Announcement • 23h
ePlus inc. Announces Appointment of John Lutz to Board of Directors and Audit and Compensation Committees ePlus inc. announced that John Lutz, a senior executive with more than 30 years' experience across global technology and institutional environments, had joined its Board of Directors. John Lutz, aged 64 is currently Vice Chancellor for Development and Alumni Relations for Vanderbilt University. He brings deep expertise in large scale global operations, go-to-market, mergers and acquisitions and services delivery. As a member of the ePlus Board of Directors, he will serve on the Audit and Compensation Committees. Prior to his current role at Vanderbilt University, Mr. Lutz served as Vice Chancellor of Information Technology for the institution, where he oversaw institutional technology strategy, capital priorities and operational performance. The bulk of his career was spent at IBM Corporate in various leadership roles, including General Manager for its Global Financial Services Sector and General Manager of its Global Process Services business, and culminating with his position as President of IBM Canada. Mr. Lutz graduated magna cum laude from Harvard College with an A.B. in Linguistics and Computer Science. The Company increased the size of the Board from eight to nine directors. Upcoming Dividend • Jun 10
Upcoming dividend of US$0.27 per share Eligible shareholders must have bought the stock before 17 June 2026. Payment date: 30 June 2026. Payout ratio is a comfortable 16% but the company is not cash flow positive. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (0.8%). Announcement • Jun 03
ePlus Unveils and Demonstrates AgenticOps Technology for Autonomous IT and Security Operations at Cisco Live ePlus unveiled and demonstrated newly created AgenticOps technology, developed with Cisco and NVIDIA, that delivers an enterprise-grade, self-contained Agentic AI platform which organizations can deploy safely and securely in their own environment. The collaboration between ePlus, Cisco and NVIDIA results in a more secure AI infrastructure that requires less human intervention and can self-diagnose and self-heal. This AgenticOps solution reduces operational complexity, accelerates incident response, and enables IT and security teams to shift from reactive issues resolution to autonomous operations. Built and tested on the Cisco AI POD (the AI infrastructure building block of the Cisco Secure AI Factory with NVIDIA,) this solution brings together: ePlus' AI AgenticOps platform powered by Splunk Observability Cloud; Cisco AI Defense -- Cisco's enterprise solution for developing and deploying secure agents, as well as DefenseClaw, which helps protect endpoint agents against supply chain and runtime threats; and NVIDIA Nemotron and NVIDIA OpenShell runtime for autonomous agents with policy-based privacy and security guardrails. Autonomous detection-to-remediation loops reduce mean time to resolution from hours to minutes without human intervention. While each of these technologies is powerful on its own, the real breakthrough is what happens when they're deployed together as a unified architecture. The company architected, integrated and tested AgenticOps on the Cisco AI POD and have created a solution that gives enterprises a path from reactive IT and security operations to fully autonomous DefenseOps. It also enables faster incident response, lowers operational overhead, and provides security that strengthens itself continuously. Every enterprise IT and security team that the company talk to is dealing with the same challenge: operational complexity is growing faster than teams can respond. Addressing that requires bringing together the right infrastructure, intelligence, and security to help enterprises run AI with confidence. The solution ePlus has built on Cisco Secure AI Factory with NVIDIA does exactly that, and it's a powerful example of the partner ecosystem in action. Live demonstrations of the technology and its use cases were offered at Cisco Live at NVIDIA Booth 5420. Reported Earnings • May 29
Full year 2026 earnings released: EPS: US$4.73 (vs US$2.88 in FY 2025) Full year 2026 results: EPS: US$4.73 (up from US$2.88 in FY 2025). Revenue: US$2.44b (up 22% from FY 2025). Net income: US$124.1m (up 62% from FY 2025). Profit margin: 5.1% (up from 3.8% in FY 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.9% p.a. on average during the next 2 years, compared to a 9.1% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 17% per year, which means it is well ahead of earnings. Announcement • May 26
ePlus inc. Launches Private AI Infrastructure Managed Service EPlus inc. announced that it has launched Private AI Infrastructure Managed Service, a pre-validated, and production-ready AI foundation that takes enterprises from initial assessment through global-scale deployment. This end-to-end ePlus solution, built on Digital Realty's PlatformDIGITAL® and Lenovo's Hybrid AI Advantage platforms, helps organizations build private AI infrastructure with high-performance NVIDIA accelerated computing clusters in secure colocation facilities—so users have access to the resources needed to develop and scale AI workloads. Designed, implemented, and managed by ePlus, Private AI Infrastructure-as-a-Service provides complete design and deployment by certified engineers, 24×7 monitoring and support, lifecycle management, patching, optimization, space, power and connectivity. With full customer ownership of AI infrastructure assets, organizations gain greater control, improved security posture, and the ability to realize long-term value from their AI infrastructure investments. EPlus collaborates with NVIDIA at the highest level by integrating both NVIDIA DGX SuperPOD Specialization and DGX-Ready Managed Services Provider status. This enables ePlus to deliver a full stack solution that leverages NVIDIA platforms such as NVIDIA DGX BasePOD and SuperPOD and NVIDIA AI Enterprise software to accelerate AI development and deployment. Announcement • May 22
