Here is a way to collect an attractive income stream right now that you keep no matter what, while lining up a chance to buy a top-tier software franchise at a significant discount if it ever gets cheap.

Trimble’s second quarter results outpaced Wall Street’s revenue and non-GAAP profit expectations, yet the market reacted negatively. Management pointed to strong organic growth in both its Architecture, Engineering, Construction & Operations (AECO) and Field Systems segments as the main drivers, highlighting successful AI integration and a robust recurring revenue base. CEO Rob Painter specifically called out the adoption of AI-powered tools in construction workflows and the accelerated cross-se

Over the past six months, Trimble’s shares (currently trading at $57.27) have posted a disappointing 15% loss, well below the S&P 500’s 12.9% gain. This may have investors wondering how to approach the situation.

Revenue grew 11% to $972 million as ARR climbed 14% to $2.51 billion.

Consensus takes the multiple down by nearly a third in two years, and what a holder actually earns depends on what the market keeps paying.

The S&P 500 (^GSPC) is home to the biggest and most well-known companies in the market, making it a go-to index for investors seeking stability. But not all large-cap stocks are created equal - some are struggling with slowing growth, declining margins, or increased competition.

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.

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.

In August 2026, Trimble Inc. reported Q2 revenue of US$972 million, booked a US$562.0 million goodwill impairment that drove a US$471.7 million net loss, raised full-year 2026 revenue guidance to US$3.90 billion–US$3.95 billion with a small GAAP diluted net loss per share, and authorized a new US$1.00 billion share repurchase program. Alongside these results, Trimble launched its Trimble Arc Agent AI back-office automation product for transportation and logistics customers and began...

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...

TRMB's Q2 earnings beat estimates as Field Systems' strength, recurring revenue growth and higher margins drive results and lift its 2026 outlook.

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 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...

Moby summary of Trimble Inc.'s Q2 2026 earnings call

Trimble Inc (TRMB) delivers strong Q2 with 10% organic growth, raises full-year outlook, and announces strategic review of Transportation & Logistics segment.

Geospatial technology provider Trimble (NASDAQ:TRMB) will be reporting results this Wednesday before market open. Here’s what you need to know.

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

Although the revenue and EPS for Trimble (TRMB) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

(Updates with share repurchase announcement and recent stock movement in seventh and eighth paragrap

The main US equity benchmarks were trending higher in Wednesday's premarket activity as traders awai

Geospatial technology provider Trimble (NASDAQ:TRMB) reported Q2 CY2026 results exceeding the market’s revenue expectations, 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.

Broadwind Energy (BWEN) delivered earnings and revenue surprises of -200.00% and -28.52%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

The mean of analysts' price targets for Trimble (TRMB) points to a 34.9% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

Besides Wall Street's top-and-bottom-line estimates for Trimble (TRMB), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended June 2026.

Trimble has underperformed the broader market over the past year, but analysts are highly optimistic about the stock’s prospects.

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...

AIT, DOV, HUBB, RBC and TRMB stand out as manufacturing activity hits a four-year high amid seven months of sector growth.

The market is offering a hefty cash payout to own this software leader, but it comes with a story of major change and major risk.

Trimble (TRMB) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Collect a healthy income stream from Autodesk now, that you keep no matter what, while lining up a chance to own this software giant at a serious discount if its big new bet creates a little turbulence.

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.

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.

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.

The mean of analysts' price targets for Trimble (TRMB) points to a 54% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

CoreWeave upgraded, IBM initiated: Wall Street's top analyst calls

MSM, AIT, HUBB and TRMB stand out as U.S. manufacturing rebounds in 2H, backed by stronger industrial output, AI-driven demand and easing inflation.

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...

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 will release its second-quarter earnings soon, and analysts anticipate a double-digit bottom-line growth.

The software giant looks expensive on the surface, but a two-year view reveals a valuation story that is far more grounded.