Update shared on 08 Nov 2025
Fair value Increased 17%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.
What's in the News
- ePlus raised its fiscal 2026 earnings guidance, expecting mid-teen percentage growth in net sales and gross profit from fiscal 2025 levels. Adjusted EBITDA is projected to increase at approximately twice the rate of net sales growth (Company Guidance).
- The company reported double-digit year-over-year growth in second quarter revenue, gross profit, net earnings, and earnings per share (Company Guidance).
- ePlus expanded its Managed Services and Enhanced Maintenance Support to cover the full Juniper Networks infrastructure. The offering provides 24x7 support, US-based certified engineers, and escalated access to Juniper TAC resources (Client Announcement).
- With the expanded partnership, ePlus now delivers integrated lifecycle monitoring of Juniper assets and single-call support for multi-vendor environments to customers (Client Announcement).
Valuation Changes
- Consensus Analyst Price Target has increased from $92 to $108, reflecting a higher valuation expectation.
- Discount Rate has risen slightly, from 8.34% to 8.53%, indicating a marginally higher perceived risk.
- Revenue Growth projections have shifted from a decline of -0.18% to positive growth of 3.07%.
- Net Profit Margin is expected to improve, moving from 3.63% to 3.95%.
- Future P/E has decreased modestly from 37.29x to 36.31x, suggesting a lower valuation multiple on anticipated earnings.
Disclaimer
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