Cloud And AI Adoption Will Boost Infrastructure Modernization

Published
22 Aug 24
Updated
20 Aug 25
AnalystConsensusTarget's Fair Value
US$94.75
14.1% undervalued intrinsic discount
20 Aug
US$81.43
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1Y
43.6%
7D
-1.7%

Author's Valuation

US$94.8

14.1% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on07 Aug 25
Fair value Increased 8.13%

As there were no material changes in either revenue growth forecasts or the discount rate for Trimble, the consensus analyst price target remained effectively unchanged at $87.62. What's in the News Trimble completed a share repurchase program, buying back 9.67 million shares (3.97%) for $677.34 million.

Shared on07 May 25
Fair value Increased 10%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on30 Apr 25
Fair value Decreased 11%

AnalystConsensusTarget has decreased future PE multiple from 108.4x to 96.4x.

Shared on23 Apr 25
Fair value Increased 3.33%

AnalystConsensusTarget has decreased revenue growth from 0.6% to 0.4% and decreased shares outstanding growth rate from 0.0% to -0.0%.

Shared on16 Apr 25
Fair value Decreased 1.03%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 3.06%

AnalystConsensusTarget has decreased revenue growth from 0.9% to 0.6%, increased profit margin from 2.0% to 6.4% and decreased future PE multiple from 365.7x to 114.1x.

Shared on02 Apr 25
Fair value Increased 0.78%

AnalystConsensusTarget has increased revenue growth from 0.6% to 0.9%.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Decreased 1.14%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 Mar 25
Fair value Increased 8.14%

AnalystConsensusTarget has decreased revenue growth from 3.5% to 0.6%, decreased profit margin from 5.6% to 1.9%, increased future PE multiple from 103.1x to 386.0x and increased shares outstanding growth rate from -0.0% to 0.0%.