
Trimble (TRMB) Stock Forecast & Price Target
Trimble (TRMB) Analyst Ratings
Bulls say
Trimble Inc has demonstrated significant momentum in its Architects, Engineers, Construction, and Owners (AECO) segment, with annual contract value (ACV) bookings increasing approximately 20% in the fourth quarter of 2024, supporting a projected mid-teens organic annual recurring revenue (ARR) growth for fiscal year 2025. The company reported a 5% year-over-year revenue increase, with a notable 17% organic growth and a 14% increase in ARR, indicating strong operational performance and the effectiveness of its software solutions. Additionally, Trimble's improvement in its revenue mix towards recurring revenue—expecting to rise from 62% in 2024 to 80% in ten years—positions the company favorably for sustainable growth and enhanced margin expansion.
Bears say
Trimble Inc. has a concerning dependency on acquisitions for its growth strategy, which raises the risk of overpayment and potential integration mismanagement. The company's fourth-quarter performance showed a non-GAAP EPS of $0.89 on revenue of $983.4 million, indicating challenges in achieving significant growth. This reliance on acquisitions coupled with the potential for operational pitfalls may undermine Trimble's financial stability and hinder investor confidence.
This aggregate rating is based on analysts' research of Trimble and is not a guaranteed prediction by Public.com or investment advice.
Trimble (TRMB) Analyst Forecast & Price Prediction
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