Trimble makes precision positioning hardware and software for construction, agriculture, and geospatial work, including GNSS receivers, machine-control systems for excavators and tractors, and the Trimble Connect and Viewpoint cloud platforms that tie field data to project management. The moat is in the installed base and the software layer on top of it: once a contractor's fleet, survey crews, and project records run through Trimble's workflows, switching costs are high, and the 71.8% gross margin reflects that mix of recurring software and hardware. Management's growth push is toward subscription and cloud revenue, and the company has been reshaping its portfolio, including the divestiture of its Mobility business, to concentrate on that. The stock trades at a forward P/E of 14.5 on 11.0% revenue growth and a 15.1% operating margin, a multiple that looks modest for a business with this margin profile. Against that, ROE is negative at -1.9%, the stock is not in any major index, and the score of 49/100 says the screen does not yet make a strong case, so this name merits a deeper look at margin trajectory and cash conversion before any conviction is formed.
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| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 18 Oct 2026, 16:04 CEST | Rating | Overvalued | first publication | $59.46 |
| 18 Oct 2026, 16:04 CEST | Fair value | $47.76 | $49.68 | $59.46 |
| 14 Oct 2026, 00:00 CEST | Fair value | $49.68 | $27.96 | $59.49 |
| 28 Sept 2026, 00:00 CEST | Fair value | $27.96 | $28.33 | $57.85 |
| 26 Sept 2026, 00:00 CEST | ACCE price target | $58.00 | first publication | $57.85 |
| 21 Sept 2026, 00:00 CEST | Fair value | $28.33 | $27.83 | $57.56 |
| 18 Sept 2026, 00:00 CEST | Fair value | $27.83 | $28.90 | $57.32 |
| 16 Sept 2026, 00:00 CEST | Fair value | $28.90 | $28.28 | $58.74 |
| 11 Sept 2026, 00:00 CEST | Fair value | $28.28 | $28.94 | $57.40 |
| 2 Sept 2026, 00:00 CEST | Fair value | $28.94 | $29.38 | $59.94 |
Answered from Trimble Inc. Common Stock fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| TRMB Trimble Inc. Common Stock | $63.49 | $48 | 33% above | - | -1.9% | 60 | 53 |
| MKSI MKS Inc. Common Stock | $196.11 | $145 | 36% above | 34.3x | 15.8% | 62 | 63 |
| FTV Fortive Corporation Common Stock | $60.05 | $46 | 31% above | 31.7x | 7.3% | 74 | 59 |
| CGNX Cognex Corporation Common Stock | $54.60 | $23 | 134% above | 53.4x | 11.2% | 82 | 63 |
| 7701.T Shimadzu Corporation | ¥4304.00 | - | - | 18.9x | 12.3% | 72 | 73 |
| HEXA-B.ST Hexagon AB | kr 102.05 | - | - | 12.8x | 27.3% | 86 | 65 |
| TDY Teledyne Technologies Incorporated Common Stock | $620.47 | $413 | 50% above | 28.6x | 9.5% | 74 | 60 |
Where TRMB ranks against its sector peers on each metric.