Trimble Stock: Analyst Estimates & Ratings

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]