Dump Truck Software Market Is Going to Boom Rapidly With Top Key Players Trimble Inc., Caterpillar Inc., Komatsu Ltd.
Coherent Market Insights has released a comprehensive report on the Dump Truck Software Market, forecasting trends, growth, and opportunities from 2026 to 2033. The study provides market size estimates, competitive landscape analysis, and regional insights, covering key players like Trimble Inc., Caterpillar Inc., and Komatsu Ltd. It details segmentation by type (Fleet Management, Dispatch Management, Maintenance Management) and applications (Construction, Mining, Waste Management), supported by a rigorous research methodology combining primary and secondary analysis.
Trimble (TRMB) Upgraded to Strong Buy: Here's Why
Trimble (TRMB) has received an upgrade to a Zacks Rank #1 (Strong Buy) due to a significant upward trend in its earnings estimates. This improvement in the company's future earnings potential, as reflected in analyst revisions, is a powerful indicator of potential stock price appreciation. The Zacks Rank system, which correlates earnings estimate revisions with stock movements, suggests that this upgrade positions Trimble for market-beating returns.
Trimble sponsors engineering student competition
Trimble has announced a two-year sponsorship for the Engineering for People Design Challenge, an initiative led by Engineers Without Borders UK and South Africa. This competition tasks university students with developing sustainable engineering solutions for underserved communities, with the 2025/2026 challenge focusing on Ladywood in Birmingham, England. Trimble's expanded support builds on its history of contributions to Engineers Without Borders, aiming to foster critical skills in ethical decision-making, cultural sensitivity, and community engagement among future engineers.
Deere & Co. (DE) Q1 Earnings Preview: Navigating the 2026 Ag-Market Trough
Deere & Co. (DE) is preparing for its Q1 earnings report, anticipated to confirm 2026 as the "trough" year for agricultural machinery due to high interest rates, low commodity prices, and tariffs. The company faces a significant decline in earnings, with an expected 40% drop in EPS, prompting a strategic shift towards technology services and operational excellence to mitigate falling machinery sales. Despite short-term challenges, Deere aims for a long-term recovery driven by its "software-ization" strategy and the eventual normalization of dealer inventories.
The Future of Autonomy Progresses With Data, Tech Integrations and Focused Efforts
Trimble Inc.'s General Manager, Civil Specialty Solutions, Kevin Garcia, discussed the company's latest developments in autonomy, workflow advancements in paving, new Vermeer integrations for solar construction, and the evolution of mixed technologies for the connected construction jobsite at Trimble Dimensions 2025. The article highlights how data, technology integrations, and focused efforts are driving progress in construction equipment autonomy. It also touches on related advancements in machine grade control, AI, and electrification within the construction industry.
Trimble Inc. signals need for precision in construction
Trimble Inc. is emphasizing the critical need for precision in the construction industry, particularly the alignment of digital designs with physical builds. The company warns that discrepancies in this process lead to costly rework, impacting budgets and timelines. Trimble's technological solutions aim to provide constant synchronization between digital plans and on-ground realities to avoid inefficiencies and overruns.
The 5 Most Interesting Analyst Questions From Trimble's Q4 Earnings Call
Trimble Inc. exceeded Q4 2025 revenue and non-GAAP EPS expectations, driven by strong recurring revenue, especially in AECO and Field Systems, and growth in AI-powered tools. Management provided optimistic Q1 and full-year 2026 guidance. Analyst questions focused on the sustainability of Field Systems ARR growth, macroeconomic assumptions, ARR growth drivers, the convergence of ARR and revenue growth, and AI's contribution to both revenue and operational efficiency.
This Garmin dash coach spots your fastest racing line for you
Garmin (NYSE: GRMN) has unveiled the Garmin Catalyst 2, a compact motorsports device designed to optimize racetrack performance. Priced at $1,199.99 and available from February 20, 2026, it offers features like True Optimal Lap video, real-time audio coaching, 25 Hz multi-GNSS positioning, and Vault cloud storage. The device also includes a built-in camera, 3-inch display, drag-timer, and post-session analysis through a dedicated app.
