Spotting Winners: Trimble (NASDAQ:TRMB) And Internet of Things Stocks In Q2
The end of the earnings season is always a good time to take a step back and see who shined (and who didn’t). Let’s take a look at how internet of things stocks fared in Q2, starting with Trimble (NASDAQ:TRMB).
Yahoo14 days agoTRMB
5 Must-Read Analyst Questions From Trimble’s Q2 Earnings Call
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
Yahoo16 days agoTRMB
3 Reasons TRMB is Risky and 1 Stock to Buy Instead
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.
Yahoo16 days agoTRMB
Trimble (TRMB) Q2 2026 Earnings Call Transcript
Revenue grew 11% to $972 million as ARR climbed 14% to $2.51 billion.
Yahoo16 days agoTRMB
Barclays Maintains Overweight on Trimble, Raises Price Target to $80
Barclays analyst Guy Hardwick maintains Trimble (NASDAQ:TRMB) with a Overweight and raises the price target from $79 to $80.
Benzinga16 days agoTRMB
Should Trimble’s Q2 Impairment, Raised Outlook and New Buyback Plan Require Action From TRMB Investors?
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...
Yahoo21 days agoTRMB
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...
Yahoo22 days agoTRMB
Trimble Q2 Earnings Beat Estimates on Field Systems Strength
TRMB's Q2 earnings beat estimates as Field Systems' strength, recurring revenue growth and higher margins drive results and lift its 2026 outlook.
Yahoo22 days agoTRMB
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 […]
Yahoo22 days agoTRMB
Bernstein Maintains Outperform on Trimble, Lowers Price Target to $73
Bernstein analyst Chad Dillard maintains Trimble (NASDAQ:TRMB) with a Outperform and lowers the price target from $85 to $73.
Benzinga22 days agoTRMB
JP Morgan Maintains Overweight on Trimble, Raises Price Target to $76
JP Morgan analyst Tami Zakaria maintains Trimble (NASDAQ:TRMB) with a Overweight and raises the price target from $75 to $76.
Benzinga22 days agoTRMB
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...
Yahoo22 days agoTRMB