Trimble Inc.

NasdaqGS:TRMB Stok Raporu

Piyasa değeri: US$12.8b

Trimble Gelecekteki Büyüme

Future kriter kontrolleri 3/6

Trimble kazanç ve gelirinin sırasıyla yıllık 21.5% ve 7.7% oranında artması tahmin edilirken, EPS'nin yıllık 25% oranında büyümesi bekleniyor.

Anahtar bilgiler

21.5%

Kazanç büyüme oranı

25.00%

EPS büyüme oranı

Software kazanç büyümesi20.0%
Gelir büyüme oranı7.7%
Gelecekteki özkaynak getirisin/a
Analist kapsamı

Good

Son güncelleme11 May 2026

Gelecekteki son büyüme güncellemeleri

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...

Recent updates

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...
Seeking Alpha • Apr 29

Trimble - Finding Its Course To Fair Value

Summary Trimble (TRMB) shares have declined 20% despite solid operating momentum and improved earnings power, now trading at a realistic 22x earnings. Recurring revenues have risen to 65% of sales, with non-GAAP margins improving to 28%, reflecting a successful business model transition. AI disruption fears linger, but Trimble is advancing its AI strategy, notably with the Document Crunch acquisition targeting construction-specific document analysis. I remain cautiously upbeat, balancing compelling valuation improvements against premium multiples and uncertainty around 2026 performance and further share price movement. Read the full article on Seeking Alpha
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...
Analiz Makalesi • Jul 07

A Look At The Intrinsic Value Of Trimble Inc. (NASDAQ:TRMB)

Key Insights The projected fair value for Trimble is US$89.23 based on 2 Stage Free Cash Flow to Equity With US$78.88...
Analiz Makalesi • Jun 24

Capital Allocation Trends At Trimble (NASDAQ:TRMB) Aren't Ideal

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Amongst other things...
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 Alpha
Seeking 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 Alpha
Seeking 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
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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 Alpha
Seeking Alpha • May 08

Trimble: On Position Again, Supported By Some Real Green Shoots

Summary Trimble Inc. has faced uncertainties and underwhelming performance in the past, but recent green shoots have created an interesting setup. The company operates in three segments: AECO, field systems, and transportation and logistics, as this is genuinely a well-positioned business. After some hiccups in the fall, operating momentum has returned and these advancements have been well reflected in the share price. Read the full article on Seeking Alpha

Kazanç ve Gelir Büyüme Tahminleri

NasdaqGS:TRMB - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (USD Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
12/31/20284,5798241,0931,1703
12/31/20274,21167595799612
12/31/20263,89252284485512
4/3/20263,687456481505N/A
1/2/20263,587424361386N/A
10/3/20253,601358315341N/A
7/4/20253,576287287312N/A
4/4/20253,5711,514420453N/A
1/3/20253,6831,504498531N/A
9/27/20243,6321,477478515N/A
6/28/20243,7141,512523567N/A
3/29/20243,837240580622N/A
12/29/20233,799311555597N/A
9/29/20233,723334566604N/A
6/30/20233,650345507541N/A
3/31/20233,598468412447N/A
12/30/20223,676450348391N/A
9/30/20223,746479389440N/A
7/1/20223,762518470524N/A
4/1/20223,766489625675N/A
12/31/20213,659493704751N/A
10/1/20213,563558740784N/A
7/2/20213,454518749798N/A
4/2/20213,242443694745N/A
1/1/20213,148390615672N/A
10/2/20203,142489546606N/A
7/3/20203,134482503563N/A
4/3/20203,255514522593N/A
1/3/20203,264514N/A585N/A
9/27/20193,226322N/A565N/A
6/28/20193,237317N/A544N/A
3/29/20193,168287N/A551N/A
12/28/20183,108283N/A487N/A
9/28/20183,023160N/A492N/A
6/29/20182,904144N/A444N/A
3/30/20182,778127N/A409N/A
12/29/20172,647118N/A430N/A
9/29/20172,532192N/A449N/A
6/30/20172,440174N/A471N/A
3/31/20172,390162N/A403N/A
12/30/20162,362132N/A431N/A
9/30/20162,336119N/A366N/A
7/1/20162,315117N/A347N/A
4/1/20162,291107N/A362N/A
1/1/20162,290121N/A357N/A
10/2/20152,295153N/A373N/A
7/3/20152,317128N/A397N/A

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: TRMB 'nin tahmini kazanç büyümesi (yıllık 21.5% ) tasarruf oranının ( 3.5% ) üzerindedir.

Kazançlar ve Piyasa: TRMB şirketinin kazançlarının (yıllık 21.5% ) US pazarından (yıllık 17% ) daha hızlı büyümesi öngörülüyor.

Yüksek Büyüme Kazançları: TRMB şirketinin kazançlarının önümüzdeki 3 yıl içerisinde önemli ölçüde artması bekleniyor.

Gelir ve Pazar: TRMB şirketinin gelirinin (yıllık 7.7% ) US pazarından (yıllık 11.9% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Geliri: TRMB şirketinin gelirinin (yıllık 7.7% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.

Hisse Başına Kazanç Büyüme Tahminleri

Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: TRMB 'un Özsermaye Getirisi'nin 3 yıl içinde yüksek olmasının öngörülüp öngörülmediğini belirlemek için yeterli veri yok

Büyüyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/29 19:03
Gün Sonu Hisse Fiyatı2026/05/29 00:00
Kazançlar2026/04/03
Yıllık Kazançlar2026/01/02

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.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* 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 kullanacağınızı anlatan 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. 32 Bu analistlerden 12, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Robert MasonBaird
Quinn FredricksonBaird
Guy HardwickBarclays