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If you own Workday (WDAY) or Autodesk (ADSK), you hold the same bet: the company that already keeps a customer's data gets paid as that customer adopts AI. Workday keeps HR and finance records, and Autodesk keeps design, manufacturing, and construction data.
Autodesk (ADSK) stock has 23.6% of room above it before it meets a ceiling that has turned it back three times, and 5% below it before the reason to be there stops being true. In dollars: $272.34 overhead, $220.31 Wednesday, $209.29 underneath. The stock has lost about 31% over the past twelve months, so the easy read is that the business broke. Its own numbers say it did not.
Generating cash is essential for any business, but not all cash-rich companies are great investments. Some produce plenty of cash but fail to allocate it effectively, leading to missed opportunities.
Trimble (TRMB) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
Trimble stock has retreated over the past five years, yet the current market price sits well below an intrinsic value estimate that points to the shares trading at a steep discount. With multiple valuation checks lining up on the cheap side, the question for investors is why the market is pricing Trimble this way today. Trimble has declined 36.7% over the past five years, which suggests long term holders have absorbed a meaningful drawdown that now frames any potential recovery in valuation...
In August 2026, Eagle Point Software announced a collaboration with Trimble that brings Trimble Learn training content into the Pinnacle Series platform for architecture, engineering, and construction professionals, including guidance on SketchUp and core design and asset management workflows. This move positions Pinnacle Series as a single hub for workforce training while potentially deepening Trimble tool adoption through more consistent, workflow-focused education across...
Trimble (TRMB) is back in focus after Eagle Point Software integrated Trimble Learn training into its Pinnacle Series platform. The move is aimed at helping architecture, engineering, and construction users apply Trimble tools more effectively. For investors, Trimble’s latest training collaboration comes after a mixed price pattern, with the share price at US$59.47 and a 90 day share price return of 9.74% but a year to date share price return down 24.08%. Over the longer run, total...
The design software giant is betting on a new strategy, and its stock history offers a strong blueprint for buying on weakness.
Meridian Funds, managed by ArrowMark Partners, released its second-quarter 2026 investor letter for “Meridian Contrarian Fund”. The letter can be downloaded here. U.S. equity markets experienced a strong recovery in Q2 2026, driven by improved sentiment following de-escalation of geopolitical tensions and retreating energy prices. S&P 500 companies reported first-quarter profit growth above expectations, bolstering […]
Imagine two very different futures for your Autodesk (ADSK) stock a year from now. In one, it’s trading near $165. In the other, it’s pushing past $402.44. The options market isn’t picking a winner; it’s telling you that both are plausible destinations. For a shareholder, that’s not a theoretical exercise. It’s the risk you already own.
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).
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
Revenue grew 11% to $972 million as ARR climbed 14% to $2.51 billion.
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.
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...
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
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.
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