Loading...
CLMB logo

Climb Global Solutions, Inc.NasdaqGM:CLMB 株式レポート

時価総額 US$436.5m
株価
US$23.82
US$32.33
26.3% 割安 内在価値ディスカウント
1Y-10.4%
7D5.1%
1D
ポートフォリオ価値
表示

Climb Global Solutions, Inc.

NasdaqGM:CLMB 株式レポート

時価総額:US$436.5m

Climb Global Solutions(CLMB)株式概要

クライム・グローバル・ソリューションズ社は、米国、カナダ、欧州、英国で付加価値の高い情報技術(IT)流通・ソリューション企業として事業を展開している。 詳細

CLMB ファンダメンタル分析
スノーフレーク・スコア
評価6/6
将来の成長3/6
過去の実績2/6
財務の健全性6/6
配当金0/6

CLMB Community Fair Values

Create Narrative

See what 13 others think this stock is worth. Follow their fair value or set your own to get alerts.

Climb Global Solutions, Inc. 競合他社

価格と性能

株価の高値、安値、推移の概要Climb Global Solutions
過去の株価
現在の株価US$23.82
52週高値US$36.26
52週安値US$15.25
ベータ1.1
1ヶ月の変化18.39%
3ヶ月変化12.41%
1年変化-10.38%
3年間の変化99.12%
5年間の変化259.14%
IPOからの変化766.18%

最新ニュース

ナラティブの更新 Jun 04

CLMB: SLED Division And Bullish Coverage Will Support Future Upside Potential

Analysts have nudged their price target for Climb Global Solutions to $32.33, reflecting a modest recalibration in the discount rate and future P/E assumptions following recent bullish Street research. What's in the News Climb Global Solutions launched Climb SLED, a dedicated State, Local, and Education division aimed at helping technology vendors and resellers work more effectively in public sector markets, according to a company announcement.
ナラティブの更新 May 11

CLMB: Q4 Beat And SLED Expansion Will Support Future Upside Potential

Analysts have lifted their fair value estimate for Climb Global Solutions from about $31.50 to roughly $32.33, citing updated assumptions around revenue growth, profit margins and future P/E following mixed but constructive recent research, including a new bullish initiation and a reduced yet still positive $120 price target tied to slightly lower long term margin forecasts. Analyst Commentary Bullish Takeaways Bullish analysts highlight the recent earnings beat in Q4 as a sign that the company is executing ahead of their prior expectations, which they see as supportive of a higher fair value and the updated revenue and margin assumptions.
ナラティブの更新 Apr 23

CLMB: Q4 Beat And SLED Expansion Will Support Future Earnings Power

Narrative Update Analysts have trimmed their price target on Climb Global Solutions to $120 from $136, citing a reduced 2026 EPS outlook tied to a 30 basis-point cut in adjusted EBITDA margin forecasts, even as other firms maintain a constructive stance on the stock. Analyst Commentary Recent research has highlighted both optimism and caution around Climb Global Solutions, with price targets and earnings forecasts being recalibrated following the latest Q4 results.
Seeking Alpha Apr 09

Climb Global Solutions: Market Waiting To See What AI Means (Rating Downgrade)

Summary Climb Global Solutions faces margin compression and decelerating growth, prompting a downgrade to hold amid heightened uncertainty. Recent quarters showed gross margin decline from ~20% to ~16%, suspended dividend, and flat EBITDA despite revenue growth in the high teens. AI-driven industry disruption and vendor mix shifts are pressuring pricing and profitability, while Climb's limited line card and new AI initiatives offer some adaptation potential. CLMB trades at a 28–40% discount to industry P/E despite above-average growth, but AI disruption risks warrant caution. Read the full article on Seeking Alpha
ナラティブの更新 Apr 07

CLMB: Q4 Beat And SLED Expansion Will Support Future Upside

Narrative Update on Climb Global Solutions The analyst price target for Climb Global Solutions has been reduced by $16 to $120, with analysts citing a lower 2026 EPS outlook tied to a 30 basis-point cut in adjusted EBITDA margin forecasts, partly balanced by fresh bullish coverage and stable fair value assumptions in the updated model. Analyst Commentary Recent research on Climb Global Solutions has focused on valuation reset, earnings power, and execution around profitability targets, giving investors a mix of supportive and cautious signals.

