Trimble stock jumps after Q2 earnings beat and guidance raise
Trimble Inc. (TRMB) saw its stock rise after reporting better-than-expected Q2 2026 earnings and revenue, leading the company to raise its full-year guidance. The strong performance, driven by double-digit organic growth and an increase in recurring revenue, has reinforced investor confidence. Analysts have responded positively, with one firm increasing its price target, and valuation metrics suggesting the stock may still be undervalued despite the recent rally.
A Look at Trimble Inc (TRMB) After 4.0% Gain -- GF Value $66.98 vs Price $59.26
Trimble Inc (TRMB) shares recently rose 4.0% to $59.26, trading below its GF Value™ of $66.98, suggesting it is modestly undervalued. Despite a strong GF Score™ of 85/100, indicating high profitability and growth, the company is currently unprofitable and cash-flow negative, and insiders have sold $7.5M in stock with no buying activity. Investors are advised to exercise caution and thoroughly assess its financial health and future prospects.
Trimble Inc. stock outperforms competitors on strong trading day
Trimble Inc. (TRMB) saw its stock rally by 3.97% to $59.25 on Wednesday, outperforming the broader market. This gain occurred during a strong trading session where the S&P 500 Index and Dow Jones Industrial Average also saw increases. This marked the second consecutive day of gains for Trimble Inc. stock.
Trimble Arc Agent Automates Logistics Office Work
Trimble has introduced Arc Agent, an AI-powered software designed to automate manual office workflows for transportation and logistics companies. This subscription-based tool connects with existing systems like Gmail and Outlook, extracts and validates information from various documents, and includes a catalog of customizable AI skills. Arc Agent aims to reduce repetitive administrative tasks and is available globally with a single-tier subscription.
Analyst raises Trimble's price target to $80 after strong Q2 earnings and revenue beat.
Barclays has increased its price target for Trimble Inc. to $80 following the company's strong Q2 2026 results. Trimble surpassed earnings estimates with $0.86 per share and achieved revenues of $972 million, driven by growth in its Field Systems segment and record annual recurring revenue. The stock currently trades at $56.99, suggesting a potential 40% upside, and analysts maintain a "Moderate Buy" rating.
How Trimble’s Impairment-Driven Loss, Raised Guidance, and Buybacks Will Impact Trimble (TRMB) Investors
Trimble Inc. reported a Q2 GAAP net loss of US$471.7 million due to a US$562.0 million goodwill impairment, despite achieving US$972.0 million in revenue. The company raised its full-year 2026 guidance, noted record annualized recurring revenue of US$2.51 billion, and authorized a US$1.00 billion share repurchase program, signaling confidence in its subscription and software-focused strategy. Investors are encouraged to consider these factors alongside potential risks from accelerating AI adoption by competitors.
How Trimble’s Impairment-Driven Loss, Raised Guidance, and Buybacks Will Impact Trimble (TRMB) Investors
Trimble Inc. reported a Q2 2026 GAAP net loss of US$471.7 million due to a US$562.0 million goodwill impairment, despite revenue of US$972.0 million. Concurrently, the company raised its full-year 2026 guidance, highlighted record annualized recurring revenue of US$2.51 billion, and authorized a US$1.00 billion share repurchase program. These actions signal Trimble's confidence in its subscription-focused, software-led business model, aiming to offset hardware demand fluctuations and accounting impacts with growing recurring revenue and strategic AI product launches.
Trimble Inc. stock outperforms competitors on strong trading day
Trimble Inc. (TRMB) stock rose 2.33% to $56.99 on a generally down day for the stock market, outperforming the S&P 500 Index and Dow Jones Industrial Average. Despite this gain, the company's shares are still 32.49% below their 52-week high of $84.42, achieved on December 5th.
