PLUS
ePlusCNasdaq / Technology Hardware & Equipment
Last Price
At close
2026-06-02
Current thesis
The bull case is that FY26 showed clear operating leverage: double-digit net-sales growth, higher gross billings, strong adjusted EBITDA growth, a cash balance of $410.8M, and an 8% dividend increase. Management also framed the services-led strategy, including AI consulting, as a long-term growth lever.
Posture
Mixed
Lead driver
Sentiment
What changed
Sentiment remains the lead driver in the composite, 7D delta +11.0.
What can break
FY27 guidance calls for only mid-single-digit growth in net sales, gross profit, and adjusted EBITDA, which is slower than FY26's growth rate.
Momentum
27
Value
65
Sentiment
63
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $101.00 · Bull $123.00 · Bear $79.00
Data freshness
Prices
As of 2026-06-02
Fundamentals
As of 2026-06-01 • Vendor: Data Vendor v1
Scores
As of 2026-06-02 • Model: HYBRID_IC_RP
AI Memo
As of 2026-05-29 • Model: RankAlpha Sentiment Codex
Investment thesisAs of 2026-06-02
Investment thesis
As of 2026-06-02
Supporting evidence
What
Grade C · Mixed
Confidence Medium · Net Neutral
Target $126.00
Why
Momentum27 · Δ7d +24.3
Value65 · Δ7d +1.9
Sentiment63 · Δ7d +11.0
So what
Balanced signals (Net Neutral). Wait for confirmation before sizing up.
Lead driver: Sentiment · See AI snapshot
Momentum
27
34% active weight
Current posture
7d trendImproving
Δ7d
+24.3
Δ21d
+22.3
Value
65
32% active weight
Current posture
7d trendImproving
Δ7d
+1.9
Δ21d
+1.6
Sentiment
63
33% active weight
Current posture
7d trendImproving
Δ7d
+11.0
Δ21d
-
Why this grade
Composite grade C. Momentum 26.8 / Value 64.9 / Sentiment 63.1
Fundamentals (TTM)As of 2026-06-01
Fundamentals (TTM)
As of 2026-06-01
Market Cap
$2.14B
Beta
1.01
Shares Out
26.44M
P/E (TTM)
20.0
P/S (TTM)
1.01
P/FCF (TTM)
26.07
Rev YoY
+23.4%
EPS YoY
+94.7%
Gross Margin
+26.5%
Op Margin
+6.6%
Net Debt
-$350.6M
Current Ratio
2.19
As of 2026-06-02 • Updated nightlySource: Internal modelMethodology