Insight Enterprises(NSIT)

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Insight Enterprises (NSIT) Loses 17.6% in 4 Weeks, Here's Why a Trend Reversal May be Around the Corner
ZACKS· 2025-08-01 14:35
Insight Enterprises (NSIT) has been on a downward spiral lately with significant selling pressure. After declining 17.6% over the past four weeks, the stock looks well positioned for a trend reversal as it is now in oversold territory and there is strong agreement among Wall Street analysts that the company will report better earnings than they predicted earlier.We use Relative Strength Index (RSI), one of the most commonly used technical indicators, for spotting whether a stock is oversold. This is a momen ...
Insight Enterprises(NSIT) - 2025 Q2 - Quarterly Report
2025-07-31 18:52
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended: June 30, 2025 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _______ to _______ Commission File Number: 0-25092 INSIGHT ENTERPRISES, INC. (Exact name of registrant as specified in its charter) Delaware 86-0766246 (State ...
Insight Enterprises (NSIT) Lags Q2 Earnings and Revenue Estimates
ZACKS· 2025-07-31 14:16
Insight Enterprises (NSIT) came out with quarterly earnings of $2.45 per share, missing the Zacks Consensus Estimate of $2.49 per share. This compares to earnings of $2.46 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -1.61%. A quarter ago, it was expected that this information technology provider would post earnings of $2.03 per share when it actually produced earnings of $2.06, delivering a surprise of +1.48%.Over the last ...
Insight Enterprises(NSIT) - 2025 Q2 - Earnings Call Transcript
2025-07-31 14:02
Insight Enterprises (NSIT) Q2 2025 Earnings Call July 31, 2025 09:00 AM ET Company ParticipantsRyan Miyasato - Director & Head - IRJoyce Mullen - President, CEO & DirectorJames Morgado - CFOAdam Tindle - Managing DirectorJoseph Cardoso - Vice President, Equity ResearchVincent Colicchio - Managing Director Conference Call ParticipantsAnthony Lebiedzinski - Senior Equity Analyst - Specialty Retail/ConsumerOperatorHello, everyone, and thank you for joining the Insight Enterprises second quarter twenty twenty f ...
Insight Enterprises(NSIT) - 2025 Q2 - Earnings Call Transcript
2025-07-31 14:00
Financial Data and Key Metrics Changes - In Q2 2025, net revenue was $2.1 billion, a decrease of 3% in U.S. dollars and 4% in constant currency [24] - Adjusted diluted earnings per share were $2.45, flat year over year in U.S. dollars and down 1% in constant currency [27] - Gross margin was 21.1%, an increase of 10 basis points [27] - Adjusted SG&A expenses declined by 3%, contributing to strong operating expense management [27] Business Line Data and Key Metrics Changes - Hardware revenue grew by 2%, marking the second consecutive quarter of growth, with North America hardware revenue increasing by 4% [7][24] - Insight core services revenue decreased by 2%, primarily due to delays in initiating new service projects with large enterprise clients [8][25] - Cloud gross profit declined by 5%, attributed to partner program changes [8][26] Market Data and Key Metrics Changes - Revenue from commercial clients grew by 8%, representing the fifth consecutive quarter of growth [7] - The underlying SaaS and infrastructure as a service business grew in double digits, offset by partner program changes [7] - The public sector business showed resilience, with some momentum in hardware despite overall revenue being down [83] Company Strategy and Development Direction - The company aims to become the leading AI-first solutions integrator, adapting its services portfolio to support clients in deploying AI solutions [10][19] - The strategy includes focusing on simplifying complex technology for clients and leveraging partnerships with major companies like NVIDIA, Google, and Microsoft [17][20] - M&A remains a key focus, particularly in the fastest-growing areas of the market such as cloud, data, AI, edge, and security [22] Management's Comments on Operating Environment and Future Outlook - Management expressed cautious optimism for the second half of the year, anticipating improved purchasing from corporate and large enterprise clients [20][31] - The macroeconomic environment continues to impact client investment decisions, but the company is well-positioned to grow as conditions improve [9][20] - Management expects hardware demand to increase steadily throughout the year, driven by device refresh needs and infrastructure spending [21][31] Other Important Information - The company repurchased approximately $76 million of shares in Q2, with $224 million remaining for the share repurchase program [28] - The adjusted return on invested capital for the trailing twelve months was 14.4%, down from 17% a year ago [30] - The company has ample liquidity, with access to $1.8 billion under its ABL facility [29] Q&A Session Summary Question: Guidance on gross profit dollar growth - Management indicated that gross profit dollars are expected to improve in the second half, driven by hardware growth and cloud performance [50][55] Question: Delays in services projects with large enterprises - Management noted that macroeconomic uncertainty and clients' focus on AI investments are causing delays in project initiation [66][70] Question: Cloud growth excluding program changes - Management confirmed that underlying cloud growth was approximately 17% year over year in Q1 and similar in Q2, with expectations for continued growth in the second half [71][73] Question: Impact of partner program changes on future margins - Management stated that while the $70 million headwind from partner program changes affected margins in 2025, they expect this to normalize by 2026 [88][90]
Insight Enterprises(NSIT) - 2025 Q2 - Earnings Call Presentation
2025-07-31 13:00
Insight Enterprises, Inc. Second Quarter 2025 Earnings Conference Call and Webcast © 2025 Insight. All Rights Reserved. 1 Disclosures ◦ Safe harbor statement This presentation includes "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995 related to Insight's plans and expectations. Statements that are not historical facts, including those related to our expectations about future financial results and the assumptions related thereto, our expectations regardi ...