AMG TimesSquare Mid Cap Growth Fund Q2 2026 Commentary
The AMG TimesSquare Mid Cap Growth Fund outperformed the Russell Midcap® Growth Index in Q2 2026, driven by strong performance in technology, financials, and consumer discretionary sectors, particularly from AI and semiconductor holdings. The fund's strategy focuses on companies benefiting from sustained AI compute demand and resilient nominal growth, while avoiding financial institutions with credit deterioration. Key contributors included MKS Inc., Marvell Technology, and Lattice Semiconductor.
Taxes of Trimble Inc. – HAM:TB5
This article provides financial information regarding Trimble Inc. (HAM:TB5), specifically focusing on its taxes. It indicates that the market for this stock was closed and no trades were made at the time of publication. The content also lists various features and services offered by TradingView.
American Geographical Society Honors GPS Pioneer and Trimble Founder Charlie Trimble with O.M. Miller Cartographic Medal
The American Geographical Society (AGS) has awarded its O.M. Miller Cartographic Medal to Charlie Trimble, founder of Trimble, recognizing his pivotal role in transforming GPS into a commercially viable technology. Trimble's vision in the late 1970s led to the creation of the first commercial GPS receiver and subsequently expanded its application across various industries through innovations like Real-Time Kinematic (RTK) positioning. He will receive the medal on September 15, 2026, at the AGS Globe Signing Ceremony.
Pretax income of Trimble Inc. – HAM:TB5
This article focuses on the pretax income of Trimble Inc. (HAM:TB5), a packaged software company listed on the Hamburg Stock Exchange. It provides a financial overview for investors and references data from ICE Data Services and FactSet. The content primarily serves as a financial data point within a larger trading platform context.
Caterpillar Inc. (CAT) News, Articles, Events & Latest Updates
This article provides a compilation of recent news and updates concerning Caterpillar Inc. (CAT). It highlights Caterpillar's workforce expansion initiative in Arkansas, its stock performance over the past five years, Q2 earnings beats by companies like Stratasys and Trimble with implications for Caterpillar, and analysts' recommendations for the stock.
Trimble (NASDAQ: TRMB) holder plans sale of 10,941 shares
A holder of Trimble Inc. (TRMB) plans to sell 10,941 shares of common stock, valued at approximately $616,148.67, through Fidelity Brokerage Services LLC on or after August 17, 2026. These shares were acquired as compensation through restricted stock vesting on various dates, including significant lots in 2025 and 2026. This Form 144 filing indicates a neutral impact and sentiment on the company's stock.
Trimble Inc. stock underperforms Monday when compared to competitors
Trimble Inc. (TRMB) shares fell 3.32% on Monday, closing at $55.69, despite a two-day winning streak. This underperformance occurred during a generally negative trading session, with the S&P 500 Index and Dow Jones Industrial Average also experiencing declines.
Trimble Announces Second Quarter 2026 Results and Raises Full Year Guidance
Trimble Inc. reported strong financial results for the second quarter of 2026, with revenue up 11% year-over-year and annualized recurring revenue reaching $2.51 billion. Despite a GAAP net loss primarily due to a significant goodwill impairment in its Transportation and Logistics segment, the company delivered strong non-GAAP net income and raised its full-year 2026 guidance. Trimble also authorized a new $1.0 billion share repurchase program.
Trimble (NASDAQ: TRMB) Posts Record ARR, Raises Outlook
Trimble (NASDAQ: TRMB) reported a strong second quarter in 2026 with record annualized recurring revenue of $2.51 billion, an 11% year-over-year increase in total revenue to $972 million, and raised its full-year guidance. Despite a $562 million goodwill impairment charge in its Transportation and Logistics segment leading to a GAAP net loss, the company saw broad-based recurring revenue growth across all segments, driven by its transition to subscription-based services. The board also approved a new $1 billion share repurchase authorization.
Bellars Harris Wealth Management LLC Takes Position in NiSource, Inc $NI
Bellars Harris Wealth Management LLC has acquired a new position in NiSource, Inc. (NYSE:NI), purchasing 209,027 shares valued at approximately $9.94 million, making it their 11th largest holding. Other institutional investors like T. Rowe Price Investment Management Inc. and Orion Portfolio Solutions LLC also significantly increased their stakes. The article also details recent insider stock sales, analyst ratings, and NiSource's latest financial performance and dividend declaration.
