Trimble Inc. stock (US8962391058): focus shifts to transportation spin-off and Q1 earnings
Trimble Inc. is strategically transforming its business by planning to spin off its transportation segment to focus on higher-margin software and services in geospatial, construction, and agriculture technologies. The company reported mixed Q1 2026 results, showing growth in recurring software revenue but muted dynamics in hardware markets. This move aims to unlock value, reduce cyclicality, and enhance long-term profitability by concentrating on subscription-driven business models.
ABN Amro Investment Solutions Has $4.74 Million Holdings in Trimble Inc. $TRMB
ABN Amro Investment Solutions significantly increased its stake in Trimble Inc. (NASDAQ:TRMB) by 90.8% in Q4, reaching 60,512 shares valued at $4.74 million. This comes as Trimble reported strong Q4 results, exceeding revenue and EPS expectations. Despite some analyst price target adjustments, the consensus remains a "Moderate Buy" for Trimble.
John Deere and Starlink: How the Iconic Tractor Maker Quietly Became a SpaceX Partner
John Deere has quietly partnered with SpaceX's Starlink to provide satellite connectivity for its agricultural equipment, enabling remote monitoring and operations in areas underserved by terrestrial networks. This strategy represents Deere's vertical integration approach to precision agriculture, contrasting with AGCO's open-system retrofit strategy. The partnership highlights the increasing importance of connectivity in modern farming and positions Deere with a significant competitive advantage.
Trimble stock (US8962391058): Q1 revenue, margin outlook, and US construction demand
Trimble Inc. reported its first-quarter 2026 results, showing revenue of $840.4 million, and provided updates on demand across construction, transportation, and geospatial markets. The company's business model, combining hardware, software, and services, positions it as a key indicator for US industrial technology spending, particularly in infrastructure, commercial building, and logistics. Trimble's focus on recurring software revenue and its exposure to productivity-enhancing technologies make it an interesting stock for investors tracking the digitization of industrial sectors.
Trimble stock (US8962391004): software strength after Q1 earnings
Trimble Inc. reported strong Q1 2026 growth, with revenues of $940 million, up 12% year-over-year, driven significantly by its software and recurring services. This shift towards a software-centric model helps the industrial technology company balance cyclical hardware sales. For US investors, Trimble offers exposure to the digitalization of construction, agriculture, and transportation, but its stock performance remains linked to macroeconomic factors in these sectors.
TRMB Q1 Earnings Beat Estimates on Recurring Revenue Strength
Trimble (TRMB) reported strong first-quarter 2026 results, beating earnings and revenue estimates. The company's focus on recurring revenue, driven by its connect & scale strategy, led to a record annualized recurring revenue of $2.43 billion. Trimble raised its 2026 guidance, anticipating continued growth across its segments like AECO, Field Systems, and Transportation & Logistics, while also leveraging AI initiatives.
Trimble Inc. stock outperforms competitors on strong trading day
Trimble Inc. (TRMB) saw its stock price increase by 2.58% to $55.97, outperforming its competitors and the broader market on a strong trading day. This rise ended a three-day losing streak for the company. The S&P 500 Index and Dow Jones Industrial Average also experienced significant gains.
1TRMB.MI Technical Analysis | Trend, Signals & Chart Patterns | TRIMBLE INC (BIT:1TRMB)
TRIMBLE INC (1TRMB.MI) receives a poor technical rating of 2 out of 10 from ChartMill, indicating underperformance relative to the overall market and its industry peers. While its long-term trend is neutral, the short-term trend is positive, suggesting growing interest from traders. The analysis highlights negative relative strength and low ADX, but a positive MACD value.
Autodesk Enhances AI Capabilities: Can It Unlock More Revenues?
Autodesk (ADSK) is significantly enhancing its AI capabilities to automate design workflows, deepen customer engagement, and create new monetization opportunities across its software ecosystem. The company is positioning AI as a major growth driver in critical industries and is developing AI tools using frontier models and proprietary 3D design technologies. Despite these initiatives and projected revenue growth, Autodesk faces stiff competition from PTC Inc. (PTC) and Trimble Inc. (TRMB) in AI-driven industrial design automation and construction workflows, and its stock has underperformed year-to-date while appearing overvalued.
