LongTRMBJun 2026
Trimble, Inc.
Trimble reported strong first-quarter revenue and margin improvement, although full-year guidance implied slower growth during the remainder of 2026. Management highlighted macro…
TRMB
1 published idea on Trimble, Inc. across 1 fund — 1 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on Trimble, Inc.: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Trimble reported strong first-quarter revenue and margin improvement, although full-year guidance implied slower growth during the remainder of 2026. Management highlighted macro…