Trimble (TRMB) Hisse Özeti
Trimble Inc. ofis profesyonelleri ve saha çalışanlarının Kuzey Amerika, Avrupa, Asya Pasifik ve uluslararası alanda iş akışlarını ve endüstri yaşam döngülerini birbirine bağlamalarını sağlayan teknoloji çözümleri ve platformlar sunmaktadır. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 6/6 |
| Gelecekteki Büyüme | 3/6 |
| Geçmiş Performans | 2/6 |
| Finansal Sağlık | 5/6 |
| Temettüler | 0/6 |
Ödüller
Risk Analizi
TRMB Community Fair Values
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Analyst Price Targets
Trimble Inc. Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$51.92 |
| 52 Haftanın En Yüksek Seviyesi | US$87.50 |
| 52 Haftanın En Düşük Seviyesi | US$47.92 |
| Beta | 1.38 |
| 1 Aylık Değişim | 3.41% |
| 3 Aylık Değişim | -23.27% |
| 1 Yıllık Değişim | -35.64% |
| 3 Yıllık Değişim | -3.26% |
| 5 Yıllık Değişim | -37.02% |
| Halka arzdan bu yana değişim | 2,902.60% |
Son Haberler & Güncellemeler
Anlatı Güncellemesi • Jul 13
TRMB: Core AECO Software Focus And Divestiture Plans Will Support Future Repricing
Trimble's updated analyst price target moves lower by about $2 to $83.00, as analysts factor in recent target cuts from major firms, along with continued focus on the company's core AECO software, civil construction, and geospatial businesses. Analyst Commentary Recent research on Trimble reflects a mix of optimism around the company’s core software and geospatial businesses and some caution around valuation and portfolio complexity, especially as price targets shift lower across several major firms.Seeking Alpha • Jul 08
Trimble: The Market Still Sees The Old Business
Summary Trimble is evolving into a software-driven, recurring-revenue business, yet the stock trades at a discounted low-teens forward earnings multiple. Q1 results showed 12% organic revenue growth, 13% ARR growth, 71% gross margin, and robust free cash flow, supporting the software transition thesis. TRMB's valuation is attractive versus peers like Bentley and PTC, with margin expansion, ARR growth, and buybacks supporting the investment case despite cyclical risks. I rate TRMB a Buy, as the market over-penalizes its cyclical exposure and underappreciates its software shift and improving fundamentals. Read the full article on Seeking AlphaAnlatı Güncellemesi • Jun 22
TRMB: Recurring Revenue And Buybacks Will Support Future Multiple Repricing
The Trimble analyst price target has shifted lower to $79, reflecting analysts' updated estimates across industrial technology peers and revised expectations for the stock's valuation multiples. Analyst Commentary Recent commentary around Trimble centers on how analysts are recalibrating expectations after revisiting their models for industrial technology stocks and Trimble's valuation multiples.Analiz Makalesi • Jun 17
Trimble (TRMB) Stock Could Be 40.5% Undervalued After Its Latest Software Expansion
Recent interest in Trimble (TRMB) stock is tied to two product updates that widen its software reach by integrating hotel booking into fleet tools and automating employment verification inside its financial management platforms. See our latest analysis for Trimble. Despite these product developments, Trimble's recent share price performance has been weak. The stock is at US$50.78 after a 1 day share price return of 1.14%, but the 90 day share price return is down 22.51% and the 1 year total...Recent updates
Anlatı Güncellemesi • Jul 13
TRMB: Core AECO Software Focus And Divestiture Plans Will Support Future Repricing
Trimble's updated analyst price target moves lower by about $2 to $83.00, as analysts factor in recent target cuts from major firms, along with continued focus on the company's core AECO software, civil construction, and geospatial businesses. Analyst Commentary Recent research on Trimble reflects a mix of optimism around the company’s core software and geospatial businesses and some caution around valuation and portfolio complexity, especially as price targets shift lower across several major firms.Seeking Alpha • Jul 08
Trimble: The Market Still Sees The Old Business
Summary Trimble is evolving into a software-driven, recurring-revenue business, yet the stock trades at a discounted low-teens forward earnings multiple. Q1 results showed 12% organic revenue growth, 13% ARR growth, 71% gross margin, and robust free cash flow, supporting the software transition thesis. TRMB's valuation is attractive versus peers like Bentley and PTC, with margin expansion, ARR growth, and buybacks supporting the investment case despite cyclical risks. I rate TRMB a Buy, as the market over-penalizes its cyclical exposure and underappreciates its software shift and improving fundamentals. Read the full article on Seeking AlphaAnlatı Güncellemesi • Jun 22
