James A. Morgado, Chief Financial Officer at INSIGHT ENTERPRISES INC (NSIT), bought 2,290 shares at $87.25 ($200K) on 2026-05-11, disclosed to the SEC on 2026-05-13.
Chief Financial Officer James A. Morgado purchased 2,290 shares for $199,814, marking the largest purchase of his career and a reversal after seven consecutive sell transactions. This high-value buy by C-suite leadership suggests confidence in the company's recent operational turnaround and AI-driven growth narrative.
The stock has surged 27.26% over the last five days and 18.08% over the past month, currently trading at $87.40, which is 41.18% below its 52-week high of $148.58 but 37.38% above its 52-week low of $63.62.
1) Q2 2026 earnings on August 9, 2026, where EPS soared 44% year-over-year; 2) Upcoming Q3 2026 earnings on November 11, 2026; 3) The company raised full-year guidance following the Q2 beat, citing strong demand for AI-ready infrastructure.
The stock is currently trading 39% above its fair value estimate following the earnings update, and the company reported impairment charges on a real estate asset during the same period.
Something here stands out, but not much.