PLUS Earnings

PLUS reported its FY2026Q2 earnings on 2025-11-06, showcasing a revenue of 608.83M against an estimate of 518.30M, resulting in a 17.47% surprise. The EPS was 1.45, surpassing the expected 0.76 by 90.79%. The stock experienced a 15.69% price change on the earnings day and a 24.78% change over the next five days, reflecting market reactions to the results.

Following PLUS's FY2026Q2 earnings announcement on 2025-11-06, the stock price moved by 15.69% on the day of the release. Over the subsequent five days, it saw a 24.78% change. Historically, PLUS's stock price tends to shift by an average of 0.57% in the 10 days leading up to earnings and 5.38% in the 10 days following, providing insight into potential market.

For 2026/Q4, analysts estimate PLUS's annual revenue to reach 516.40M, while the EPS is projected at 1.01. These estimates reflect recent revisions, with revenue estimates unchanged by 0% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between PLUS's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2026 were unchanged by 0%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, PLUS's stock price typically moves by 0.57% in the 10 days before its earnings and 5.38% in the 10 days after. For the upcoming 2026/Q4 earnings, analysts expect an EPS of 1.01 and revenue of 516.40M.

The earnings report shows strong financial performance with a 24.6% increase in net sales, 129.3% growth in net earnings, and a significant rise in adjusted EBITDA. Despite some project delays in the retail sector, the company maintains a positive outlook with AI initiatives driving growth and a strong demand trend. The shareholder return plan, including dividends and share repurchases, further supports a positive sentiment. However, inventory build-up and delayed project revenues are concerns, but overall, the strong financial metrics and optimistic guidance suggest a positive stock price movement.