TRMB: Recurring Revenue And Buybacks Will Support Future Multiple Repricing
The Trimble analyst price target has shifted lower to $79, reflecting analysts' updated estimates across industrial technology peers and revised expectations for the stock's valuation multiples. Analyst Commentary Recent commentary around Trimble centers on how analysts are recalibrating expectations after revisiting their models for industrial technology stocks and Trimble's valuation multiples.Analiz Makalesi • Jun 17
Trimble (TRMB) Stock Could Be 40.5% Undervalued After Its Latest Software Expansion
Recent interest in Trimble (TRMB) stock is tied to two product updates that widen its software reach by integrating hotel booking into fleet tools and automating employment verification inside its financial management platforms. See our latest analysis for Trimble. Despite these product developments, Trimble's recent share price performance has been weak. The stock is at US$50.78 after a 1 day share price return of 1.14%, but the 90 day share price return is down 22.51% and the 1 year total...Anlatı Güncellemesi • Jun 05
TRMB: Recurring Revenue And Buybacks Will Support Future Repricing Potential
Trimble's analyst price target has shifted from about $90.58 to $85.33 as analysts reset assumptions on fair value, discount rates, and future P/E, in line with recent target cuts from firms covering industrial technology stocks. Analyst Commentary Recent research updates show analysts trimming their price targets on Trimble, with cuts from prior levels such as US$103 to US$79 and several other reductions of between US$5 and US$6.Analiz Makalesi • May 08
The Trimble Inc. (NASDAQ:TRMB) First-Quarter Results Are Out And Analysts Have Published New Forecasts
As you might know, Trimble Inc. ( NASDAQ:TRMB ) just kicked off its latest first-quarter results with some very strong...Anlatı Güncellemesi • Apr 29
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.Anlatı Güncellemesi • Apr 14
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.Anlatı Güncellemesi • Mar 31
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.Anlatı Güncellemesi • Mar 17
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.Anlatı Güncellemesi • Mar 03
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.Anlatı Güncellemesi • Feb 16
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.Anlatı Güncellemesi • Feb 02
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.Anlatı Güncellemesi • Jan 18
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.Anlatı Güncellemesi • Jan 04
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.Anlatı Güncellemesi • Dec 15
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.Anlatı Güncellemesi • Nov 28
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.Anlatı Güncellemesi • Nov 14
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.Anlatı Güncellemesi • Oct 31
TRMB: Software Shift Will Drive Stronger Recurring Revenue Growth Ahead
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.Anlatı Güncellemesi • Oct 17
Cloud And AI Adoption Will Boost Infrastructure Modernization
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.Anlatı Güncellemesi • Oct 03
Cloud And AI Adoption Will Boost Infrastructure Modernization
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.Analiz Makalesi • Sep 09
Is Now The Time To Look At Buying Trimble Inc. (NASDAQ:TRMB)?
Trimble Inc. ( NASDAQ:TRMB ) saw a double-digit share price rise of over 10% in the past couple of months on the...Anlatı Güncellemesi • Aug 07
Cloud And AI Adoption Will Boost Infrastructure Modernization
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.Analiz Makalesi • Aug 05
Is Trimble (NASDAQ:TRMB) A Risky Investment?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Seeking Alpha • Mar 18
Trimble: Authorized $1 Billion Buyback Sets The Tone For 2025
Summary Trimble announced a $1 billion share buyback program, signaling strong capital returns and solid organic growth for 2025. The company’s shift to recurring revenue, driven by software and services, is boosting margins and making shares attractive. Trimble's diverse segments, particularly AECO, are showing high operating margins, with significant potential for margin expansion in Transport and Logistics. Despite risks tied to recurring revenue streams and market cycles, Trimble’s strong growth prospects and shareholder returns justify a buy rating. Read the full article on Seeking AlphaSeeking Alpha • Feb 25
Trimble Inc.: ARR Growth Looks Strong, But Total Revenue Expected To Decline Into 2025