ePlus inc. to Report Q4, 2026 Results on May 28, 2026 ePlus inc. announced that they will report Q4, 2026 results at 4:00 PM, US Eastern Standard Time on May 28, 2026 Announcement • Apr 16
Eplus Inc Launches Memory Optimization and Reclamation Assessment ePlus inc. had launched a Memory Optimization and Reclamation Assessment to help organizations evaluate their workloads, identify opportunities to reclaim memory, and right-size their existing capacity in the face of growing supply chain challenges with memory chips. AI infrastructure demand is driving significant supply constraints and resulting price increases across the broader memory market, creating challenges for organizations who are unable to access or afford even standard memory capacity. According to Gartner research in early 2026, a severe memory chip shortage driven by surging AI infrastructure demand is causing massive, industry-wide disruption. ePlus' Memory Optimization and Reclamation Assessment helps organizations evaluate their memory utilization, identify over-provisioned or idle workloads, and reclaim stranded capacity and adjust environments based on their actual demand, allowing them to rediscover and re-allocate what they already have. This is intended to provide a fast, affordable and reliable path to capacity access in the face of extended and widespread shortages. Along with a complete report of the findings, the Assessment includes a zombie capacity list, stranded memory analysis, optimization road map and executive cost avoidance summary, providing organizations with a fully exposed view of how they can use their capacity more efficiently. Announcement • Jan 29
ePlus inc. to Report Q3, 2026 Results on Feb 04, 2026 ePlus inc. announced that they will report Q3, 2026 results After-Market on Feb 04, 2026 Announcement • Jan 07
ePlus inc. Appoints Mike Portegello to its Board of Directors and to its Audit Committee and Compensation Committee ePlus inc. has appointed Mike Portegello to its Board of Directors, effective January 6, 2026. Mr. Portegello has also been appointed as a member of ePlus' Audit Committee and Compensation Committee. Mr. Portegello is a seasoned global business executive and financial expert with over 37 years of experience in accounting, finance, and capital markets transactions. He previously led global audit engagements for a wide range of public and private U.S. and multinational companies, as a Global Client Service Partner at Ernst & Young (E&Y). Mr. Portegello's expertise spans from emerging, IPO-bound, high growth start-ups to global, publicly traded multi-billion-dollar organizations across a variety of sectors, including SaaS, Software, HealthTech, Retail, e-Commerce and Biotech/Life Science. Since his retirement from Ernst & Young, Mr. Portegello has served as an investor and advisor to emerging technology companies, including those focused on generative artificial intelligence and health technology. Mr. Portegello is a Certified Public Accountant and a graduate of the Stern School of Business, NYU, with a Master of Business Administration in Management. He carries a Bachelor of Science in Accounting from St. John's University. He recently completed Columbia Business School Executive Education's Venture Capital Private Equity and Corporate Governance Programs. Announcement • Oct 31
ePlus inc. to Report Q2, 2026 Results on Nov 06, 2025 ePlus inc. announced that they will report Q2, 2026 results After-Market on Nov 06, 2025 Announcement • Aug 01
ePlus inc. to Report Q1, 2026 Results on Aug 07, 2025 ePlus inc. announced that they will report Q1, 2026 results After-Market on Aug 07, 2025 Announcement • Jul 02
Marlin Leasing Corporation completed the acquisition of U.S. financing business of ePlus inc. (NasdaqGS:PLUS). Marlin Leasing Corporation entered into a Membership Interest Purchase Agreement to acquire U.S. financing business of ePlus inc. (NasdaqGS:PLUS) for $180 million on June 20, 2025. The consideration is subjected to post-Closing purchase price adjustment and certain potential earn-out and other post-Closing payments. The transaction is subject to the receipt of any governmental approval and the expiration or termination of the waiting period under the Hart-Scott-Rodino Antitrust Improvements Act. Closing is expected to occur within the next sixty days and is subject to various terms and conditions.
Annette Becker of K&L Gates LLP acted as legal advisor and Macquarie Capital (USA) Inc acted as financial advisor to ePlus inc. Gerold Niggemann of Hughes Hubbard & Reed LLP acted as legal advisor to HPS Investment Partners, LLC.
