Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Insight Enterprises, Inc. (NSIT)
NASDAQIndustrialsInformation Technology ServicesSnapshot 2026-11-04
$152.72-13.04%
Close 2026-11-05 · 1-day change
NASDAQIndustrialsInformation Technology ServicesSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
13.25 → 13.25 EPS · FY ending Dec 31, 2027 · 3 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 3 to 3; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for NSIT yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
4 published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
EPS near $11.25 per share | Profit per share is guided to rise to about $11.25 in 2026. | Under Pressure | EPS falls below $9.6 per share | Diluted EPS: $2.57 per share FY2026-Q2; GAAP. Published target: >= $11.25 per share. Target period ends 2026-12-31; this observation covers 2026-Q2. Aug 6, 20262.57 USD/share · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
This investment represents a durable compounder with a focus on growth driven by AI in cloud and infrastructure services. The current thesis state is intact, supported by strong recent financial performance despite sector headwinds.
The market seems to price NSIT as a cheap option compared to its peers, with a slight expectations gap. This suggests that while the stock is not overly expensive, investors are cautious about future performance.
Fundamentals are likely to remain strong, as management is on track with priorities like increasing gross profit and expanding margins. However, there is an elevated risk due to potential sector challenges and a history of misses among peers.
The thesis hinges on the performance of sector bellwethers like BR, LDOS, and CACI. If these companies continue to perform well, it could support NSIT's growth; conversely, if they start to miss expectations, it could negatively impact NSIT's momentum.
Overall, NSIT is positioned well but faces risks from sector dynamics. Monitoring peer performance will be crucial for the multi-year outlook. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| Gross profit rose from $434 million to $462 million recently. |
| Intact |
| gross profit falls below $434 million |
Gross profit: $521.602M FY2026-Q2; GAAP. Published target: >= $462 million. The stored target says 2026-Q1; this source reports FY2026-Q2. Fiscal/calendar alignment needs review. Aug 6, 2026521,602,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
operating income at or above $71.7 million | A supporting condition in Insight Enterprises, Inc.'s published investment case. The stated target is >= $71.7 million. | Under Pressure | operating income falls below $60 million | Operating income: $130.967M FY2026-Q2; GAAP. Published target: >= $71.7 million. The stored target says 2026-Q1; this source reports FY2026-Q2. Fiscal/calendar alignment needs review. Aug 6, 2026130,967,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 2 of 3 supplied quarters. Management reported: “We now expect our Adjusted diluted earnings per share to be between $12.20 and $12.70.” “This represents approximately 16% growth at the midpoint of $12.45 compared to our full year 2025 Adjusted diluted earnings per share of $10.75.” Delivery assessment Nov 4, 2026 |
