Insider buying last 90 days
No open-market insider purchases were filed for TNET in the last 90 days.
From Form 4 filings, dated to when each was filed.
Every TNET insider filing, plotted on the chart in Gekko.Open TNET in Gekko
NYSE: TNET
TriNet (TNET) Stock Analysis & Forecast
Oct 12 close
$64.94−0.51 (−0.8%)
Gekko Brief
AI summaryOct 12 closeThis week's news centers on analyst commentary and a product launch. TD Cowen's Jared Levine maintained a Hold rating on TriNet with a price target of USD 66.00, following Q2 2026 results that showed revenue declining to USD 1.18 billion alongside a 43.24% increase in net profit to USD 53.0 million. Separately, TriNet launched its "What You Really Need From HR" campaign on September 28, 2026, aimed at small and medium-sized businesses. Other coverage noted a consensus target of $56.80 against a trading price of $64.45, with Q2 GAAP EPS up 49.4% even as revenue softened, reflecting tension between profitability and business volume.
TNET closed at $64.94, down 0.8%, sitting between its 50-day average of $67.24 and 200-day average of $52.73. The GekkoIndex reads 57.8, placing the stock in the Neutral zone, down 5.6 points over five days. Gekko Fair Value stands at 73, putting the current price 11% below that level.
Earnings are set for 28 October 2026, before the open, 16 days away and within a typical 20-trading-day holding window; the prior quarter saw EPS of 2.48 against an estimate of 2, with a 3.8% reaction. Seasonality over the next 20 trading days has averaged -4.8% across 5 years, rising in 1 of them. Analyst consensus stands at 2 buy, 4 hold, 1 sell, with a consensus target of 66.2.
Written by AI from the Oct 12, 2026 close and checked automatically against the figures on this page.
TriNet price vs fair value
Close $64.94200-day averageGekko Fair Value $73.00
TriNet quick facts
- Market cap
- $2.98B
- P/E ratio
- 17.7
- Forward P/E
- 11.7
- EPS, TTM
- $3.76
- Revenue, TTM
- $4.83B
- Profit margin
- 3.6%
- Dividend yield
- 1.75%
- Beta
- 0.98
- Volume
- 238,309 avg 304,894
- 1-year return
- +1.8%
- Typical daily move
- ±3.4%
- Typical 20-day move
- ±6.7%
- 50-day average
- $67.24
- 200-day average
- $52.73
- Next earnings
- Oct 28 before open
- Shares outstanding
- 45.90M
TriNet swing-trade checklist
TriNet scores 1 supportive, 2 mixed and 2 headwinds across the 5 checklist items with data.
Six things swing traders check before a 20-day hold, read from the latest data.
1 supportive2 mixed2 headwinds
- Trendmixed
Averages disagree
Close $64.94 sits between the 50-day ($67.24) and 200-day ($52.73) averages, or the averages disagree.
See the chart - GekkoIndexmixed
57.8, Neutral
Reading 57.8 is in the Neutral zone.
See the GekkoIndex - Fair valuesupportive
11.0% below
Price is 11% below Gekko Fair Value (more than 5% below).
See fair value - Smart moneyno data
No data
No insider, Congress or unusual options activity in the window.
See smart money - Earnings riskheadwind
Reports in 16 days
Reports on Oct 28, 2026, 16 days away — inside a typical 20-trading-day hold.
See earnings - Seasonalityheadwind
−4.8% on average
From this point in the calendar, the next 20 trading days averaged −4.8% over 5 years, rising in 1 of them.
See seasonality
A description of current data, not a recommendation. How this page works
TriNet stock chart and price history
TriNet closed at $64.94 on Oct 12, 2026, +1.8% over the past year, inside a 52-week range of $33.60 to $73.08.
Close50-day average200-day averageVolume
Use the left and right arrow keys to read daily values.