Recent updates

ナラティブの更新 Jun 04

CLMB: SLED Division And Bullish Coverage Will Support Future Upside Potential

Analysts have nudged their price target for Climb Global Solutions to $32.33, reflecting a modest recalibration in the discount rate and future P/E assumptions following recent bullish Street research. What's in the News Climb Global Solutions launched Climb SLED, a dedicated State, Local, and Education division aimed at helping technology vendors and resellers work more effectively in public sector markets, according to a company announcement.
ナラティブの更新 May 11

CLMB: Q4 Beat And SLED Expansion Will Support Future Upside Potential

Analysts have lifted their fair value estimate for Climb Global Solutions from about $31.50 to roughly $32.33, citing updated assumptions around revenue growth, profit margins and future P/E following mixed but constructive recent research, including a new bullish initiation and a reduced yet still positive $120 price target tied to slightly lower long term margin forecasts. Analyst Commentary Bullish Takeaways Bullish analysts highlight the recent earnings beat in Q4 as a sign that the company is executing ahead of their prior expectations, which they see as supportive of a higher fair value and the updated revenue and margin assumptions.
ナラティブの更新 Apr 23

CLMB: Q4 Beat And SLED Expansion Will Support Future Earnings Power

Narrative Update Analysts have trimmed their price target on Climb Global Solutions to $120 from $136, citing a reduced 2026 EPS outlook tied to a 30 basis-point cut in adjusted EBITDA margin forecasts, even as other firms maintain a constructive stance on the stock. Analyst Commentary Recent research has highlighted both optimism and caution around Climb Global Solutions, with price targets and earnings forecasts being recalibrated following the latest Q4 results.
Seeking Alpha Apr 09

Climb Global Solutions: Market Waiting To See What AI Means (Rating Downgrade)

Summary Climb Global Solutions faces margin compression and decelerating growth, prompting a downgrade to hold amid heightened uncertainty. Recent quarters showed gross margin decline from ~20% to ~16%, suspended dividend, and flat EBITDA despite revenue growth in the high teens. AI-driven industry disruption and vendor mix shifts are pressuring pricing and profitability, while Climb's limited line card and new AI initiatives offer some adaptation potential. CLMB trades at a 28–40% discount to industry P/E despite above-average growth, but AI disruption risks warrant caution. Read the full article on Seeking Alpha
ナラティブの更新 Apr 07

CLMB: Q4 Beat And SLED Expansion Will Support Future Upside

Narrative Update on Climb Global Solutions The analyst price target for Climb Global Solutions has been reduced by $16 to $120, with analysts citing a lower 2026 EPS outlook tied to a 30 basis-point cut in adjusted EBITDA margin forecasts, partly balanced by fresh bullish coverage and stable fair value assumptions in the updated model. Analyst Commentary Recent research on Climb Global Solutions has focused on valuation reset, earnings power, and execution around profitability targets, giving investors a mix of supportive and cautious signals.
ナラティブの更新 Mar 23

CLMB: Q4 Earnings Beat And SLED Expansion Will Support Future Upside

Analysts have reset their price target on Climb Global Solutions to about $31.50 from $120, citing updated assumptions for revenue growth, profit margins, and future P/E, along with fresh coverage and revised long term earnings forecasts. Analyst Commentary Bullish Takeaways Bullish analysts see the fresh initiation and updated coverage as support for continued interest in Climb Global Solutions at the current valuation reset around US$31.50.
ナラティブの更新 Mar 06

CLMB: Q4 Earnings Beat And Stock Split Will Support Future Upside

Analysts have reduced their price target on Climb Global Solutions to $120 from $133, citing lower long-term margin and revenue assumptions, even though the company reported an earnings beat in Q4. Analyst Commentary Bullish Takeaways Bullish analysts point to the Q4 earnings beat as a sign that the company can execute against expectations, which supports their decision to maintain a positive rating even with a lower price target.
分析記事 May 15

One Analyst's Revenue Estimates For Climb Global Solutions, Inc. (NASDAQ:CLMB) Are Surging Higher

Celebrations may be in order for Climb Global Solutions, Inc. ( NASDAQ:CLMB ) shareholders, with the covering analyst...
分析記事 Apr 07

Here's Why Climb Global Solutions (NASDAQ:CLMB) Has Caught The Eye Of Investors

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Seeking Alpha Mar 12

Climb Global Solutions: Rightfully Climbing To New Highs

Summary Climb Global Solutions has doubled its stock price in the past year, driven by strong organic growth and strategic M&A efforts. The company focuses on distributing emerging security, datacenters, and cloud technologies, serving 7,000 customers and vendors, distinguishing itself from larger peers. Despite a high valuation, the company's robust growth and savvy business model make it a compelling investment on dips. With a realistic earnings estimate of $4.60 per share, shares trading at 26 times earnings are not cheap, yet are supported by impressive organic growth and strategic acquisitions. Read the full article on Seeking Alpha
分析記事 Nov 22

