Exploring Bargain Opportunities in AI Stocks
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 01 2026
0mins
Source: Fool
- Micron's Performance: Micron Technology (MU) has seen its share price soar over 550% in the past year, with a current market cap of $583 billion, indicating strong performance in the AI market, although the recent price dip has still drawn investor interest.
- Trimble's Transformation: Founded in 1978, Trimble initially focused on radio navigation and GPS devices, but has successfully transformed into an AI company by adding 3D scanning and AI geospatial mapping technology, with 72% of its revenue now derived from software and services, showcasing its competitive edge.
- AI Partnership: Trimble has established a new partnership with Anthropic's Claude, further expanding its AI product offerings, which is expected to drive future revenue growth, particularly in emerging markets like self-driving vehicles and autonomous robotics.
- Investment Opportunity: With Trimble's stock trading over 20% below its one-year highs, major AI investors like Cathie Wood have been accumulating shares, reflecting confidence in its growth potential, making it a stock worth watching for investors seeking value in the AI sector.
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Analyst Views on TRMB
Wall Street analysts forecast TRMB stock price to rise
9 Analyst Rating
9 Buy
0 Hold
0 Sell
Strong Buy
Current: 48.870
Low
94.00
Averages
98.63
High
102.00
Current: 48.870
Low
94.00
Averages
98.63
High
102.00
About TRMB
Trimble Inc. is a global technology company. The Company's segments include Architects, Engineers, Construction and Owners (AECO), Field Systems and Transportation and Logistics (T&L). The AECO segment serves organizations across architecture, engineering, construction, and asset ownership through a connected lifecycle solution. Within this segment, its substantial product portfolios are focused on architectural and interior design, structural and civil engineering, building and infrastructure construction, and the operations and maintenance of assets. The Field Systems segment serves customers working in surveying and mapping, civil construction, building construction field services, and positioning systems. Within this segment, its substantial product portfolios are hardware and software solutions focused on geospatial, civil engineering construction, and positioning services. T&L segment provides a suite of solutions for shippers, carriers, retailers, and intermediaries globally.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Trimble Launches New Cloud-Native Transportation Management System
- System Innovation: On June 10, Trimble launched a new cloud-native Transportation Management System (TMS) aimed at centralizing supply chain operations for North American shippers, allowing companies to integrate with existing enterprise resource planning software through a highly configurable platform, thereby enhancing operational efficiency.
- Intelligent Automation: The system employs AI and machine learning to automate manual tasks such as freight planning and carrier vetting, which not only improves logistics efficiency but also helps users navigate disruptions more effectively through real-time visibility and agile planning features.
- Sustainability Support: By optimizing network performance and reducing carbon emissions, the platform supports businesses' sustainability goals while providing flexible solutions tailored to meet the evolving needs of companies of all sizes.
- Global Network Integration: The TMS connects to Trimble's extensive global network of over 210,000 carriers and 1,500 shippers, acting as a strategic logistics nerve center that enhances data-driven decision-making without requiring a complete overhaul of existing infrastructure.
See More
Trimble Inc. Reports Record Q1 Results, Projected 10x Growth by 2030
- Significant Revenue Growth: Trimble Inc. reported a 12% year-over-year revenue increase in Q1, reaching $939.9 million, reflecting strong performance under the Connect & Scale strategy, which is expected to drive sustained growth going forward.
- Robust Recurring Revenue: Annualized recurring revenue rose 12% to $2.43 billion, with GAAP operating income increasing by 15.3% to $144 million, showcasing the company's success in establishing stable revenue streams.
- Improved Profitability: In Q1, Trimble generated non-GAAP net income of $186.9 million, translating to diluted earnings per share of $0.79, while adjusted EBITDA totaled $257.7 million, indicating a continuous enhancement in the company's profitability.
- Optimistic Future Outlook: The company expects full-year revenue to range between $3.835 billion and $3.915 billion, with earnings per share projected between $3.47 and $3.64, reflecting management's confidence in future performance.
See More
Samsara and Trimble: Analyzing Digital Transformation
- Samsara Customer Growth: In Q2 of fiscal 2026, Samsara added 133 new customers with over $100K in ARR, bringing the total to 2,771, indicating a sustained increase in market share within fleet management and industrial monitoring, which is expected to further drive revenue growth.
- Trimble Revenue Performance: Trimble reported $3.59 billion in revenue and $2.39 billion in ARR for fiscal 2025, with recurring revenue making up 79% of total revenues, demonstrating the success of its transition towards subscriptions and services, which is likely to continue fueling future growth.
