China's evolving geopolitical ambitions and supply chain dominance are reshaping global trade, with profound investment implications across sectors. Economic reshoring is a durable, bipartisan U.S. theme, favoring transportation and industrial infrastructure plays like UNP, CP, ODFL, and ROK. I see risk in U.S. tech and auto sectors facing rising Chinese competition, while margin-focused agricu...
Trimble is a maker of mapping and geospatial positioning software and hardware. Billionaires Cathie Wood and Israel Englander have added to their positions recently.
The company is transitioning its revenue streams into higher-margin software and recurring subscriptions, as well as services. The industrial software stock trades at a discount to its peers.
Trimble Inc. (TRMB) earns a buy rating as it transitions from hardware to high-margin industrial software, with the market underpricing this strategic shift. TRMB's AECO segment drives 17% YoY ARR growth, with 63% recurring revenues and strong cross-selling via its 'Connect & Scale' strategy. Margin expansion is evident: adjusted EBITDA margin reached 29.9%, with management targeting $3B ARR, $...
WESTMINSTER, Colo. , Dec. 5, 2025 /PRNewswire/ -- Trimble® (Nasdaq: TRMB) announced today that the Board of Directors authorized the repurchase of up to $1.0 billion in shares of the Company's common stock.
Profit margins are expanding in line with a shift to higher-margin software and services revenue. This stock is undervalued compared to its strong long-term growth outlook.
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