Climb Global Solutions, Inc. (NASDAQ:CLMB) Stock Rockets 29% As Investors Are Less Pessimistic Than Expected

Climb Global Solutions, Inc. ( NASDAQ:CLMB ) shares have continued their recent momentum with a 29% gain in the last...
Seeking Alpha Oct 22

Climb Global Solutions: After Doubling In 6 Months, Future Growth Mostly Priced In

Summary Climb Global Solutions' Q2 results exceeded expectations, with 20% adjusted gross billings growth and 13% net sales growth, driven by strong performance across verticals and geographies. CLMB's operating leverage led to a 100% increase in EPS and 48% growth in adjusted EBITDA, surpassing initial forecasts. I forecast revenue and earnings for the next two years based on continued top-line growth, operating leverage, and further M&A. Since May, shares have become more expensive and somewhat less attractive. I am downgrading the shares to HOLD and waiting to see Q3 results. Read the full article on Seeking Alpha
User avatar
新しいナラティブ Sep 24

Douglas Stewart Software Acquisition And Tactical Partnerships Set To Skyrocket Revenue And Market Position

Strategic acquisitions and partnerships, such as with Douglas Stewart Software and technology vendors like Automox, bolster market presence and product diversity.
分析記事 Aug 31

Earnings Not Telling The Story For Climb Global Solutions, Inc. (NASDAQ:CLMB) After Shares Rise 33%

Climb Global Solutions, Inc. ( NASDAQ:CLMB ) shares have continued their recent momentum with a 33% gain in the last...
Seeking Alpha Aug 09

Climb Global Solutions: Q2, Returning To Earnings Growth Momentum (Rating Downgrade)

Summary CLMB reported its Q2 results, showing solid sales momentum despite a $5.2 million revenue miss. Profitability finally took a step upwards from implemented synergies after several quarters of weakening profitability, showing improving earnings momentum for the future. The announced acquisition of DSS is very accretive to CLMB's shareholders, as the acquisition was made for a very cheap valuation. CLMB's valuation has run significantly from my previous article, and as such, I downgrade my rating to Hold despite the good earnings growth outlook. Read the full article on Seeking Alpha
分析記事 Jul 17

Investors Appear Satisfied With Climb Global Solutions, Inc.'s (NASDAQ:CLMB) Prospects

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 18x, you may...
分析記事 Jun 29

Shareholders Would Enjoy A Repeat Of Climb Global Solutions' (NASDAQ:CLMB) Recent Growth In Returns

What trends should we look for it we want to identify stocks that can multiply in value over the long term? One common...
Seeking Alpha May 09

Climb Global Solutions: Cash Can Fund Acquisitions And Double Earnings By 2026

Summary Climb Global Solutions is a small software distributor with a market cap under $500 million that is ignored by institutional investors. The company operates in the cybersecurity and data center verticals, providing a better service to small software vendors and enabling it to take market share from larger competitors. Climb's large cash balance should fund M&A, which will drive higher-than-expected growth. I'm initiating coverage with a BUY rating and a two-year price target of $100, 75% above today's price. Read the full article on Seeking Alpha
Seeking Alpha Apr 14

Headwaters Capital - Climb Global Solutions: The Middle Man For The Middle Man

Summary Climb Global Solutions differentiates itself from broadline distributors such as Arrow, TD Synnex or Ingram Micro through deep expertise with the limited number of products it distributes. CLMB is unique in the specialty distribution space given that it focuses almost exclusively on software distribution. CLMB's M&A ambitions are more than just financial engineering, they are also sound strategic uses of capital. CLMB clearly deserves a premium multiple to broadline distributors given stronger revenue growth rates. Read the full article on Seeking Alpha
分析記事 Mar 13

There May Be Reason For Hope In Climb Global Solutions' (NASDAQ:CLMB) Disappointing Earnings

The market was pleased with the recent earnings report from Climb Global Solutions, Inc. ( NASDAQ:CLMB ), despite the...
分析記事 Mar 01

Some Shareholders Feeling Restless Over Climb Global Solutions, Inc.'s (NASDAQ:CLMB) P/E Ratio

Climb Global Solutions, Inc.'s ( NASDAQ:CLMB ) price-to-earnings (or "P/E") ratio of 24.3x might make it look like a...
分析記事 Aug 06

Climb Global Solutions (NASDAQ:CLMB) Is Due To Pay A Dividend Of $0.17

Climb Global Solutions, Inc. ( NASDAQ:CLMB ) has announced that it will pay a dividend of $0.17 per share on the 18th...
分析記事 Aug 04

Is It Too Late To Consider Buying Climb Global Solutions, Inc. (NASDAQ:CLMB)?