- Multi-Product Adoption Trend: Approximately 96% of Samsara's large customers utilize at least two products, while 69% use three or more, indicating enhanced platform diversification and customer stickiness, which is expected to improve long-term margins and competitive positioning.
- Market Outlook: Samsara anticipates a 19% non-GAAP operating margin and 21-22% revenue growth for fiscal 2027, showcasing strong growth potential, while Trimble's 2026 revenue is projected at $3.88 billion, reflecting an 8% year-over-year increase, highlighting both companies' positive performance in digital transformation.
See More
Trimble Q1 2026 Earnings Beat Expectations, Raises Full-Year Guidance
- Strong Financial Performance: Trimble reported Q1 revenue of $940 million, a 12% year-over-year increase that surpassed analyst expectations of $905.7 million, demonstrating robust market performance and solidifying its leadership position in the industry.
- Raised Full-Year Guidance: The company raised its 2026 revenue guidance to $3.875 billion, an increase of $15 million from prior estimates, while also lifting EPS expectations to $3.55, reflecting management's confidence in future growth prospects.
- AI Commercialization Progress: Trimble's acquisition of Document Crunch positions it in a new AI risk management category, with CEO Painter noting exceptional early customer feedback, indicating strong market demand for the new offerings.
- Stock Buyback Program: In Q1, Trimble repurchased approximately $317 million of common stock, showcasing confidence in its value, while retaining $608 million under its current repurchase authorization, further bolstering investor confidence.
See More
Trimble Reports Q1 2026 Financial Results with Record Revenue
- Record Annualized Revenue: Trimble achieved an annualized recurring revenue of $2.435 billion in Q1 2026, exceeding market expectations, which underscores the company's strong momentum in digital transformation and solidifies its leadership position in the industry.
- Significant Profitability Increase: The company reported a net income of $98.9 million for the first quarter, a 47.8% increase compared to the same period in 2025, reflecting effective cost control strategies and sustained market demand for its products and services.
- Optimistic Future Guidance: Trimble forecasts full-year 2026 revenue between $3.835 billion and $3.915 billion, with GAAP earnings per share expected to be between $2.05 and $2.21, and non-GAAP earnings per share between $3.47 and $3.64, indicating strong confidence in future growth.
- Investor Conference Call Scheduled: Trimble will hold a conference call on May 6, 2026, to discuss its Q1 financial results in detail, enhancing communication with investors and improving market transparency and trust.
See More
Trimble Q1 Earnings Exceed Expectations
- Strong Performance: Trimble's Q1 non-GAAP EPS of $0.79 exceeded expectations by $0.07, with revenue of $939.9 million reflecting an 11.8% year-over-year increase, surpassing market forecasts by $34.33 million, indicating robust market demand and execution.
- Sustained Growth: The annualized recurring revenue (ARR) reached $2.43 billion, up 12% year-over-year and on an organic basis, demonstrating significant progress in establishing stable revenue streams that enhance future financial stability.
- Share Buyback: In Q1, Trimble repurchased approximately 4.7 million shares for $316.9 million, reflecting the company's confidence in its value while also creating additional value for shareholders.
- Outlook: Trimble expects full-year 2026 revenue between $3.835 billion and $3.915 billion, with GAAP EPS of $2.05 to $2.21 and non-GAAP EPS of $3.47 to $3.64, showcasing a positive outlook for future growth.
See More
Trimble Launches New Cloud-Native Transportation Management System
- System Innovation: On June 10, Trimble launched a new cloud-native Transportation Management System (TMS) aimed at centralizing supply chain operations for North American shippers, allowing companies to integrate with existing enterprise resource planning software through a highly configurable platform, thereby enhancing operational efficiency.
- Intelligent Automation: The system employs AI and machine learning to automate manual tasks such as freight planning and carrier vetting, which not only improves logistics efficiency but also helps users navigate disruptions more effectively through real-time visibility and agile planning features.
- Sustainability Support: By optimizing network performance and reducing carbon emissions, the platform supports businesses' sustainability goals while providing flexible solutions tailored to meet the evolving needs of companies of all sizes.
- Global Network Integration: The TMS connects to Trimble's extensive global network of over 210,000 carriers and 1,500 shippers, acting as a strategic logistics nerve center that enhances data-driven decision-making without requiring a complete overhaul of existing infrastructure.
See More
Trimble Inc. Reports Record Q1 Results, Projected 10x Growth by 2030
- Significant Revenue Growth: Trimble Inc. reported a 12% year-over-year revenue increase in Q1, reaching $939.9 million, reflecting strong performance under the Connect & Scale strategy, which is expected to drive sustained growth going forward.
