Insight Raises 2026 Adjusted EPS Outlook to $13.55-$13.75

Insight Enterprises, Inc. (NSIT) raised its 2026 adjusted diluted earnings-per-share outlook to $13.55-$13.75 and increased its gross profit growth forecast after gains across its third-quarter business.

The company now projects gross profit growth of 12.5%-14% for 2026. In third-quarter 2026 results, gross profit rose 20% and adjusted earnings from operations grew 23%.

Gross profit from infrastructure hardware climbed more than 50%. Cloud and Insight Core Services gross profit increased 26% and 21%, respectively.

Management expects growth to moderate in the fourth quarter. It cited acquisition comparisons, changes to Google's Partner Program, memory pricing, supply-chain disruption and broader economic uncertainty.

The company's One Insight transformation includes investments in AI services, an OpenAI Center of Excellence and cybersecurity. Insight aims to serve as a solution integrator.