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Why Insight Enterprises (NSIT) May Be Positioned For Another Year Of Steady Growth

With an upside potential of 41.91%, Insight Enterprises, Inc. (NASDAQ:NSITis among the 7 Best Hardware Stocks to Buy for the AI PC Revolution.

On May 7, Insight Enterprises, Inc. (NASDAQ:NSIT) stated that for full-year 2026, it expects adjusted diluted earnings per share to range between $11.00 and $11.50, with management indicating a bias toward the higher end of the guidance range. The outlook represents approximately 5% growth at the midpoint compared with adjusted diluted EPS of $10.75 in 2025. The company also expects gross profit to increase in the low single digits while maintaining an estimated gross margin of approximately 21.5%.

On the same day, Insight Enterprises, Inc. (NASDAQ:NSIT) reported Q1 revenue of $2.13 billion, slightly above consensus estimates of $2.12 billion. President and CEO Jack Azagury stated that the company delivered double-digit gross profit growth across all geographic regions, alongside double-digit growth in adjusted earnings from operations and adjusted diluted EPS. Total gross profit increased 14%, driven by a 35% increase in Cloud gross profit and 19% growth in Core Services gross profit, both identified as strategic priority areas for the business. Azagury added that Insight has developed a differentiated portfolio spanning hardware, software, and services, positioning the company to continue its transformation into a leading solutions integrator.

Insight Enterprises, Inc. (NASDAQ:NSIT), founded in 1988 and headquartered in Chandler, Arizona, is a global solutions integrator providing IT hardware, software, cloud, and related services to enterprise customers. The company plays an important role in the AI PC and enterprise technology ecosystem by enabling organizations to deploy AI-optimized devices, including Copilot+ PCs, while supporting broader digital transformation initiatives through integrated infrastructure and cloud solutions.

Insight Enterprises’ strong earnings, growth and expanding cloud and services profitability demonstrate the success of its transition toward higher-value, recurring revenue solutions. Combined with growing enterprise demand for AI-enabled hardware and digital transformation services, the company is well-positioned to benefit from the accelerating adoption of AI-driven IT infrastructure.

While we acknowledge the risk and potential of NSIT as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than NSIT and that has 10,000% upside potential, check out our report about this cheapest AI stock.

READ NEXT: 10 Under-the-Radar Stocks That Are On Fire Right Now and 10 Unrivaled Penny Stocks to Buy Now.

Disclosure: None.  Follow Insider Monkey on Google News.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

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Buy This $3 Stock Now Before the 400% Surge Begins

Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

My name is Inan Dogan. I’m the co-founder and Research Director of Insider Monkey. I have an important message for you today.

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We alerted our subscribers, and BTI returned 90% in just 16 months.

Now if you had invested just $10,000 in BTI in June 2024, you’d be sitting on $19,000 in October 2025.

Today, we have identified a nearly identical pattern in a digital-first giant trading at $3.

While the market panics over a surface-level revenue decline, our PhD-led research shows management has actually surgically cut $100 million in waste to focus on high-margin growth.

This pattern is a hallmark of our 16.5% annual return track record. The current opportunity offers a 400% upside potential—dwarfing even our 90% BTI return.

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