Insight Enterprises (NSIT) Stock Forecast & Price Target

Insight Enterprises Inc. has demonstrated a positive trend in its financial performance, with total gross margins increasing year-over-year from 20.7% to 21.7% in Q3/25, reflecting effective operational efficiencies and strong service demand. The company's adjusted EBITDA margins also saw improvement, rising from 6.2% to 6.8% year-over-year, indicative of robust profitability management. Furthermore, a forecasted acceleration in gross profit growth expected in 2026, driven by enhancements in mid-market demand and infrastructure hardware, underscores a favorable outlook for the company's financial future.

Insight Enterprises Inc. displayed concerning financial metrics, with total net revenue declining by 4% year-over-year and 4% sequentially in Q3/25, indicating weakened sales performance. Additionally, gross profit remained flat year-over-year both on a reported basis and on a constant currency basis, with a sequential decline of 2%, suggesting an ongoing struggle to enhance profitability. The updated financial guidance reflecting a decrease in projected gross profit and a revised non-GAAP EPS range signal potential challenges in meeting investor expectations moving forward.