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Trimble posted stronger-than-expected first-quarter earnings and lifted guidance amid growth in transportation software. The post Trimble sees freight recovery signs as AI tools fuel Q1 beat appeared first on FreightWaves.

Moby summary of Trimble Inc.'s Q1 2026 earnings call

The Trimble team furthered the momentum of the last couple of years and delivered a great start to the year, with top and bottom line results ahead of expectations. On Slide 4, I want to highlight how we are partnering with our customer, George Leslie, a Scottish based civil engineering contractor that has embraced the Trimble ecosystem to connect the physical and digital worlds. With our platform, Trimble Connect acts as the orchestration layer of complex workflows, that include marine and peer works, water and wastewater treatment, bridges and infrastructure and energy and power.

TSLA's Optimus vision faces delays, missed targets and unclear timelines, raising doubts about whether the humanoid robot can deliver on Musk's bold promises.

Geospatial technology provider Trimble (NASDAQ:TRMB) reported Q1 CY2026 results exceeding the market’s revenue expectations, with sales up 11.8% year on year to $939.9 million. The company expects next quarter’s revenue to be around $950.5 million, close to analysts’ estimates. Its non-GAAP profit of $0.79 per share was 9.8% above analysts’ consensus estimates.

Artificial intelligence (AI)-powered autonomous tech plus a new partnership with Anthropic could make this stock soar.

Trimble Inc (NASDAQ:TRMB) is among the best lidar stocks to buy according to analysts. On April 9, KeyBanc reiterated its Overweight rating on Trimble Inc (NASDAQ:TRMB) stock with a price target of $94. The firm renewed its bullish stance on Trimble stock after meeting the company’s management for discussions that touched on Trimble’s AI positioning […]

Price targets on Trimble now range from cuts of US$5 and US$10 to more upbeat moves toward the US$103 level, while fair value remains around US$90.58. That mix of higher and lower targets reflects how differently analysts are weighing execution risk versus valuation support, giving you both optimistic and cautious angles to consider. Read on to see how to track these changing targets over time and what they might mean for your own Trimble thesis. Analyst Price Targets don't always capture the...

Industrials businesses quietly power the physical things we depend on, from cars and homes to e-commerce infrastructure. But their prominence also brings high exposure to the ups and downs of economic cycles. Luckily, the tide is turning in their favor as the industry’s 12.9% return over the past six months has topped the S&P 500 by 9 percentage points.

Let’s dig into the relative performance of Trimble (NASDAQ:TRMB) and its peers as we unravel the now-completed Q4 internet of things earnings season.

For readers considering whether Trimble at around US$69.29 represents fair value or a potential mispricing opportunity, this article explores what the current market price may be signaling about the stock. The share price has moved 7.0% over the last week and 5.7% over the last month, while the return over the past year is 19.0%. The year-to-date return is an 11.5% decline, with a 46.0% return over three years and a 16.1% decline over five years. Recent coverage has focused on Trimble's...

Trimble is gearing up to report its first-quarter results soon, and analysts anticipate a double-digit year-over-year increase in earnings.

Price targets on Trimble have moved in a tight range, with some bullish analysts lifting their views into the US$100 to US$103 band while others have trimmed targets by US$5 to US$10 against a steady US$91 fair value anchor. These shifts reflect differing opinions on how reliably Trimble can turn its industrial technology exposure in areas like data centers, factory automation, warehouse automation, electronics, test and measurement, and semiconductors into long term growth. As you read on,...

Over the past six months, Trimble’s shares (currently trading at $65.87) have posted a disappointing 19.6% loss while the S&P 500 was down 1%. This might have investors contemplating their next move.

UK TMS provider makes its case to the crowd at the TCA annual meeting. The post How Qargo plans to disrupt the US TMS market appeared first on FreightWaves.