The Panic-Proof Portfolio (Stockchase Research)ePlus IncPLUSTOP PICKOct 22, 2026
Stockchase Research Editor: Michael O'Reilly
This developer of IT technology, consulting and services is a TOP PICK. It continues to grow its exposure into AI infrastructure and data centers with an open orders list of $1.5 billion -- plenty of runway ahead. It trades at 20x earnings, 2.3x book and supports a 12% ROE. We like that quarterly cash flow is growing as shares are aggressively bought back and debt is retired. We recommend setting a stop-loss at $86, looking to achieve $114 -- upside potential of 18%. Yield 1.0%
This developer of IT technology, consulting and services is a TOP PICK. It continues to grow its exposure into AI infrastructure and data centers with an open orders list of $1.5 billion -- plenty of runway ahead. It trades at 20x earnings, 2.3x book and supports a 12% ROE. We like that quarterly cash flow is growing as shares are aggressively bought back and debt is retired. We recommend setting a stop-loss at $86, looking to achieve $114 -- upside potential of 18%. Yield 1.0%
(Analysts’ price target is $111.00)