With a market cap of $15.5 billion, Trimble Inc. (TRMB) provides software, hardware, and positioning solutions to help professionals and field workers enhance and transform work processes across industries such as architecture, engineering, construction, transportation, and logistics. It delivers advanced design, data collection, positioning, and management solutions to customers across North America, Europe, the Asia Pacific, and international markets. Shares of the Westminster, Colorado-based company h ...

Company Overview - Trimble Inc. specializes in scientific and technical instruments across various sectors, including agriculture, construction, and geospatial services, helping to improve productivity and efficiency in these industries [1][5] - The company has a market capitalization of approximately $15.4 billion, positioning it as a significant player in its field despite facing competition from other technology firms [1] Recent Trading Activity - On January 29, 2026, April Delaney sold Trimble shares valued between $1,001 and $15,000, indicating ongoing interest from institutional investors [2] - AlphaQuest LLC acquired 11,762 shares valued at approximately $960,000 during the third quarter, as reported in their latest 13F filing with the SEC [2] - Other institutional investors, such as Salomon and Ludwin LLC, Root Financial Partners LLC, and Catalyst Capital Advisors LLC, have also made investments in Trimble, with stakes valued at $25,000, $30,000, and $34,000 respectively [3] Stock Performance - Trimble's stock price is currently $64.72, reflecting a decrease of approximately 4.65%, with a trading range today between $64.68 and $68.08 [4][5] - Over the past year, the stock has experienced a high of $87.50 and a low of $52.91, indicating volatility in its market performance [4] - Today's trading volume for Trimble on the NASDAQ exchange is 810,218 shares [4]

Key Takeaways KMT is expected to benefit from aerospace, defense and energy demand, with Q4 EPS seen up 40% year over year.MWA may deliver a Q1 earnings beat on solid demand for valves, hydrants & repair units, aided by efficiencies.TRMB is projected to gain from recurring revenue growth and strong adoption across AECO and Field Systems.The Zacks Industrial Products sector kicked off the fourth quarter of 2025 earnings season last week. In the quarter, the sector is anticipated to have benefited from streng ...

Group 1 - The article highlights that Trimble, a company specializing in geospatial positioning and mapping software, is currently trading at a 10% discount, making it an attractive investment opportunity [2][3][7] - Trimble has transitioned from a hardware provider to a software-centric business, with its products becoming essential in high-tech sectors such as autonomous vehicles, defense, and robotics [3][4] - Notable investors, including Cathie Wood and billionaire Israel Englander, have recently purchased shares in Trimble, indicating confidence in the company's future prospects [4][5] Group 2 - Trimble's current market capitalization is $16 billion, with a current stock price of $67.60, reflecting a recent decline of 1.13% [5][8] - The company's gross margin stands at 65.41%, showcasing its profitability [8] - The stock has experienced a 52-week price range of $52.91 to $87.50, indicating significant volatility and potential for growth [8]

WESTMINSTER, Colo., Jan. 27, 2026 /PRNewswire/ -- Trimble (Nasdaq: TRMB) will hold a conference call on Tuesday, February 10, 2026 at 8 a.m. ET to review its fourth quarter and full year 2025 results. The call will be broadcast live on the web at https://investor.trimble.com. Investors and participants who wish to dial into the call may do so by first registering at https://events.q4inc.com/analyst/345704027?pwd=d%23tLa2%3C%3D. Upon registration, dial-in details will be sent via email to the registrant. Ab ...

Company Overview - Trimble Inc. (TRMB) is valued at $17.6 billion and operates as a global technology company providing hardware, software, and data solutions across various industries including construction, geospatial, transportation, agriculture, and utilities [1] - The company focuses on advanced positioning, scanning, and analytics technologies, which enhance accuracy, productivity, and asset management for professionals [1] Earnings Expectations - Analysts anticipate that TRMB will report a profit of $0.82 per share for the fiscal fourth quarter of 2025, reflecting a 12.3% increase from the same quarter last year [2] - For FY2025, EPS is expected to be $2.56, representing a 15.8% increase from $2.21 in fiscal 2024, with further growth projected to $2.87 in fiscal 2026, a 12.1% year-over-year rise [3] Stock Performance - TRMB stock has seen a marginal decline over the past year, underperforming the S&P 500 Index, which gained 15.1%, and the Technology Select Sector SPDR Fund, which rose by 26.4% during the same period [4] - A notable drop of approximately 5.7% occurred on January 16, following the CEO's sale of 7,500 shares, which raised investor concerns and triggered technical selling when the stock fell below its 200-day moving average [5] Analyst Ratings - The consensus opinion among analysts on TRMB stock is bullish, with a "Strong Buy" rating from 11 out of 13 analysts, one suggesting a "Moderate Buy," and one giving a "Hold" [6] - The average analyst price target for TRMB is $97.91, indicating a potential upside of 32.5% from current levels [6]