While Climb Global Solutions, Inc. ( NASDAQ:CLMB ) might not be the most widely known stock at the moment, it saw...
分析記事 May 07

Climb Global Solutions (NASDAQ:CLMB) Has Announced A Dividend Of $0.17

Climb Global Solutions, Inc. ( NASDAQ:CLMB ) will pay a dividend of $0.17 on the 19th of May. Based on this payment...
分析記事 May 06

Climb Global Solutions, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

Climb Global Solutions, Inc. ( NASDAQ:CLMB ) investors will be delighted, with the company turning in some strong...
分析記事 Apr 26

Climb Global Solutions (NASDAQ:CLMB) Could Easily Take On More Debt

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
分析記事 Jan 13

What Is Climb Global Solutions, Inc.'s (NASDAQ:CLMB) Share Price Doing?

While Climb Global Solutions, Inc. ( NASDAQ:CLMB ) might not be the most widely known stock at the moment, it received...
分析記事 Nov 08

Climb Global Solutions (NASDAQ:CLMB) Will Pay A Dividend Of $0.17

Climb Global Solutions, Inc. ( NASDAQ:CLMB ) will pay a dividend of $0.17 on the 18th of November. Based on this...
Seeking Alpha Sep 13

Climb Channel Solutions, part of Wayside Technology Group joins hands with Calamu

Climb Channel Solutions, an international specialty technology distributor and wholly-owned subsidiary of Wayside Technology Group (NASDAQ:WSTG) and Calamu join hands to secure data across end-user devices, servers, and cloud workloads. Calamu has developed a breakthrough, data-first security process that ensures your data is always available to authorized users and applications while making it valueless to everyone else. Partners are looking for better ways to prevent their clients’ data from being impacted by ransomware and other cybersecurity threats, and with Calamu they can sleep better knowing their clients’ data remains secure and available for everyday business operations.” says Jeff Weinstein, President & COO of Calamu.
Seeking Alpha Aug 18

Wayside Technology acquires EMEA IT channel distributor Spinnakar for $11.8M

Wayside Technology (NASDAQ:WSTG) said Thursday it acquired UK-based IT channel distributor Spinnakar for $11.8M (£9.8M) payable at closing, plus a potential post-closing earn-out. WSTG funded the acquisition with cash from its balance sheet. The deal is expected to be accretive to WSTG's gross margin and EPS. Gerard Brophy, founder and CEO of Spinnakar, will continue to lead Spinnakar's EMEA business and will integrate with WSTG's European business units - Climb UK and Grey Matter. WSTG expects operating synergies and improvements for vendor recruitment and expansion in EMEA and worldwide. Spinnakar focuses on storage, cloud, security and data management businesses across EMEA.
分析記事 Aug 07

Wayside Technology Group (NASDAQ:WSTG) Has Affirmed Its Dividend Of $0.17

The board of Wayside Technology Group, Inc. ( NASDAQ:WSTG ) has announced that it will pay a dividend of $0.17 per...
Seeking Alpha Aug 03

Wayside Technology GAAP EPS of $0.63, revenue of $67.86M

Wayside Technology press release (NASDAQ:WSTG): Q2 GAAP EPS of $0.63. Revenue of $67.86M (-9.9% Y/Y).
Seeking Alpha May 11

Wayside Technology Group: Q1 EPS +74%, 23% Net Cash, 12x Ex-Cash P/E

1Q22 EPS of $0.61, up 74% YoY; net sales up 13.5% YoY. Relatively inexpensive ex-cash P/E of 11.8x for 2022, 10.2x for 2023. 5.9% 2022 FCF yield, 6.5% FCF yield for 2023, 2.0% dividend yield. 19% net cash to market cap in 2021, expect 23% net cash in 2022. Stock is up 138% since our initiation in June 2020, we still see 56% upside.
Seeking Alpha Mar 17

Wayside Technology: Get Ready To Be Bored, And Profitable

WSTG has a small market cap and is a lovely business for retail investors. No debt and $29 million of cash on hand are ripe for M&A. One of my safer picks going forward.
分析記事 Mar 16

