Trimble (NASDAQ:TRMB) Issues Q1 2026 Earnings Guidance

Trimble (NASDAQ:TRMB) issued an update on its first quarter 2026 earnings guidance on Tuesday morning. The company provided EPS guidance of 0.690-0.740 for the period, compared to the consensus EPS estimate of 0.660. The company issued revenue guidance of $893.0 million-$918.0 million, compared to the consensus revenue estimate of $894.2 million. Trimble also updated its FY 2026 guidance to 3.420-3.620 EPS.

Analyst Ratings Changes

Several research firms have recently weighed in on TRMB. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Trimble in a research note on Wednesday, January 21st. Oppenheimer restated an “outperform” rating and set a $102.00 price objective on shares of Trimble in a report on Thursday, November 6th. Zacks Research cut Trimble from a “strong-buy” rating to a “hold” rating in a report on Thursday, January 1st. Wells Fargo & Company began coverage on Trimble in a research report on Thursday, November 13th. They set an “overweight” rating and a $94.00 price target on the stock. Finally, Piper Sandler restated an “overweight” rating and set a $97.00 price target on shares of Trimble in a research note on Friday, November 7th. One analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and two have issued a Hold rating to the company. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $96.78.

Trimble Stock Down 0.8%

TRMB stock traded down $0.55 during trading on Tuesday, reaching $66.38. 411,655 shares of the company traded hands, compared to its average volume of 2,064,026. The business has a 50 day simple moving average of $76.59 and a 200 day simple moving average of $79.18. Trimble has a 12 month low of $52.91 and a 12 month high of $87.50. The company has a debt-to-equity ratio of 0.24, a quick ratio of 0.86 and a current ratio of 1.00. The company has a market capitalization of $15.79 billion, a price-to-earnings ratio of 45.52, a price-to-earnings-growth ratio of 2.31 and a beta of 1.59.

Trimble announced that its board has authorized a share repurchase plan on Friday, December 5th that permits the company to repurchase $1.00 billion in outstanding shares. This repurchase authorization permits the scientific and technical instruments company to purchase up to 5.1% of its stock through open market purchases. Stock repurchase plans are generally a sign that the company’s board believes its shares are undervalued.

Insider Transactions at Trimble

In related news, Director James Calvin Dalton sold 616 shares of the business’s stock in a transaction that occurred on Friday, November 28th. The shares were sold at an average price of $81.99, for a total transaction of $50,505.84. Following the completion of the transaction, the director owned 13,193 shares in the company, valued at $1,081,694.07. The trade was a 4.46% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, CFO Phillip Sawarynski sold 2,250 shares of the firm’s stock in a transaction that occurred on Tuesday, December 16th. The shares were sold at an average price of $80.45, for a total transaction of $181,012.50. Following the completion of the sale, the chief financial officer owned 25,684 shares of the company’s stock, valued at approximately $2,066,277.80. This trade represents a 8.05% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 17,866 shares of company stock valued at $1,448,543 in the last 90 days. Insiders own 0.54% of the company’s stock.

Institutional Inflows and Outflows

Several hedge funds have recently added to or reduced their stakes in the business. Quarry LP grew its position in Trimble by 175.8% during the 3rd quarter. Quarry LP now owns 364 shares of the scientific and technical instruments company’s stock worth $30,000 after purchasing an additional 232 shares during the period. Geneos Wealth Management Inc. boosted its stake in shares of Trimble by 55.4% in the second quarter. Geneos Wealth Management Inc. now owns 474 shares of the scientific and technical instruments company’s stock worth $36,000 after buying an additional 169 shares during the last quarter. Osterweis Capital Management Inc. boosted its stake in shares of Trimble by 5,790.0% in the second quarter. Osterweis Capital Management Inc. now owns 589 shares of the scientific and technical instruments company’s stock worth $45,000 after buying an additional 579 shares during the last quarter. Measured Wealth Private Client Group LLC purchased a new position in Trimble during the third quarter valued at approximately $54,000. Finally, MUFG Securities EMEA plc acquired a new position in Trimble in the second quarter valued at approximately $54,000. 93.21% of the stock is owned by institutional investors and hedge funds.

Trimble Company Profile

Trimble Inc (NASDAQ: TRMB) is a technology company that develops hardware, software and services to improve the productivity and connectivity of customers across the construction, agriculture, geospatial, transportation and logistics, and natural resources sectors. The company’s offerings center on advanced positioning technologies — including GNSS/GPS receivers, inertial sensors and laser scanning — integrated with application-specific software and cloud services to enable precise measurement, modeling, machine control and workflow automation for field and office operations.

Trimble’s product portfolio spans surveying and geospatial instruments (total stations, mobile mapping and terrestrial laser scanners), construction solutions (machine control systems, site positioning and estimating), agriculture systems (auto-steer, guidance and application-control platforms), and fleet and transportation telematics.