Climb: A Buy Before Earnings, And A Long Runway Afterwards

**Climb: A Buy Before Earnings, And A Long Runway Afterwards**
*Oct. 29, 2025 8:18 PM ET*

**Climb Global Solutions, Inc. (CLMB) Stock**
*By Charles Argon*

Climb Global Solutions has exceeded 2025 expectations, reporting trailing twelve months (TTM) revenue of $578 million and earnings per share (EPS) of $4.81. Management now envisions a much higher growth ceiling before encountering resistance from larger competitors.

Despite its robust growth and strong network effects, CLMB remains underfollowed by analysts. Its valuation is still below industry averages, presenting a potential opportunity for investors.

**Key Investment Highlights:**
– Strong revenue and EPS growth, surpassing 2025 targets.
– Significant growth potential ahead, with an extended runway before competition intensifies.
– Undervalued relative to industry peers, despite solid fundamentals.

**Risks to Consider:**
– Dependence on trends in software purchasing.
– Potential competition from larger market players.

Nevertheless, the current trajectory suggests substantial upside potential for the stock.

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I first recommended Climb Global Solutions, Inc. (CLMB) to Seeking Alpha readers in May 2024, projecting that the company could comfortably double its revenue over the next two years through a combination of organic growth and strategic initiatives. Since then, the company has demonstrated the ability to deliver on that promise.

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**About the Author:**
Charles Argon uncovers micro-cap growth stocks for Seeking Alpha readers. With the research skills of a Princeton Ph.D. student and the long-term perspective of a trained historian, he aims to maximize advantages over institutional investors by conducting deeper research, adopting longer time horizons, and staying greedy when others are fearful.

He also focuses on buying high-quality large-cap companies at attractive valuations caused by irrational market fear. If you follow him, he promises not to spam you with articles on mediocre companies he wouldn’t invest in himself. He writes only about companies he is actively considering investing in and publishes updates only when new information arises.

Charles invests alongside his readers and does not generate content merely for publication’s sake.

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**Analyst’s Disclosure:**
I/we hold a beneficial long position in the shares of CLMB, either through stock ownership, options, or other derivatives. I wrote this article myself, and it reflects my own opinions. I am not receiving compensation for it other than from Seeking Alpha. I have no business relationship with any company mentioned in this article.

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**Seeking Alpha’s Disclosure:**
Past performance is no guarantee of future results. Nothing in this article constitutes a recommendation or advice regarding the suitability of any investment for a particular investor. The views expressed are those of the author and may not reflect those of Seeking Alpha as a whole.

Seeking Alpha is not a licensed securities dealer, broker, US investment adviser, or investment bank. Our analysts are independent third-party authors who may or may not be licensed or certified by any regulatory body.

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