Trimble Rises 1.51% on Strong Institutional Buying and Strategic Deals as $200M Volume Ranks 500th

Trimble (TRMB) rose 1.51% on August 8, 2025, with a daily trading volume of $200 million, ranking 500th in market activity. Recent developments highlight institutional buying, analyst upgrades, and strategic partnerships driving investor interest.

Institutional investors have increased stakes in Trimble, with firms like Cwm LLC, Segall Bryant & Hamill LLC, and Brown Advisory Inc. boosting holdings. Analysts at Oppenheimer and JPMorgan Chase raised price targets to $88.00 and $95.00, respectively, following a strategic shift toward recurring revenue models. Trimble hit a 52-week high after analyst upgrades and announced a partnership with KT Corporation to deliver bundled telecom and positioning services in South Korea, signaling expanded market reach.

The company’s fiscal Q2 results underscored its transition to subscription-based services, with non-GAAP EPS rising 14% to $0.71 and annualized recurring revenue hitting $2.21 billion. Gross margins expanded to 70.6%, driven by software and services growth, while hardware sales declined. Management raised full-year revenue guidance to $3.48–$3.56 billion, reflecting confidence in recurring revenue streams and margin resilience despite macroeconomic headwinds.

A backtest of a strategy buying the top 500 volume stocks and holding for one day yielded a 166.71% return from 2022 to 2025, outperforming the 29.18% benchmark by 137.53%. This highlights the role of liquidity concentration in short-term performance, though the approach is less suitable for long-term investing due to its reliance on volatile market dynamics.