Trimble: Priced Like Hardware, Performing Like Software [Seeking Alpha]
Trimble Inc. (TRMB)
Last trimble inc. earnings: 2/12 04:05 pm
Check Earnings Report
US:NASDAQ Investor Relations:
investor.trimble.com
Company Research
Source: Seeking Alpha
TRMB's AECO segment drives 17% YoY ARR growth, with 63% recurring revenues and strong cross-selling via its 'Connect & Scale' strategy. Margin expansion is evident: adjusted EBITDA margin reached 29.9%, with management targeting $3B ARR, $4B revenue, and 30% EBITDA margin by 2027. TRMB trades at a 20x forward EV/EBITDA, below software peers, offering a potential 25% upside as the market re-rates its software-driven profile. JHVEPhoto/iStock Editorial via Getty Images I will give a buy rating to Trimble Inc. ( TRMB ) as the company is transitioning from its previous hardware provider activity to a higher margin industrial software compounder. I believe that the market is This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation
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TRMB
News
- Trimble Announces Share Repurchase AuthorizationPR Newswire
- Trimble (NASDAQ:TRMB) was upgraded by analysts at Wells Fargo & Company to a "strong-buy" rating.MarketBeat
- Trimble (NASDAQ:TRMB) is now covered by analysts at Wells Fargo & Company. They set an "overweight" rating on the stock.MarketBeat
- Trimble (NASDAQ:TRMB) was upgraded by analysts at Zacks Research from a "hold" rating to a "strong-buy" rating.MarketBeat
- Trimble Highlights AI Strategy and Innovation at Dimensions User ConferencePR Newswire
TRMB
Earnings
- 11/5/25 - Beat
TRMB
Sec Filings
- 12/12/25 - Form 4
- 12/11/25 - Form 4
- 12/9/25 - Form 144
- TRMB's page on the SEC website