Trimble Inc. stock (US8962391058): 52-week low despite earnings beat and upbeat analyst targets
Trimble Inc. (TRMB) recently hit a new 52-week low of around $54.55, despite exceeding first-quarter earnings expectations with $0.79 per share against a consensus of $0.72. Wall Street analysts maintain a "Moderate Buy" rating with an average 12-month price target of $90.00, suggesting a significant upside of approximately 65%. The stock's performance reflects broader market concerns about the economy and capital spending, even as Trimble continues to demonstrate operational resilience and a strategic shift towards software and services.
Trimble stock (US8962391058): 52-week low after earnings beat and analyst upside view
Trimble Inc. (US8962391058) stock hit a 52-week low near $54.55 despite the company reporting better-than-expected earnings. Analysts, however, maintain a "Moderate Buy" consensus rating with an average 12-month price target of $90.00, suggesting a significant potential upside. The company's performance is closely tied to capital spending in construction technology, infrastructure, and industrial software, making it sensitive to economic cycles while benefiting from recurring software revenue.
Trimble Inc stock hits 52-week low at 54.55 USD
Trimble Inc. (TRMB) stock has fallen to a 52-week low of $54.51, representing a nearly 30% year-to-date decline and a 23% drop over the past year. Despite this downturn, InvestingPro analysis suggests the stock may be undervalued and oversold, potentially indicating a buying opportunity. The company recently reported strong Q1 2026 financial results, exceeding revenue and EPS expectations, and Bernstein SocGen Group lowered its price target to $85 while maintaining an Outperform rating, highlighting Trimble's strategic position in the AI tech stack.
Trimble (NASDAQ:TRMB) Hits New 1-Year Low - Here's What Happened
Trimble (NASDAQ:TRMB) shares recently dropped to a new 52-week low of $54.24, despite the company reporting stronger-than-expected Q1 earnings with EPS of $0.79 and revenue of $939.9 million. Analysts have largely maintained "Moderate Buy" ratings but have lowered some price targets, resulting in a consensus target of $90.00. Insider selling by the CEO and VP, primarily for tax obligations related to equity awards, also occurred.
Trimble Inc stock hits 52-week low at 54.55 USD
Trimble Inc. (TRMB) stock has fallen to a 52-week low of $54.51, representing a nearly 30% year-to-date and 23% annual decline, reflecting market pressures. Despite this, InvestingPro analysis suggests the stock is undervalued and oversold, potentially indicating a buying opportunity. The company recently reported strong Q1 2026 financial results, exceeding analyst expectations for both EPS and revenue, and is repositioning itself in the AI tech stack.
Trimble Inc stock hits 52-week low at 54.55 USD By Investing.com
Trimble Inc. (TRMB) stock has reached a new 52-week low of $54.51, reflecting a significant downturn over the past year. Despite this, InvestingPro analysis suggests the stock is undervalued and oversold, potentially indicating a buying opportunity. The company recently reported strong Q1 2026 financial results, exceeding analyst expectations for both EPS and revenue, and is strategically positioning itself in the AI tech stack.
Tredje AP fonden Cuts Holdings in Trimble Inc. $TRMB
Tredje AP fonden significantly reduced its stake in Trimble Inc. by 15.3% in the fourth quarter, selling 80,585 shares and ending up with 445,497 shares valued at over $34.9 million. This move comes as other institutional investors, such as Essex Investment Management Co. LLC and Barclays PLC, increased their holdings in Trimble, while insiders like VP Mark David Schwartz and CEO Robert G. Painter sold shares for tax withholding obligations. Analysts maintain a "Moderate Buy" rating for Trimble, with a consensus price target of $90.00.
