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Company Overview - Trimble Inc. has a market capitalization of $15.5 billion and provides software, hardware, and positioning solutions across various industries including architecture, engineering, construction, transportation, and logistics [1] Stock Performance - Over the past 52 weeks, Trimble's stock has declined by 13.5%, while the S&P 500 Index has increased by nearly 14% [2] - Year-to-date, Trimble's shares are down 17.1%, contrasting with a slight rise in the S&P 500 [2] - Compared to the State Street Technology Select Sector SPDR ETF, Trimble's stock has underperformed by nearly 17% over the past year [3] Recent Financial Results - On November 5, Trimble's shares rose by 2.5% following the release of Q3 2025 results, which exceeded expectations with revenue of $901.2 million and record annualized recurring revenue of $2.31 billion [6] - The company reported adjusted operating income of $254.2 million, adjusted EPS of $0.81, and adjusted EBITDA of $269.4 million [6] - Trimble raised its full-year 2025 guidance, projecting revenue between $3.55 billion and $3.59 billion, and adjusted EPS between $3.04 and $3.12, indicating confidence in its Connect & Scale strategy [6] Analyst Expectations - For the fiscal year ending December 2025, analysts anticipate Trimble's EPS to grow by 15.8% year-over-year to $2.56 [7] - The company's earnings surprise history is mixed, with three out of the last four quarters beating consensus estimates [7] - Among 13 analysts covering Trimble, the consensus rating is a "Strong Buy," supported by 11 "Strong Buy" ratings, one "Moderate Buy," and one "Hold" [7] Price Target Update - Barclays has raised its price target on Trimble to $101 while maintaining an "Overweight" rating [8]

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]

Core Insights - The Zacks Industrial Products sector is expected to face a year-over-year earnings decline of 2.1% in Q4 2025, contrasting with a 3% growth in the previous quarter, while revenues are projected to increase by 10.5% [3] Industry Overview - The Industrial Products sector is experiencing challenges due to ongoing weakness in the manufacturing sector, with the Manufacturing PMI indicating contraction for ten consecutive months [5] - The New Orders Index has also shown a decline, with readings of 48.7%, 47.3%, and 47.4% for October, November, and December respectively [6] - Inflationary pressures, labor market slack, supply-chain disruptions, and cautious consumer spending are impacting the sector's performance [7] Positive Factors - Companies involved in commercial and defense aerospace markets are benefiting from strong aftermarket and OEM demand, supported by robust air travel and government backing [8] - Resilience in nondurables, business supplies, and food & beverage markets is expected to positively influence the sector's results [8] Earnings Estimates and Stock Performance - Kennametal Inc. (KMT) is projected to report a 40% year-over-year increase in Q4 EPS, driven by strength in the Metal Cutting segment and increased defense spending [12][13] - Mueller Water Products, Inc. (MWA) is expected to see an 8% year-over-year increase in earnings, supported by solid demand across its product lines and manufacturing efficiencies [14][15] - Trimble Inc. (TRMB) anticipates a 7.9% year-over-year increase in earnings, benefiting from strong growth in recurring revenue streams and customer adoption of digital solutions [16][17]

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]