The 5 Most Interesting Analyst Questions From Trimble’s Q4 Earnings Call
Trimble (TRMB) surpassed Q4 revenue and EPS expectations despite a slight decline in overall sales, driven by strong recurring revenue, especially in AECO and Field Systems. Management highlighted the success of its Connect & Scale platform and AI-powered tools. Analysts focused on the sustainability of ARR growth, macroeconomic assumptions for 2026 guidance, and the specific contributions of AI to revenue and efficiency.
Unpacking Q4 Earnings: AMETEK (NYSE:AME) In The Context Of Other Internet of Things Stocks
This article analyzes AMETEK's Q4 earnings performance in comparison to other Internet of Things (IoT) stocks. While AMETEK reported strong revenue growth, its stock remained flat. The article also reviews the Q4 performance of Trimble, Emerson Electric, Rockwell Automation, and Vontier, highlighting their revenue figures and stock reactions.
Trimble to headline sponsor Dezeen Awards – championing design excellence across the globe
Trimble has announced a three-year sponsorship agreement with Dezeen Awards, a leading global program for architecture, interiors, and design. This partnership highlights Trimble's dedication to fostering design excellence and innovation by supporting designers through its technology, including SketchUp. The Dezeen Awards, now in its ninth year, attracts entries from around the world and will introduce new Regional Showcases and a public vote in 2026.
Assessing Trimble (TRMB) Valuation After Earnings Beat And AI Focused 2026 Guidance
Trimble (TRMB) recently reported strong 2025 results, exceeding revenue and earnings expectations, and provided encouraging AI-focused guidance for 2026, anticipating further growth in recurring revenue and operating margins. Despite this positive news, the stock's recent performance has been mixed, though long-term holders have still seen gains. The article highlights a significant undervaluation according to one narrative, suggesting a fair value of $98.08 against its current trading price of $66.40, driven by infrastructure modernization and robust construction activity, though it also cautions about competitive pressures and the higher P/E ratio compared to its peers.
Q4 Earnings Roundup: Vontier (NYSE:VNT) And The Rest Of The Internet of Things Segment
This article reviews the Q4 earnings for several Internet of Things (IoT) companies, focusing on Vontier (NYSE:VNT). Vontier reported strong revenue growth and beat analyst expectations, leading to a stock increase. Other companies like Trimble, Emerson Electric, Rockwell Automation, and AMETEK also had their Q4 results discussed, highlighting their performance against expectations.
Trimble Inc. $TRMB Shares Sold by TimesSquare Capital Management LLC
TimesSquare Capital Management LLC reduced its stake in Trimble Inc. (NASDAQ:TRMB) by 4.4% in the third quarter, while other institutional investors increased their positions. Despite this, Trimble demonstrated strong quarterly earnings, beating analyst estimates, and announced a $1 billion share repurchase program, signaling management's belief in the stock's undervaluation. Analyst ratings for TRMB are generally positive, with a "Moderate Buy" consensus.
ING Groep NV Invests $2.97 Million in Trimble Inc. $TRMB
ING Groep NV has acquired a new stake in Trimble Inc. (NASDAQ:TRMB), purchasing 36,364 shares valued at approximately $2.97 million during the third quarter. This investment comes as other institutional investors have also adjusted their holdings in the scientific and technical instruments company. Analysts currently rate Trimble as a "Moderate Buy" with a consensus target price of $93.33, while the company recently reported strong quarterly earnings and approved a $1 billion stock repurchase program.
2 Cash-Burning Stocks with Competitive Advantages and 1 We Avoid
This article identifies two cash-burning companies, Graham Corporation (GHM) and AAR (AIR), with competitive advantages and potential for growth, while advising caution on GATX (GATX) due to its cash burn and liquidity concerns. It provides brief justifications for each stock's outlook, including financial metrics and market positions.
