PLUS ePlus inc.

ePlus has delivered a solid multi year return, which naturally shifts attention from the share chart to a tougher question. Is the current US$91.16 price tag adequately supported by the company’s earnings power today and what investors expect it to earn next. Over the past 5 years the stock has gained 80.5%, so any new buyer is effectively being asked to pay a much higher earnings multiple than in the past. The business model relies heavily on converting technology solutions and services...

Over the past six months, ePlus has been a great trade, beating the S&P 500 by 5.1%. Its stock price has climbed to $92.23, representing a healthy 21.3% increase. This was partly thanks to its solid quarterly results, and the run-up might have investors contemplating their next move.

Generating cash is essential for any business, but not all cash-rich companies are great investments. Some produce plenty of cash but fail to allocate it effectively, leading to missed opportunities.

Growth is a hallmark of all great companies, but the laws of gravity eventually take hold. Those who rode the COVID boom and ensuing tech selloff in 2022 will surely remember that the market’s punishment can be swift and severe when trajectories fall.

On August 24, ePlus (NASDAQ:PLUS) announced it had completed the acquisition of the assets of Daymark Solutions, a Massachusetts-based IT services provider, with the deal having closed three days earlier on August 21. The announcement landed three weeks after the company posted first-quarter fiscal 2027 results on August 4, showing sales climbing even as profit […]

Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Fund returned 27.02% in the first half of 2026, outperforming the Russell 2000 Value Index’s 22.99% gain and the S&P 600 Index’s 23.90% return. Small-cap earnings […]

Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at ePlus (NASDAQ:PLUS) and the best and worst performers in the it distribution & solutions industry.

While profitability is essential, it doesn’t guarantee long-term success. Some companies that rest on their margins will lose ground as competition intensifies — as Jeff Bezos said, “Your margin is my opportunity”.

Companies with more cash than debt can be financially resilient, but that doesn’t mean they’re all strong investments. Some lack leverage because they struggle to grow or generate consistent profits, making them unattractive borrowers.

In early August 2026, ePlus inc. reported first-quarter fiscal 2027 results showing lower net income of US$30.28 million year on year, reiterated mid-single-digit growth guidance for the full year, and confirmed a US$0.27 quarterly dividend alongside an expanded share repurchase authorization. Management also asked shareholders to approve an increase in authorized common shares to 75,000,000, aiming to give the company more flexibility to fund future business and financial initiatives. Next,...

ePlus Inc (PLUS) reports modest revenue growth but strong bookings, with managed services surpassing $50 million and open orders exceeding $1.5 billion.

ePlus (NASDAQ:PLUS) reported fiscal first-quarter 2027 results that reflected modest revenue growth against a difficult prior-year comparison, while bookings and open orders increased substantially amid demand for artificial intelligence infrastructure, security, cloud and managed services. Chief E

IT solutions provider ePlus (NASDAQ:PLUS) reported Q2 CY2026 results exceeding the market’s revenue expectations, with sales up 1.9% year on year to $649.1 million. Its non-GAAP profit of $1.28 per share was 11.8% above analysts’ consensus estimates.

IT solutions provider ePlus (NASDAQ:PLUS) will be announcing earnings results this Tuesday afternoon. Here’s what to look for.

Rapid spending isn’t always a sign of progress. Some cash-burning businesses fail to convert investments into meaningful competitive advantages, leaving them vulnerable.

Many small-cap stocks have limited Wall Street coverage, giving savvy investors the chance to act before everyone else catches on. But the flip side is that these businesses have increased downside risk because they lack the scale and staying power of their larger competitors.

ePlus has been treading water for the past six months, holding steady at $86.95. The stock also fell short of the S&P 500’s 7.9% gain during that period.

As the Q1 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the it distribution & solutions industry, including ePlus (NASDAQ:PLUS) and its peers.