Q3 2025 Trimble Inc Earnings Call Transcript
Trimble Inc. (TRMB) reported a strong Q3 2025, exceeding revenue and earnings expectations, leading to an increased full-year guidance. The company saw 11% revenue growth, with 17% in the AECO segment and 63% recurring revenue. Despite challenges in the freight market and a U.S. federal government shutdown affecting revenue, Trimble is leveraging AI for efficiency and product innovation, maintaining a strong balance sheet with a low leverage ratio.
Cornerstone Capital Inc. Invests $12.17 Million in Trimble Inc. $TRMB
Cornerstone Capital Inc. has acquired a new position in Trimble Inc., purchasing 237,852 shares valued at approximately $12.17 million in the second quarter. Institutional investors now own 93.21% of Trimble, which recently reported strong quarterly earnings with an 11% year-over-year revenue increase. Despite a broadly positive "Moderate Buy" consensus rating, some analysts have recently downgraded the stock or reduced price targets, and an insider transaction saw a director sell over $100,000 worth of shares.
Generac Holdings Inc (GNRC) News, Articles, Events & Latest Updates
This article provides recent news and updates concerning Generac Holdings Inc. (GNRC), including analyst price targets suggesting a significant upside and discussions on the company's performance relative to its sector. It highlights Generac's strong data center backlog and the impact of recent earnings reports on its outlook. The article also mentions other companies' earnings, such as Stratasys, Trimble, Helios, Parker-Hannifin, Axon, and Watts Water, often comparing their performance to Generac's sector.
Trimble’s New AI Agent Takes Aim at Fleet Back-Office Busywork
Trimble has introduced Arc Agent, a new AI-powered tool designed to automate repetitive tasks in fleet back offices, such as freight order entry, maintenance notifications, and invoice scanning. This agent integrates with Trimble's TMS products and common business applications to extract and validate information, reducing manual data entry. Arc Agent utilizes a "skills" catalog, allowing a single agent to perform various functions and potentially customize workflows for specific fleet operations, aiming to streamline processes and improve efficiency.
Trimble Inc (TRMB) Stock News Today
This article provides recent news and financial data for Trimble Inc. (TRMB). It highlights the company's Q2 2026 earnings, which showed record Annual Recurring Revenue (ARR) but also a GAAP loss attributed to goodwill. The stock information includes its current price, market capitalization, and P/E ratio.
Ameriprise Financial (TRMB) discloses 12.7M-share Trimble stake at 5.4% of stock
Ameriprise Financial, Inc. has disclosed a significant ownership stake in Trimble Inc. (TRMB), reporting beneficial ownership of 12,681,912 shares of common stock, which constitutes 5.4% of the class, as of June 30, 2026. The filing indicates shared voting power over 11,559,588 shares and shared dispositive power over all 12,681,912 shares, with Ameriprise disclaiming beneficial ownership for regulatory purposes. This disclosure was made via a Schedule 13G filing with the SEC.
Trimble Arc Agent to Automate Manual Workflows for Global Supply Chains
Trimble Inc. announced the Trimble Arc Agent, an AI tool designed to automate office work and eliminate manual processes for transportation and logistics organizations. This subscription-based SaaS solution connects to existing TMS and third-party applications, extracting and validating data from various unstructured channels. The Arc Agent aims to reduce operational costs and improve efficiency by providing explainable automation and leveraging a catalog of skills.
Analysts Offer Insights on Technology Companies: Similarweb (SMWB), Cisco Systems (CSCO) and Trimble (TRMB)
Barclays analysts have provided insights on three technology companies. Raimo Lenschow maintained a Buy rating on Similarweb (SMWB) with an $11 price target, while Tim Long kept a Hold rating on Cisco Systems (CSCO) with a $123 price target. Guy Hardwick maintained a Buy rating on Trimble (TRMB) with a $79 price target, noting a Strong Buy consensus for the company.