Trimble (NASDAQ:TRMB) Price Target Lowered to $79.00 at Wells Fargo & Company
Wells Fargo & Company has lowered its price target for Trimble (NASDAQ:TRMB) from $94.00 to $79.00, while maintaining an "overweight" rating. Other analysts have diverse ratings and price targets, contributing to a consensus "Moderate Buy" rating and an average price target of $93.33 for the scientific and technical instruments company. Trimble recently reported strong quarterly earnings, beating expectations, and announced a $1.00 billion share repurchase program.
Trimble revenues down in fourth quarter, fiscal 2025
Trimble Inc. (Nasdaq: TRMB) reported a decrease in year-over-year sales for both the fourth quarter of 2025 and the full fiscal year, though the industrial-technology company still surpassed analysts' expectations. The Westminster-based company generated $969.8 million in revenue for the fourth quarter and nearly $3.59 billion for fiscal 2025. Despite the sales decline, CEO Rob Painter highlighted record annualized recurring revenue and strong gross and operating margins, projecting higher sales for fiscal 2026.
Pilgrim’s Pride boosts sales in fourth quarter, 2025 fiscal year
Pilgrim's Pride Corp. (Nasdaq: PPC), based in Greeley, reported increased year-over-year sales for both the fourth quarter of 2025 and the full fiscal year. Despite this growth, the poultry producer did not meet Wall Street's expectations, falling slightly short of projections. The full article details these financial results and is available to subscribers.
Analysts Are Bullish on These Technology Stocks: Datadog (DDOG), Trimble (TRMB)
Two technology stocks, Datadog (DDOG) and Trimble (TRMB), have received bullish sentiments from analysts. TD Cowen analyst Andrew Sherman reiterated a Buy rating on Datadog with a price target of $215.00, while William Blair's Jonathan Ho maintained a Buy rating on Trimble. Both companies have a "Strong Buy" analyst consensus, implying significant upside potential from their current stock levels.
Bernstein Maintains Outperform on Trimble Inc (TRMB) Feb 2026
Bernstein reiterated its Outperform rating for Trimble Inc. (TRMB) on February 11, 2026, signaling continued confidence in the stock despite an intraday decline of -3.95%. The firm maintained its positive view, suggesting TRMB should be on investors' shopping lists, but notably did not provide a new price target. Investors are advised to consider this maintained rating alongside company fundamentals, recent earnings, and broader market context, as it represents ongoing conviction rather than a fresh catalyst for the stock.
Trimble Inc. Earnings Call Highlights Recurring Momentum
Trimble Inc. reported strong Q4 and full-year 2025 earnings, driven by record recurring revenue and expanding margins, despite some weaknesses in freight and short-term impacts from business model shifts. The company highlighted strong growth in its AECO segment and significant progress in transitioning Field Systems to recurring models, alongside increasing adoption of AI-enabled products and a commitment to capital returns. While near-term guidance reflects macro caution, Trimble remains confident in its long-term strategy and recurring revenue model.
Transocean To Acquire Valaris For $5.8 Billion
Transocean and Valaris have announced a definitive agreement for Transocean to acquire Valaris in an all-stock transaction valued at approximately $5.8 billion. This merger will create an industry leader with a diversified offshore fleet of 73 rigs, aiming to capitalize on an emerging multi-year offshore drilling upcycle. The combined entity is expected to achieve over $200 million in cost synergies, enhance cash flow, and accelerate deleveraging.
Trimble Inc. (NASDAQ:TRMB) Q4 2025 Earnings Call Transcript
Trimble Inc. reported strong Q4 2025 results, with top and bottom-line beats, driven by robust performance in its AECO and Field Systems segments. The company highlighted the success of its Connect & Scale strategy, leading to significant growth in Annual Recurring Revenue (ARR) and expanded profit margins. Trimble also emphasized its increasing integration of AI across its platforms to enhance customer workflows and internal efficiencies, with plans for accelerated agentic AI releases in 2026.