TimesSquare Capital Management LLC Lowers Stake in Trimble Inc. $TRMB
TimesSquare Capital Management LLC reduced its holding in Trimble Inc. (NASDAQ:TRMB) by 4.8% during the fourth quarter, selling 34,705 shares and retaining ownership of 690,280 shares valued at $54.08 million. Other institutional investors like Vanguard Group Inc., State Street Corp, Massachusetts Financial Services Co. MA, Invesco Ltd., and Wellington Management Group LLP have made varying adjustments to their stakes. Analysts have issued new price targets and ratings for Trimble, with a consensus of "Moderate Buy" and an average target price of $90.00.
Trimble Inc. stock (US8962391058): earnings momentum, AI push and infrastructure demand
Trimble Inc. has recently reported quarterly results, emphasizing its strategic shift towards high-margin software, recurring revenue, and AI-enabled positioning solutions. The company's core business model integrates hardware, software, and data services for sectors like construction, transportation, geospatial surveying, and agriculture, aiming to boost productivity and reduce waste. Investors are closely monitoring Trimble's transition from hardware sales to subscription-based offerings, its exposure to infrastructure spending, and digitization trends, alongside macroeconomic cycles and competitive factors.
Trimble stock (US8962391058): earnings, AI focus and infrastructure demand in the spotlight
Trimble Inc. has recently reported quarterly results and is focusing on AI-enabled construction and positioning software, shifting towards higher-margin software and recurring revenue. The company's core business involves developing hardware and software that leverage positioning technologies like GPS to enhance accuracy and efficiency in construction, surveying, transportation, and agriculture. For US investors, Trimble offers exposure to themes like infrastructure renewal and digitization, but also carries risks related to economic cycles, competitive pressures, and integration challenges from acquisitions.
Trimble Inc stock (US8962391004): double-digit Q1 2026 growth keeps guidance in focus
Trimble Inc reported double-digit organic growth in Q1 2026, driven by strong demand in construction and field systems, leading to a slight upgrade in its full-year 2026 outlook. The industrial technology company is strategically shifting its business model towards more software, subscriptions, and recurring services, aiming for increased revenue visibility and deeper customer engagement. This transition, alongside its strong performance in key sectors like AECO and geospatial products, positions Trimble as an interesting prospect for US investors tracking industrial digitalization and infrastructure trends.
Trimble Inc stock (US8962391004): solid earnings backdrop and digital construction push attract attention
Trimble Inc. remains a key focus for investors due to its strong quarterly results and expansion in construction and geospatial software, aligning with digitalization trends. The company's strategy emphasizes integrating hardware with software and cloud services, shifting towards a recurring revenue model. This positioning offers US investors exposure to digital transformation across various markets, though performance remains sensitive to industry cycles and competitive dynamics.
Simplify Health Care ETF (NY: PINK)
This page provides a detailed stock quote for the Simplify Health Care ETF (NYSE: PINK), including its current price, trading volume, and performance metrics. It also lists recent newsheadlines related to various companies, offering broader market context rather than specific news about PINK. The article confirms that the ETF is publicly traded on the New York Stock Exchange.
Trimble Inc. stock outperforms competitors despite losses on the day
Trimble Inc. (TRMB) saw its stock slip by 1.13% to $55.13 on Friday, even as it outperformed the broader market, which experienced a rough trading session with the S&P 500 and Dow Jones Industrial Average also falling. The company's stock closed 36.99% below its 52-week high of $87.50, reached on August 6th.
Thrivent Financial for Lutherans Sells 356,559 Shares of Trimble Inc. $TRMB
Thrivent Financial for Lutherans reduced its stake in Trimble Inc. by 15.8% in Q4, selling over 356,000 shares but still holding 1.9 million shares valued at $149.4 million. Trimble reported strong Q1 results, surpassing EPS and revenue expectations, and provided positive Q2 and full-year 2026 guidance. Despite some analyst target cuts, the overall sentiment remains a "Moderate Buy" with a consensus price target of $90.00.