Analysts Offer Insights on Technology Companies: Similarweb (SMWB), Cisco Systems (CSCO) and Trimble (TRMB)
This article provides analyst insights on three technology companies: Similarweb (SMWB), Cisco Systems (CSCO), and Trimble (TRMB). Barclays analyst Raimo Lenschow maintained a Buy rating on Similarweb with an $11.00 price target, while Tim Long from Barclays maintained a Hold rating on Cisco Systems with a $123.00 price target. Guy Hardwick from Barclays also maintained a Buy rating on Trimble with a $79.00 price target.
Trimble Inc. (NASDAQ:TRMB) Given Average Rating of "Moderate Buy" by Brokerages
Trimble Inc. (NASDAQ:TRMB) has received an average "Moderate Buy" rating from twelve brokerages, with nine recommending a buy and three a hold. Analysts have an average 12-month price target of $81.67, significantly above the current share price of $57.54. The company recently reported strong quarterly results, beating EPS and revenue expectations, and raised its fiscal 2026 guidance, though a significant goodwill impairment in its Transportation and Logistics segment led to a GAAP net loss.
Making Existing Roadside Infrastructure Smarter - How intelligent perception helps cities better understand cyclists, pedestrians and urban traffic.
This article discusses a collaboration between Bike-Facilities, Ursa Dynamics, FlashEye, and Hesai Technology to create an intelligent roadside perception solution. This system transforms existing infrastructure into real-time traffic intelligence platforms using Hesai's JT128 lidar sensors. The solution helps cities understand and manage various road users, enhancing safety, optimizing traffic flow, and aiding urban planning without requiring extensive new deployments.
Analysts Are Bullish on These Technology Stocks: Allot (ALLT), Trimble (TRMB)
Two technology stocks, Allot (ALLT) and Trimble (TRMB), have received bullish sentiments from analysts. Allot was reiterated with a Buy rating and a $11.00 price target by TD Cowen's Shaul Eyal, with an overall "Strong Buy" consensus and a $13.88 average price target. Trimble also maintained a Buy rating from William Blair's Jonathan Ho, holding a "Strong Buy" consensus and a $75.00 price target.
TRMB Stock Price and Chart — NASDAQ:TRMB
This article provides a detailed overview of Trimble Inc. (TRMB) stock, including its current price, market capitalization, financial performance, and analyst ratings. It highlights the company's Q2 2026 earnings, which showed strong organic revenue growth and EBITDA margin, leading to raised full-year outlooks. The article also includes various trading ideas and technical analyses from different contributors, along with information on ETFs holding TRMB stock.
Trimble Inc. stock outperforms competitors on strong trading day
Trimble Inc. (TRMB) stock rose by 2.11% to $57.54 on Thursday, ending a three-day losing streak and outperforming the broader market. This occurred on a strong trading day where the S&P 500 Index increased by 0.65% and the Dow Jones Industrial Average rose by 0.13%. The positive movement in Trimble's stock was against the backdrop of an overall positive market session.
Trimble Q2 Earnings Beat Estimates on Field Systems Strength
Trimble (TRMB) reported strong second-quarter 2026 earnings, beating analyst estimates with non-GAAP earnings of 86 cents per share and revenues of $972 million, driven by organic growth in AECO and Field Systems. The company saw annualized recurring revenue (ARR) reach a record $2.51 billion and expanded profitability. Trimble also raised its 2026 outlook, projecting revenues between $3.90-$3.95 billion and non-GAAP earnings of $3.60-$3.70 per share.
Trimble Q2 Earnings Beat Estimates on Field Systems Strength
Trimble (TRMB) reported strong second-quarter 2026 results, surpassing earnings and revenue estimates driven by robust performance in its AECO and Field Systems segments. The company's annualized recurring revenue (ARR) reached a record $2.51 billion, and it raised its 2026 financial outlook, while also initiating a strategic review of its Transportation & Logistics business. A new $1 billion share repurchase program was authorized, reflecting strong cash flow.