Performance Breakdown
- 1 month
- −1.6%
- 3 months
- +14.3%
- 6 months
- +74.1%
- 1 year
- +1.8%
The full TNET chart adds GekkoIndex, insider, options, Congress and hedge fund markers, plus TrendCandles™.Open TNET in Gekko
Follow TriNet through every session
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TriNet GekkoIndex: the smart money zone
TriNet’s GekkoIndex — Gekko’s 0 to 100 smart money score — reads 57.8, in the Neutral zone, down 5.6 points over five sessions.
57.8Neutral
Down 5.6 points over five sessions, from the Accumulation zone.
Reading for Oct 12, 2026
What followed past readings in each zone
| Zone | Readings | 5 days | 20 days | ||
|---|---|---|---|---|---|
| Buying | 59 | +0.3% | +1.5% | ||
| Accumulation | 269 | −0.1% | −0.4% | ||
| Neutral (current zone) | 322 | −0.8% | −2.8% | ||
| Distribution | 29 | +3.9% | +10.4% | ||
| Selling | 3 | Too few readings yet | |||
Average TNET share-price change over the trading days after each daily reading in its GekkoIndex history. Across every stock Gekko tracks, Neutral readings averaged +1.1% over 20 days. Past behaviour doesn’t guarantee future results.
Neutral zone: No clear directional signal. About the five zones →
See every daily GekkoIndex reading plotted over the TNET price, zone by zone.Track TNET in Gekko
Is TriNet stock overvalued? Gekko Fair Value
TriNet trades 11.0% below Gekko Fair Value of $73.00, so the shares are undervalued on Gekko’s estimate.
Gekko’s own estimate of what TriNet shares are worth, recalculated every trading day.
$73.00
Gekko Fair Value, Oct 10, 2026
11.0% Undervalued
At the end of Aug 2026 the price was 3.7% below the estimate.
Gekko Fair ValueShare price, month end
Gekko Fair Value on every chart, with the gap to price updating daily.Open TNET in Gekko
TriNet insider and Congress trading
No open-market insider purchases were filed for TriNet, and no Congress trades were disclosed, in the last 90 days.
Plus buybacks, unusual options and fund positions, each dated to when it became public.
Congress trades last 90 days
No trades in TNET were disclosed by members of Congress in the last 90 days.
From congressional disclosures, which report amounts as ranges.
Congress disclosures for TNET, plotted on the chart in Gekko.Open TNET in Gekko
Buybacks
TriNet has been buying back its own shares.
- Bought back, quarter ended Jun 30, 2026
- $15.00M
- As a share of market cap
- 0.50%
- Trailing four quarters
- $165.0M
From company filings.
TriNet earnings: next date and track record
TriNet reports on Oct 28, 2026, before the open (16 days away), and beat the EPS estimate in 7 of its last 8 reports.
Next earnings report
Oct 28, 2026
Expected before the open, 16 days away
- EPS estimate
- $0.60
- Revenue estimate
- $1.18B
7 of 8reports beat the EPS estimate
±7.2%average move across the report
3 of 8reports followed by a gain
Share-price move across each report
Last earnings call, Apr 30, 2026 AI summary
- What they said
- TriNet's Q1 2026 earnings call: Management reported a solid start to 2026 with adjusted EPS up 25% YoY driven by disciplined health fee repricing and expense management. Health fee repricing caused headwinds to new sales and retention in the short term (January renewals saw ~2pp worse attrition YoY), but management expects retention to improve in 2026 with attrition from health pricing already down 30% in Q2 so far. New sales grew modestly; March close rates were pressured and time-to-close extended ~15% for post-proposal stage opportunities. Insurance performance improved with an 84% insurance cost ratio (ICR) and favorable prior period development benefiting Q1 results. Professional services revenue declined ~10% YoY, WSEs down 12% YoY to ~299k (co-employed WSEs ~273k). ASO ARR doubled in the quarter and Cocoon acquisition was completed to improve client outcomes and NPS, with modest revenue contribution in 2026 but expected benefits to retention in 2027+. Free cash flow conversion improved to 66% due mainly to lower cash tax payments. Management highlighted disciplined M&A (small to midsize bolt-ons), focus on organic investment, and cautious but constructive outlook. Guidance reiterated February full-year 2026 guidance: tracking to top of ICR guidance and maintaining full-year operating expense expectations (mid-single-digit lower than prior year).