Marlin Leasing Corporation completed the acquisition of U.S. financing business of ePlus inc. (NasdaqGS:PLUS) on June 30, 2025. Announcement • May 23
ePlus inc. Provides Earnings Guidance for the Fiscal Year 2026 ePlus inc. provided earnings guidance for the fiscal year 2026. The company is initiating fiscal year 2026 guidance over the prior fiscal year for net sales growth of low single digits. Announcement • May 16
ePlus inc. to Report Q4, 2025 Results on May 22, 2025 ePlus inc. announced that they will report Q4, 2025 results After-Market on May 22, 2025 Announcement • Feb 06
ePlus inc. Provides Earnings Guidance for the Year 2025 ePlus inc. provided earnings guidance for the year 2025. For the year, net sales are now expected to be in the range of $2.07 billion to $2.11 billion. Announcement • Feb 04
ePlus Expands Managed Services with Support for Juniper Mist ePlus inc. announced that it has expanded its Managed Services portfolio with proactive monitoring, management, and support for Juniper Mist wireless, wired, and SD-WAN infrastructure devices. The offering complements ePlus' current best-of-breed infrastructure monitoring with Juniper Marvis AI virtual network assistant capabilities to enable 24x7x365 performance and availability along with event remediation and incident isolation. By leveraging Juniper Mist Premium Analytics for comprehensive network observability, ePlus Managed Services provides insights across an organization's networks to enhance end-user experiences and streamline IT operations. Announcement • Jan 30
ePlus inc. to Report Q3, 2025 Results on Feb 05, 2025 ePlus inc. announced that they will report Q3, 2025 results at 4:00 PM, US Eastern Standard Time on Feb 05, 2025 Announcement • Jan 07
ePlus inc. Appoints Melissa Ballenger as New Member of Board and Audit Committee ePlus inc. announced that Melissa Ballenger, Adjunct Professor at the Raymond A. Mason School of Business at William & Mary, has been appointed as a member of its Board of Directors. Ms. Ballenger has also been appointed as a member of the Audit Committee of the ePlus Board of Directors. From 2020 to 2023, Ms. Ballenger served as the Chief Financial Officer of Mosaic, a financial technology platform for sustainable home improvements. From 2019 to 2020 she served as the Chief Financial Officer of Cross River Bank, a leader in innovative financial technology products services. Ms. Ballenger served as a public-company finance executive from 2003 through 2019, including Chief Financial Officer roles at the global firms State Street (EMEA), Santander and TD. Ms. Ballenger also served as Principal Accounting Officer and Controller at Mastercard, a global technology company in the payments industry. Earlier in her career, she drove finance function transformation at Freddie Mac and served as an auditor at Arthur Andersen. She has provided strategic advice to multiple Boards of Directors, informing their governance over critical corporate priorities in both stable and challenging environments. Her executive scope included strategic and financial planning and execution, capital markets and treasury management, operational efficiency and risk management, and M&A. Ms. Ballenger is a Certified Public Accountant (CPA) and also is credentialed as a Certified Director by the National Association of Corporate Directors (NACD). She graduated summa cum laude from the College of William & Mary, with a Bachelor of Business Administration–Accounting degree. She currently serves on the Board of Trustees of the William & Mary Business School Foundation. Announcement • Dec 18
ePlus inc. Launches Secure GenAI Accelerator ePlus inc. announced its Secure GenAI Accelerator offering. Part of the ePlus AI Ignite portfolio, this hosted proof of concept (POC) engagement allows organizations to test a private Generative AI (GenAI) chatbot to explore and refine ideas, use metrics to identify key insights, and make informed decisions to facilitate adopting GenAI quickly and securely. The ePlus Secure GenAI Accelerator leverages a GenAI platform developed by ePlus combined with ePlus services and technology from key AI strategic partners, including NVIDIA and AWS: GenAI private chatbot experience with customized assistants, powered by NVIDIA AI enterprise and NVIDIA NIM. Hosting on AWS leveraging their Well-Architected Framework, designed to meet enterprise-level security and compliance to ensure all conversational data remains within the customer's controlled environment. Fully-guided GenAI chatbot experience with ePlus, providing personalized guidance, cost benefit analysis for GenAI use cases, and metrics showing solution value The ePlus Secure GenAI Accelerator is an efficient approach to speed readiness and adoption. At the conclusion of the engagement, organizations will be better prepared to: Convert AI use cases into actionable plans with built-in security guardrails. Achieve faster GenAI time to value, driving strategic business growth and innovation. Leverage their internal team's newly-expanded skillsets. Help deliver exceptional customer experiences through enhanced support operations. Identify additional areas to unlock business value through advanced data science and analytics capabilities. New Risk • Nov 13
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.1% average weekly change). Significant insider selling over the past 3 months (€256k sold). Reported Earnings • Nov 13
Second quarter 2025 earnings released: EPS: US$1.18 (vs US$1.23 in 2Q 2024) Second quarter 2025 results: EPS: US$1.18 (down from US$1.23 in 2Q 2024). Revenue: US$515.2m (down 12% from 2Q 2024). Net income: US$31.3m (down 4.1% from 2Q 2024). Profit margin: 6.1% (up from 5.6% in 2Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 7.8% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Nov 13
ePlus inc. Provides Earnings Guidance for the Fiscal Year 2025 ePlus inc. provided earnings guidance for the fiscal year 2025. Fiscal year 2025 net sales are now expected to be similar to fiscal year 2024. Announcement • Nov 09