Trimble (NASDAQ:TRMB) Given New $76.00 Price Target at JPMorgan Chase & Co.
JPMorgan Chase & Co. has raised its price target for Trimble (NASDAQ:TRMB) to $76.00 from $75.00, maintaining an "overweight" rating and suggesting a 37.21% upside. This adjustment follows Trimble's better-than-expected Q2 2026 results, with revenue up 11% year-over-year and EPS exceeding consensus estimates. Despite a non-cash goodwill impairment in its Transportation and Logistics segment, analysts hold a "Moderate Buy" consensus rating with an average target price of $81.67.
Bernstein Adjusts Price Target on Trimble to $73 From $85, Maintains Outperform Rating
Bernstein has lowered its price target for Trimble (TRMB) to $73 from $85, while retaining an "Outperform" rating on the stock. This adjustment follows several other recent financial updates for Trimble, including an equity buyback announcement and its Q2 2026 earnings report, where non-GAAP earnings and revenue rose, leading to raised annual forecasts. The company specializes in technology and software solutions for various industries including construction, agriculture, and transportation.
Trimble (NASDAQ:TRMB) Given Overweight Rating at Piper Sandler
Piper Sandler has reiterated its "Overweight" rating for Trimble (NASDAQ:TRMB) and set an $87 price target, suggesting a 54% upside. This comes after Trimble reported strong Q2 earnings, beating revenue and EPS expectations, and raising its fiscal 2026 EPS guidance, despite a significant goodwill impairment charge. The company's stock currently holds a "Moderate Buy" consensus rating among analysts.
American Geographical Society Honors GPS Pioneer and Trimble Founder Charlie Trimble with O.M. Miller Cartographic Medal
The American Geographical Society (AGS) has awarded its O.M. Miller Cartographic Medal to Charlie Trimble, founder of Trimble, for his pioneering work in commercializing GPS technology. Trimble's early vision transformed GPS from an experimental military program into a foundational tool for modern geospatial applications, impacting industries like mapping, navigation, construction, and agriculture. He will receive the medal on September 15, 2026, at the AGS Globe Signing Ceremony in New York City.
Trimble Inc. stock underperforms Wednesday when compared to competitors
Trimble Inc. (TRMB) stock underperformed on Wednesday, shedding 2.81% to close at $56.35. This occurred during a mixed trading session where the S&P 500 Index rose 0.26% and the Dow Jones Industrial Average fell 0.04%. This marks the third consecutive day of losses for Trimble's stock.
Trimble Inc (TRMB) (Q2 2026) Earnings Call Highlights: Record ARR and Raised Guidance Amid ...
Trimble Inc. (TRMB) reported strong Q2 2026 results, exceeding guidance with 10% organic revenue growth and record $2.509 billion in ARR, leading to an increased full-year outlook. The company is advancing its Connect & Scale strategy and AI integration, while also initiating a strategic review of its Transportation & Logistics segment. Despite some headwinds from a product replacement in Field Systems, Trimble is on track to achieve its 30% EBITDA margin target a year early.
Trimble Weighs Sale of Transportation Unit Following Buyer Interest
Trimble is considering selling its Transportation and Logistics (T&L) business unit after receiving unsolicited acquisition interest. The company has engaged Goldman Sachs to assist with a formal strategic review, though no sale is guaranteed. This consideration comes as the T&L segment shows recovery, with increased revenue and annual recurring revenue, and despite strong overall company performance for Q2 2026.
Trimble Inc. announces an Equity Buyback for $1,000 million worth of its shares.
Trimble Inc. (NasdaqGS:TRMB) has announced an equity buyback program, authorizing the repurchase of up to $1,000 million worth of its common stock. The program currently has no specified expiration date. This announcement comes amidst other recent news for Trimble, including its Q2 2026 earnings call and revised annual forecasts due to strong demand for its software tools.
