ePlus stock declines 8.7% following fiscal 2026 results showing US$2.44 billion revenue and US$132.64 million net income, alongside launch of new AI AgenticOps platform with Cisco and NVIDIA.

ePlus announced fiscal 2026 results in late May and early June 2026 with revenue of US$2.44 billion and net income of US$132.64 million, declared a US$0.27 quarterly dividend, and introduced fiscal 2027 mid-single-digit growth guidance.

The company launched AgenticOps, a new platform combining its Private AI Infrastructure Managed Service with hardware, software, and colocation partners including Cisco, NVIDIA, Digital Realty, Lenovo, and Splunk, targeting secure autonomous AI operations for enterprises.

The key investor concern remains margin pressure and whether investments in AI capabilities will offset rising operating expenses; AgenticOps and Private AI Infrastructure Managed Service aim to shift revenue mix toward more predictable, services-led recurring offerings rather than lumpier project-based sales.