15, 2026, aimed at incentivizing him to enhance shareholder returns over the next three years.
- Performance Targets Set: The PSUs have a performance period ending on April 15, 2029, requiring an absolute total shareholder return growth of 118%, 160%, and 200% in stock price, corresponding to 50%, 100%, and 200% of target value, respectively, indicating the company's focus on long-term growth.
- Share Limitations: The maximum number of shares subject to the Inducement Award is capped at 266,170 shares, ensuring the incentive's reasonableness and controllability while reflecting the company's trust and expectations for the new CEO.
- Compliance Review: The equity award was approved by the Compensation Committee of the Board of Directors in accordance with Nasdaq Listing Rule 5635(c)(4), ensuring transparency and compliance, thereby enhancing investor confidence.
See More
Insight Enterprises Grants Inducement Equity Award to New CEO Jack Azagury
- Equity Award Granted: On April 15, 2026, Insight Enterprises granted a performance-based equity award valued at approximately $10 million to its new CEO Jack Azagury, aimed at incentivizing him to drive company performance over the next three years.
- Performance Targets Set: The performance period for the equity award extends until April 15, 2029, requiring achievement of 118%, 160%, and 200% absolute total shareholder return growth, corresponding to 50%, 100%, and 200% of target value, reflecting the company's commitment to long-term growth.
- Share Limitations: The award is capped at a maximum of 266,170 shares of Insight's common stock, ensuring that the incentive is directly tied to company performance, thereby enhancing accountability and performance orientation within the management team.
- Compliance Review: This equity award has been approved by the Compensation Committee of the Board of Directors, in accordance with Nasdaq Listing Rule 5635(c)(4), ensuring transparency and compliance, which further boosts investor confidence.
See More
ValueAct Reduces Stake in Insight Enterprises
- Share Reduction Details: According to an SEC filing dated February 17, 2026, ValueAct Holdings sold 1,055,147 shares of Insight Enterprises during Q4 2025, with an estimated transaction value of $98.95 million, indicating a cautious outlook on the company's future performance.
- Holding Proportion Change: At quarter-end, ValueAct held 1,216,592 shares valued at approximately $99.12 million, with a net position decrease of about $158.52 million, reflecting a diminished confidence in Insight's prospects.
- Market Performance Analysis: Insight Enterprises' stock has fallen by 50.6% over the past year, significantly underperforming the S&P 500 by 61.79 percentage points, highlighting market concerns regarding the outlook for enterprise IT spending.
- Investor Focus: Insight's revenue model primarily relies on sourcing and managing IT systems, and its future profitability will depend on the stability of corporate technology spending and its ability to increase market share in cloud and managed services.
See More
