Climb Global Solutions, Inc.

NasdaqGM:CLMB 株式レポート

時価総額:US$416.2m

Climb Global Solutions マネジメント

マネジメント 基準チェック /44

Climb Global Solutionsの CEO はDale Fosterで、 Jan2020年に任命され、 の在任期間は 6.42年です。 の年間総報酬は$ 3.02Mで、 19.9%給与と80.1%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の1.87%を直接所有しており、その価値は$ 7.80M 。経営陣と取締役会の平均在任期間はそれぞれ3.1年と6.7年です。

主要情報

Dale Foster

最高経営責任者

US$3.0m

報酬総額

CEO給与比率19.89%
CEO在任期間6.4yrs
CEOの所有権1.9%
経営陣の平均在職期間3.1yrs
取締役会の平均在任期間6.7yrs

経営陣の近況

Recent updates

ナラティブの更新 Jun 18

CLMB: Bullish Coverage And Buybacks Will Support Future Share Price

Climb Global Solutions' analyst price target has been revised to $32.33 per share. Analysts attribute the change to updated assumptions around discount rates, revenue growth, profit margin and future P/E.
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
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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.

CEO報酬分析

Climb Global Solutions の収益と比較して、Dale Foster の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 31 2026n/an/a

US$21m

Dec 31 2025US$3mUS$600k

US$21m

Sep 30 2025n/an/a

US$21m

Jun 30 2025n/an/a

US$22m

Mar 31 2025n/an/a

US$19m

Dec 31 2024US$3mUS$540k

US$18m

Sep 30 2024n/an/a

US$16m

Jun 30 2024n/an/a

US$13m

Mar 31 2024n/an/a

US$11m

Dec 31 2023US$4mUS$500k

US$12m

Sep 30 2023n/an/a

US$12m

Jun 30 2023n/an/a

US$11m

Mar 31 2023n/an/a

US$13m

Dec 31 2022US$1mUS$377k

US$12m

Sep 30 2022n/an/a

US$11m

Jun 30 2022n/an/a

US$11m

Mar 31 2022n/an/a

US$10m

Dec 31 2021US$1mUS$325k

US$9m

Sep 30 2021n/an/a

US$8m

Jun 30 2021n/an/a

US$6m

Mar 31 2021n/an/a

US$5m

Dec 31 2020US$1mUS$322k

US$4m

Sep 30 2020n/an/a

US$4m

Jun 30 2020n/an/a

US$5m

Mar 31 2020n/an/a

US$6m

Dec 31 2019US$498kUS$254k

US$7m

報酬と市場: Daleの 総報酬 ($USD 3.02M ) は、 US市場 ($USD 2.45M ) の同様の規模の企業の平均とほぼ同じです。

報酬と収益: Daleの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Dale Foster (62 yo)

6.4yrs
在職期間
US$3,016,170
報酬

Mr. Dale Richard Foster has been Chief Executive Officer of Climb Global Solutions (formerly known as Wayside Technology Group, Inc.) since January 20, 2020 and Director since January 15, 2020. He also ser...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Dale Foster
CEO & Director6.4yrsUS$3.02m1.87%
$ 7.8m
Timothy Popovich
President & COO2.3yrsUS$866.90k0.32%
$ 1.3m
Matthew Sullivan
VP & CFO1.4yrsUS$1.17m0.48%
$ 2.0m
Charles Bass
VP & Chief Alliances Officer8.4yrsUS$1.24m0.70%
$ 2.9m
Vishal Pushpa
Chief Information Officerless than a yearデータなしデータなし
Gerard Brophy
Managing Director3.8yrsデータなしデータなし
3.1yrs
平均在職期間
54yo
平均年齢

経験豊富な経営陣: CLMBの経営陣は 経験豊富 であると考えられます ( 3.1年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
Dale Foster
CEO & Director6.4yrsUS$3.02m1.87%
$ 7.8m
Paul Giovacchini
Independent Director1.2yrsUS$152.36k0.12%
$ 514.5k
Andrew Bryant
Independent Director6.9yrsUS$183.61k0.16%
$ 655.5k
John McCarthy
Independent Chairman of the Board7yrsUS$196.53k0.51%
$ 2.1m
6.7yrs
平均在職期間
65.5yo
平均年齢

経験豊富なボード: CLMBの 取締役会経験豊富 であると考えられます ( 6.7年の平均在任期間)。


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2026/06/21 12:39
終値2026/06/18 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

この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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

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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