JPMorgan targets Insight Enterprises stock at USD 160 after results

Published on 10/02/2026 at 05:10 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Adjusted earnings per share reached USD 3.86 in second-quarter 2026. Insight Enterprises stock stood at USD 4.9 billion market value on October 2, 2026.

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JPMorgan raised its price target for Insight Enterprises stock from USD 135.00 to USD 160.00 on August 7, 2026, after the company reported second-quarter results on August 6. The target change frames the stock's valuation debate, while the latest reported figures show stronger earnings than analysts expected.

JPMorgan lifted its target

According to MarketBeat, JPMorgan moved its price objective from USD 135.00 to USD 160.00 and kept a neutral rating in its August 7 research report. Raymond James reaffirmed an outperform rating and set a USD 175.00 target on August 6, while Barrington Research set a USD 180.00 target on August 10, according to the same MarketBeat report.

The range of targets matters because the latest primary-market price was USD 161.33 on Nasdaq on October 1, 2026 at 4:00 p.m. ET. The USD 160.00 JPMorgan target therefore sits below that dated market price, while the USD 175.00 and USD 180.00 targets imply different valuation assumptions.

Second-quarter earnings beat estimates

Insight reported adjusted earnings per share of USD 3.86 in the second quarter of 2026, above the USD 2.93 consensus estimate. Revenue reached USD 2.40 billion, up 14.70 percent from the year-earlier quarter, and the company set fiscal 2026 earnings-per-share guidance at USD 12.20 to USD 12.70, according to MarketBeat.

The earnings comparison is the central counterweight to the target disagreement. Adjusted earnings per share exceeded consensus by USD 0.93, while revenue surpassed the USD 2.18 billion estimate by USD 0.22 billion, giving investors two quantified measures of operating performance.

Next report date is October 29

Investing.com reported on October 1, 2026 that the next Insight report is due October 29, with consensus adjusted earnings per share of USD 2.86. The date gives the market a defined checkpoint for testing whether the second-quarter earnings improvement continues.

Market value remains near yearly high

Insight Enterprises had a market capitalization of USD 4.9 billion and a 52-week range of USD 63.62 to USD 168.50 as of October 1, 2026. Its latest USD 161.33 Nasdaq price was 4.25 percent below the 52-week high, calculated against the USD 168.50 high.