Trimble sees freight ‘green shoots’ as transportation revenue rises 5%
Trimble's transportation and logistics business saw a 5% revenue increase in Q2 2026, with CEO Rob Painter noting "green shoots" indicating a rebalancing of freight supply and demand. The company also announced a strategic review of its transportation and logistics unit following unsolicited acquisition interest, while reporting strong company-wide revenue and raising its full-year outlook. Trimble is also expanding its use of artificial intelligence in freight operations with new product launches.
Earnings call transcript: Trimble beats Q2 2026 EPS, but shares slip premarket
Trimble Inc. reported strong Q2 2026 results, exceeding EPS expectations and achieving 10% organic revenue growth, leading to increased full-year guidance. Despite the positive financial performance, the company's shares fell 2.04% in premarket trading due to investor concerns about a Field Systems product transition and a strategic review of its Transportation and Logistics business. Management highlighted expanding recurring revenue, significant AI integration, and strength in its AECO and Field Systems segments, while addressing analyst questions on monetization strategies and market dynamics.
Trimble’s (NASDAQ:TRMB) Q2 CY2026: Beats On Revenue, Full-Year Outlook Slightly Exceeds Expectations
Trimble (NASDAQ:TRMB) reported strong Q2 CY2026 results, exceeding revenue and adjusted EPS expectations with sales up 11% year-on-year to $972 million and adjusted EPS of $0.86. The company also raised its full-year revenue and adjusted EPS guidance, reflecting robust recurring revenue growth across all segments. Despite a slight dip in operating margin this quarter, Trimble's long-term profitability and EPS growth trends remain positive.
Trimble’s (NASDAQ:TRMB) Q2 CY2026: Beats On Revenue, Full-Year Outlook Slightly Exceeds Expectations
Trimble (NASDAQ:TRMB) reported strong Q2 CY2026 results, surpassing revenue expectations with sales up 11% year-on-year to $972 million and non-GAAP profit beating analyst consensus. The company also raised its full-year revenue and adjusted EPS guidance. Despite slower long-term revenue growth, Trimble's organic revenue growth and improved profitability per share are positive indicators for investors.
Trimble: Q2 Earnings Snapshot
Trimble Navigation Ltd. (TRMB) reported a second-quarter loss of $471.7 million, or $2.02 per share, though adjusted earnings of 86 cents per share surpassed analyst expectations. The GPS manufacturer also exceeded revenue forecasts, posting $972 million, and provided optimistic guidance for the upcoming quarter and the full fiscal year.
Trimble (TRMB) posts Q2 2026 goodwill hit but lifts 2026 outlook
Trimble Inc. reported strong underlying performance in Q2 2026 with an 11% revenue increase and record annualized recurring revenue, but recorded a significant GAAP net loss of $471.7 million due to a $562.0 million goodwill impairment in its Transportation and Logistics segment. Despite this, the company raised its full-year 2026 guidance for revenue and non-GAAP EPS and authorized a new $1.0 billion share repurchase program. The impairment reflects macroeconomic uncertainty and lower market multiples for software businesses.
Trimble Announces Second Quarter 2026 Results and Raises Full Year Guidance
Trimble Inc. announced strong financial results for the second quarter of 2026, exceeding expectations with revenue up 11% year-over-year and annualized recurring revenue reaching a record $2.51 billion. The company reported a GAAP net loss primarily due to a significant goodwill impairment in its Transportation and Logistics segment, but non-GAAP net income was $200.3 million. Trimble also approved a new $1.0 billion share repurchase authorization and raised its full-year 2026 revenue and earnings guidance, citing momentum from its Connect and Scale strategy and potential for AI-enabled value.
Trimble Q2 Results: Analysts Cut Price Targets Ahead of Report
Trimble Inc. (NASDAQ: TRMB) is set to release its Q2 earnings, with analysts projecting EPS of $0.80 and revenue of $952.08 million. Despite a generally bullish outlook, several top analysts have recently lowered their price targets for TRMB, indicating potential concerns about near-term valuation or margin pressures. Investors will be closely watching the earnings report for clarity on whether the company can maintain its growth trajectory amidst these revised sentiments.
