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What: Shares of online postage specialist (NASDAQ:STMP) were up 19.1% at 12:58 p.m. EST on Friday after its quarterly results and outlook impressed Wall Street.

So what: shares have rallied in recent weeks on optimism heading into the quarter, and blowout Q4 results -- adjusted EPS of $1.57 trounced the consensus by $0.62 on whopping revenue growth of 67% -- coupled with upbeat guidance only reinforce that sentiment. In fact, adjusted EBITDA margin for the quarter increased to 43.2% from 30.5% in the year-ago period, giving analysts plenty of good vibes over the company's competitive position going forward.

Now what: Management now sees full-year adjusted EPS of $5-$5.50 on revenue of $290 million-$310 million versus the consensus of $4.33 and $290 million, respectively. "This was another exceptional year for with strong execution on our business goals, including the integration of our 2014 acquisitions of ShipStation and ShipWorks where we began to realize the synergies we expected from those deal," said Chairman and CEO Ken McBride. "This year we completed the Endicia acquisition, and we have begun working on the process of integrating their businesses into ours. Together, our three acquisitions have significantly strengthened our position in shipping, and we are excited about our opportunities in 2016 and beyond." Of course, with shares blasting to a new 52-week highs today, investors will have to consider whether those prospects are already baked into the valuation.

This article represents the opinion of the writer, who may disagree with the “official” recommendation position of a Motley Fool premium advisory service. We’re motley! Questioning an investing thesis -- even one of our own -- helps us all think critically about investing and make decisions that help us become smarter, happier, and richer.