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NSIT · NASDAQ · STOCK

Insight Enterprises, Inc.

Technology Updated August 11, 2026
$150.89
52W $63.62 – $155.98
57/100
$4.56B
22.0
1.07
AI Committee Verdict
Watch
57/100
Conviction: Contested · 50% agreement · 6 analysts
Contested

Is NSIT Bullish or Bearish?

Mixed. Innellis AI committee rates Insight Enterprises, Inc. (NSIT) Watch with a composite score of 57/100 , based on 6 analysts with 50% agreement. Last updated August 11, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +3.12 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Reduce
Requires the score to fall below 40.0 — -16.88 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is genuinely divided. Macro Analyst sees a compelling case — vix regime is low -- calm backdrop supports risk-taking. Risk Analyst remains cautious — bollinger bandwidth of 42.5% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • EPS growing 63.0% YoY — Growth
  • Price structure making higher highs and higher lows — Technical
  • MACD histogram positive -- bullish momentum — Technical
  • Trend and market structure agree -- coherent bullish picture — Technical
  • VIX regime is low -- calm backdrop supports risk-taking — Macro
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
Bear Case
  • RSI at 80 is in overbought territory — Technical
  • Daily trend (uptrend) conflicts with the weekly trend (downtrend) -- fighting the larger trend — Technical
  • Weekly RSI at 85 -- overbought on the larger timeframe too — Technical
  • Bollinger bandwidth of 42.5% signals elevated volatility — Risk
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 11, 2026
Overall Committee Score
57/100
Agreement
50%
Analysts
6
Conviction
Contested
Sector Rank
Top 70%
of 284 Technology peers
Value Analyst neutral
58 / 100 · Moderate confidence
Fair value -- neither a bargain nor obviously overpriced
Growth Analyst bullish
62 / 100 · Moderate confidence
Strong, accelerating growth with consistent execution
+ EPS growing 63.0% YoY
Technical Analyst neutral
51 / 100 · High confidence
Mixed or range-bound price action
+ Price structure making higher highs and higher lows
− RSI at 80 is in overbought territory
Risk Analyst bearish
35 / 100 · Low confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− Bollinger bandwidth of 42.5% signals elevated volatility
Macro Analyst bullish
78 / 100 · Moderate confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ VIX regime is low -- calm backdrop supports risk-taking
News Analyst neutral
58 / 100 · Low confidence
News flow is mixed or quiet -- no strong signal either way right now
Portfolio Manager neutral
55 / 100 · Moderate confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− 2 existing position pair(s) are highly correlated already
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Technical Analysis

RSI (14)
79.8
Overbought
MACD Histogram
2.655
Bullish Momentum
Trend Direction
Uptrend
Weekly: Downtrend
Market Structure
Hh Hl
Bollinger %B
0.91
Inside Bands
Price vs Moving Averages
EMA 9
$142.49 Above
EMA 21
$132.41 Above
EMA 50
$119.79 Above
EMA 200
$104.80 Above

Fundamental Analysis

Valuation
84
Profitability
21
Financial Health
51
Cash Flow
70
Valuation
P/E Ratio 22.0×
P/B Ratio 2.82×
PEG Ratio 0.48
Dividend Yield 0.00%
52W High $155.98
52W Low $63.62
Quality & Growth
ROE 954.3%
ROA 173.2%
Gross Margin 2210.3%
Operating Margin 529.3%
Revenue Growth YoY
Debt / Equity 1.09
AI Fundamental Assessment
[reduced confidence: limited earnings history] P/E ratio of 22.0 (inexpensive relative to a 15-40x range); Price-to-book of 2.8x; PEG ratio of 0.5 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 9.5%; Return on assets of 1.7%; Net margin of 2.5%; Gross margin of 22.1%; Current ratio of 1.18 (tight short-term liquidity); Debt-to-equity of 1.09; Free cash flow per share is positive (14.08); Earnings-history trend unavailable; growth based on TTM year-over-year only.
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