revenue growth near 3% YoY | A primary condition in Insight Enterprises, Inc.'s published investment case. The stated target is >= 3% YoY. | Improving | revenue growth falls below 1% | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 2 of 3 supplied quarters. Management reported: “We now expect our Adjusted diluted earnings per share to be between $12.20 and $12.70.” “This represents approximately 16% growth at the midpoint of $12.45 compared to our full year 2025 Adjusted diluted earnings per share of $10.75.” Delivery assessment Nov 4, 2026 |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$12.37 → $13.25 · observed estimates
$8.74B → $9.17B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $12.37 | $8,739,476,370 | 4 / 3 |
| 2026-07-25 | $12.37 | $8,739,476,370 | 4 / 3 |
| 2026-07-26 | $12.37 | $8,739,476,370 | 4 / 3 |
| 2026-07-27 | $12.37 | $8,739,476,370 | 4 / 3 |
| 2026-07-28 | $12.37 | $8,739,476,370 | 4 / 3 |
| 2026-07-29 | $12.37 | $8,739,476,370 | 4 / 3 |
| 2026-07-30 | $12.37 | $8,739,476,370 | 4 / 3 |
| 2026-07-31 | $12.37 | $8,739,476,370 | 4 / 3 |
| 2026-08-01 | $12.37 | $8,684,407,275 | 3 / 3 |
| 2026-08-02 | $12.37 | $8,684,407,275 | 3 / 3 |
| 2026-08-03 | $12.37 | $8,684,407,275 | 3 / 3 |
| 2026-08-04 | $12.37 | $8,684,407,275 | 3 / 3 |
| 2026-08-05 | $12.37 | $8,739,476,370 | 4 / 3 |
| 2026-08-06 | $12.37 | $8,684,407,275 | 3 / 3 |
| 2026-08-07 | $12.37 | $8,684,407,275 | 3 / 3 |
| 2026-08-08 | $12.37 | $8,684,407,275 | 3 / 3 |
| 2026-08-09 | $12.37 | $8,684,407,275 | 3 / 3 |
| 2026-08-10 | $12.37 | $8,684,407,275 | 3 / 3 |
| 2026-08-12 | $12.37 | $8,684,407,275 | 3 / 3 |
| 2026-08-13 | $13.25 | $9,170,321,760 | 4 / 4 |
| 2026-08-14 | $12.37 | $8,684,407,275 | 3 / 3 |
| 2026-08-15 | $12.37 | $8,684,407,275 | 3 / 3 |
| 2026-08-16 | $12.37 | $8,684,407,275 | 3 / 3 |
| 2026-08-17 | $12.37 | $8,684,407,275 | 3 / 3 |
| 2026-08-18 | $12.37 | $8,684,407,275 | 3 / 3 |
| 2026-08-19 | $12.37 | $8,684,407,275 | 3 / 3 |
| 2026-08-20 | $13.25 | $9,170,191,200 | 3 / 3 |
| 2026-08-21 | $13.25 | $9,170,191,200 | 3 / 3 |
| 2026-08-22 | $13.25 | $9,170,191,200 | 3 / 3 |
| 2026-08-23 | $13.25 | $9,170,191,200 | 3 / 3 |
| 2026-08-24 | $13.25 | $9,170,191,200 | 3 / 3 |
| 2026-08-25 | $13.25 | $9,170,191,200 | 3 / 3 |
| 2026-08-26 | $13.25 | $9,170,191,200 | 3 / 3 |
| 2026-08-27 | $13.25 | $9,170,191,200 | 3 / 3 |
| 2026-08-28 | $13.25 | $9,170,191,200 | 3 / 3 |
| 2026-08-29 | $13.25 | $9,170,191,200 | 3 / 3 |
| 2026-08-30 | $13.25 | $9,170,191,200 | 3 / 3 |
| 2026-08-31 | $13.25 | $9,170,191,200 | 3 / 3 |
| 2026-09-01 | $13.25 | $9,170,191,200 | 3 / 3 |
| 2026-09-02 | $13.25 | $9,170,191,200 | 3 / 3 |
| 2026-09-03 | $13.25 | $9,170,191,200 | 3 / 3 |
| 2026-09-04 | $13.25 | $9,170,191,200 | 3 / 3 |
| 2026-09-05 | $13.25 | $9,170,191,200 | 3 / 3 |
| 2026-09-06 | $13.25 | $9,170,191,200 | 3 / 3 |
| 2026-09-07 | $13.25 | $9,170,191,200 | 3 / 3 |
