Trimble Inc. (TRMB)
Trimble: The Market Still Sees The Old Business
Trimble is evolving into a software-driven, recurring-revenue business, yet the stock trades at a discounted low-teens forward earnings multiple. Q1 results showed 12% organic revenue growth, 13% ARR growth, 71% gross margin, and robust free cash flow, supporting the software transition thesis. TRMB's valuation is attractive versus peers like Bentley and PTC, with margin expansion, ARR growth, and buybacks supporting the investment case despite cyclical risks.
Trimble (TRMB) Down 9.9% Since Last Earnings Report: Can It Rebound?
Trimble (TRMB) reported earnings 30 days ago. What's next for the stock?
Trimble Inc. (TRMB) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript
Trimble Inc. (TRMB) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript
Down 20.4% in 4 Weeks, Here's Why You Should You Buy the Dip in Trimble (TRMB)
The heavy selling pressure might have exhausted for Trimble (TRMB) as it is technically in oversold territory now. In addition to this technical measure, strong agreement among Wall Street analysts in revising earnings estimates higher indicates that the stock is ripe for a trend reversal.
TRMB Q1 Earnings Beat Estimates on Recurring Revenue Strength
Trimble beat Q1'26 earnings and revenue estimates as ARR hit $2.43B, margins expand, and raises 2026 guidance.
Trimble Navigation (TRMB) Surpasses Q1 Earnings and Revenue Estimates
Trimble Navigation (TRMB) came out with quarterly earnings of $0.79 per share, beating the Zacks Consensus Estimate of $0.72 per share. This compares to earnings of $0.61 per share a year ago.
Wall Street Analysts Believe Trimble (TRMB) Could Rally 33.68%: Here's is How to Trade
The average of price targets set by Wall Street analysts indicates a potential upside of 33.7% in Trimble (TRMB). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.
Trimble (TRMB) Upgraded to Strong Buy: Here's Why
Trimble (TRMB) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Trimble: Capitalizing On AI And Data Infrastructure Construction Growth
Trimble earns a buy rating, with a 1-year price target of $76.7, implying 15.5% upside from current levels. TRMB's pivot to software and services now drives 79% of revenue, boosting gross margins to a record 74.6% and supporting recurring revenue growth. AI-powered solutions are delivering significant productivity gains and incremental ARR, positioning TRMB for continued organic ARR growth of 12–14% in FY 2026.
Trimble Inc. (TRMB) Q4 2025 Earnings Call Transcript
Trimble Inc. (TRMB) Q4 2025 Earnings Call Transcript
Here's What Key Metrics Tell Us About Trimble (TRMB) Q4 Earnings
While the top- and bottom-line numbers for Trimble (TRMB) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Trimble Navigation (TRMB) Q4 Earnings and Revenues Top Estimates
Trimble Navigation (TRMB) came out with quarterly earnings of $1 per share, beating the Zacks Consensus Estimate of $0.96 per share. This compares to earnings of $0.89 per share a year ago.
