Insight Enterprises IncNSIT
Price$161.33Intrinsic value$146.809% below price

Qualitative Analysis

Business overview

Business Overview

Insight Enterprises, Inc. (NASDAQ: NSIT) is a leading global Fortune 500 solutions integrator that helps organizations accelerate their digital journey, modernize their businesses, and maximize the value of technology. Operating across North America, EMEA, and APAC, the company designs, procures, deploys, and manages end-to-end IT solutions combining hardware, software, and services. Its core solution areas focus on Cloud and Data Center Transformation, Cybersecurity, Data and Artificial Intelligence (including Generative AI), Digital Workplace, and Intelligent Applications. Insight serves a diverse client base spanning commercial enterprises, government agencies, educational institutions, and healthcare organizations.

Research as of 20 Jun 2026

Sources: 3

Strategic Initiatives

Growth programs, investments, and their expected impact

AI-assisted
AI-First Solutions Integrator PivotTransformation

Focusing on high-growth areas like cloud, data, and AI to transition from a traditional reseller to an AI-First Solutions Integrator.

Expected impact: Aims to drive gross margin expansion and achieve long-term strategic KPIs, including a 16-20% five-year CAGR for cloud and core services gross profit growth.

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InvestmentSignificant investments in building expertise and scale across key platforms like GCP, ServiceNow, and AWS.
TimelineOngoing through 2026 and 2027.
Flight AcademyInnovation

An internal gamified program designed to make AI usage practical, measurable, and rewarding for all 16,000 teammates worldwide to drive internal AI adoption.

Expected impact: Attain near-universal internal AI adoption to lead by example and accelerate clients' AI journeys.

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InvestmentUndisclosed internal resources.
TimelineLaunched and active as of early 2026.
Sources: 1

Mergers, Acquisitions & Partnerships

Recent deals and strategic collaborations

AI-assisted

Recent Acquisitions

Inspire11

To enhance digital transformation, data, and AI capabilities, particularly in the US market.

Financial impact: Contributed to the expansion of Core Services gross profit.

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Sekuro
Announced 20 Oct 2025

To expand cybersecurity and digital resiliency capabilities across the Asia Pacific (APAC) region.

Financial impact: Strengthened APAC cybersecurity offerings and contributed to cloud gross profit growth.

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Strategic Partnerships

Google CloudPremier Level Partner

Insight is a Google Cloud Premier Partner of 10 years and won the 2026 Google Cloud Partner of the Year Award for Global Workplace AI Transformation [3.1.1].

Terms: Undisclosed.

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MicrosoftSolutions Partner

Longtime partnership focused on modernizing operations and driving AI adoption, recognized as a Microsoft Americas AI and Copilot Innovation Partner of the Year.

Terms: Undisclosed.

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Sources: 1
AI-assisted, source-linked narrative; figures from company filings (SEC EDGAR) and market data. Dates shown per section. Not investment advice. Terms of Use.