ePlus inc. to Report Q2, 2025 Results on Nov 12, 2024 ePlus inc. announced that they will report Q2, 2025 results After-Market on Nov 12, 2024 Reported Earnings • Aug 07
First quarter 2025 earnings released: EPS: US$1.03 (vs US$1.28 in 1Q 2024) First quarter 2025 results: EPS: US$1.03 (down from US$1.28 in 1Q 2024). Revenue: US$544.5m (down 5.2% from 1Q 2024). Net income: US$27.3m (down 19% from 1Q 2024). Profit margin: 5.0% (down from 5.9% in 1Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.3% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Aug 07
ePlus inc. Maintains Financial Guidance for the Fiscal Year 2025 ePlus inc. maintained financial guidance for the fiscal year 2025. The company is maintaining fiscal year 2025 guidance for net sales growth over the prior fiscal year of between 3% and 6%. Announcement • Jul 31
ePlus inc. to Report Q1, 2025 Results on Aug 06, 2024 ePlus inc. announced that they will report Q1, 2025 results After-Market on Aug 06, 2024 Announcement • Jul 24
ePlus inc., Annual General Meeting, Sep 12, 2024 ePlus inc., Annual General Meeting, Sep 12, 2024. Location: the westin washington dulles airport, 2520 wasser terrace, herndon, virginia 20171, United States Announcement • Jul 12
ePlus inc. Announces Storage-As-A-Service Leveraging NetApp ePlus inc. announced the expansion of its Storage-as-a-Service (STaaS) portfolio by launching ePlus STaaS with NetApp Keystone. As an enhancement to NetApp Keystone Partner program, the ePlus offering combines flexible subscription models for storage consumption via NetApp Keystone with ePlus technical support and customer success resources. ePlus Storage-as-a- Service enables organizations to leverage: Accelerated Issue Resolution: Gain faster access to experienced support, minimizing downtime and maximizing productivity. Enhanced Capacity Planning: Optimize storage resources with insights into usage patterns, billing, and future needs. Pay-As-You-Grow Model: Align storage costs with actual consumption, eliminating overprovisioning and unexpected expenses. On-Demand Scalability: Easily adapt to changing business demands with burst capacity for seamless growth and agility. Announcement • Jun 27
ePlus inc. Announces Azure Recover ePlus inc. announced the launch of Azure Recover, a fully-managed DRaaS solution. Powered by Azure Site Recovery, ePlus Azure Recover helps organizations safeguard their critical services with geographic resilience to provide confident recovery in the event of disaster. The new offering includes: Fully-automated monthly testing; Failover event support and ongoing operational support post-failover; Continuous recovery validation. Reported Earnings • May 23
Full year 2024 earnings released: EPS: US$4.35 (vs US$4.49 in FY 2023) Full year 2024 results: EPS: US$4.35 (down from US$4.49 in FY 2023). Revenue: US$2.23b (up 7.6% from FY 2023). Net income: US$115.8m (down 3.0% from FY 2023). Profit margin: 5.2% (down from 5.8% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.1% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth. Announcement • May 23
ePlus inc. Provides Earnings Guidance for the Fiscal Year 2025 ePlus inc. provided earnings guidance for the fiscal year 2025. for the year, the company expects net sales growth over the prior fiscal year of between 3% and 6%. Announcement • May 17
ePlus inc. to Report Q4, 2024 Results on May 22, 2024 ePlus inc. announced that they will report Q4, 2024 results After-Market on May 22, 2024 Reported Earnings • Feb 07
Third quarter 2024 earnings released: EPS: US$1.03 (vs US$1.34 in 3Q 2023) Third quarter 2024 results: EPS: US$1.03 (down from US$1.34 in 3Q 2023). Revenue: US$509.1m (down 18% from 3Q 2023). Net income: US$27.3m (down 24% from 3Q 2023). Profit margin: 5.4% (down from 5.7% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.2% p.a. on average during the next 2 years, compared to a 10.0% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 20% per year whereas the company’s share price has increased by 23% per year. Announcement • Feb 07
ePlus Provides Sales Guidance for the Fourth Quarter and Earnings Guidance for the Year 2024 ePlus provided sales guidance for the fourth quarter and earnings guidance for the year 2024. The company expects to achieve the low end of its fiscal year 2024 revenue guidance ranges of $2.23 billion to $2.33 billion.The company expect sales growth in fourth quarter, enabling the company to achieve the lower end of guidance range. Announcement • Feb 02
ePlus inc. Announces AI Ignite: Artificial Intelligence Assessment, Enablement and Implementation Offerings ePlus inc. announced the availability of AI Ignite, a comprehensive suite of AI Solutions and Services designed to help organizations at any stage of their AI Journey to assess, enable, secure, implement and amplify the use of AI technologies. Whether an organization is AI Curious, AI Ready, or AI Mature, the variety of solutions and services offered by ePlus will enable it to explore, build, adopt and optimize AI applications. AI Ignite provides a suite of AI-focused offerings supporting different customer needs across various stages of readiness, including an envisioning workshop, readiness assessments, data strategy assessments, infrastructure builds, modern platform management and implementation and ongoing support services. These services include: Design and Implementation Services: ePlus offers comprehensive design and deployment services for AI infrastructure tailored to organization-specific use cases and requirements. The result is a customized plan for implementing infrastructure solutions such as NVIDIA DGX BasePOD that precisely fits the demands of an organization's AI workloads, for seamless integration with existing systems that can help maximize performance and efficiency. Advanced Support Services for AI Infrastructure Solutions: ePlus offers support and maintenance services for NVIDIA DGX BasePOD and other customized AI infrastructure solutions, along with monitoring, updates, and