← Analyst Upside
AU · rank #9 · 2026-10-20
NSIT
NASDAQ · $4.66B (USD)
SignalStrong Buy2.9strength 2.9 / 10
verdict · PROCEED
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 1.857 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.96 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 4 |
| Insider signal (90d) $0 across 0 unique buyers. | -0.193 |
| Analyst upside Consensus target $163.75 | +0.0% |
| Momentum acceleration 3-month minus 12-month momentum. | +26.52% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 3.50 |
| Gross margin TTM | +22.1% |
| 52w high | $177.34 |
| Market cap (USD) | $4.66B |
The AI research card
Independent qualitative review of each pick before the order is placed. On the rare day the research service is unavailable, the paper book trades on the quant ranking alone and no card appears here.
Summary
Insight Enterprises is a global IT solutions provider delivering hardware, software, cloud transformation, cybersecurity, and device lifecycle management services to enterprise clients.
Rationale
A 31.8% Q2 earnings surprise and a full-year EPS guidance raise to $12.20–$12.70 validate the 100% upward 30-day EPS revision agreement and rating momentum.
Material risks
- 1Major OEM partners representing ~50% of sales (Microsoft, Dell, Cisco, HP, Lenovo) bypass resellers through direct sales, compressing distribution margins.
- 2A total debt balance of ~$1.5 billion against $363.5 million in cash leaves the balance sheet sensitive to higher interest rates and tech spending slowdowns.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 2 of 3 voted to proceed.
OpenAI
Proceed
Claude
Caution
Gemini
Proceed