Trimble Shares Surge Following Strong Q3 Earnings Beat and Increased Full-Year Forecast
Written by Emily J. Thompson, Senior Investment Analyst
Source: Benzinga
Updated: Nov 05 20250mins
Quarterly Performance: Trimble Inc reported a 3% year-over-year revenue increase to $901.20 million for Q3 2025, surpassing analyst expectations of $870.33 million, with an organic growth rate of 10%.
Earnings and Margins: The company's adjusted EPS of 81 cents exceeded the consensus estimate of 72 cents, and the adjusted gross margin improved by 320 basis points to 68.9%.
Updated Guidance: Trimble raised its full-year 2025 revenue guidance to $3.545 billion-$3.585 billion, up from the previous forecast, and adjusted EPS guidance to $3.04-$3.12, reflecting strong execution of its growth strategy.
Stock Movement: Following the earnings report, Trimble shares rose by 1% to $79.43.
TRMB.O
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Analyst Views on TRMB
Wall Street analysts forecast TRMB stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for TRMB is 99.17 USD with a low forecast of 97.00 USD and a high forecast of 102.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
7 Analyst Rating
7 Buy
0 Hold
0 Sell
Strong Buy
Current: 77.560
Low
97.00
Averages
99.17
High
102.00
Current: 77.560
Low
97.00
Averages
99.17
High
102.00
Wells Fargo
Overweight
initiated
$94
2025-11-13
New
Reason
Wells Fargo
Price Target
$94
2025-11-13
New
initiated
Overweight
Reason
Wells Fargo initiated coverage of Trimble with an Overweight rating and $94 price target. The firm sees a "sustained growth runway" for Trimble's industrial software solutions unit as well as a cyclical recovery in its construction hardware segment. The shares offer multiple expansion over time ob the company's rising subscription software mix, the analyst tells investors in a research note.
Oppenheimer
Kristen Owen
Outperform
maintain
$95 -> $102
2025-11-06
Reason
Oppenheimer
Kristen Owen
Price Target
$95 -> $102
2025-11-06
maintain
Outperform
Reason
Oppenheimer analyst Kristen Owen raised the firm's price target on Trimble to $102 from $95 and keeps an Outperform rating on the shares. The firm is incrementally bullish on Trimble given building momentum into 2026. The company delivered a strong beat-and-raise quarter, topping Q3 EPS estimates by 9c and raising the FY25 guide by 10c at the midpoint, Oppenheimer adds.
JPMorgan
Overweight
maintain
$96 -> $98
2025-09-19
Reason
JPMorgan
Price Target
$96 -> $98
2025-09-19
maintain
Overweight
Reason
JPMorgan raised the firm's price target on Trimble to $98 from $96 and keeps an Overweight rating on the shares after meeting with management. The company is seeing continued momentum in its architecture, engineering, construction, and owners end markets with multi-year project backlogs in civil construction, the analyst tells investors in a research note. The firm established a December 2026 price target from December 2025.
Oppenheimer
Oppenheimer
Outperform
maintain
$88 -> $94
2025-08-07
Reason
Oppenheimer
Oppenheimer
Price Target
$88 -> $94
2025-08-07
maintain
Outperform
Reason
Oppenheimer raised the firm's price target on Trimble to $94 from $88 and keeps an Outperform rating on the shares. The firm notes the company delivered a strong quarter, with record Q2 ARR of $2.21B, beating EPS by 8c and raising its full year guide by 12c at the midpoint.
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About TRMB
Trimble Inc. is a provider of technology solutions that enable professionals and field mobile workers to improve or transform their work processes. Its comprehensive work process solutions are used across a range of industries, including architecture, building construction, civil engineering, geospatial, survey and mapping, natural resources, utilities, transportation, and government. Its segments include Architects, Engineers, Construction and Owners (AECO); Field Systems, and Transportation and Logistics (T&L). The AECO segment primarily provides software solutions that sell primarily through a direct channel to customers in the construction industry. Field Systems segment primarily provides hardware and associated software solutions that sell primarily through dealer partner channels. The T&L segment primarily provides solutions for customers working in long haul trucking and freight shipper markets. Its solutions include 3D modeling & BIM and building construction field services.
About the author
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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.
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