
What smart money is saying about Insight Enterprises Inc.
3 funds in our archive have pitched Insight Enterprises Inc. — most recently FMI in June 2025.
IInsight Enterprises, Inc., together with its subsidiaries, provides information technology (IT) hardware, software, and services solutions in the United States, Canada, Europe, the Middle East, Africa, and the Asia-Pacific. The company's solution portfolio includes cloud enablement, data and AI, DevOps, digital strategy, intelligent applications and edge, and IoT solutions, as well as transformation services. It also offers cloud and data center transformation; connected workplace; and supply chain optimization solutions. In addition, the company provides software maintenance solutions that offers clients to obtain software upgrades, bug fixes, help desk, and other support services; vendor direct support services; and offers Software-as-a-Service subscription products. Further, it designs, procures, deploys, implements, and manages solutions that combine hardware, software, and services to help businesses. Additionally, the company sources, procures, stages, configures, integrates, tests, refurbishes, and redeploys IT products spanning endpoints to infrastructure; and offers software life cycle, and hardware warranty services. It serves construction technology, enterprise business, financial services, health care and life sciences, manufacturing technology, retails and restaurants, service providers, small to medium business, and travel and tourism industries. The company was founded in 1988 and is headquartered in Tempe, Arizona.
Fund coverage · 3 theses
- FMIJune 2025
Insight Enterprises Inc. is a leading IT solutions provider positioned for growth through market share expansion and attractive returns, despite current low valuations due to temporary weak demand.
Read the full thesis - Polen US Smid Company GrowthDecember 2024
Insight Enterprises is a global IT solutions provider poised for 18% earnings per share growth over the next five years, benefiting from increased IT spending and strong customer relationships.
Read the full thesis - Aristotle Small Mid Cap EquityDecember 2024
Insights Enterprises (NSIT) is a global technology solutions integrator poised for growth due to rising demand for complex IT solutions, cloud transition, and AI adoption, alongside improving financial performance from strategic investments and acquisitions.
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