Trimble Inc.

Trimble Inc.

TRMBยทNASDAQ

$55.52

-3.8%
TechnologyHardware, Equipment & Parts

Trimble Inc. provides technology solutions that enable professionals and field mobile workers to enhance or transform their work processes worldwide. The company's Buildings and Infrastructure segment offers field and office software for route selection and design; systems to guide and control construction equipment; software for 3D design and data sharing; systems to monitor, track, and manage assets, equipment, and workers; software to share and communicate data; program management solutions for construction owners; 3D conceptual design and modeling software; building information modeling software; enterprise resource planning, project management, and project collaboration solutions; integrated site layout and measurement systems; cost estimating, scheduling, and project controls solutions; and applications for sub-contractors and trades. Its Geospatial segment provides surveying and geospatial products, and geographic information systems. The company's Resources and Utilities segment offers precision agriculture products and services, such as guidance and positioning systems, including autonomous steering systems, automated and variable-rate application and technology systems, and information management solutions; manual and automated navigation guidance for tractors and other farm equipment; solutions to automate application of pesticide and seeding; water solutions; and agricultural software. Its Transportation segment offers solutions for long haul trucking and freight shipper markets; mobility solutions comprising route management, safety and compliance, end-to-end vehicle management, video intelligence, and supply chain communications; and fleet and transportation management systems, analytics, routing, mapping, reporting, and predictive modeling solutions. The company was formerly known as Trimble Navigation Limited and changed its name to Trimble Inc. in October 2016. Trimble Inc. was founded in 1978 and is headquartered in Sunnyvale, California.

At a Glance

Live Snapshot
Market Cap$12.94B
EPS1.7700
P/E Ratio31.37
Earnings Date08/05/2026
trmb

Trimble Inc. Street Expectations Map

TRMB ยท NASDAQ

Wall Street analysts project that TRMB stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 93.33, with estimates ranging from a low of 80.00 to a high of 101.00.

Lowest Target
80.00
44.09%
Consensus Target
93.33
68.10%
Highest Target
101.00
81.92%

The consensus 1-year price target stands at 93.33, with estimates ranging from a low of 80.00 to a high of 101.00.

Analyst Consensus Analysis

Upside Potential

+68.1%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

22.5% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

Analyst Conviction

Very High

Strong buy conviction: High upside with tight consensus suggests compelling investment opportunity backed by analyst confidence.

Market Sentiment Insight

Rare opportunity: Exceptional upside potential with strong analyst consensus creates a compelling setup. The combination of significant price target premium and tight agreement suggests high-conviction undervaluation that may attract institutional capital.

trmb

Trimble Inc. Forward Estimates of Revenue

TRMB ยท NASDAQ
Latest Revenue
3.59B
FY 2025
Avg Estimate
3.57B
FY 2026
Estimate Range
3.56B - 3.58B
Analyst Spread

Forward Growth Analysis

Projected Growth-0.6%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage9 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

trmb

Trimble Inc. Forward Estimates of Net Income

TRMB ยท NASDAQ
Latest Net Income
424.00M
FY 2025
Avg Estimate
741.11M
FY 2026
Estimate Range
738.71M - 743.51M
Analyst Spread

Forward Growth Analysis

Projected Growth+74.8%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage9 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

trmb

Trimble Inc. Forward Estimates of EPS

TRMB ยท NASDAQ
Latest EPS
1.77
FY 2025
Avg Estimate
$3.09
FY 2026
Estimate Range
$3.08 - $3.10
Analyst Spread

Forward Growth Analysis

Projected Growth+74.6%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage9 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

trmb

Trimble Inc. Forward Estimates of EBIT

TRMB ยท NASDAQ
Latest EBIT
583.80M
FY 2025
Avg Estimate
855.92M
FY 2026
Estimate Range
853.52M - 858.32M
Analyst Spread

Forward Growth Analysis

Projected Growth+46.6%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage9 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

trmb

Trimble Inc. Forward Estimates of EBITDA

TRMB ยท NASDAQ
Latest EBITDA
763.70M
FY 2025
Avg Estimate
1.05B
FY 2026
Estimate Range
1.05B - 1.06B
Analyst Spread

Forward Growth Analysis

Projected Growth+37.8%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage9 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

trmb

Trimble Inc. Forward Estimates of SG&A Expense

TRMB ยท NASDAQ
Latest SG&A Expense
1.13B
FY 2025
Avg Estimate
1.01B
FY 2026
Estimate Range
1.01B - 1.01B
Analyst Spread

Forward Growth Analysis

Projected Growth-10.7%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage9 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

trmb

Trimble Inc. Insider Positioning

TRMB ยท NASDAQ

During the last 12 months, insiders have sold $19.56M worth of TRMB shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

23.4K

1.60M

Net Activity

-1.6M

-$1.60M

3-6 Months

Bought

0

0.00

Sold

25.5K

1.94M

Net Activity

-1.9M

-$1.94M

6-9 Months

Bought

0

0.00

Sold

38.6K

3.08M

Net Activity

-3.1M

-$3.08M

9-12 Months

Bought

0

0.00

Sold

156.3K

12.95M

Net Activity

-12.9M

-$12.95M

Top Buyers

No buying activity

Top Sellers

1
PRG

Painter Robert G

Director, Officer: President & Ceo

202.7K sharesโ€ข13 transactions

$16.39M

2
SMD

Schwartz Mark David

Officer: Senior Vp, Aeco

13.0K sharesโ€ข4 transactions

$922K

3
BR

Bisio Ronald

Officer: Sr. Vice President

9.0K sharesโ€ข4 transactions

$703K

4
KCF

Keating Christopher F

Officer: Sr. Vp Transportation

7.4K sharesโ€ข1 transactions

$602K

5
SP

Sawarynski Phillip

Officer: Cfo

4.5K sharesโ€ข2 transactions

$364K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $19.56M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$1.60M

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

5 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.