
Trimble (TRMB) Stock Forecast & Price Target
Trimble (TRMB) Analyst Ratings
Bulls say
Trimble is a technology solutions provider with three reportable segments that have demonstrated consistent growth, particularly in the AECO segment with mid-teens AECO ARR growth and HSD+ organic revenue growth. With an early achievement of their ~30% EBITDA target and confirmation of a strategic review of the T&L segment, investors can likely count on continued profitability and growth from the $2B ARR business. Despite recent pressure on software multiples, Trimble remains an overweight with a slightly lowered price target of $87, supported by their strong financial performance of 13% organic ARR growth and +170bps to EBIT margins.
Bears say
Trimble is facing challenges in its Field Systems and Transportation and Logistics segments, with lower than expected revenue growth and a tight margin guidance. The company's updated FY26 guidance, with slightly increased revenue targets for AECO and Field Systems, is not enough to offset the issues in the other segments. The tightening of the EBIT margins and lower terminal multiple also indicate potential difficulties for Trimble.
This aggregate rating is based on analysts' research of Trimble and is not a guaranteed prediction by Public.com or investment advice.
Trimble (TRMB) Analyst Forecast & Price Prediction
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