Q4 Earnings Resilience: Insight Enterprises posted record gross margins of 23.4% in the fourth quarter, driving earnings growth despite a modest revenue dip. Social media buzz focused on the 11% services revenue surge and strategic shifts toward solutions integration. Investors noted the company's 2026 guidance for modest gross profit expansion amid market headwinds.
Political Buying Interest: Rep. Michael McCaul's recent share purchases at three-year lows, accumulating about $200,000, sparked 'buy the dip' conversations. With a relatively small $2.6 billion market cap, the stock drew attention as a potential value play. Traders highlighted the timing against broader AI hardware opportunities.
Value Hunter Perspectives: Discussions praised NSIT as an underappreciated AI infrastructure pick, with some booking January effect profits. Analyst targets varied, from outperform calls at $120 to holds at $90, reflecting mixed outlooks. Hedge fund trims added nuance to the optimistic undertones.
Note: This discussion summary was generated from an AI condensation of post data.
Insight Enterprises Revenue
Insight Enterprises had revenues of $2B in Q4 2025. This is a decrease of -1.18% from the same period in the prior year.
You can track NSIT financials on Quiver Quantitative's NSIT stock page.
Insight Enterprises Hedge Fund Activity
We have seen 152 institutional investors add shares of Insight Enterprises stock to their portfolio, and 199 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CAPITAL WORLD INVESTORS removed 1,608,800 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $131,068,936
- VALUEACT HOLDINGS, L.P. removed 1,055,147 shares (-46.4%) from their portfolio in Q4 2025, for an estimated $85,962,826
- FMR LLC removed 919,017 shares (-22.1%) from their portfolio in Q4 2025, for an estimated $74,872,314
- CAPITAL RESEARCH GLOBAL INVESTORS removed 419,398 shares (-60.0%) from their portfolio in Q4 2025, for an estimated $34,168,355
- MORGAN STANLEY added 362,258 shares (+15.6%) to their portfolio in Q4 2025, for an estimated $29,513,159
- D. E. SHAW & CO., INC. added 239,253 shares (+269.9%) to their portfolio in Q4 2025, for an estimated $19,491,941
- FRONTIER CAPITAL MANAGEMENT CO LLC added 211,821 shares (+111.3%) to their portfolio in Q4 2025, for an estimated $17,257,056
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Insight Enterprises Government Contracts
We have seen $22,754,820 of award payments to $NSIT over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- IGF::OT::IGF LOGISTICS EXECUTION SUPPORT SERVICES FOR THE OFFSHORE PATROL CUTTER (OPC) TO SUPPORT THE ASSE...: $4,999,995
- LEVEL 1 CALL CENTER SUPPORT SERVICES: $3,848,444
- GSA OASIS TASK ORDER FOR LOGISTICAL SUPPORT SERVICES. CONTRACTOR TO PROVIDE ENGINEERING AND LOGISTICAL SUPP...: $2,838,012
- STUDENT AND EXCHANGE VISITOR INFORMATION SYSTEM (SEVIS) LEVEL II APPLICATION SERVICES: $2,224,873
- THE PURPOSE OF THIS TASK ORDER IS TO CONTINUE PROVIDING CUSTOMER SERVICE SUPPORT FOR THE NATIONAL MARITIME ...: $1,782,249
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
Insight Enterprises Analyst Ratings
Wall Street analysts have issued reports on $NSIT in the last several months. We have seen 1 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Barrington Research issued a "Outperform" rating on 01/05/2026
- JP Morgan issued a "Underweight" rating on 12/15/2025
To track analyst ratings and price targets for Insight Enterprises, check out Quiver Quantitative's $NSIT forecast page.
Insight Enterprises Price Targets
Multiple analysts have issued price targets for $NSIT recently. We have seen 3 analysts offer price targets for $NSIT in the last 6 months, with a median target of $100.0.
Here are some recent targets:
- Vincent Colicchio from Barrington Research set a target price of $120.0 on 02/06/2026
- Samik Chatterjee from JP Morgan set a target price of $90.0 on 12/15/2025
- Luke Morison from Canaccord Genuity set a target price of $100.0 on 11/19/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
