Insight Enterprises, Inc. - Common Stock (NSIT)

Business services providers play a critical role for enterprises, assisting them with everything from new hardware integrations to consulting and marketing. But increasing competition from AI-driven upstarts has tempered enthusiasm, and over the past six months, the industry has pulled back by 2.2%. This performance was disheartening since the S&P 500 gained 5.4%.

The low valuation multiples for value stocks provide a margin of safety that growth stocks rarely offer. However, the challenge lies in determining whether these cheap assets are genuinely undervalued or simply on sale due to their potentially deteriorating business models.

Generating cash is essential for any business, but not all cash-rich companies are great investments. Some produce plenty of cash but fail to allocate it effectively, leading to missed opportunities.

Volatility cuts both ways - while it creates opportunities, it also increases risk, making sharp declines just as likely as big gains. This unpredictability can shake out even the most experienced investors.

A company with profits isn’t always a great investment. Some struggle to maintain growth, face looming threats, or fail to reinvest wisely, limiting their future potential.

Wall Street is overwhelmingly bullish on the stocks in this article, with price targets suggesting significant upside potential. However, it’s worth remembering that analysts rarely issue sell ratings, partly because their firms often seek other business from the same companies they cover.

As ValueAct Holdings buys a fresh stake in Rocket Companies, Citron Research endorses the move, calling the investment a "multi-year story."

IT solutions integrator Insight Enterprises (NASDAQ:NSIT) missed Wall Street’s revenue expectations in Q1 CY2025, with sales falling 11.6% year on year to $2.1 billion. Its non-GAAP profit of $1.96 per share was 2.7% below analysts’ consensus estimates.

The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how Insight Enterprises (NASDAQ:NSIT) and the rest of the it distribution & solutions stocks fared in Q1.

IT solutions integrator Insight Enterprises (NASDAQ:NSIT) missed Wall Street’s revenue expectations in Q1 CY2025, with sales falling 11.6% year on year to $2.1 billion. Its non-GAAP profit of $2.06 per share was 2.5% above analysts’ consensus estimates.

IT solutions integrator Insight Enterprises (NASDAQ:NSIT) will be announcing earnings results tomorrow morning. Here’s what investors should know.

While strong cash flow is a key indicator of stability, it doesn’t always translate to superior returns. Some cash-heavy businesses struggle with inefficient spending, slowing demand, or weak competitive positioning.

Insight Enterprises has gotten torched over the last six months - since October 2024, its stock price has dropped 37.3% to $134.41 per share. This was partly driven by its softer quarterly results and may have investors wondering how to approach the situation.

The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how ePlus (NASDAQ:PLUS) and the rest of the it distribution & solutions stocks fared in Q4.