NSIT
INSIGHT ENTERPRISES INCPrice
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- B May 11 1 insider buy $199.8K at $87.26
- A May 27 JP Morgan upgrades
- S May 29 1 insider sell $60.0K at $107.40
- I Jun 30 3 funds open new positions (13F)
- R Aug 6 Insight Enterprises reported a strong Q2 2026 beat, with adjusted di…
- S Aug 13 1 insider sell $619.3K at $154.83
- S Aug 28 1 insider sell $39.0K at $157.40
- X Sep 30 Short interest falls 33.7% to 670.5K
Signal stack
Where each data set points today.
- InsidersBEARISH
1 insider bought $199.8K at an average $87.26. 2 insiders sold $718.4K. Price is 105% above their cost.
- InstitutionsMIXED
Q2 2026: 28 added (3 new), 23 trimmed or exited. Largest new: Vaughan Nelson Investment Management, $47.4M, Brown Advisory $36.8M.
- AnalystsBULLISH
7 of 10 rate it Buy or better. Median target $167.50 (−6%).
- EstimatesRISING
Current-quarter EPS estimate $2.593 → $2.850 over 90 days. 3 up, 1 down in 30 days.
- TrendUPTREND
12% above its 50-day average. New closing high $178.72 on Oct 26.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| FMR LLC | TRIM | $114.4M |
| FIL Ltd | ADD | $65.6M |
| D. E. Shaw & Co., Inc. | ADD | $57.5M |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | NEW | $47.4M |
| JANE STREET GROUP, LLC | ADD | $46.3M |
| Nuveen, LLC | DOUBLED | $45.9M |
| JPMORGAN CHASE & CO | ADD | $42.1M |
| FRONTIER CAPITAL MANAGEMENT CO LLC | TRIM | $41.1M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
10 analystsPrice is inside the target range. Median implies −6%.Targets as of Oct 27, 2026.
| Date | Firm | Rating |
|---|---|---|
| Aug 7, 2026 | JP Morgan MAINTAIN | Neutral |
| May 27, 2026 | JP Morgan UPGRADE | Neutral |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Aug 30, 2026 | Foutty Janet Director | EXERCISE | 217 sh |
| Aug 30, 2026 | Reichert Thomas Director | EXERCISE | 217 sh |
| Aug 28, 2026 | Adatia Karim General Counsel | SELL | $39.0K |
| Aug 13, 2026 | IBARGUEN ANTHONY Director | SELL | $619.3K |
| May 29, 2026 | Adatia Karim General Counsel | SELL | $60.0K |
| May 21, 2026 | Armstrong Bruce Director | EXERCISE | 320 sh |
| May 21, 2026 | COURAGE CATHERINE Director | EXERCISE | 320 sh |
| May 21, 2026 | CROWN TIMOTHY A Director | EXERCISE | 320 sh |
Earnings setup
Estimates| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | $2.85 | $2.62–$3.22 | +6.1% | $2.1B |
| Next Q | $2.92 | $2.48–$3.10 | -0.8% | $2.2B |
| Current FY | 🔒 Fresh data, subscribers only | |||
| Next FY | 🔒 Fresh data, subscribers only | |||
Short side
FINRA· Oct 15, 2026SecBot reports
6 filings · 2 bullish · 0 bearish · 1 mixed · 3 neutral- BULLISH 8-KAug 6, 2026
Insight Enterprises reported a strong Q2 2026 beat, with adjusted diluted EPS of $3.86 (31.8%…
The strong beat and raised guidance confirm accelerating AI-driven demand in cloud and services. Traders should watch for continued momentum in cloud gross profit growth (>35%) and any incremental…
- MIXED INST-CLUSTERJul 22, 2026
The 13F cluster for NSIT reveals a net $116M in institutional selling, but 40 buyers (including…
The cluster shows a divergence: large passive exits vs. active manager accumulation, reinforced by insider buying. Monitor for a catalyst (e.g., earnings, M&A, guidance raise) that could trigger a…
- NEUTRAL 8-KJun 1, 2026
Insight Enterprises entered into its Seventh Amendment to the ABL Credit Agreement on May 28…
The $100M swingline sub-facility adds emergency liquidity without amending the borrowing base or covenants, which is incrementally positive for working capital flexibility but does not change…
- BULLISH 8-KMay 7, 2026
Insight Enterprises reported Q1 2026 adjusted diluted EPS of $2.88, a 26% YoY increase, on revenue…
The Q1 beat was driven by accelerating services mix shift and Cloud/Core Services growth, not one-time items. With FY guidance maintained and bias toward the high end, the trajectory supports…
All NSIT filing & press-release reports (6)
- 8-K reportAug 6, 2026
- INST-CLUSTER reportJul 22, 2026
- 8-K reportJun 1, 2026
- 8-K reportMay 7, 2026
- DEFA14A reportApr 21, 2026
- DEFA14A reportApr 3, 2026