NASDAQInformation TechnologyScientific & Technical InstrumentsSnapshot 2026-07-07
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Track TRMB free→Trimble grows revenue about 7.5% yearly. Recurring revenue rose 12% to $2.43 billion. The company buys back shares actively, spending $316.9 million recently. Profit per share is guided near $3.56 for 2026.
Management is volatile and behind on some goals. Guidance was cut despite recent beats. Audit chair changes may hurt future guidance trust. The stock fell 22.7% from its high.
The price is about 23% below our fair value near $68. Analysts expect about 7% revenue growth. Our view aligns with this cautious outlook.
Breaks if: EPS guidance falls below $3.47 next year
Breaks if: Audit chair shift causes material weakness or guidance loss
Breaks if: ARR growth falls below 12% YoY next year
Focus on increasing ARR to drive sustainable growth.
Stated in 3 of last 3 quarters. ARR was $2.43 billion, up 12% year-over-year, indicating progress in increasing recurring revenue. The trajectory is delivering on this priority.
Breaks if: YoY revenue growth falls below 7.5% in FY26
Focus on increasing ARR to drive sustainable growth.
Stated in 3 of last 3 quarters. ARR was $2.43 billion, up 12% year-over-year, indicating progress in increasing recurring revenue. The trajectory is delivering on this priority.
Breaks if: Share repurchase falls below $316.9 million in Q1 2026
Continue the share repurchase program to enhance shareholder value.
Newly stated in 2026-Q1. Trimble repurchased approximately 4.7 million shares for $316.9 million, indicating active execution of the share repurchase program. The trajectory is delivering on this capital allocation priority.
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“CEO: 'Delivering record annualized recurring revenue of $2.435 billion in the first quarter.'”
“CEO: 'ARR growth remains a key focus.'”
“CEO: 'We are on track with our ARR growth targets.'”
“CEO: 'Delivering record annualized recurring revenue of $2.435 billion in the first quarter.'”
“CEO: 'ARR growth remains a key focus.'”
“CEO: 'We are on track with our ARR growth targets.'”
“Trimble repurchased approximately 4.7 million shares for $316.9 million.”