Fleet Management System Market Is Going to Boom | Geotab Inc., Trimble Inc., Verizon Connect, Teletrac Navman
Coherent Market Insights has published a new study on the "Fleet Management System Market," forecasting growth from 2026 to 2033. The report provides market size estimates, competitive analysis, regional insights, and examines growth drivers, restraints, and investment feasibility. It also details key market players and segmentation by type and application, offering strategic insights for informed business decisions.
Impax Asset Management Group plc Sells 213,818 Shares of Trimble Inc. $TRMB
Impax Asset Management Group plc recently reduced its stake in Trimble Inc. (NASDAQ:TRMB) by 10.1%, selling 213,818 shares and now holding 1,910,478 shares valued at approximately $154.5 million. This move comes as Trimble authorized a $1.0 billion share buyback program and exceeded Q4 expectations, providing optimistic guidance for FY-2026. Despite insider selling, analysts maintain a "Moderate Buy" rating for Trimble.
Trimble Inc. $TRMB Shares Sold by Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA significantly reduced its stake in Trimble Inc. (NASDAQ:TRMB) by 89.5% in the third quarter, selling 108,748 shares. Despite this, Trimble beat Q4 expectations, announced a $1 billion share buyback, and raised its FY-2026 guidance, leading to a stock increase, while institutional investors still hold a large portion of the company's stock. Analysts currently rate TRMB with a consensus "Moderate Buy" and a target price of $95.00.
Trimble Inc. $TRMB Shares Bought by Envestnet Asset Management Inc.
Envestnet Asset Management Inc. significantly increased its stake in Trimble Inc. during the third quarter, purchasing an additional 203,804 shares to own a total of 481,877 shares valued at approximately $39.35 million. This coincides with Trimble beating Q4 earnings estimates, raising its FY-2026 guidance, and approving a $1.0 billion share repurchase program, signaling potential undervaluation by its board. Institutional investors collectively own 93.21% of Trimble's stock, and analysts maintain a "Moderate Buy" rating with an average target price of $95.00.
Vontier (VNT) Set to Announce Earnings Tomorrow: What You Should Know
Vontier (NYSE:VNT) is scheduled to announce its latest earnings results this Thursday, with analysts forecasting a 1.6% year-over-year revenue dip to $764.7 million and adjusted earnings per share of $0.85. The company has a history of slightly outperforming revenue expectations, and its stock has gained 9.8% in the past month, outperforming the Internet of Things sector average. Investors will be watching closely as Vontier provides its guidance for the upcoming quarter.
Vontier (VNT) To Report Earnings Tomorrow: Here Is What To Expect
Vontier (VNT) is set to announce its earnings results, with analysts expecting a 1.6% year-on-year revenue decline to $764.7 million and adjusted earnings of $0.85 per share. The company has a history of mostly beating revenue estimates, and investor sentiment in the internet of things segment has been positive, with Vontier's stock up 9.8% over the last month.
Trimble posts Q4 beat despite ongoing weakness in freight demand
Trimble Inc. surpassed Q4 expectations, with its transportation and logistics segment showing organic growth despite challenges in the freight market. The company projects accelerating revenue and margin expansion in 2026, driven by its recurring-revenue model and integrated freight platforms. Management remains cautious about macroeconomic conditions in freight but sees long-term opportunities in connecting shipper, carrier, and logistics data.
Trimble posts Q4 beat despite ongoing weakness in freight demand
Trimble Inc. exceeded Q4 expectations, with its transportation and logistics (T&L) segment showing organic growth despite a soft freight market. The company projects modest reacceleration for its T&L business in 2026, driven by its recurring-revenue model and integrated freight platforms. Trimble expects total company revenue growth of 6% to 9% for full-year 2026.
Trimble tops Q4 forecasts on margin strength, shares tick higher
The article reports that Trimble exceeded its Q4 forecasts due to strong margin performance, which resulted in a slight increase in its share price. Further details of the financial results and future outlook would be necessary for a full understanding.
Here's What Key Metrics Tell Us About Trimble (TRMB) Q4 Earnings
Trimble (TRMB) reported its Q4 2025 earnings, with revenue down 1.4% year-over-year to $969.8 million and EPS up to $1.00. Both revenue and EPS surpassed Zacks Consensus Estimates. The article delves into key metrics such as Annualized Recurring Revenue and segment-specific revenues and operating incomes, which provide deeper insights into the company's performance.
