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NSITInsight Enterprises, Inc.Sell5.4·$160.98+1.15%

Insight Enterprises (NSIT) Q2 2026 earnings — TrendMatrix coverage

BEAT+31.8% vs estimateEPS $3.86 vs $2.93 estCurrent verdict Sell 5.4/10

Reported

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure

Event detail · Q2 2026

Key numbers

Reported EPS
$3.86
Estimate
$2.93
Surprise
+31.8%
Revenue (period 2026-06-30)
$2.40B
Score today
5.4/10

Revenue source: xbrl.

Report record · Q2 2026

How the report landed

Insight Enterprises (NSIT) beat the $2.93 estimate with diluted EPS of $3.86 — a large 31.8% upside surprise.

Current read · as of 2026-09-06

Where TrendMatrix's rating stands now

TrendMatrix currently rates NSIT Sell at 5.4/10; no pre/post engine snapshot brackets this report.

3 of the last 4 quarters beat the estimate; this quarter's +31.8% surprise compares with a +12.9% four-quarter average. Next scheduled report: 2026-10-29.

What supports the rating

  • Strong earnings beat streak (3/4)
  • Strong growth profile

What argues against it

  • Concentration risk — Geographic: North America (81.0%)
  • Analyst target reached - limited upside remaining
  • Near 52-week high (0.5% away)

This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.

Current engine read

The levels TrendMatrix's engine tracks

Current price
$160.98
Price target
$185.13
Stop
$151.26
Upside to target
+15.0%

The stock trades at 23.5× trailing but 12.1× forward earnings — consensus estimates already build in a substantial earnings recovery.

Model outputs from TrendMatrix’s engine as of 2026-09-06 — shown for context, not personalized investment advice.

Technology context

NSIT at TrendMatrix's latest read

Technology names get repriced on forward expectations more than trailing prints — a quarter here is read through next-year growth and multiple, not the EPS line alone.

Industry
Electronics & Computer Distribution
Market cap
$4.72B
P/E (fwd)
12.1
P/E (ttm)
23.5
52-week range
$63.62$161.75
Off 52-week high
0.5%
RSI (14)
68
Volume vs avg
0.75×
Score today
5.4/10

Earnings figures are sourced from TrendMatrix’s pipeline (EPS: existing earnings extraction; revenue: SEC XBRL company facts where available, yfinance-provisional otherwise). Not a buy/sell rating, a price target, or investment advice — see the current verdict on the stock’s main page for TrendMatrix’s live read.

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