Create a narrative

Trimble Community

NasdaqGS:TRMB Community

1 Narratives written by author
0 Comments on narratives written by author
18 Fair Values set on narratives written by author

Create a narrative

AN

AnalystConsensusTarget

AnalystConsensusTarget

Consensus Narrative from 8 Analysts

75% Software Shift Will Unlock Subscriptions While AECO Faces Risks

Key Takeaways Trimble's shift to a software and subscription-based model with AI integration is enhancing predictable revenue, expanding markets, and improving margins. Strong cross-selling initiatives and infrastructure spending opportunities are poised to drive significant revenue growth and profitability despite economic challenges.

US$79.46

FV

6.6% overvalued

0.38%

Revenue growth p.a.

0

0

7

about 1 month ago