AI Infrastructure And Cybersecurity Will Drive Growth While Margins Tighten

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

10 Sep 24

Updated

23 Nov 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

10.5%

7D

0.2%

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1Y

10.5%

7D

0.2%

You can edit this narrative until Nov 24 1:05 AM. Then, changes will post as Updates.

Author's Valuation

US$10816.9% undervalued

AnalystConsensusTarget Fair Value

Shared on 23 Nov 25

PLUS: Expanded Service Support Will Drive Margin Upside In Coming Years

Narrative Update: ePlus Analyst Price Target Revised Analysts have maintained the fair value estimate for ePlus at $108.00. Improved profit margin projections have balanced out a somewhat lower forward price-to-earnings ratio in their updated assessment.

Shared on 08 Nov 25

Fair value Increased 17%

PLUS: Accelerating Managed Services Expansion Will Strengthen Margins And Drive Upside

Analysts have raised their price target for ePlus from $92 to $108. They cite improved revenue growth expectations, higher projected profit margins, and a slightly lower future price-to-earnings ratio as key factors behind the increase.

Shared on 30 Apr 25

Fair value Increased 25%

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 4.93%

AnalystConsensusTarget has decreased revenue growth from 3.1% to 2.7%.

Shared on 02 Apr 25

Fair value Decreased 2.33%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 11 Mar 25

Fair value Decreased 14%

AnalystConsensusTarget has decreased revenue growth from 7.1% to 3.1%, decreased profit margin from 6.0% to 5.0% and increased future PE multiple from 19.3x to 21.8x.

AnalystConsensusTarget Fair Value

US$108

16.9% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

-0.53%

Electronic Equipment and Components revenue growth rate

0.47%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

8.51%

Calculation

US$119.49m

Earnings '28

x

28.83x

PE Ratio '28

=

US$3.45b

Market Cap '28

US$3.45b

Market Cap '28

/

25.75m

No. shares '28

=

US$133.79

Share Price '28

US$133.79 Share Price '28

Discounted to 2025 @ 8.46% p.a.

=

US$104.85

Fair Value '25