Earnings call transcript: Trimble Q4 2025 beats EPS, stock rises
Trimble Inc. (NASDAQ: TRMB) reported Q4 2025 earnings per share of $1.00, exceeding analyst forecasts of $0.96, and revenue of $970 million, above the $948.33 million forecast. The company's stock rose 4.59% in pre-market trading following the announcement. Key drivers of growth include strategic investments in AI and a focus on recurring revenue models, with Trimble providing optimistic guidance for 2026, projecting 7.5% revenue growth and 13% annual recurring revenue growth.
Trimble Q4 2025 Earnings Report & 2026 Financial Outlook - News and Statistics
Trimble's Q4 2025 financial results showed revenue exceeding market expectations at $969.8 million, despite a slight year-over-year decline. The company reported improved operating and free cash flow margins, and strong organic revenue growth. Trimble also provided optimistic guidance for Q1 and the full fiscal year 2026, surpassing analyst estimates.
Trimble's (NASDAQ:TRMB) Q4 CY2025 Sales Beat Estimates
Trimble (NASDAQ:TRMB) exceeded revenue expectations for Q4 CY2025, reaching $969.8 million despite a slight year-on-year decline, and reported better-than-expected adjusted EPS of $1. The company also provided optimistic guidance for Q1 CY2026 revenue and full-year 2026 adjusted EPS. Trimble's CEO, Rob Painter, highlighted strong performance for 2025 and positive positioning for achieving 2027 financial targets.
Trimble beats Q4 expectations with record margins, shares edge up
Trimble Inc. (NASDAQ:TRMB) reported strong fourth-quarter results, surpassing analyst expectations for both earnings and revenue, driven by record margins and organic growth. The technology company posted adjusted earnings of $1.00 per share and revenue of $969.8 million. Following the announcement, Trimble's shares edged up 0.48% in pre-market trading, and the company issued Q1 and full-year 2026 guidance that aligns with consensus estimates.
Trimble Inc. Reports Fourth Quarter and Full Year 2025 Results
Trimble Inc. (TRMB) announced its financial results for the fourth quarter and full year 2025, highlighting record annualized recurring revenue and gross margins driven by its Connect & Scale strategy. For the full year, the company reported revenue of $3.59 billion and non-GAAP diluted EPS of $3.13. Trimble also provided an optimistic outlook for 2026, forecasting revenue between $3.81 billion and $3.91 billion.
Earnings Flash (TRMB) Trimble Inc. Reports Q4 Revenue $969.8M, vs. FactSet Est of $950.0M
Trimble Inc. (TRMB) announced its Q4 revenue reached $969.8 million, surpassing the FactSet estimate of $950.0 million. The company also reported Q4 adjusted EPS of $1.00 per share, exceeding the FactSet estimate of $0.96. For Q1, Trimble expects revenue between $893.0 million and $918.0 million and adjusted EPS in the range of $0.69 to $0.74, along with full-year 2026 non-GAAP EPS between $3.42 and $3.62.
Inside Garmin's new 75,000 sq ft Arizona flight test base
Garmin (NYSE: GRMN) has expanded its aviation operations by acquiring a 75,000 sq ft hangar and office complex at Mesa Gateway Airport (KIWA) in Arizona. This new facility will provide capacity for 75 associates and support aircraft certification and flight test organizations, complementing Garmin's existing flight operations centers in Kansas and Oregon. The Mesa location was chosen for its favorable weather conditions and extensive runway infrastructure, and it leverages Garmin's long-established engineering presence in the Phoenix area.
Trimble Q4 Earnings Summary & Key Takeaways
Trimble (NASDAQ: TRMB) reported its Q4 earnings, beating estimated EPS by 11.11% with $1.0 against an estimate of $0.9. Revenue, however, was down $13.60 million compared to the previous year. The company's stock experienced a 2.17% drop in share price the day after the last quarter's earnings beat.