troubleshooting to enable AI infrastructure to perform at optimal levels. As a Certified NVIDIA DGX Ready Managed Services Provider, ePlus brings proven expertise and a commitment to excellence in managing NVIDIA DGX environments. Storage-as-a-Service (STaaS) for AI Workloads: To meet the unpredictable storage requirements of AI workloads, ePlus offers an on-premises storage platform that requires no upfront investment, provides consumption-based cost models, and on-demand burst capacity. With financially-backed Service Level Agreements (SLAs) for performance, availability, and energy efficiency, organizations can streamline their data management processes, reduce costs, and enhance their overall AI workflow. Data Modernization Services: In preparation for AI initiatives, ePlus offers data modernization services focused on aligning a data strategy with each organization's specific AI goals, breaking down data silos, and adopting a modern data platform. Aligning business initiatives and data governance helps set up your AI initiatives for success. To further support customers' AI development and innovation needs, ePlus is also building an AI innovation lab designed to facilitate customer proofs-of-concept, deliver workshops and trainings, and support internal development of GenAI applications. Announcement • Jan 31
ePlus inc. to Report Q3, 2024 Results on Feb 06, 2024 ePlus inc. announced that they will report Q3, 2024 results After-Market on Feb 06, 2024 Reported Earnings • Nov 09
Second quarter 2024 earnings released: EPS: US$1.23 (vs US$1.07 in 2Q 2023) Second quarter 2024 results: EPS: US$1.23 (up from US$1.07 in 2Q 2023). Revenue: US$587.6m (up 19% from 2Q 2023). Net income: US$32.7m (up 15% from 2Q 2023). Profit margin: 5.6% (down from 5.8% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.6% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 20% per year. New Risk • Nov 09
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 0.02% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.02% per year for the foreseeable future. Minor Risk Significant insider selling over the past 3 months (€2.9m sold). Announcement • Nov 08
ePlus inc. Maintains Earnings Guidance for the Fiscal Year 2024 ePlus inc. maintained earnings guidance for the fiscal year 2024. For the year, the company is maintaining revenue guidance of $2.23 billion to $2.33 billion. Announcement • Nov 01
ePlus inc. to Report Q2, 2024 Results on Nov 07, 2023 ePlus inc. announced that they will report Q2, 2024 results After-Market on Nov 07, 2023 Recent Insider Transactions • Sep 01
Independent Director recently sold €746k worth of stock On the 29th of August, Eric Hovde sold around 13k shares on-market at roughly €59.67 per share. This transaction amounted to 22% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.3m more than they bought in the last 12 months. Recent Insider Transactions • Aug 17
Independent Director recently sold €481k worth of stock On the 11th of August, Bruce Bowen sold around 8k shares on-market at roughly €60.12 per share. This transaction amounted to 22% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €558k more than they bought in the last 12 months. Announcement • Aug 09
ePlus inc. Provides Earnings Guidance for the Full Year of Fiscal 2024 ePlus inc. provided earnings guidance for the full year of fiscal 2024. The company is initiating fiscal year 2024 revenue guidance of $2.23 billion to $2.33 billion. These items are uncertain, depend on various factors, and could be material to the company's results computed in accordance with GAAP. Accordingly, the company is unable to provide a reconciliation of GAAP net earnings to adjusted EBITDA and adjusted EBITDA margin for the full year 2024 forecast. Reported Earnings • Aug 08
First quarter 2024 earnings released: EPS: US$1.28 (vs US$0.84 in 1Q 2023) First quarter 2024 results: EPS: US$1.28 (up from US$0.84 in 1Q 2023). Revenue: US$574.2m (up 25% from 1Q 2023). Net income: US$33.8m (up 52% from 1Q 2023). Profit margin: 5.9% (up from 4.9% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.3% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 17% per year. Announcement • Aug 01
ePlus inc. to Report Q1, 2024 Results on Aug 07, 2023 ePlus inc. announced that they will report Q1, 2024 results at 4:00 PM, US Eastern Standard Time on Aug 07, 2023 Announcement • Jul 26
ePlus inc., Annual General Meeting, Sep 14, 2023 ePlus inc., Annual General Meeting, Sep 14, 2023, at 08:30 US Eastern Standard Time. Location: The Westin Washington Dulles Airport Wasser Terrace Herndon, Virginia 20171 Herndon Virginia United States Agenda: To elect directors, each to serve an annual term, or until their successors have been duly elected and qualified; to approve named executive officers's compensation; to ratify the selection of our independent registered accounting firm; to approve an amendment to ePlus's Amended and Restated Certificate of Incorporation to limit the personal liability of certain officers of ePlus as permitted by recent amendments to the General Corporation Law of the State of Delaware; and to transact such other business as may properly come before the 2023 Annual Meeting, and any postponements or adjournments thereof. Reported Earnings • May 25
Full year 2023 earnings released: EPS: US$4.49 (vs US$3.96 in FY 2022) Full year 2023 results: EPS: US$4.49 (up from US$3.96 in FY 2022). Revenue: US$2.07b (up 14% from FY 2022). Net income: US$119.4m (up 13% from FY 2022). Profit margin: 5.8% (in line with FY 2022). Revenue is forecast to grow 2.6% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth. Announcement • May 19
ePlus inc. to Report Q4, 2023 Results on May 24, 2023 ePlus inc. announced that they will report Q4, 2023 results at 4:00 PM, US Eastern Standard Time on May 24, 2023 Announcement • Feb 14
