Zebra Tech, the Technology sector company, was revisited by a Wall Street analyst today. Analyst Joseph C Giordano from TD Cowen maintained a Buy rating on the stock and has a $400.00 price target.
Claim 30% Off TipRanks
- Unlock hedge fund-level data and powerful investing tools for smarter, sharper decisions
- Discover top-performing stock ideas and upgrade to a portfolio of market leaders with Smart Investor Picks
Joseph C Giordano has given his Buy rating due to a combination of factors, including management’s realistic outlook and evidence that demand and pricing are supporting higher estimates despite negative sentiment. He notes that while investors remain focused on risks such as memory costs, pricing pressure, and automation reducing handheld usage, Zebra is already acting proactively by securing components early and adjusting pricing to offset rising input costs.
He also argues that concerns about automation as a structural headwind overlook Zebra’s strong position supplying the very technologies that enable this transition, such as fixed scanners, RFID, and kiosks. In his view, the company’s updated 2026 guidance, even at the low end, implies an acceleration in growth that is not yet reflected in the share price or valuation, especially for a business that has demonstrated solid earnings growth, supporting a Buy recommendation.
In another report released on February 14, TipRanks – xAI also upgraded the stock to a Buy with a $302.00 price target.
Based on the recent corporate insider activity of 56 insiders, corporate insider sentiment is positive on the stock. This means that over the past quarter there has been an increase of insiders buying their shares of ZBRA in relation to earlier this year.