Trimble Announces Fourth Quarter and Full Year 2025 Results and Initiates 2026 Guidance
Trimble Inc. announced its financial results for the fourth quarter and full year 2025, surpassing expectations with record annualized recurring revenue of $2.39 billion and strong gross and operating margins. The company also provided its financial guidance for the full year and first quarter of 2026, projecting continued growth in revenue and earnings per share. These results reflect the ongoing execution of Trimble's Connect & Scale strategy.
Trimble Inc. $TRMB Shares Purchased by Candriam S.C.A.
Candriam S.C.A. increased its stake in Trimble Inc. (NASDAQ:TRMB) by 2.0% in the third quarter, bringing its total ownership to 886,977 shares valued at approximately $72.42 million. This increase in institutional investment comes despite recent insider selling by CEO Robert G. Painter and CFO Phillip Sawarynski, who collectively offloaded 25,366 shares worth about $2.04 million in the last 90 days. The company's board has authorized a $1.0 billion share buyback program, and analysts currently maintain a "Moderate Buy" rating with an average price target of $96.78.
Earnings Preview For Trimble
Trimble (NASDAQ: TRMB) is scheduled to release its latest quarterly earnings report on Tuesday, 2026-02-10, with analysts estimating an EPS of $0.90. The company's shares were trading at $66.15 as of February 06, down 9.83% over the last 52-week period. Analysts have a consensus "Outperform" rating for Trimble, with an average one-year price target of $98.0, suggesting a potential 48.15% upside.
3D Modeling Software Market Is Going to Boom | Autodesk, Dassault Systèmes, Trimble, PTC, Adobe
Coherent Market Insights has published a new study, "3D Modeling Software Market," offering a comprehensive analysis of the global market from 2026 to 2033. The report provides actionable insights into market trends, segments, competitive positioning, and strategic growth pathways, and is currently available at a 40% discount for a limited time. It covers key market drivers, restraints, investment hotspots, and segmentation by type, application, and region.
Trimble (TRMB) To Report Earnings Tomorrow: Here Is What To Expect
Trimble (TRMB) is set to announce its earnings results tomorrow before market hours. Analysts expect a revenue decline of 3.6% year-on-year to $947.8 million, with adjusted earnings projected at $0.96 per share. Despite positive sentiment in the internet of things segment overall, Trimble's stock is down 17.1% over the last month, trading significantly below its average analyst price target.
Trimble (TRMB) Valuation Check After Q3 Beat And Raised 2025 Outlook
Trimble (TRMB) recently exceeded Q3 2025 expectations, raising its full-year 2025 outlook and expanding its Trimble Technology Outlets. Despite a strong earnings report, the company's shorter-term share price performance has declined, raising questions about its current valuation. While one narrative suggests Trimble is 32.6% undervalued with a fair value of $98.08 due to its shift to subscription-based offerings, another points to its P/E ratio of 44x being higher than the peer average and fair ratio, suggesting potential valuation risk.
Trimble Expands Midwest Reach With New Outlet And Undervalued Shares
Trimble has appointed West Side Tractor Sales Co. as a new Trimble Technology Outlet to expand its distribution of grade control and site positioning solutions in the Midwest civil construction market, particularly for John Deere earthmoving equipment users. The move comes as Trimble's shares are trading below analyst targets and estimated fair value, despite solid stock performance over the last year. Investors are advised to monitor the adoption of these solutions and the company's profit margins, which have seen a decrease compared to the previous year.
Hudson Technologies, Alamo, KBR, Trimble, and Ingersoll Rand Stocks Trade Up, What You Need To Know
Several stocks including Hudson Technologies, Alamo, KBR, Trimble, and Ingersoll Rand saw significant jumps in the afternoon trading session. This rebound was attributed to a broader market recovery from a tech-driven sell-off, improved U.S. consumer sentiment, and renewed investor interest in "pick-and-shovel" AI beneficiaries like chipmakers. The Dow Jones Industrial Average even crossed the 50,000 mark for the first time.
