Eplus Stock Price, News & Analysis

ePlus (NASDAQ: PLUS) has completed the sale of its U.S. financing business to Marlin Leasing Corporation (PEAC Solutions), a portfolio company managed by HPS Investment Partners, LLC. The transaction, which was initially announced on June 23, 2025, closed effectively on June 30, 2025.

According to CEO Mark Marron, this strategic divestment will allow ePlus to concentrate on its technology solutions business and provide additional capital for both organic and inorganic growth opportunities. The company aims to enhance its solutions and services portfolio while expanding its footprint to deliver increased value to stakeholders.

Macquarie Capital and K&L Gates LLP represented ePlus in the transaction. The company plans to update its fiscal 2026 guidance during its next earnings call.

ePlus (NASDAQ:PLUS) has been awarded the 2024 Innovator Partner of the Year by Pure Storage at their annual Pure//Partner Forum in Las Vegas. The company earned this recognition for their innovative Storage-as-a-Service (STaaS) offering, which combines Pure Storage Evergreen//One with ePlus' managed services capabilities.

The ePlus STaaS solution provides organizations with enterprise storage platforms through a flexible, utilization-based subscription model, eliminating the need for upfront capital investments. The service includes technical expertise, 24/7 support, and dedicated customer success resources.

ePlus has announced a definitive agreement to sell its U.S. financing business subsidiaries to PEAC Solutions, a portfolio company of HPS Investment Partners. The strategic divestiture positions ePlus as a pure-play technology solutions provider, enabling the company to focus on growth opportunities in technology and services. CEO Mark Marron emphasized that the sale will provide incremental capital to invest in high-growth areas including AI, cybersecurity, data center modernization, and networking services. ePlus will maintain a relationship with PEAC to continue offering financing services to its technology customers. The transaction is expected to close within 60 days, subject to various terms and conditions.

ePlus has been awarded the Lenovo North American Infrastructure Partner of the Year Award for the second consecutive year at Lenovo 360 Accelerate in New Orleans. The award recognizes partners excelling in growth, engagement, certifications, and culture. ePlus earned this distinction for its expertise in helping organizations implement data center platforms, particularly focusing on AI infrastructure solutions. The company operates an AI Innovation Lab in collaboration with Lenovo, showcasing various AI infrastructure components including Lenovo's liquid cooling technology. The lab demonstrates ePlus's capability to architect scalable data center solutions that meet evolving business needs, particularly in AI applications.

ePlus (NASDAQ: PLUS) has been awarded the Portfolio Partner of the Year by Nutanix at Nutanix Next in Washington, D.C. The company received this recognition for its excellence in helping organizations implement Nutanix's hyperconverged products for data center virtualization and enhanced management efficiency. Additionally, ePlus achieved Premier status in the Nutanix Elevate Partner Program, becoming one of only eight providers to reach this highest competency level. As a Premier Reseller, ePlus demonstrates advanced expertise in Nutanix cloud platform solutions, providing comprehensive product knowledge, administration, and services competencies to deliver exceptional customer support and value.

ePlus (NASDAQ: PLUS) has achieved its 14th consecutive recognition on the prestigious CRN Solution Provider 500 List, which ranks North America's largest solution providers by revenue. The list represents companies with a combined revenue of $548.9 billion and highlights key influencers in the IT industry. ePlus delivers comprehensive technology solutions through specialized teams across AI, security, cloud, data center, and networking. The company recently launched ePlus AI Ignite, offering assessments, workshops, and services for AI implementation. CEO Mark Marron emphasized the company's ability to adapt to market trends and serve as a trusted extension of their customers' teams.

ePlus (NASDAQ: PLUS) reported mixed Q4 and FY2025 results. In Q4 2025, despite a 10.2% decrease in net sales to $498.1M, the company achieved significant improvements with net earnings up 14.6% to $25.2M and diluted EPS increasing 15.9% to $0.95. Service revenues showed strong growth, up 33% to $104.9M. For FY2025, net sales decreased 7% to $2,068.8M, while net earnings declined 6.7% to $108M. The company's consolidated gross margin improved to 27.5% from 24.8% in FY2024. Cash position strengthened to $389.4M from $253M year-over-year. Looking ahead, ePlus provided FY2026 guidance expecting low single-digit net sales growth and mid-single-digit growth in gross profit and adjusted EBITDA.

ePlus (NASDAQ: PLUS) has scheduled its fourth quarter and fiscal year 2025 earnings release and conference call for May 22, 2025. The company will release its financial results for the three months and fiscal year ended March 31, 2025, after market close. Management will host a conference call and audio webcast at 4:30 p.m. ET.

Investors can access the live call through domestic (888-596-4144) or international (646-968-2525) numbers using conference ID 5394845#. A replay will be available for approximately two hours after the call until May 29, 2025, accessible via domestic (800-770-2030) or international (609-800-9909) numbers.

ePlus (NASDAQ: PLUS) announced that Deanna Davenport, VP of Customer Experience, has been named to the CRN 2025 Women of the Channel Power 80 Solution Provider list. This recognition is part of the broader CRN 2025 Women of the Channel list, which celebrates influential women in the IT ecosystem. Under Davenport's leadership, the ePlus CX program maintains a 90%+ customer satisfaction score, focusing on helping organizations maximize their technology investments. The program operates under the motto "Your Why is Our Way," providing tailored expertise to help customers realize enhanced value from their software and services investments. The recognition will be featured in CRN Magazine's June issue and online at CRN.com/WOTC from May 12.