Insight Enterprises Inc

Insight Enterprises reported second-quarter revenue of $2.40 billion, a 14.7% year-on-year increase that exceeded analyst estimates of $2.17 billion. Adjusted earnings per share came in at $3.86, well above the $2.93 consensus, and management raised its full-year adjusted EPS guidance to $12.45 at the midpoint, a 10.7% increase. CEO Jack Azagury attributed the outperformance to robust demand for AI-ready infrastructure hardware, which grew over 20%, along with strong contributions from cloud and core services. The cloud business posted 39% gross profit growth, while core services grew 21%, supported by recent acquisitions and expanded security offerings. The company also highlighted its One Insight operational efficiency plan, which includes pausing non-client-facing hiring and standardizing sales tools to sustain margin improvement.

Insight Enterprises has launched Insight Managed Exposure Defense, a managed security service designed to help organizations defend against AI-driven vulnerabilities. The bundled service combines managed continuous threat exposure management, managed patch operations across Windows, Linux, and Cisco IOS, software supply chain and open source risk monitoring, software developer outsourcing for code remediation, and managed extended detection and response from a global SOC spanning the US, UK, India, and Manila. Chief Information Security Officer Jason Rader noted the shrinking disclosure-to-weaponization window and said the service absorbs operational load so security teams can focus on monitoring. The launch comes as billionaire stake in the company dropped from roughly $190.36 million in Q4 2025 to $88.63 million in Q1 2026, a decline of about $101.73 million, even as JPMorgan analyst Joseph Cardoso upgraded the stock to Neutral from Underweight with a price target increase to $105 from $80.