ePlus inc. Announces Cloud Hosted Services Powered by VMware Cloud on AWS ePlus inc. announced that it has evolved its Cloud Disaster Recovery and Cloud Hosted Infrastructure offerings to enable faster cloud adoption without the operational complexity of managing data center infrastructure. Powered by VMware Cloud on AWS, ePlus Cloud Hosted Services include: ePlus Cloud Disaster Recoveryprovides offsite replication leveraging the latest VMware data protection innovations with built-in ransomware detection and AWS high-performance, on-demand infrastructure. This solution is architected to each organization's specific recovery requirements and reduces upfront capital investments with a flexible consumption-based cost model. ePlus builds on 10 years of delivering Cloud Disaster Recovery failover support and testing to reduce risk and help organizations prepare for the unexpected. ePlus Cloud Hosted Infrastructure powered by VMware Cloud on AWS offers an operationally-familiar, dedicated VMware Cloud environment running on AWS Global Infrastructure to accelerate and simplify the movement of workloads to the cloud. With adjacency to AWS native services, organizations can selectively modernize applications over time for increased agility and cost savings. Reported Earnings • Feb 08
Third quarter 2023 earnings released: EPS: US$1.34 (vs US$0.99 in 3Q 2022) Third quarter 2023 results: EPS: US$1.34 (up from US$0.99 in 3Q 2022). Revenue: US$623.5m (up 26% from 3Q 2022). Net income: US$35.7m (up 35% from 3Q 2022). Profit margin: 5.7% (up from 5.3% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 2 years compared to a 10% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth. Announcement • Feb 01
ePlus inc. to Report Q3, 2023 Results on Feb 07, 2023 ePlus inc. announced that they will report Q3, 2023 results After-Market on Feb 07, 2023 Announcement • Jan 06
ePlus Announces Storage-as-a-Service Powered by Pure Storage ePlus inc. announced the launch of ePlus Storage-as-a-Service powered by Pure Storage Evergreen//One™. As part of Pure Storage's Managed Services Provider Program, ePlus' offeringcombines flexible subscription models for storage consumption of Pure Storage Evergreen//One with ePlus technical support and customer success resources. The new service delivers: Expedited time to issue resolution, Greater insights into storage capacity planning, billing, and forecasting, A consumption-based utility model and On-demand burst capacity to facilitate agility and growth. Buying Opportunity • Nov 18
Now 22% undervalued after recent price drop Over the last 90 days, the stock is down 5.9%. The fair value is estimated to be €62.98, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.7% over the last 3 years. Earnings per share has grown by 18%. Revenue is forecast to grow by 3.7% in a year. Earnings is forecast to decline by 4.9% in the next year. Board Change • Nov 16
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 5 highly experienced directors. Independent Director Renee Bergeron was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Recent Insider Transactions • Nov 11
Independent Director recently sold €77k worth of stock On the 9th of November, John Callies sold around 2k shares on-market at roughly €47.84 per share. This transaction amounted to 6.9% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €650k more than they bought in the last 12 months. Reported Earnings • Nov 05
Second quarter 2023 earnings released: EPS: US$1.07 (vs US$1.18 in 2Q 2022) Second quarter 2023 results: EPS: US$1.07 (down from US$1.18 in 2Q 2022). Revenue: US$493.7m (up 7.8% from 2Q 2022). Net income: US$28.5m (down 9.4% from 2Q 2022). Profit margin: 5.8% (down from 6.9% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.7% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth. Announcement • Oct 28
ePlus inc. to Report Q2, 2023 Results on Nov 03, 2022 ePlus inc. announced that they will report Q2, 2023 results at 4:00 PM, US Eastern Standard Time on Nov 03, 2022 Announcement • Oct 18
ePlus inc. Appoints Renée Bergeron as Member to Board of Directors ePlus inc. announced that Renée Bergeron, Chief Operating Officer of AppDirect, has been appointed as a member of its Board of Directors. Ms. Bergeron will fill a newly-created board seat as an independent director. Renée Bergeron serves as Chief Operating Officer of AppDirect, and a member of the global AppDirect Executive team. In this role she provides AppDirect leadership and strategic vision, and oversees technical support, customer operations, and customer success on a global basis. She leads operations of one of the leading B2B commerce platforms for selling, buying, and managing recurring technology services. Prior to joining AppDirect, she held positions as senior vice president of the global cloud division at Ingram Micro and led the IT Services Solutions business at Fujitsu America. She holds a Bachelor of Science degree in computer science from Sherbrooke University in Sherbrooke Canada, and a master's degree from McGill University in Montreal, Canada. Valuation Update With 7 Day Price Move • Aug 11
Investor sentiment deteriorated over the past week After last week's 17% share price decline to €45.20, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 18x in the Electronic industry in Germany. Total returns to shareholders of 32% over the past three years. Reported Earnings • Aug 04
First quarter 2023 earnings released: EPS: US$0.84 (vs US$0.88 in 1Q 2022) First quarter 2023 results: EPS: US$0.84 (down from US$0.88 in 1Q 2022). Revenue: US$458.4m (up 10.0% from 1Q 2022). Net income: US$22.3m (down 5.0% from 1Q 2022). Profit margin: 4.9% (down from 5.6% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 5.4%, compared to a 20% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 20% per year. Announcement • Jul 29
