$TRMB

Investing.com, citing Bloomberg options data, says Trimble Inc. (TRMB) shares may move about 6% around its Aug. 12 earnings release, though the release time is unconfirmed. The article notes TRMB exceeded the options-implied move in 3 of the last 8 earnings, including Nov. 6, 2024 and May 7, 2025.

BAE Systems and Trimble Military and Advanced Systems received U.S. Space Force agreements to develop the next-generation Maritime and Aviation Receiver Card (MAVRC) GPS receiver for the MGUE program, according to the Space Force. Phase one covers requirements, risk reduction and documentation before a design concept review; phase two is expected to cover prototyping, demos, integration and testing.

Trimble Inc. (TRMB) is set to report fiscal Q2 2026 earnings soon. Analysts expect diluted EPS of $0.65, up from $0.57 a year ago, and full-year EPS of $2.99. In Q1, TRMB reported adjusted EPS of $0.79 vs $0.72 expected, and revenue of $939.9M vs $903.7M. Shares fell over 7% after that release.

Trimble (NYSE:TRMB) shares rose about 4% after Axios reported the company is working with Goldman Sachs to explore selling its transportation and logistics unit. Axios cited three unnamed sources. Trimble said it continues evaluating its business portfolio, with the segment being one of several divisions.

Trimble Inc. (NASDAQ:TRMB) said its subsidiary Document Crunch launched an advanced AI risk intelligence platform on June 18. The platform converts single-document reviews into project-level risk intelligence using automated work streams and faster threat detection, according to the company. Document Crunch described a three-layer system to identify, respond to, and manage risks across the project lifecycle.

Trimble (NASDAQ:TRMB) said it launched a cloud-native Transportation Management System for North American shippers on June 10. The platform centralizes supply-chain operations, integrates with existing ERP software, and offers configurable tools for freight procurement through financial settlement. Trimble said AI/ML automates tasks like freight planning and carrier vetting and improves predictive ETA tracking, with real-time visibility and sustainability-focused network optimization.

Trimble Inc. reported Q1 results on May 6, citing record recurring revenue and gross margins. Revenue rose 12% year over year to $939.9M (12% organic); annualized recurring revenue increased 12% to $2.43B. GAAP operating income rose 15.3% to $144M. Non-GAAP net income was $186.9M ($0.79 EPS); adjusted EBITDA $257.7M. Full-year guidance: revenue $3.835B–$3.915B and EPS $3.47–$3.64.

Analysts updated EPS/ratings for several stocks ahead of May 29. DA Davidson reaffirmed buy ratings for Autodesk ($325) and Best Buy ($78) and reiterated neutral for Costco ($1,000) and buy for MongoDB ($375). Barclays cut Bentley ($49→$40), Elastic ($76→$68), and Manhattan ($239→$201) but raised F5 ($292→$386), Okta ($93→$120), and others; Stifel downgraded BRP to hold ($85).

Trimble Inc. is strategically transforming its business by planning to spin off its transportation segment to focus on higher-margin software and services in geospatial, construction, and agriculture technologies. The company reported mixed Q1 2026 results, showing growth in recurring software revenue but muted dynamics in hardware markets. This move aims to unlock value, reduce cyclicality, and enhance long-term profitability by concentrating on subscription-driven business models.

ABN Amro Investment Solutions significantly increased its stake in Trimble Inc. (NASDAQ:TRMB) by 90.8% in Q4, reaching 60,512 shares valued at $4.74 million. This comes as Trimble reported strong Q4 results, exceeding revenue and EPS expectations. Despite some analyst price target adjustments, the consensus remains a "Moderate Buy" for Trimble.