ePlus Inc

ePlus completed the acquisition of Daymark Solutions to deepen its Microsoft Azure, Microsoft 365, Copilot and cybersecurity capabilities and strengthen its New England footprint. The deal aligns with ePlus' fastest-growing managed services segment, which rose 15.1% to $51.3 million, while cash and equivalents increased to $448.9 million. However, fiscal Q1 results showed net earnings down 5.4%, adjusted EBITDA down 9.2% and gross margin compressing to 23.3% as margins fell across all segments and supply-chain delays hit product sales. Integration of Daymark and margin recovery will determine whether the acquisition drives profitable growth or adds cost pressure. » Altro su finance.yahoo.com

FPA Queens Road Small Cap Value Fund flagged ePlus (PLUS) as a value-added reseller positioned to benefit from accelerating corporate IT budgets, citing its consultative, low-inventory model and exposure to IT infrastructure, cloud and cybersecurity services. ePlus was added to the fund in 2025 and is viewed as growing faster with less volatility than industrial distributors. The stock traded between $69.07 and $98.14 over the past year and closed near $87.28 on August 31, 2026, with a market cap of about $2.30 billion. » Altro su finance.yahoo.com

ePlus's stock closed at $93.99, reaching a 52-week high. The company has a market capitalization of $2.38 billion and delivered a total return of 36.73% last year. Analysts at InvestingPro point to a possible overvaluation but highlight an attractive PEG of 0.66. ePlus unveiled the AI platform AgenticOps in cooperation with Cisco and NVIDIA, expanded managed services for HPE ProLiant servers, received a partner award from Digital Realty, achieved an NPS of 74, and appointed John Lutz to the board. » Altro su de.investing.com