Eplus Inc. Announces Microsoft Azure Cloud Managed Services General Availability ePlus inc. announced the general availability of ePlus Cloud Managed Services (ECMS) for Microsoft Azure. Designed to offload the task of managing Azure deployments, ePlus Cloud Managed Services allow organizations to focus on driving their business and competitive differentiation while ePlus helps optimize cloud costs and leverages proven security best practices to reduce risk. ePlus Cloud Managed Services deliver fully US-based, 24x7x365 proactive support and specialized cloud expertise from certified engineers and technical architects who deeply understand cloud and how it fits into modern application deployments. The offering includes: Well-Architected configuration and automated deployment to speed time to market; Security and governance of workloads running on Azure to decrease risk with hardened, best practice configuration and ongoing validation; FinOps methodology for cost-optimized Azure consumption. Announcement • Jul 28
ePlus inc. to Report Q1, 2023 Results on Aug 03, 2022 ePlus inc. announced that they will report Q1, 2023 results at 4:00 PM, US Eastern Standard Time on Aug 03, 2022 Announcement • Jul 26
ePlus inc., Annual General Meeting, Sep 15, 2022 ePlus inc., Annual General Meeting, Sep 15, 2022, at 08:30 US Eastern Standard Time. Location: The Westin Washington Dulles Airport 2520 Wasser Terrace Herndon Virginia United States Agenda: To elect as directors the eight nominees named in the attached proxy statement, each to serve an annual term, and until their successors have been duly elected and qualified; to hold an advisory vote on named executive officers’ compensation as disclosed in the proxy statement;to ratify the selection of independent registered accounting firm; to Approve the 2022 Employee Stock Purchase Plan; to Hold an advisory vote on the frequency of future advisory votes to approve named executive officer compensation; and to transact such other business as may properly come before the 2022 Annual Meeting, and any postponements or adjournments thereof. Announcement • Jul 19
ePlus inc. (NasdaqGS:PLUS) acquired Businesses from Future Com, Ltd. ePlus inc. (NasdaqGS:PLUS) acquired Businesses from Future Com, Ltd. on July 16, 2022. Employees of Future Com will be joining ePlus.
ePlus inc. (NasdaqGS:PLUS) completed the acquisition of Businesses from Future Com, Ltd. on July 16, 2022. Recent Insider Transactions • Jun 18
Independent Director recently sold €532k worth of stock On the 15th of June, Eric Hovde sold around 10k shares on-market at roughly €53.76 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €574k more than they bought in the last 12 months. Reported Earnings • May 27
Full year 2022 earnings released Full year 2022 results: Revenue: US$1.82b (up 16% from FY 2021). Net income: US$105.6m (up 42% from FY 2021). Profit margin: 5.8% (up from 4.7% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 6.4%, compared to a 19% growth forecast for the industry in Germany. Announcement • May 19
ePlus inc. to Report Q4, 2022 Results on May 25, 2022 ePlus inc. announced that they will report Q4, 2022 results After-Market on May 25, 2022 Board Change • Apr 27
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 4 highly experienced directors. Independent Director Ben Xiang was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Buying Opportunity • Apr 07
Now 21% undervalued Over the last 90 days, the stock is up 8.8%. The fair value is estimated to be €62.55, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.8% over the last 3 years. Earnings per share has grown by 15%. Revenue is forecast to grow by 15% in 2 years. Earnings is forecast to grow by 13% in the next 2 years. Reported Earnings • Feb 04
Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beat Third quarter 2022 results: EPS: US$0.99 (up from US$0.81 in 3Q 2021). Revenue: US$494.8m (up 16% from 3Q 2021). Net income: US$26.4m (up 22% from 3Q 2021). Profit margin: 5.3% (up from 5.1% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 9.0%. Over the next year, revenue is forecast to grow 4.1%, compared to a 23% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth. Announcement • Jan 28
ePlus inc. to Report Q3, 2022 Results on Feb 03, 2022 ePlus inc. announced that they will report Q3, 2022 results After-Market on Feb 03, 2022 Board Change • Jan 01
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 4 highly experienced directors. Independent Director Ben Xiang was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Board Change • Dec 06
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 4 highly experienced directors. Independent Director Ben Xiang was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Announcement • Dec 02
ePlus Inc. Launches READI Networking Strategy to Help Organizations Enable and Drive Digital Transformation ePlus inc. announced that it has unveiled a networking strategy, called READI, to help organizations implement foundational software-defined technologies and solutions that transform and modernize their enterprise network infrastructures. The ePlus READI methodology, which is an acronym for Resilient, Efficient, Agile, Defensive and Intelligent, focuses on helping organizations build network architectures adept at supporting the automated, programmable capabilities they need in today's business environment. It helps deliver a practical modernization framework for implementing infrastructures that enable agility, connectivity and security. Working with organizations to integrate their existing investments, ePlus is able to evolve their enterprise networks jointly with software-defined networking, multi-cloud resources, software-defined WAN, wireless, security platforms, and internet of things (IoT) deployments to ensure that all domains are supported with high-performing, fault-tolerant, secure, intelligent, and application-aware solutions. ePlus' READI Network Assessment uses a combination of automated tools and manual inspection and discovery to help organizations extract critical data points about the operational state of their network environments and support their efforts to ensure they are architecting a network to support their business need. Reported Earnings • Nov 10