Wayside Technology Group's (NASDAQ:WSTG) Solid Profits Have Weak Fundamentals

Wayside Technology Group, Inc.'s ( NASDAQ:WSTG ) stock was strong after they reported robust earnings. However, our...
分析記事 Mar 06

Wayside Technology Group (NASDAQ:WSTG) Has Affirmed Its Dividend Of US$0.17

The board of Wayside Technology Group, Inc. ( NASDAQ:WSTG ) has announced that it will pay a dividend on the 18th of...
Seeking Alpha Mar 04

Wayside Technology Group: Record 4Q EPS +34%, Upgrading Price Target, 22% Net Cash

4Q21 EPS of $0.78 at all-time high and up 34% YoY; net sales up 5.7% YoY. Increasing our price target to $55, 66% upside potential. Relatively inexpensive P/E of 13.5x for 2022, 6.2% 2022 FCF yield, 2.1% dividend yield. 20% net cash to market cap in 2021. Stock is up 120% since our initiation in June 2020.
分析記事 Mar 04

Should You Be Adding Wayside Technology Group (NASDAQ:WSTG) To Your Watchlist Today?

Some have more dollars than sense, they say, so even companies that have no revenue, no profit, and a record of falling...

株主還元

CLMBUS ElectronicUS 市場
7D5.1%-1.4%-2.5%
1Y-10.4%86.5%22.7%

業界別リターン: CLMB過去 1 年間で86.5 % の収益を上げたUS Electronic業界を下回りました。

リターン対市場: CLMBは、過去 1 年間で22.7 % のリターンを上げたUS市場を下回りました。

価格変動

Is CLMB's price volatile compared to industry and market?
CLMB volatility
CLMB Average Weekly Movement8.9%
Electronic Industry Average Movement9.1%
Market Average Movement7.2%
10% most volatile stocks in US Market16.6%
10% least volatile stocks in US Market3.1%

安定した株価: CLMB 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。

時間の経過による変動: CLMBの 週次ボラティリティ ( 9% ) は過去 1 年間安定しています。

会社概要

設立従業員CEO(最高経営責任者ウェブサイト
1982402Dale Fosterwww.climbglobalsolutions.com

クライム・グローバル・ソリューションズ社は、米国、カナダ、欧州、英国で付加価値情報技術(IT)流通・ソリューション企業として事業を展開している。ディストリビューションとソリューションの2つのセグメントで事業を展開している。また、クラウド・ソリューションの提供やソフトウェア、ハードウェア、サービスの再販も行っている。また、他社が開発したコンピュータ・ソフトウェアやハードウェアの再販、エンドユーザー顧客への技術サービスの提供も行っている。さらに、様々なソフトウェアベンダーからの製品ラインアップ、仮想化/クラウドコンピューティング、セキュリティ、ネットワーキング、ストレージおよびインフラ管理、アプリケーション・ライフサイクル管理、その他技術的に高度な領域向けのツール、およびコンピュータ・ハードウェアを提供している。同社は、自社ウェブサイト、地域セミナー、イベント、ウェビナー、ソーシャルメディア、および直接電子メールや印刷物を通じて製品を販売している。同社は以前、ウェイサイド・テクノロジー・グループ社として知られていたが、2022年10月にクライム・グローバル・ソリューションズ社に社名を変更した。クライム・グローバル・ソリューションズ社は1982年に法人化され、ニュージャージー州イートンタウンに本社を置いている。

Climb Global Solutions, Inc. 基礎のまとめ

Climb Global Solutions の収益と売上を時価総額と比較するとどうか。
CLMB 基礎統計学
時価総額US$436.50m
収益(TTM)US$20.71m
売上高(TTM)US$696.85m
21.1x
PER(株価収益率
0.6x
P/Sレシオ

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
CLMB 損益計算書(TTM)
収益US$696.85m
売上原価US$588.48m
売上総利益US$108.37m
その他の費用US$87.66m
収益US$20.71m

直近の収益報告

Mar 31, 2026

次回決算日

該当なし

一株当たり利益(EPS)1.13
グロス・マージン15.55%
純利益率2.97%
有利子負債/自己資本比率0%

CLMB の長期的なパフォーマンスは?

過去の実績と比較を見る

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/06/08 17:19
終値2026/06/05 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Climb Global Solutions, Inc. 3 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。4

アナリスト機関
Vincent ColicchioBarrington Research Associates, Inc.
Almas AlmaganbetovFreedom Broker
Keith HousumNorthcoast Research