Trimble Inc. stock (US8962391058): Q1 earnings beat and $1 billion buyback plan in focus
Trimble Inc. surpassed Q1 2026 earnings expectations with a 11.8% year-over-year revenue increase, driven by demand for connected construction solutions and software growth. Despite this strong performance and a previously authorized $1 billion share repurchase program, the stock has seen a significant decline since early 2026, trading well below its January levels. The company's focus on transitioning to a software and services-oriented model, alongside its capital allocation strategies, will be key factors for investors to monitor amidst fluctuating macroeconomic conditions and competitive industrial technology markets.
Trimble Navigation (TRMB) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
Trimble Navigation (TRMB) is expected to report a year-over-year increase in earnings despite lower revenues for the quarter ending December 2025. Analysts anticipate earnings of $0.96 per share and revenues of $950.78 million. With a positive Earnings ESP of +1.91% and a Zacks Rank #2, Trimble is likely to beat the consensus EPS estimate, potentially leading to a stock increase after the report on February 10.
Nova (NASDAQ: NVMI) plans June 18 AGM on directors, CEO pay revamp and EY re-appointment
Nova Ltd. (NASDAQ: NVMI) will hold its annual general meeting (AGM) on June 18, 2026, in Rehovot, Israel. Shareholders will vote on the re-election of six directors and the election of a new director, amendments to CEO Gabriel Waisman's employment terms and the executive compensation policy, and the re-appointment of Kost Forer Gabbay & Kasierer as independent auditors. The proposed changes to CEO compensation include a higher base salary and performance share units tied to relative total shareholder return, with a special voting test applying to the CEO pay proposal under Israeli law.
Trimble stock (US8962391058): Earnings beat and $1B buyback offset 30% year-to-date decline
Trimble Inc. reported first-quarter earnings that surpassed analyst expectations and authorized a $1 billion share repurchase program, signaling management confidence despite a nearly 30% year-to-date stock decline. The company's revenue grew 11.8% year-over-year, demonstrating operational strength in the scientific and technical instruments sector. This performance positions Trimble as a key player in digital infrastructure, though broader market conditions continue to affect its valuation.
Trimble Inc. stock outperforms competitors on strong trading day
Trimble Inc. (TRMB) stock rose 1.57% on a strong trading day, outperforming the S&P 500 and Dow Jones Industrial Average. This gain ended a seven-day losing streak for the company's shares.
Trimble Insight 2026 Opens Attendee Registration
Trimble has opened registration for its ninth annual Trimble Insight Conference, taking place from September 27-29, 2026, in San Diego. The event, with a "Camp Insight" theme, will bring together over 1,200 transportation industry professionals to explore the future of the global supply chain, featuring over 200 educational sessions, networking, and a new Leadership Series on the main stage. It focuses on AI-enhanced logistics, emerging market trends, and operational management, offering attendees knowledge and connections to advance their organizations.
SentinelOne (NYSE: S) sets 2026 virtual annual meeting, board elections and pay vote
SentinelOne (NYSE: S) has announced its 2026 virtual annual meeting for June 25, 2026, where stockholders will vote on the election of two Class II directors, the ratification of Deloitte & Touche LLP as independent auditor, and a non-binding advisory vote on executive compensation. The proxy statement details the company’s corporate governance practices, executive compensation philosophy, and financial performance metrics like ARR, Revenue, and Non-GAAP Operating Margin which influence executive pay. It emphasizes the board's commitment to aligning executive interests with long-term stockholder value through a pay-for-performance approach and increased weighting of performance-based equity awards.
Third Rock Ventures v sells $5.38m in Rapport Therapeutics stock
Third Rock Ventures V, L.P. sold 133,618 shares of Rapport Therapeutics (NASDAQ:RAPP) stock for $5.38 million. This sale was made under a Rule 10b5-1 trading plan as the stock trades near its 52-week high after a significant surge. Rapport Therapeutics has also reported positive efficacy data for its epilepsy treatment, RAP-219, and plans to initiate Phase 3 studies, leading to continued strong analyst ratings.
Trimble Inc. stock underperforms Wednesday when compared to competitors
Trimble Inc. (TRMB) stock fell 2.85% on Wednesday, closing at $54.90, marking its seventh consecutive day of losses. This underperformance occurred on a mixed trading day where the S&P 500 Index rose, but the Dow Jones Industrial Average fell. The stock's decline contrasted with some market gains.
