Is NSIT's EPS trend improving for 2025?
4/3/2025 07:21pm
**Insight Enterprises' (NSIT) EPS trend for 2025 is not currently improving**, as evidenced by the following points:
1. **Current EPS Projection**: For the full year 2025, NSIT expects Adjusted diluted earnings per share to be between $9.70 and $10.10. This guidance is below analysts' estimates, indicating a potential gap between expected performance and market expectations.
2. **Recent Performance**: In the fourth quarter (Q4) of 2024, NSIT's Non-GAAP EPS was $2.66, which beat the estimate by $0.14. However, this does not necessarily indicate an improving trend for the full year 2025 since the guidance for the year is below estimates.
3. **Comparative Analysis**: When compared to the previous year, NSIT's revenue for Q4 2024 was down 7% year-over-year, with a decrease in revenue of $163 million. This decline suggests a challenging market environment that may impact EPS trends.
4. **Market Expectations**: Analysts are cautious, with a "hold" rating and a dropped price target from Barrington Research, indicating a neutral stance on the stock. This sentiment could persist if the EPS trend does not show significant improvement.
In conclusion, while NSIT has beaten earnings expectations in recent quarters, the guidance for the full year 2025 suggests that the EPS trend is not currently improving. The company's revenue decline and the cautious analyst ratings further support this view.