Trimble

TRMB

Market cap $19B

Trimble expands its portfolio, Connect & Scale strategy and growing digital solutions, strengthening its position across segments.

The company is transitioning its revenue streams into higher-margin software and recurring subscriptions, as well as services. The industrial software stock trades at a discount to its peers.

Trimble Inc. (TRMB) earns a buy rating as it transitions from hardware to high-margin industrial software, with the market underpricing this strategic shift. TRMB's AECO segment drives 17% YoY ARR growth, with 63% recurring revenues and strong cross-selling via its 'Connect & Scale' strategy. Margin expansion is evident: adjusted EBITDA margin reached 29.9%, with management targeting $3B ARR, $4B revenue, and 30% EBITDA margin by 2027.

Trimble (TRMB) reported earnings 30 days ago. What's next for the stock?

WESTMINSTER, Colo. , Dec. 5, 2025 /PRNewswire/ -- Trimble® (Nasdaq: TRMB) announced today that the Board of Directors authorized the repurchase of up to $1.0 billion in shares of the Company's common stock.

Here is how Trimble Navigation (TRMB) and TriMas (TRS) have performed compared to their sector so far this year.

AVAV, COHR and TRMB emerge as key drone-tech picks for 2026, backed by strong growth outlooks and rising demand across defense and industrial markets.

Profit margins are expanding in line with a shift to higher-margin software and services revenue. This stock is undervalued compared to its strong long-term growth outlook.

PTC, Trimble, and ON Semiconductor have attractive valuations and growth prospects. AI integration is expected to enhance each company's offerings and future earnings.

The average of price targets set by Wall Street analysts indicates a potential upside of 26.5% in Trimble (TRMB). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.