- Robust Recurring Revenue: Annualized recurring revenue rose 12% to $2.43 billion, with GAAP operating income increasing by 15.3% to $144 million, showcasing the company's success in establishing stable revenue streams.
- Improved Profitability: In Q1, Trimble generated non-GAAP net income of $186.9 million, translating to diluted earnings per share of $0.79, while adjusted EBITDA totaled $257.7 million, indicating a continuous enhancement in the company's profitability.
- Optimistic Future Outlook: The company expects full-year revenue to range between $3.835 billion and $3.915 billion, with earnings per share projected between $3.47 and $3.64, reflecting management's confidence in future performance.
See More
Samsara and Trimble: Analyzing Digital Transformation
- Samsara Customer Growth: In Q2 of fiscal 2026, Samsara added 133 new customers with over $100K in ARR, bringing the total to 2,771, indicating a sustained increase in market share within fleet management and industrial monitoring, which is expected to further drive revenue growth.
- Trimble Revenue Performance: Trimble reported $3.59 billion in revenue and $2.39 billion in ARR for fiscal 2025, with recurring revenue making up 79% of total revenues, demonstrating the success of its transition towards subscriptions and services, which is likely to continue fueling future growth.
- Multi-Product Adoption Trend: Approximately 96% of Samsara's large customers utilize at least two products, while 69% use three or more, indicating enhanced platform diversification and customer stickiness, which is expected to improve long-term margins and competitive positioning.
- Market Outlook: Samsara anticipates a 19% non-GAAP operating margin and 21-22% revenue growth for fiscal 2027, showcasing strong growth potential, while Trimble's 2026 revenue is projected at $3.88 billion, reflecting an 8% year-over-year increase, highlighting both companies' positive performance in digital transformation.
See More
Trimble Q1 2026 Earnings Beat Expectations, Raises Full-Year Guidance
- Strong Financial Performance: Trimble reported Q1 revenue of $940 million, a 12% year-over-year increase that surpassed analyst expectations of $905.7 million, demonstrating robust market performance and solidifying its leadership position in the industry.
- Raised Full-Year Guidance: The company raised its 2026 revenue guidance to $3.875 billion, an increase of $15 million from prior estimates, while also lifting EPS expectations to $3.55, reflecting management's confidence in future growth prospects.
- AI Commercialization Progress: Trimble's acquisition of Document Crunch positions it in a new AI risk management category, with CEO Painter noting exceptional early customer feedback, indicating strong market demand for the new offerings.
- Stock Buyback Program: In Q1, Trimble repurchased approximately $317 million of common stock, showcasing confidence in its value, while retaining $608 million under its current repurchase authorization, further bolstering investor confidence.
See More
Trimble Reports Q1 2026 Financial Results with Record Revenue
- Record Annualized Revenue: Trimble achieved an annualized recurring revenue of $2.435 billion in Q1 2026, exceeding market expectations, which underscores the company's strong momentum in digital transformation and solidifies its leadership position in the industry.
- Significant Profitability Increase: The company reported a net income of $98.9 million for the first quarter, a 47.8% increase compared to the same period in 2025, reflecting effective cost control strategies and sustained market demand for its products and services.
- Optimistic Future Guidance: Trimble forecasts full-year 2026 revenue between $3.835 billion and $3.915 billion, with GAAP earnings per share expected to be between $2.05 and $2.21, and non-GAAP earnings per share between $3.47 and $3.64, indicating strong confidence in future growth.
- Investor Conference Call Scheduled: Trimble will hold a conference call on May 6, 2026, to discuss its Q1 financial results in detail, enhancing communication with investors and improving market transparency and trust.
See More
Trimble Q1 Earnings Exceed Expectations
- Strong Performance: Trimble's Q1 non-GAAP EPS of $0.79 exceeded expectations by $0.07, with revenue of $939.9 million reflecting an 11.8% year-over-year increase, surpassing market forecasts by $34.33 million, indicating robust market demand and execution.
- Sustained Growth: The annualized recurring revenue (ARR) reached $2.43 billion, up 12% year-over-year and on an organic basis, demonstrating significant progress in establishing stable revenue streams that enhance future financial stability.
- Share Buyback: In Q1, Trimble repurchased approximately 4.7 million shares for $316.9 million, reflecting the company's confidence in its value while also creating additional value for shareholders.
- Outlook: Trimble expects full-year 2026 revenue between $3.835 billion and $3.915 billion, with GAAP EPS of $2.05 to $2.21 and non-GAAP EPS of $3.47 to $3.64, showcasing a positive outlook for future growth.
See More