Summary Trimble Inc. transitioned to a subscription-based model, with ARR growing 14% YoY and recurring revenues now comprising 62% of total revenue. While ARR is expanding, total revenue is expected to decline by 5-9% in 2025 due to divestments and the transition away from hardware sales. Trimble spends 26% of gross profit on R&D to stay competitive, but rising competition could drive costs higher. Asia-Pacific expansion presents opportunities, but key markets like China, South Korea, and Japan remain untapped. Discounted EPS model suggests a fair value of ~$93 per share, implying 30% upside. However, after applying a 10% margin of safety, the stock remains a HOLD. Read the full article on Seeking AlphaSeeking Alpha • Nov 28
Trimble: Anticipating Double-Digits Growth In ARR; Initiating With 'Buy'
Summary Trimble's strategic shift towards software-driven models and double-digit ARR growth supports a 'Buy' rating with a one-year target price of $86 per share. Divestiture of non-core businesses, including a $2 billion joint venture sale to AGCO, enables Trimble to focus on high-growth areas and unlock value. Projected organic revenue growth of 8% and ARR growth of 11%-13% in FY24, driven by strong performance in Buildings and Infrastructure, Geospatial, and other segments. Key risks include competition from Autodesk and reliance on civil and infrastructure construction cycles, which could be affected by economic conditions and market recovery in Europe. Read the full article on Seeking Alpha
Yeni Anlatı • Aug 22
Connect & Scale And AI Integration Promise Growth Amid Financial And Geopolitical Risks
Trimble's Connect & Scale strategy and focus on AI in AECO and transportation are set to boost recurring revenue and differentiate its offerings.Seeking Alpha • Aug 13
Trimble: Undervalued Amid Strong Q2 Results And FY25 Estimates
Summary TRMB is undervalued due to multiple contractions; expected revenue and EPS growth in FY 2025 support a $68 12-month price target, implying a ~30% price growth. Trimble excels in technological innovation through AI and strategic acquisitions but faces competition from players like Tesla's Optimus in automation. Despite a 12% YoY revenue decline in Q2, TRMB's ARR rose by 12% YoY, indicating resilience and growth in recurring software services. Read the full article on Seeking AlphaHissedar Getirileri
| TRMB | US Software | US Pazar | |
|---|---|---|---|
| 7D | -0.9% | -1.3% | 0.2% |
| 1Y | -35.6% | -22.0% | 19.6% |
Getiri vs. Endüstri: TRMB geçen yıl % -22 oranında getiri sağlayan US Software sektörünün gerisinde kaldı.
Getiri vs Piyasa: TRMB geçen yıl % 19.6 oranında getiri sağlayan US Piyasasının altında performans gösterdi.
Fiyat Oynaklığı
| TRMB volatility | |
|---|---|
| TRMB Average Weekly Movement | 4.4% |
| Software Industry Average Movement | 10.0% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.2% |
İstikrarlı Hisse Senedi Fiyatı: TRMB son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: TRMB 'nin haftalık oynaklığı ( 4% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 1978 | 11,500 | Rob Painter | www.trimble.com |
Trimble Inc. ofis profesyonelleri ve saha çalışanlarının Kuzey Amerika, Avrupa, Asya Pasifik ve uluslararası alanda iş akışları ve endüstri yaşam döngüleri arasında bağlantı kurmalarını sağlayan teknoloji çözümleri ve platformları sunmaktadır. Şirket, mimari ve iç tasarım; bina bilgi modelleme, mühendislik ve sanal tasarım ve inşaat; inşaat ve mal sahibi yazılım ürünleri sunmaktadır. Ayrıca, tahmin ve iş maliyeti yönetimi ile proje tasarımı ve görselleştirme için saha ve ofis yazılımları; 3D tasarım ve veri paylaşımı için yazılımlar; ekskavatörler, buldozerler, tekerlekli yükleyiciler, motorlu greyderler ve asfaltlama ekipmanları gibi inşaat ekipmanlarını yönlendirmek ve kontrol etmek için sistemler; varlıkları, ekipmanları ve çalışanları izlemek, takip etmek ve yönetmek için sistemler; ve inşaat sürecinin yönetimini kolaylaştırmak ve verilerin gerçek zamanlı olarak paylaşılması ve iletilmesi için yazılımlar sunmaktadır.
Trimble Inc. Temel Bilgiler Özeti
| TRMB temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$12.10b |
| Kazançlar(TTM) | US$456.20m |
| Gelir(TTM) | US$3.69b |
26.5x
F/K Oranı3.3x
P/S OranıTRMB aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| TRMB gelir tablosu (TTM) | |
|---|---|
| Gelir | US$3.69b |
| Gelir Maliyeti | US$1.05b |
| Brüt Kâr | US$2.64b |
| Diğer Giderler | US$2.18b |
| Kazançlar | US$456.20m |
Son Raporlanan Kazançlar
Apr 03, 2026
Sonraki Kazanç Tarihi
n/a
| Hisse başına kazanç (EPS) | 1.96 |
| Brüt Marj | 71.48% |
| Net Kâr Marjı | 12.37% |
| Borç/Özkaynak Oranı | 25.1% |
TRMB uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/07/15 01:26 |
| Gün Sonu Hisse Fiyatı | 2026/07/15 00:00 |
| Kazançlar | 2026/04/03 |
| Yıllık Kazançlar | 2026/01/02 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Trimble Inc. 31 Bu analistlerden 12, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Robert Mason | Baird |
| Quinn Fredrickson | Baird |
| Guy Hardwick | Barclays |