Insight Enterprises (NSIT) Q2 2026 earnings — TrendMatrix coverage
Reported
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure
Key numbers
- Adjusted EPS
- $3.86
- Estimate
- $2.93
- Surprise
- +31.8%
- Revenue (period 2026-06-30)
- $2.40B
- Score today
- 5.6/10
Revenue source: xbrl.
How the report landed
Insight Enterprises (NSIT) beat the $2.93 estimate with adjusted EPS of $3.86 — a large 31.8% upside surprise.
Where TrendMatrix's rating stands now
TrendMatrix currently rates NSIT Sell at 5.6/10; 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
- V7 low-quality RISK_OFF penalty: -0.5 (Q=4.1)
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.
The levels TrendMatrix's engine tracks
- Current price
- $159.03
- Price target
- $165.13
- Stop
- $147.90
- Upside to target
- +3.8%
The stock trades at 23.6× trailing but 12.1× forward earnings — consensus estimates already build in a substantial earnings recovery.
Model outputs from TrendMatrix’s engine as of 2026-09-26 — shown for context, not personalized investment advice.
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
- $4.69B
- P/E (fwd)
- 12.1
- P/E (ttm)
- 23.6
- 52-week range
- $63.62–$168.50
- Off 52-week high
- 5.6%
- RSI (14)
- 48
- Volume vs avg
- 0.82×
- Score today
- 5.6/10