Second quarter 2022 earnings released: EPS US$2.36 (vs US$1.48 in 2Q 2021) The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: US$458.0m (up 5.8% from 2Q 2021). Net income: US$31.4m (up 58% from 2Q 2021). Profit margin: 6.9% (up from 4.6% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 13% per year and the company’s share price has also increased by 13% per year. Reported Earnings • Aug 05
First quarter 2022 earnings released: EPS US$1.76 (vs US$1.30 in 1Q 2021) The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: US$416.6m (up 17% from 1Q 2021). Net income: US$23.5m (up 36% from 1Q 2021). Profit margin: 5.6% (up from 4.9% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings. Reported Earnings • May 22
Full year 2021 earnings released: EPS US$5.58 (vs US$5.18 in FY 2020) The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: US$1.57b (down 1.3% from FY 2020). Net income: US$74.4m (up 7.7% from FY 2020). Profit margin: 4.7% (up from 4.3% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has remained flat, which means it is significantly lagging earnings. Announcement • Apr 29
ePlus inc. Achieves VMware Master Services Competency in VMware Cloud on AWS ePlus inc. announced that it has successfully achieved VMware Cloud on AWS VMware Master Services Competency. This competency demonstrates ePlus’ commitment to helping organizations accelerate their digital transformations by leveraging their validated services delivery capabilities around advanced VMware technologies. As a VMware Premier Solution Provider, ePlus helps customers take the next step in their digital transformation by building, securing, and managing the multi-cloud technology infrastructure they need to modernize their operations and position IT as an enabler for innovation. With VMware’s platform solutions as the technology underpinning, ePlus’ experienced consulting approach and technical engineering expertise enables organizations to apply technology in the most effective way, transform business processes, and deliver better outcomes. VMware Master Services Competencies are designed to help partners demonstrate customer-centric solutions and technical proficiency, with proven success and expertise in a specialized area of business. These competencies also allow partners to differentiate in six specific solution areas. VMware partners can achieve VMware Master Services Competencies in:
VMware Cloud on AWS - Designates expertise in the delivery of hybrid cloud solutions based on VMware Cloud on AWS. This service provides an operationally consistent and familiar way to run, manage and secure applications in a hybrid IT environment. Cloud Management and Automation– Designates expertise in delivery of VMware Cloud Management and Automation solutions and services with deep understanding and execution of cloud management design principles and methodologies. Cloud Native – Designates partner organizational expertise to run and manage VMware Modern Application solutions. Achieving this competency validates partners' deep understanding of Kubernetes core concepts and proficiency in networking, security and application lifecycle management to ensure the continuous delivery of applications on Kubernetes-based platforms. Data Center Virtualization - Designates expertise in delivery of VMware vSphere environments and digital infrastructure services with deep understanding of and execution in Data Center Virtualization design principles and methodologies. Digital Workspace – Designates partner organizational expertise to design, deliver and support the ongoing management of customer apps, data and virtual desktop solutions whether on-premise or cloud delivered. Achieving this competency validates partners’ deep understanding and execution on VMware Horizon and VMware Workspace ONE end-user computing solutions. Network Virtualization - Designates expertise in the delivery of VMware NSX environments and services with deployment and optimization of NSX environment capabilities. VMware Partner Connect empowers partners with flexibility to meet customers’ needs, making VMware technologies and services opportunities more accessible. Partners now have an enhanced experience that delivers simplicity, choice and innovation, and recognizes and rewards partners based on the value they bring to customers. Is New 90 Day High Low • Mar 02
New 90-day high: €80.50 The company is up 17% from its price of €69.00 on 02 December 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €94.30 per share. Announcement • Feb 26
ePlus inc. Implements Cisco Contact Center as Foundation for Rowan University COVID Vaccine Distribution ePlus inc. announced that it has successfully implemented a cloud-based Cisco call center solution that helped clear the way for Rowan University in New Jersey to become one of only four of the initial COVID vaccine distribution centers in the state. ePlus, Cisco and the University worked in partnership to architect and implement Webex Contact Center 2.0, solution for which Rowan University was one of the first in-production users. With calling services and contact center capabilities housed entirely in the Cloud to accommodate the anticipated volume, this first-of-its-kind solution enabled a team of medical school students and agents to run a fully-functional contact center that managed all incoming calls, scheduling, tracking and more without the need of proprietary equipment. Reported Earnings • Feb 05
Third quarter 2021 earnings released: EPS US$1.62 (vs US$1.47 in 3Q 2020) The company reported a decent third quarter result with improved earnings and profit margins, although revenues were flat. Third quarter 2021 results: Revenue: US$427.6m (flat on 3Q 2020). Net income: US$21.6m (up 11% from 3Q 2020). Profit margin: 5.1% (up from 4.6% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 11% per year and the company’s share price has also increased by 11% per year. Analyst Estimate Surprise Post Earnings • Feb 05
Revenue beats expectations Revenue exceeded analyst estimates by 9.3%. Over the next year, revenue is forecast to grow 5.5%, compared to a 23% growth forecast for the Electronic industry in Germany. 