| 2026-09-08 | $13.25 | $9,170,191,200 | 3 / 3 |
| 2026-09-09 | $13.25 | $9,170,191,200 | 3 / 3 |
| 2026-09-10 | $13.25 | $9,170,191,200 | 3 / 3 |
| 2026-09-11 | $13.25 | $9,170,191,200 | 3 / 3 |
| 2026-09-12 | $13.25 | $9,170,191,200 | 3 / 3 |
| 2026-09-13 | $13.25 | $9,170,191,200 | 3 / 3 |
| 2026-09-14 | $13.25 | $9,170,191,200 | 3 / 3 |
| 2026-09-15 | $13.25 | $9,170,191,200 | 3 / 3 |
| 2026-09-16 | $13.25 | $9,170,191,200 | 3 / 3 |
| 2026-09-17 | $13.25 | $9,170,191,200 | 3 / 3 |
| 2026-09-18 | $13.25 | $9,170,191,200 | 3 / 3 |
| 2026-09-19 | $13.25 | $9,170,191,200 | 3 / 3 |
| 2026-09-20 | $13.25 | $9,170,191,200 | 3 / 3 |
| 2026-09-21 | $13.25 | $9,170,191,200 | 3 / 3 |
| 2026-09-22 | $13.25 | $9,170,191,200 | 3 / 3 |
| 2026-09-23 | $13.25 | $9,170,191,200 | 3 / 3 |
| 2026-09-24 | $13.25 | $9,170,191,200 | 3 / 3 |
| 2026-09-25 | $13.25 | $9,170,191,200 | 3 / 3 |
| 2026-09-26 | $13.25 | $9,170,191,200 | 3 / 3 |
| 2026-09-27 | $13.25 | $9,170,191,200 | 3 / 3 |
| 2026-09-28 | $13.25 | $9,170,191,200 | 3 / 3 |
| 2026-09-29 | $13.25 | $9,170,191,200 | 3 / 3 |
| 2026-09-30 | $13.25 | $9,170,191,200 | 3 / 3 |
| 2026-10-01 | $13.25 | $9,170,191,200 | 3 / 3 |
| 2026-10-02 | $13.25 | $9,170,191,200 | 3 / 3 |
| 2026-10-03 | $13.25 | $9,170,191,200 | 3 / 3 |
| 2026-10-04 | $13.25 | $9,170,191,200 | 3 / 3 |
| 2026-10-05 | $13.25 | $9,170,191,200 | 3 / 3 |
| 2026-10-06 | $13.25 | $9,170,191,200 | 3 / 3 |
| 2026-10-07 | $13.25 | $9,170,191,200 | 3 / 3 |
| 2026-10-08 | $13.25 | $9,170,191,200 | 3 / 3 |
| 2026-10-09 | $13.25 | $9,170,191,200 | 3 / 3 |
| 2026-10-10 | $13.25 | $9,170,191,200 | 3 / 3 |
| 2026-10-11 | $13.25 | $9,170,191,200 | 3 / 3 |
| 2026-10-12 | $13.25 | $9,170,191,200 | 3 / 3 |
| 2026-10-13 | $13.25 | $9,170,191,200 | 3 / 3 |
| 2026-10-14 | $13.25 | $9,170,191,200 | 3 / 3 |
| 2026-10-15 | $13.25 | $9,170,191,200 | 3 / 3 |
| 2026-10-16 | $13.25 | $9,170,191,200 | 3 / 3 |
| 2026-10-17 | $13.25 | $9,170,191,200 | 3 / 3 |
| 2026-10-18 | $13.25 | $9,170,191,200 | 3 / 3 |
| 2026-10-19 | $13.25 | $9,170,191,200 | 3 / 3 |
| 2026-10-20 | $13.25 | $9,170,191,200 | 3 / 3 |
| 2026-10-21 | $13.25 | $9,170,191,200 | 3 / 3 |
| 2026-10-22 | $13.25 | $9,170,191,200 | 3 / 3 |
| 2026-10-23 | $13.25 | $9,170,191,200 | 3 / 3 |
| 2026-10-24 | $13.25 | $9,170,191,200 | 3 / 3 |
| 2026-10-25 | $13.25 | $9,170,191,200 | 3 / 3 |
| 2026-10-26 | $13.25 | $9,170,191,200 | 3 / 3 |
| 2026-10-27 | $13.25 | $9,170,191,200 | 3 / 3 |
| 2026-10-28 | $13.25 | $9,170,191,200 | 3 / 3 |
| 2026-10-29 | $13.25 | $9,170,191,200 | 3 / 3 |
| 2026-10-30 | $13.25 | $9,170,191,200 | 3 / 3 |
| 2026-10-31 | $13.25 | $9,170,191,200 | 3 / 3 |
| 2026-11-01 | $13.25 | $9,170,191,200 | 3 / 3 |
| 2026-11-02 | $13.25 | $9,170,191,200 | 3 / 3 |
| 2026-11-03 | $13.25 | $9,170,191,200 | 3 / 3 |
| 2026-11-04 | $13.25 | $9,170,191,200 | 3 / 3 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 2 Buy / Strong Buy · 2 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
Nov 5, 2026
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
4 of 4 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.