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TRMB Q2 Deep Dive: AI Momentum and Strategic Portfolio Review Shape Outlook
StockStory1h agoneutral
TRMB Q2 Deep Dive: AI Momentum and Strategic Portfolio Review Shape Outlook

Geospatial technology provider Trimble (NASDAQ:TRMB) beat Wall Street’s revenue expectations in Q2 CY2026, with sales up 11% year on year to $972 million. The company expects next quarter’s revenue to be around $965.5 million, close to analysts’ estimates. Its non-GAAP profit of $0.86 per share was 7.2% above analysts’ consensus estimates.

The Line In The Sand For ADSK Stock
Trefis1d agoneutral
The Line In The Sand For ADSK Stock

A familiar floor has appeared beneath Autodesk stock, a level where buyers have repeatedly stepped in before. But this time, the company arrives with a large new acquisition and a sales force in transition, asking a new question of an old pattern.

Does Trimble (TRMB) Arc Agent Change Its AI Push In Logistics?
Simply Wall St.2d agoneutral
Does Trimble (TRMB) Arc Agent Change Its AI Push In Logistics?

Trimble (NasdaqGS:TRMB) introduced Trimble Arc Agent, an AI-powered automation solution for transportation and logistics organizations. The new platform is designed to automate a wide range of back-office workflows and tasks for carriers, brokers and shippers. Arc Agent integrates with major transportation management systems and supports customizable skills that users can configure without engineering support. The launch underscores Trimble's push to expand its software-as-a-service presence...

Soft Outlook Overshadows Trimble’s (TRMB) Strong Results
Insider Monkey2d agoneutral
Soft Outlook Overshadows Trimble’s (TRMB) Strong Results

Sycamore Capital Management, a franchise of Victory Capital Management, released its Q2 2026 investor letter for “Sycamore Mid Cap Value Equity Strategy”. A copy of the letter can be downloaded here. Sycamore Capital’s Mid Cap Value investment team focuses on a bottom-up approach to identify undervalued businesses with growth potential. In Q2 2026, the strategy […]

Trimble (TRMB) Stock May Be 46% Undervalued On Cash Flow
Simply Wall St.2d agoneutral
Trimble (TRMB) Stock May Be 46% Undervalued On Cash Flow

Trimble stock has fallen 36.5% over the past five years, yet the current valuation checks and an intrinsic value estimate based on a Discounted Cash Flow (DCF) approach both point to the shares trading at a discount to underlying cash flow. Over the last five years the share price has declined 36.5%, which means long term holders have seen capital value erode even as the latest valuation work suggests potential upside relative to fundamentals. Future cash flow from Trimble's software and...

Trimble Q2 Earnings Call Highlights
MarketBeat3d agoneutral
Trimble Q2 Earnings Call Highlights

Trimble (NASDAQ:TRMB) reported second-quarter results that exceeded its guidance midpoint, driven by strength in its architecture, engineering, construction and operations business and Field Systems segment. The company also raised its full-year outlook, authorized a new $1 billion share repurchase

Trimble (TRMB) Could Be 28% Below Fair Value Following August 12 Earnings Call
Simply Wall St.8d agoneutral
Trimble (TRMB) Could Be 28% Below Fair Value Following August 12 Earnings Call

Event overview and why Trimble stock is in focus Trimble (TRMB) is set to review its second quarter 2026 results on a conference call scheduled for Wednesday, August 12, 2026, at 8 a.m. ET. This earnings discussion puts the stock on investor watchlists. See our latest analysis for Trimble. Trimble shares trade at US$58.55, with a 1 month share price return of 8.97%, although the stock is down 25.25% year to date and the 1 year total shareholder return has declined 29.05%. This suggests recent...

What Could Push ADSK Stock Higher From Here?
Trefis22d agoneutral
What Could Push ADSK Stock Higher From Here?

Five years ago, Autodesk spent about $1.8 billion on a string of construction acquisitions. That bet has now compounded into a business generating almost $600 million in annual revenue. This segment is still growing north of 20%, a rate faster than the company average.

1 Mid-Cap Stock to Target This Week and 2 We Question
StockStory22d agoneutral
1 Mid-Cap Stock to Target This Week and 2 We Question

Many investors pay attention to mid-cap stocks because they have established business models and expansive market opportunities. However, their paths to becoming $100 billion corporations are ripe with competition, ranging from giants with vast resources to agile upstarts eager to disrupt the status quo.

ADSK Stock: Where Compounding Could Take The Price
Trefis23d agoneutral
ADSK Stock: Where Compounding Could Take The Price

At $205, Autodesk (ADSK) looks set up for roughly 49% of upside over the next three years under a conservative scenario. Not a moonshot, but enough to matter if the math holds. Revenue compounding does all the work; the multiple is asked to do nothing. Here is the operational reality the math is built on.

Trimble (TRMB) Could Be 35% Undervalued On Its Subscription Shift Narrative
Simply Wall St.29d agoneutral
Trimble (TRMB) Could Be 35% Undervalued On Its Subscription Shift Narrative

Trimble (TRMB) has drawn investor attention after recent share price moves, with the stock last closing at $53.75. The company has a market value of roughly $12.1 billion, supported by multi-region, multi-segment technology revenues. See our latest analysis for Trimble. The recent 1 day share price return of 3.52% and 5.85% share price return over 30 days sit against a year to date share price decline of 31.38%, while the 1 year total shareholder return is down 34.47% and the 5 year total...

3 of Wall Street’s Favorite Stocks We Find Risky
StockStory29d agoneutral
3 of Wall Street’s Favorite Stocks We Find Risky

Wall Street is overwhelmingly bullish on the stocks in this article, with price targets suggesting significant upside potential. However, it’s worth remembering that analysts rarely issue sell ratings, partly because their firms often seek other business from the same companies they cover.

Trimble Inc.’s (TRMB) Subsidiary Launches Advanced Risk Intelligence Platform
Insider Monkey53d agoneutral
Trimble Inc.’s (TRMB) Subsidiary Launches Advanced Risk Intelligence Platform

Trimble Inc. (NASDAQ:TRMB) is one of the 10 oversold stocks offering high upside. On June 18, Trimble Inc.’s (NASDAQ:TRMB) subsidiary, Document Crunch, which offers AI risk intelligence solutions for projects, revealed the launch of its advanced platform that enables the transformation of a single-document review into key risk intelligence at a project level. The company […]