- Guidance
- Management reiterated their February 2026 full-year guidance: tracking to the top/more favorable end of their ICR guidance (due to favorable prior-period development) while maintaining earlier full-year operating expense guidance — expecting operating expenses lower than prior year in the mid-single-digit range. They expect overall 2026 retention to be better than full-year 2025, modest full-year sales growth, and stabilization of WSE count during the balance of the year, with ASO revenue growth in line with forecasts. No explicit numeric revenue or EPS ranges were restated on the call.
- Risks flagged
- Risks mentioned include: short-term headwind from health fee repricing causing higher attrition and lower new sales; volatile business and geopolitical environment impacting sales decisiveness and close rates (especially in March); potential claims cost volatility despite favorable Q1 development; competition and client churn to other PEOs or the open market; and macro/insurance market dynamics that may cause future volatility in insurance costs and attrition.
| Reported | EPS | Revenue | Move |
|---|---|---|---|
| Apr 30, 2026 | $2.48 est $2.00 | $1.23B est $1.08B | +3.8% |
| Feb 12, 2026 | $0.46 est $0.37 | $245.0M est $248.3M | −12.0% |
| Oct 29, 2025 | $1.11 est $0.72 | $1.23B est $251.6M | −2.4% |
| Jul 25, 2025 | $1.15 est $1.04 | $1.24B est $261.5M | +6.9% |
| Apr 25, 2025 | $1.99 est $1.60 | $1.29B est $280.9M | +2.4% |
| Feb 13, 2025 | $0.44 est $0.24 | $1.33B est $225.3M | −15.8% |
| Oct 25, 2024 | $1.17 est $1.32 | $1.24B est $1.25B | −9.8% |
| Jul 26, 2024 | $1.53 est $1.28 | $1.23B est $1.21B | −4.6% |
“Move” is the close of the first session after the report compared with the close of the last session before it, so it reads the same whether the company reported before the open or after the close.
TriNet stock forecast and analyst price targets
Analysts’ average 12-month price target for TriNet is $66.20, +1.9% from the last close, from 7 firms rating the stock in the last 90 days.
$66.20consensus 12-month target, +1.9% from the last close
Now $64.94Avg $66.20
Low $50High $82
Each firm’s latest rating in the last 90 days: 7 firms.
Latest analyst actions
| Date | Firm | Target | vs price |
|---|---|---|---|
| Oct 5 | TD Cowen | $66 | +1.6% |
| Sep 10 | Needham | — | — |
| Aug 24 | UBS | $71 | +9.3% |
| Aug 4 | J.P. Morgan | $50 | −23.0% |
| Jul 31 | Needham | — | — |
−2.8%average 20-day move after past Neutral readings
−4.8%average move over the next 20 trading days in the last 5 years
±3.4%typical daily move, from the 14-day average range
Gekko doesn’t publish price predictions. These are analyst targets and historical base rates, which don’t guarantee future results.
TriNet seasonality: the next 20 trading days
Over the next 20 trading days from Oct 10, TriNet averaged −4.8% across the last 5 years, rising in 1 of them.
Next 20 trading days, by year
Average move and hit rate
| Window | Average | Years higher |
|---|---|---|
| Next 5 trading days | 0.0% | 2 of 5 |
| Next 10 trading days | −1.0% | 2 of 5 |
| Next 15 trading days | −7.1% | 1 of 5 |
| Next 20 trading days | −4.8% | 1 of 5 |
| Next 30 trading days | −2.4% | 1 of 5 |
For scale, TNET’s typical 20-trading-day move in either direction is about 6.7%.
TriNet market cap and key statistics
TriNet’s market cap is $2.98B, with a P/E ratio of 17.7 and revenue of $4.83B over the last twelve months.
