Shared on 22 Jun 26

TRMB: Recurring Revenue And Buybacks Will Support Future Multiple Repricing

Trimble’s outlook gets a fresh shake‑up as analysts trim their targets, even while many keep a positive view of the business. The company pushes deeper into cloud and AI tools and keeps buying back shares, but some worry progress could stay slow if key parts of the business don’t deliver as expected.

12 views

Shared on 05 Jun 26

Fair value Decreased 5.80%

TRMB: Recurring Revenue And Buybacks Will Support Future Repricing Potential

Trimble says its subscription-style sales keep hitting new highs, and it’s using share buybacks to support the stock even as analysts cool their expectations. But board changes tied to fixing internal control problems add a risk investors will want to watch.

18 views

Shared on 29 Apr 26

TRMB: Industrial Automation And Buybacks Will Support Future Repricing Potential

Analysts have adjusted the Trimble price target modestly, with recent changes including a $5 reduction at one firm and a $2 increase at another. These revisions reflect updated assumptions around discount rate, profit margin and future P/E, while keeping fair value broadly in line at about $90.58.

25 views

Shared on 14 Apr 26

Fair value Decreased 0.46%

TRMB: Industrial Automation And Buybacks Will Drive Future Repricing Potential

Narrative update on Trimble The analyst price target for Trimble has edged down by about $0.42 to roughly $90.58, as analysts balance recent target cuts from Baird and JPMorgan against a target increase from Barclays and slightly adjusted assumptions for discount rate, revenue growth, profit margin, and future P/E. Analyst Commentary Recent research on Trimble shows a mix of optimism and caution, with one firm lifting its target to US$103 while others trimmed theirs, including a US$10 cut from JPMorgan.

22 views

Shared on 31 Mar 26

TRMB: Industrial Automation And Buybacks Will Support Future Repricing

Analysts have made only modest adjustments to their $91.00 fair value estimate for Trimble. Recent price target raises and cuts, including moves in the $100 to $103 range, reflect updated views on the company’s positioning within industrial technology and its related end markets.

4 views

Shared on 17 Mar 26

Fair value Decreased 2.50%

TRMB: Automation End Markets And Buybacks Will Drive Future Repricing

Trimble's analyst price target has been adjusted modestly as the fair value estimate moved from $93.33 to $91.00. This change reflects updated assumptions around discount rates, revenue growth, profit margins and future P/E, alongside recent Street research where some analysts raised targets to $103 while others trimmed their views.

9 views

Shared on 03 Mar 26

TRMB: Automation End Markets And Buybacks Will Support Future Repricing

Analysts have trimmed their average price target on Trimble by $10. This reflects mixed recent updates from JPMorgan and Barclays and small tweaks to assumptions for discount rate, revenue growth, profit margin, and future P/E expectations.

10 views

Shared on 16 Feb 26

Fair value Decreased 4.84%

TRMB: Automation End Markets And Buybacks Will Support Future Upside

Analysts have modestly reduced their Trimble price target, with the new estimate at about $93 compared with the prior fair value view near $98. This change reflects updated expectations for growth, profitability and a lower future P/E multiple.

8 views

Shared on 02 Feb 26

Fair value Decreased 1.67%

TRMB: Industrial Tech End Markets Will Drive Future Upside Potential

Analysts have nudged their Trimble price expectations modestly higher, with one recent Street target moving to $101 from $100. They cite potential tailwinds across industrial technology end markets including data centers, factory automation, warehouse automation, electronics, test and measurement, and semiconductors.

14 views

Shared on 18 Jan 26

Fair value Increased 1.27%

TRMB: Industrial Tech Tailwinds And Software Shift Will Drive Future Upside

Analysts have nudged their fair value estimate for Trimble higher, from US$98.50 to US$99.75. Recent research highlights supportive trends in industrial technology end markets, including data centers, factory and warehouse automation, electronics, test and measurement, and semiconductors.

16 views

Shared on 04 Jan 26

Fair value Increased 0.046%

TRMB: Software Shift And 3-4-30 Framework Will Drive Future Upside

Analysts have nudged their Trimble price target slightly higher to about $98.50 per share, citing improving long term revenue growth and margin prospects as the company advances its transition toward higher recurring software revenue and works toward its 2027 financial goals. Analyst Commentary Recent Street research highlights that bullish analysts view Trimble as being in the midst of a meaningful business model transformation, with upside potential if management executes on its long term targets.