Trimble Inc stock (US8962391058): shares drop 7.1% to $56.51
Trimble Inc. (TRMB) shares dropped 7.1% to $56.51 on May 13, 2026, placing the stock near the lower end of its 52-week range. Despite the decline, GuruFocus indicates an undervaluation of 12.3% relative to its GF Value of $64.46, supported by a strong GF Score of 88. The company remains a key player in technology solutions for construction, agriculture, and transportation, leveraging its integrated hardware, software, and services model in global markets.
Trek Financial LLC Makes New $2.76 Million Investment in Aercap Holdings N.V. $AER
Trek Financial LLC has made a new investment of $2.76 million in Aercap Holdings N.V., purchasing 19,226 shares in the fourth quarter. Analysts maintain a "Buy" rating for AerCap, with an average target price of $163.13, following strong quarterly results that exceeded expectations. The company also announced a quarterly dividend and a $1 billion share buyback authorization, indicating confidence in its valuation.
The Top 5 Analyst Questions From Trimble’s Q1 Earnings Call
Trimble's Q1 earnings showed double-digit organic growth, driven by strong demand in AECO and Field Systems, and boosted by AI-powered platforms. However, management noted lower visibility in hardware and international markets, along with external risks. This article details the top five analyst questions from the earnings call, focusing on guidance conservatism, demand drivers, international growth, and AI integration.
Trimble Stock Plummets -18% With 6-Day Losing Streak
Trimble (TRMB) stock has experienced a significant downturn, plummeting 18% over a 6-day losing streak, wiping out $2.8 billion from its market cap. Despite a mix of moderate operating performance and financial condition, its high valuation makes it an "Unattractive" investment according to Trefis. The article suggests that such market moves are often already priced in, highlighting the need for predictive signals over reactive notifications for managing stock-specific risks.
Trimble Inc. stock underperforms Tuesday when compared to competitors
Trimble Inc. (TRMB) stock fell 2.64% on Tuesday, closing at $56.51. This underperformance occurred on a mixed trading day where the Dow Jones Industrial Average rose, but the S&P 500 Index declined. This marks the sixth consecutive day of losses for Trimble Inc. stock.
Morgan Stanley reports 4.1% stake in Trimble (NASDAQ: TRMB)
Morgan Stanley has filed a SCHEDULE 13G/A, reporting a beneficial ownership of 9,570,627 shares, representing 4.1% of Trimble Inc.'s common stock as of March 31, 2026. The filing indicates that Morgan Stanley has ceased to be a beneficial owner of more than five percent of the class. It details shared voting power of 8,253,031 shares and shared dispositive power of 9,269,461 shares.
Trimble Adds Smart Antenna Enclosure to PX-1 RTX for Drone Delivery
Trimble has introduced a new smart antenna enclosure for its PX-1 RTX positioning solution, aimed at accelerating development for commercial drone delivery integrators. This all-in-one package integrates the Trimble PX-1 RTX with a Calian AC4990ECF Accutenna 4, featuring advanced filtering for robust interference rejection. The solution offers real-time centimeter-level positioning and precise heading, significantly reducing development cycles and reliance on magnetic sensors.
Trimble CEO joins J.P. Morgan tech conference fireside chat May 18
Trimble (Nasdaq: TRMB) announced that its CEO, Rob Painter, will participate in a fireside chat at the J.P. Morgan 2026 Global Technology, Media and Communications Conference on Monday, May 18, 2026, at 2:50 p.m. Eastern Time. A live webcast and replay will be available on Trimble's investor relations website, investor.trimble.com. Despite recent positive financial news and AI initiatives, the company's stock has seen mixed or negative reactions, suggesting that such communications events do not reliably drive positive price action.