Core Insights - Trimble (TRMB) shares have increased by 14.7% over the past year, slightly outperforming the Zacks Manufacturing – General Industrial industry's return of 14.4, driven by an expanding portfolio and strong growth in recurring revenue streams, particularly in AECO and Field Systems segments [1][10] Revenue Growth and Earnings Estimates - For Q4 2025, Trimble anticipates revenues between $927 million and $967 million, with non-GAAP earnings expected to range from 91 to 99 cents per share. The Zacks Consensus Estimate for Q4 2025 net sales is $947.6 million, reflecting a year-over-year decrease of 3.6%, while the earnings consensus is 96 cents per share, indicating a year-over-year increase of 7.8% [7] - For the full year 2025, Trimble expects revenues to be between $3.545 billion and $3.585 billion, with non-GAAP earnings projected at $3.04 to $3.12 per share. The Zacks Consensus Estimate for 2025 net sales is $3.57 billion, suggesting a 3.2% decline from 2024, while the earnings consensus is $3.09 per share, indicating an 8.4% year-over-year appreciation [8] Strategic Initiatives - The company's "Connect & Scale" strategy has been a significant growth driver, focusing on transforming workflows and delivering innovative solutions, particularly in construction, geospatial, and transportation markets [2] - In the Transportation segment, the Connect & Scale strategy has led to an Annual Recurring Revenue (ARR) of $501 million, growing by 7% year-over-year in Q3 2025, despite challenges in the freight market. This strategy has also unlocked cross-sell and upsell opportunities estimated at $400 million [3][10] Technological Advancements - Trimble's collaboration with Lucid Motors has resulted in the integration of Trimble RTX and ProPoint Go technology, enabling the Lucid Gravity EV to achieve centimeter-level accuracy in navigation, even in challenging environments [5][4]

Group 1 - Trimble Inc. has been upgraded by KeyBanc to Overweight from Sector Weight with a price target of $99, reflecting confidence in the company's growth prospects, including low-teens annual recurring revenue and double-digit earnings-per-share growth [1][2] - Oppenheimer has reiterated an Outperform rating with a price target of $102, citing the company's potential for mid-teens annual recurring revenue growth [3] - The growth is expected to be driven by cross-sell and upsell opportunities within the existing customer base, as well as geographic expansion in Europe and macroeconomic factors affecting transportation and field solutions [4] Group 2 - Trimble Inc. is recognized as a leading precision agriculture company that aids farmers in reducing fertilizer use through advanced technologies like Variable Rate and selective spraying [6] - The company's tools, such as the Field-IQ system, utilize GPS and sensors to manage fertilizer, seed, and crop protection efficiently, which helps lower costs and minimize waste [6] - Management believes that market leaders will emerge from those who effectively penetrate the small and medium-sized business (SMB) sector, identifying it as a key growth driver [5]

Core Insights - The article provides a comprehensive analysis of Adobe in comparison to its major competitors in the Software industry, focusing on financial metrics, market position, and growth potential [1] Company Overview - Adobe specializes in content creation, document management, and digital marketing software and services, operating through three segments: digital media content creation, digital experience for marketing solutions, and publishing for legacy products [2] Financial Metrics Comparison - Adobe's Price to Earnings (P/E) ratio is 20.12, which is 0.21x lower than the industry average, indicating potential for growth at a reasonable price [3] - The Price to Book (P/B) ratio for Adobe is 12.10, which is 0.67x below the industry average, suggesting the stock may be undervalued based on its book value [3] - Adobe's Price to Sales (P/S) ratio is 6.04, which is 0.28x the industry average, indicating potential undervaluation based on sales performance [3] - The Return on Equity (ROE) for Adobe is 15.87%, which is 7.49% above the industry average, reflecting efficient use of equity to generate profits [3] - Adobe's Earnings Before Interest, Taxes, Depreciation, and Amortization (EBITDA) stands at $2.46 billion, which is 2.44x above the industry average, indicating stronger profitability [3] - The gross profit for Adobe is $5.35 billion, which is 3.07x above the industry average, showcasing strong earnings from core operations [3] - Revenue growth for Adobe is 3.44%, significantly lower than the industry average of 41.05%, indicating a slowdown in sales expansion [3] Debt to Equity Ratio - Adobe has a moderate debt-to-equity ratio of 0.57, placing it in the middle among its top four peers, suggesting a balanced financial structure [6] Key Takeaways - Adobe's low P/E, P/B, and P/S ratios compared to peers indicate potential undervaluation, while its high ROE, EBITDA, and gross profit suggest strong profitability and operational efficiency [7] - The low revenue growth rate raises concerns about Adobe's ability to expand its market share relative to industry competitors [7]

Group 1: Cathie Wood's Investment Thesis - Cathie Wood identifies automation, cloud computing, and artificial intelligence as key drivers for market returns in the next decade [2] Group 2: Trimble's Business Transformation - Trimble has shifted from a hardware-focused company to a software powerhouse, with 65% of its revenue now coming from recurring sources, up from 33% in 2020 [3] - The company's annual recurring revenue has reached $2.5 billion, indicating stable cash flows [3] Group 3: Market Opportunities and Financial Performance - Trimble targets a total addressable market of approximately $50 billion in the construction software sector, which is currently underpenetrated [4] - Management sees a $1 billion opportunity by selling additional products to existing customers [4] - Gross margins have exceeded 70%, and EBITDA margins have increased by 600 basis points to nearly 29% [4] Group 4: Customer Engagement Strategy - Trimble's Connect and Scale strategy enhances customer retention by linking workflows and data across its platforms [5] - The company is implementing framework contracts that allow customers to start with one product and easily add others, reducing sales friction [5] Group 5: Competitive Landscape - Amazon continues to lead in e-commerce and its cloud computing division, Amazon Web Services, is a key player in the AI sector [6] - Nvidia has established itself as the leader in AI chips, with its GPUs being critical for training large language models [6]