27 views

Shared on 15 Dec 25

TRMB: Software Shift And 3-4-30 Goals Will Drive Margin Expansion

Analysts have modestly raised their Trimble price target by $2 to $100, citing increased confidence in the company’s transition toward higher-margin software solutions and its ability to meet or exceed long term recurring revenue and profitability goals. Analyst Commentary Bullish analysts view Trimble’s accelerating shift from hardware to software as a key driver of multiple expansion.

13 views

Shared on 28 Nov 25

Fair value Decreased 0.35%

TRMB: Ongoing Software Transition Will Unlock Recurring Revenue And Margin Upside

Analysts have modestly lowered their fair value estimate for Trimble from $98.80 to $98.45. They cite improving profit margins and stronger expected revenue growth, even as the company undergoes a transition toward software solutions.

13 views

Shared on 14 Nov 25

Fair value Increased 1.13%

TRMB: Ongoing Software Transition Will Drive Improved Profitability This Cycle

Analysts have raised their price target for Trimble from $97.70 to $98.80, citing ongoing business model transformation and an improved profit outlook. Analyst Commentary Recent analyst coverage of Trimble highlights a range of perspectives on the company's strategic direction, projections, and market challenges.

11 views

Shared on 31 Oct 25

Analysts have modestly increased their price target for Trimble, with the consensus rising by $6 to $94. They cited the company's successful transition towards software solutions and stronger than expected financial performance.

21 views

Shared on 17 Oct 25

Fair value Decreased 0.051%

Trimble's analyst price target has been adjusted slightly lower to $97.70 from $97.75, as analysts note steady software-led business transformation and recurring revenue growth amid persistent macroeconomic headwinds. Analyst Commentary Analysts reviewing Trimble remain broadly optimistic about the company's ongoing transformation and growth prospects.

3 views

Shared on 03 Oct 25

Fair value Increased 3.17%

Analysts have raised Trimble’s fair value estimate by $3.00 to $97.75, citing resilient market dynamics and increasing customer demand for software-oriented solutions. Analyst Commentary Recent Street research has provided an updated perspective on Trimble’s performance and outlook, highlighting both drivers of optimism and areas for caution among analysts.

4 views

Shared on 07 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.

3 views

Shared on 07 May 25

Fair value Increased 10%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

1 view

Shared on 30 Apr 25

Fair value Decreased 11%

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

2 views

Shared on 23 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%.

3 views

Shared on 16 Apr 25

Fair value Decreased 1.03%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

1 view

Shared on 09 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.

2 views

Shared on 02 Apr 25

Fair value Increased 0.78%

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

2 views

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

3 views

Shared on 19 Mar 25

Fair value Decreased 1.14%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

2 views

Shared on 10 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%.

2 views

TRMB: Software Shift Will Drive Stronger Recurring Revenue Growth Ahead

TRMB: Recurring Revenue And Buybacks Will Support Future Multiple Repricing

TRMB: Recurring Revenue And Buybacks Will Support Future Repricing Potential

TRMB: Industrial Automation And Buybacks Will Support Future Repricing Potential

TRMB: Industrial Automation And Buybacks Will Drive Future Repricing Potential

TRMB: Industrial Automation And Buybacks Will Support Future Repricing

TRMB: Automation End Markets And Buybacks Will Drive Future Repricing

TRMB: Automation End Markets And Buybacks Will Support Future Repricing

TRMB: Automation End Markets And Buybacks Will Support Future Upside

TRMB: Industrial Tech End Markets Will Drive Future Upside Potential

TRMB: Industrial Tech Tailwinds And Software Shift Will Drive Future Upside

TRMB: Software Shift And 3-4-30 Framework Will Drive Future Upside

TRMB: Software Shift And 3-4-30 Goals Will Drive Margin Expansion

TRMB: Ongoing Software Transition Will Unlock Recurring Revenue And Margin Upside

TRMB: Ongoing Software Transition Will Drive Improved Profitability This Cycle

Shared on 31 Oct 25

Shared on 17 Oct 25

Shared on 03 Oct 25

Shared on 07 Aug 25

Shared on 07 May 25

Shared on 30 Apr 25

Shared on 23 Apr 25

Shared on 16 Apr 25

Shared on 09 Apr 25

Shared on 02 Apr 25

Shared on 26 Mar 25

Shared on 19 Mar 25

Shared on 10 Mar 25

Fair Value vs Share Price

Recent News & Updates

Recent updates

Stay ahead on Trimble

Company analysis

CEO & management