Trimble to Present at J.P. Morgan 2026 Global Technology, Media and Communications Conference
Trimble announced that its CEO, Rob Painter, will participate in a fireside chat at the J.P. Morgan 2026 Global Technology, Media and Communications Conference on May 18, 2026. A live webcast and replay of the presentation will be available on Trimble's investor relations website. Trimble is a global technology company specializing in precise positioning, modeling, and data analytics for industries like construction, geospatial, and transportation.
Trimble Inc. stock (US8962391058): $1B buyback and earnings beat amid YTD decline
Trimble Inc. announced a $1 billion stock buyback program in December 2025 and reported strong Q1 earnings, beating analyst estimates with $0.79 EPS and 11.8% revenue growth. Despite these positive developments, the company's stock has seen a 22.4% year-to-date decline. Trimble's strategic positioning in construction technology and its recurring revenue from software subscriptions are highlighted as key strengths, offering relevance for US investors.
Trimble Announces First Quarter 2026 Results
Trimble Inc. announced strong financial results for the first quarter of 2026, with revenue up 12% year-over-year to $939.9 million and annualized recurring revenue reaching a record $2.43 billion. The company also provided forward-looking guidance, projecting full-year 2026 revenue between $3,835 million and $3,915 million, and expects to hold an investor conference call on May 6, 2026, to discuss these results.
Trimble Inc (TRMB) Shares Fall 4.5% -- What GF Score of 91 Tells Investors
Trimble Inc (TRMB) shares recently dropped 4.5% to $58.04, marking a 25.9% year-to-date decline. Despite this, the stock is considered "modestly undervalued" with a GF Value™ of $64.44 and a strong GF Score™ of 91/100, indicating robust financial health and growth potential. However, recent insider selling of $2.2 million raises some caution for investors.
James River Equipment Named Newest Trimble Technology Outlet, Serving Customers in Mid-Atlantic
Trimble has announced James River Equipment as its newest Trimble Technology Outlet. This partnership allows James River to sell Trimble's grade control, site positioning systems, and correction services directly to customers using John Deere earthmoving equipment in the mid-Atlantic region. The collaboration aims to enhance job site productivity and profitability for civil construction contractors by integrating Trimble technology with various machine types.
Alico, Inc. Announces Financial Results for the Second Quarter Ended March 31, 2026
Alico, Inc. announced strong financial results for the second quarter ended March 31, 2026, with net income of $11.4 million and Adjusted EBITDA of $16.9 million. The company completed a $26.9 million land sale and repurchased $10.0 million in shares, extending its cash runway through fiscal year 2028. Alico is transitioning its business model from citrus operations to land sales, leasing, and development, having secured local entitlement approvals for Corkscrew Grove East Villages.
Trimble Inc. stock (US8962391058): Stock buyback and earnings beat drive interest
Trimble Inc. announced a $1 billion stock buyback program on December 5, 2025, and recently reported earnings that surpassed analyst expectations with $0.79 EPS and 11.8% revenue growth. Despite a year-to-date decline of 22.4%, shares traded at $60.81, showing investor interest in the company's financial performance and strategic moves. The company, a key player in digital transformation for infrastructure-heavy industries, leverages its robust solutions and recurring software revenue.
James River Equipment Named Newest Trimble Technology Outlet, Serving Customers in Mid-Atlantic
James River Equipment has become the newest Trimble Technology Outlet, expanding Trimble's civil construction distribution strategy. This partnership allows James River to sell Trimble grade control, site positioning systems, and correction services directly to customers using John Deere earthmoving equipment and Level Best attachments in the mid-Atlantic region. The collaboration aims to enhance jobsite productivity and profitability through expert installation and support.
Dole Ties Automation Investment to Long-Term Operating Goals After Strong Q1
Dole PLC reported a strong first quarter for fiscal 2026 with a 12% revenue increase and maintained its adjusted EBITDA target of at least $400 million for the year. The company is investing approximately $100 million in automation, AI, and innovative warehouse solutions to improve service, reduce labor intensity, and support long-term growth, citing these investments as already delivering returns. Scandinavia is highlighted as a testbed for new warehouse and labor technology due to high labor costs, with successful implementations there potentially providing a model for other regions.
