JPMorgan analyst Paul Coster says he left Insight Enterprises' analyst day "incrementally constructive" on both its long-term revenue and margin trajectory. Recently acquired PCM has yet to be fully reflected in Street estimates, Coster tells investors in a research note. This can drive upside to near-term consensus earnings, a potential near-term catalyst for the stock, adds the analyst. He thinks Insight "remains cheap relative to peers" and an "attractive idea" for investors looking to gain "low-risk" exposure to diversified and emerging IT spending trends. Coster keeps an Overweight rating on the shares with a $68 price target.