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Trimble: Some Near-Term Headwinds But It Looks Alright

Feb. 09, 2023 3:39 PM ETTrimble Inc. (TRMB) Stock2 Comments
Jay Capital profile picture
Jay Capital


  • 4Q22 earnings were below expectations, with a decline in revenue and operating margin.
  • TRMB is poised to capitalize on the growing interest in digital transformation, with a focus on software and subscriptions.
  • The negative impact from dealer destocking is expected to continue for the next two quarters.

Abstract circuit board with a lot of micro chips



Trimble (NASDAQ:TRMB) stock, in my opinion, is poised to capitalize on the widespread adoption/interest in digital transformation in several important end markets. Earnings should become less cyclical as the company shifts its business model to focus on software and subscriptions

This article was written by

Jay Capital profile picture
I take a fundamentals-based approach to value investing.I disagree with the common misconception held by many investors that low multiple stocks must be cheap. I look for companies that offer the best long-term durability at the most affordable prices. Consequently, I have a propensity to be drawn to companies with steady long-term growth, no cyclicality, and a robust balance sheet.Nevertheless, investing in successful company is risky because one may end up paying too much (this is where valuation matters). I firmly believe this, yet there are situations where the development runway is so vast that price matters much less in the immediate future.

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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Comments (2)

Charlie Trimble. > > > Give credit when due...www.youtube.com/...
agree, their AG aftermarket strategy will bring better brand recognition, better ability to sell products other than screens and guidance and posibly better margins on that. looking forward to the integration of transporeon on Transportation and Bilberry in ag
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