Insight Enterprises(NSIT) - 2025 Q2 - Quarterly Results
2025-07-31 12:04
EXHIBIT 99.1 FOR IMMEDIATE RELEASE NASDAQ: NSIT INSIGHT ENTERPRISES, INC. REPORTS SECOND QUARTER RESULTS • Consolidated net sales for the second quarter of 2025 of $2.1 billion decreased 3%, year to year, when compared to the second quarter of 2024. Product net sales decreased 4%, year to year, and services net sales decreased 2%, year to year. Software product net sales decreased 14%, year to year, while hardware product net sales increased 2%, year over year. • Net sales in North America decreased 3%, yea ...
Why Insight Enterprises (NSIT) is Poised to Beat Earnings Estimates Again
ZACKS· 2025-07-24 17:10
Core Insights - Insight Enterprises (NSIT) is positioned to potentially continue its earnings-beat streak in upcoming reports, particularly within the Zacks Retail - Mail Order industry [1] - The company has a history of beating earnings estimates, with an average surprise of 3.31% over the last two quarters [1] Earnings Performance - For the most recent quarter, Insight Enterprises reported earnings of $2.03 per share, slightly below the expected $2.06, resulting in a surprise of 1.48% [2] - In the previous quarter, the company exceeded expectations by reporting $2.66 per share against a consensus estimate of $2.53, achieving a surprise of 5.14% [2] Earnings Estimates and Predictions - Estimates for Insight Enterprises have been trending higher, influenced by its history of earnings surprises [5] - The company currently has a positive Earnings ESP of +0.27%, indicating bullish sentiment among analysts regarding its near-term earnings potential [8] - The combination of a positive Earnings ESP and a Zacks Rank of 2 (Buy) suggests a strong likelihood of another earnings beat [8] Statistical Insights - Research indicates that stocks with a positive Earnings ESP and a Zacks Rank of 3 (Hold) or better have a nearly 70% chance of producing a positive surprise [6] - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, with the Most Accurate Estimate reflecting the latest analyst revisions [7] Future Outlook - The next earnings report for Insight Enterprises is anticipated to be released on July 31, 2025 [8]
Insight Enterprises (NSIT) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
ZACKS· 2025-07-24 15:06
Core Viewpoint - Insight Enterprises (NSIT) is anticipated to report a year-over-year increase in earnings driven by higher revenues for the quarter ended June 2025, with a consensus EPS estimate of $2.49, reflecting a +1.2% change [1][3][18] Earnings Expectations - The earnings report is scheduled for July 31, and better-than-expected results could lead to a stock price increase, while disappointing results may cause a decline [2] - Revenues are projected to be $2.16 billion, indicating no growth compared to the previous year [3][18] Estimate Revisions - The consensus EPS estimate has been revised 0.68% higher in the last 30 days, reflecting analysts' reassessment of the company's earnings prospects [4][19] - The Most Accurate Estimate is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +0.27%, suggesting a bullish outlook from analysts [12][19] Historical Performance - In the last reported quarter, Insight Enterprises exceeded the expected EPS of $2.03 by delivering $2.06, resulting in a surprise of +1.48% [13] - Over the past four quarters, the company has beaten consensus EPS estimates two times [14][19] Zacks Rank and Predictive Power - The company currently holds a Zacks Rank of 2 (Buy), which, when combined with a positive Earnings ESP, indicates a high likelihood of beating the consensus EPS estimate [12][19] - Stocks with a positive Earnings ESP and a solid Zacks Rank have historically produced positive surprises nearly 70% of the time [10]
Does Insight Enterprises (NSIT) Have the Potential to Rally 34.4% as Wall Street Analysts Expect?
ZACKS· 2025-07-22 14:55
Group 1 - Insight Enterprises (NSIT) closed at $139.88, with a 4.9% gain over the past four weeks, and a mean price target of $188 indicates a 34.4% upside potential [1] - The average price targets range from a low of $164.00 to a high of $235.00, with a standard deviation of $40.71, suggesting a potential increase of 17.2% to 68% from the current price [2] - Analysts show strong agreement in revising earnings estimates higher, which correlates with potential stock price movements [4][11] Group 2 - The Zacks Consensus Estimate for the current year has increased by 0.3% over the past month, indicating positive sentiment among analysts [12] - NSIT holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimates [13] - While the consensus price target may not be a reliable indicator of the extent of gains, it does suggest a positive direction for price movement [14]