Joyce Mullen: Q4 Revenue $2.05B, Below Consensus
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 05 2026
0mins
Should l Buy NSIT?
Reports Q4 revenue $2.05B, consensus $2.08B. "We are pleased with our fourth quarter results and the momentum in our business after a challenging year," stated Joyce Mullen, President and Chief Executive Officer. "Strong execution in our Cloud business and strong growth in our Core Services business driven by our recent acquisitions, enabled us to deliver record gross profit, gross margin and adjusted earnings from operations margin. We also delivered strong growth in adjusted earnings from operations across every geography and achieved 11% growth in adjusted diluted earnings per share," Mullen 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: 76.430
Low
90.00
Averages
103.33
High
120.00
Current: 76.430
Low
90.00
Averages
103.33
High
120.00
About NSIT
Insight Enterprises, Inc. is a global solutions integrator. The Company designs, builds, and manages digital solutions to make running a business easier. The Company 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.
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
Insight Enterprises Reports Q4 2025 Earnings Highlights
- Strong Financial Performance: Insight Enterprises reported net revenue of $2 billion for Q4 2025, a 1% decline year-over-year, yet core services revenue grew by 7%, reflecting positive impacts from acquisitions, particularly in the EMEA region.
- Cloud Business Growth: The cloud segment achieved gross profit of $138 million, an 11% increase exceeding expectations, primarily driven by double-digit growth in SaaS and Infrastructure as a Service, indicating sustained competitiveness in the cloud market.
- Strategic Acquisitions Strengthen Position: The acquisitions of Inspire11 and Sekuro enhanced the company's technical expertise in data, AI, and cybersecurity, expanding cross-selling opportunities and further solidifying its market position.
- Cautious Future Outlook: Management projects adjusted diluted earnings per share between $11 and $11.50 for 2026, acknowledging subdued corporate client spending and supply chain risks, while maintaining a focus on growth in AI and core services, reflecting a cautiously optimistic stance.
See More
Insight Enterprises Q4 Earnings Beat Expectations
- Earnings Beat: Insight Enterprises reported a Q4 non-GAAP EPS of $2.96, exceeding expectations by $0.12, indicating resilience in profitability despite revenue challenges.
- Revenue Decline: The company’s Q4 revenue of $2.04 billion fell 1.4% year-over-year and missed expectations by $40 million, which may dampen investor confidence in future growth prospects.
- Future Earnings Guidance: For FY 2026, Insight expects adjusted diluted EPS to range between $10.10 and $10.60, slightly below the consensus of $10.52, reflecting a cautious outlook after excluding stock-based compensation expenses.
- Gross Margin Outlook: The company anticipates a gross margin of approximately 21% with gross profit expected to be in the low single digits, indicating potential challenges in cost management that could impact future profitability.
See More
Insight Enterprises to Announce Q4 Earnings on February 5
- Earnings Announcement Date: Insight Enterprises is set to announce its Q4 2023 earnings on February 5 before market open, with a consensus EPS estimate of $2.84, reflecting a 6.8% year-over-year growth, indicating stable profitability.
- Revenue Expectations: The anticipated revenue for Q4 is $2.08 billion, representing a 1.0% year-over-year decline, which highlights challenges in the market environment that may impact the company's future growth strategies.
- Historical Performance Review: Over the past two years, Insight Enterprises has beaten EPS estimates 38% of the time and revenue estimates 25% of the time, indicating some volatility in financial forecasting that could affect investor confidence.
- Revision Trends Observation: In the last three months, there have been no upward revisions for EPS or revenue estimates, with two downward revisions each, suggesting a cautious market outlook on the company's future performance, which may influence stock price movements.
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
Insight Enterprises Reports Q4 2025 Earnings Highlights
- Strong Financial Performance: Insight Enterprises reported net revenue of $2 billion for Q4 2025, a 1% decline year-over-year, yet core services revenue grew by 7%, reflecting positive impacts from acquisitions, particularly in the EMEA region.
- Cloud Business Growth: The cloud segment achieved gross profit of $138 million, an 11% increase exceeding expectations, primarily driven by double-digit growth in SaaS and Infrastructure as a Service, indicating sustained competitiveness in the cloud market.
- Strategic Acquisitions Strengthen Position: The acquisitions of Inspire11 and Sekuro enhanced the company's technical expertise in data, AI, and cybersecurity, expanding cross-selling opportunities and further solidifying its market position.
- Cautious Future Outlook: Management projects adjusted diluted earnings per share between $11 and $11.50 for 2026, acknowledging subdued corporate client spending and supply chain risks, while maintaining a focus on growth in AI and core services, reflecting a cautiously optimistic stance.
See More
Insight Enterprises Q4 Earnings Beat Expectations
- Earnings Beat: Insight Enterprises reported a Q4 non-GAAP EPS of $2.96, exceeding expectations by $0.12, indicating resilience in profitability despite revenue challenges.
- Revenue Decline: The company’s Q4 revenue of $2.04 billion fell 1.4% year-over-year and missed expectations by $40 million, which may dampen investor confidence in future growth prospects.
- Future Earnings Guidance: For FY 2026, Insight expects adjusted diluted EPS to range between $10.10 and $10.60, slightly below the consensus of $10.52, reflecting a cautious outlook after excluding stock-based compensation expenses.
- Gross Margin Outlook: The company anticipates a gross margin of approximately 21% with gross profit expected to be in the low single digits, indicating potential challenges in cost management that could impact future profitability.
See More
Insight Enterprises to Announce Q4 Earnings on February 5
- Earnings Announcement Date: Insight Enterprises is set to announce its Q4 2023 earnings on February 5 before market open, with a consensus EPS estimate of $2.84, reflecting a 6.8% year-over-year growth, indicating stable profitability.
- Revenue Expectations: The anticipated revenue for Q4 is $2.08 billion, representing a 1.0% year-over-year decline, which highlights challenges in the market environment that may impact the company's future growth strategies.
- Historical Performance Review: Over the past two years, Insight Enterprises has beaten EPS estimates 38% of the time and revenue estimates 25% of the time, indicating some volatility in financial forecasting that could affect investor confidence.
- Revision Trends Observation: In the last three months, there have been no upward revisions for EPS or revenue estimates, with two downward revisions each, suggesting a cautious market outlook on the company's future performance, which may influence stock price movements.
See More
