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Trimble (Nasdaq: TRMB) will hold a conference call on Wednesday, November 4, 2026 at 8 a.m. ET to review its third quarter 2026 results. The call will be broadcast live on the web at https://events.q4inc.com/attendee/824595803. Analysts who wish to dial into the call may do so by first registering at https://events.q4inc.com/analyst/824595803?pwd=vT4bMLRX. Upon registration, dial-in details will be sent via email to the registrant.

Shares of Planet Labs (PL) dropped 27% between October 6 and October 16, 2026, closing the period at $13.56. Investors watching the satellite data provider post rapid sales growth must now weigh whether this steep decline offers a buying opportunity or signals a prolonged downturn. So what happened after Planet Labs' earlier declines of this size.
Mid-cap stocks often strike the right balance between having proven business models and market opportunities that can support $100 billion corporations. However, they face intense competition from scaled industry giants and can be disrupted by new innovative players vying for a slice of the pie.
Shareholders of Planet Labs (PL) have faced a difficult six months: the stock lost 55% while the S&P 500 gained 12.6%. The company, however, just reported a record quarter featuring revenue of $116 million in fiscal Q2 2027. Optimistic investors might view those figures as reassuring, but executives attributed most of the beat to a specific type of contract. So what else comes with that kind of deal.
Wall Street is overwhelmingly bullish on the stocks in this article, with price targets suggesting significant upside potential. However, it’s worth remembering that analysts rarely issue sell ratings, partly because their firms often seek other business from the same companies they cover.
Investors often view Planet Labs (PL) simply as a vendor of satellite imagery, but the company's business model is expanding. It now builds and operates custom satellites for government clients, and this emerging hardware focus may matter more than the share price suggests. A stark contradiction remains, however: the company continues to report a loss, and the stock has lost 50% in six months. So, how much do government satellites already add to Planet's sales.
TRIMBLE (TRMB) clears a technical breakout screen with a 7 technical rating, 9 setup rating, and defined entry above 60.62–61.55 resistance.

Trimble is weighing the future of its transportation and logistics unit while continuing to invest in AI tools for its fleet customers. The post Trimble keeps freight business sale on the table while unveiling new AI tools appeared first on FreightWaves.

AI in trucking got a mostly thumbs up at the big Trimble Insight conference. The post AI’s buzz in trucking is justified: Trimble panel appeared first on FreightWaves.

Trimble has seen its share price move around over the years, and today the key question is whether the current US$59.32 level makes sense when you line that up against the cash the business is expected to generate. With cash flows front and center, the focus shifts from the recent share price path to what the underlying business can realistically return to shareholders over time. Over the past 5 years, Trimble shares have fallen 29.6%. This puts the spotlight firmly on whether the current...

Trimble (NasdaqGS:TRMB) introduced next generation GNSS receiver modules BD1090, BD1092, BD1092i and BX1092i built on Maxwell 8 technology. The new GNSS hardware targets geospatial, construction, marine and mining applications that depend on precise and continuous positioning. Trimble highlighted advanced anti jamming and anti spoofing capabilities aimed at protecting critical positioning services in difficult operating conditions. Trimble's Maxwell 8 GNSS launch for BD1090 and related...
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

Over the past six months, Trimble’s shares (currently trading at $57.27) have posted a disappointing 15% loss, well below the S&P 500’s 12.9% gain. This may have investors wondering how to approach the situation.

Revenue grew 11% to $972 million as ARR climbed 14% to $2.51 billion.

Barclays analyst Guy Hardwick maintains Trimble (NASDAQ:TRMB) with a Overweight and raises the price target from $79 to $80.

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...

TRMB's Q2 earnings beat estimates as Field Systems' strength, recurring revenue growth and higher margins drive results and lift its 2026 outlook.

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 […]

Bernstein analyst Chad Dillard maintains Trimble (NASDAQ:TRMB) with a Outperform and lowers the price target from $85 to $73.

JP Morgan analyst Tami Zakaria maintains Trimble (NASDAQ:TRMB) with a Overweight and raises the price target from $75 to $76.

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...