Valuation
- Market cap
- $2.98B
- P/E ratio
- 17.7
- Forward P/E
- 11.7
- EPS, TTM
- $3.76
- Gekko Fair Value
- $73.00
Trading
- Volume
- 238,309
- Avg volume, 20 days
- 304,894
- 52-week high
- $73.08
- 52-week low
- $33.60
- Shares outstanding
- 45.90M
Financials
- Revenue, TTM
- $4.83B
- Profit margin
- 3.6%
- Return on equity
- 150.9%
- Quarterly earnings growth, YoY
- +49.4%
Risk and income
- Beta
- 0.98
- Typical daily move
- ±3.4%
- Typical 20-day move
- ±6.7%
- Dividend yield
- 1.75%
TriNet stock news this week
Coverage of TriNet this week reads positive: 2 positive, 2 neutral and 0 negative headlines.
- TriNet stock faces a USD 56.80 consensus targetAD HOC NEWS, Oct 8
- TriNet launches HR campaign. TD Cowen keeps Hold on TriNet Group stockAD HOC NEWS, Oct 7
- TD Cowen sets USD 66.00 target for TriNet Group stockAD HOC NEWS, Oct 6
- TriNet Group stock gains as TD Cowen keeps Hold ratingAD HOC NEWS, Oct 5
TriNet peers
TriNet’s 6 largest industry peers by market value, with today’s move, GekkoIndex zone and gap to Gekko Fair Value.
| Stock | GekkoIndex zone | vs Fair Value |
|---|---|---|
| SHOPShopify | Distribution | 25.9% above |
| CTASCintas | Neutral | 14.1% above |
| PYPLPayPal | Neutral | 0.8% below |
| XYZBlock | Neutral | 7.5% above |
| CPAYCorpay | Neutral | 17.5% below |
| FISVFiserv | Accumulation | 39.7% below |
A peer links to its own page where one exists.
TriNet stock FAQ
What is TriNet’s market cap?
TriNet’s market cap is $2.98B at the Oct 12, 2026 close of $64.94, with 45.90M shares outstanding. The shares trade on a P/E ratio of 17.7.
What is the TriNet stock forecast?
The consensus analyst 12-month price target for TriNet is $66.20, +1.9% from the last close. Of the 7 firms that rated the stock in the last 90 days, 2 rate it a buy, 4 a hold and 1 a sell. Gekko doesn’t publish price predictions of its own.
Is TriNet stock overvalued or undervalued?
On Gekko’s estimate TriNet is undervalued: the Oct 12, 2026 close of $64.94 is 11.0% below Gekko Fair Value of $73.00. Gekko Fair Value is recalculated every trading day, and a gap inside 5% either way counts as about fair value.
When does TriNet report earnings next?
TriNet is expected to report on Oct 28, 2026, before the market opens (16 days away). Analysts expect earnings of $0.60 per share on revenue of $1.18B. TriNet beat the earnings estimate in 7 of its last 8 reports, moving 7.2% on average across the report.
What is TriNet’s 52-week high and low?
TriNet’s 52-week high is $73.08 and its 52-week low is $33.60; it closed at $64.94 on Oct 12, 2026, +1.8% over the past year. Over the last five years the shares peaked at $134.67 on Apr 4, 2024.
Is TriNet stock a buy right now?
Gekko describes the data; it does not make buy or sell recommendations. On the swing-trade checklist, 1 of the 5 items with data read as supportive (fair value), 2 as mixed (trend and gekkoindex) and 2 as headwinds (earnings risk and seasonality). The checklist is a description of current data, not a recommendation.
How this page works
During US trading hours the price at the top of the page is a delayed quote, refreshed every 15 minutes; everything else is rebuilt after each US market close. The GekkoIndex, Gekko Fair Value and the checklist are Gekko’s own, and the Gekko Brief is written by AI from this page’s data and checked against it before it is published. How Gekko’s data works →
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