Insight Enterprises' stock surged 5.01% during intraday trading on Thursday, following the release of its fourth-quarter financial results that showed better-than-expected earnings and significant margin improvement.

The IT solutions provider reported adjusted earnings per share of $2.96 for Q4, beating analyst estimates of $2.84 by 4.23%. This represents an 11.28% increase from the same period last year. While quarterly sales of $2.048 billion slightly missed estimates of $2.078 billion, the company demonstrated strong profitability with gross margin expanding to 23.4% and net income rising 40% year-over-year to $52.0 million.

Investors responded positively to the earnings beat and the company's forward guidance, which projects adjusted EPS between $10.10 and $10.60 for the full year 2026. The strong performance was driven by growth in Cloud and Core Services businesses, with services net sales increasing 11% year-over-year and gross profit rising across all regions.