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Zebra Tech (ZBRA)
NASDAQ:ZBRA
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Zebra Tech (ZBRA) Price & Analysis

1,884 Followers

ZBRA Stock Chart & Stats

$259.92
$2.97(1.16%)
At close: 4:00 PM EDT
$259.92
$2.97(1.16%)

Bulls Say, Bears Say

Bulls Say
Raised Growth Outlook And Broad-based DemandHigher guidance and organic growth across retail, manufacturing, healthcare and regions indicate broad customer demand. This supports durable expansion as Zebra’s asset-tracking and workflow solutions remain embedded in operational processes.
Strong Cash Generation And Capital ReturnsRobust operating and free cash flow provides funding for product investment, acquisitions, debt service and shareholder returns. High cash conversion improves financial resilience and supports continued capital allocation across cycles.
Embedded Ecosystem And Product InnovationZebra’s installed hardware base, consumables, software and services create opportunities for recurring revenue and cross-selling. AI, machine vision, RFID and healthcare expansion can deepen workflow integration and strengthen customer retention.
Bears Say
Memory Supply And Cost ExposureDependence on constrained memory components can pressure margins, limit device availability and increase execution complexity. Pricing and supplier diversification may offset the impact, but qualification and capacity risks could persist.
Margin Sustainability Faces One-time And Cost PressuresThe tariff recovery temporarily inflated reported profitability, while memory costs are expected to reduce margins. Although underlying improvement remained, future margins depend on pricing, sourcing and productivity actions.
Rising Leverage And Uneven Historical ProfitabilityHigher leverage and lower returns reduce financial flexibility if enterprise demand weakens. Cash generation is currently strong, but prior negative cash flow in 2023 and choppy revenue history show exposure to operating cycles.

Zebra Tech News

ZBRA FAQ

What was Zebra Tech’s price range in the past 12 months?
Zebra Tech lowest stock price was $199.05 and its highest was $386.23 in the past 12 months.
    What is Zebra Tech’s market cap?
    Zebra Tech’s market cap is $17.43B.
      When is Zebra Tech’s upcoming earnings report date?
      Zebra Tech’s upcoming earnings report date is Nov 03, 2026 which is in 72 days.
        How were Zebra Tech’s earnings last quarter?
        Zebra Tech released its earnings results on Aug 04, 2026. The company reported $6.35 earnings per share for the quarter, beating the consensus estimate of $4.363 by $1.987.
          Is Zebra Tech overvalued?
          According to Wall Street analysts Zebra Tech’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Zebra Tech pay dividends?
            Zebra Tech does not currently pay dividends.
            What is Zebra Tech’s EPS estimate?
            Zebra Tech’s EPS estimate is 4.88.
              How many shares outstanding does Zebra Tech have?
              Zebra Tech has 47,310,660 shares outstanding.
                What happened to Zebra Tech’s price movement after its last earnings report?
                Zebra Tech reported an EPS of $6.35 in its last earnings report, beating expectations of $4.363. Following the earnings report the stock price went up 26.468%.
                  Which hedge fund is a major shareholder of Zebra Tech?
                  Currently, no hedge funds are holding shares in ZBRA
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    Zebra Tech

                    Zebra Technologies Corporation, alongside its affiliated entities, delivers enterprise asset intelligence solutions globally within the automatic identification and data capture (AIDC) sector. Operating through its Asset Intelligence & Tracking and Enterprise Visibility & Mobility segments, the company provides a comprehensive suite of products and services. Its hardware lineup includes specialized printers for generating labels, wristbands, tickets, receipts, and plastic cards, alongside advanced dye-sublimation thermal card printers for secure identification and financial transactions, and RFID printers for data encoding. Complementing these are various accessories and essential consumables such as thermal labels, ribbons, RFID tags, and critical temperature-monitoring labels, notably used in vaccine distribution. Zebra also manufactures barcode scanners, image capture devices, RFID readers, robust rugged tablets, and enterprise-grade mobile computing solutions. Their technology extends to real-time location systems, incorporating tags, sensors, and exciters, supported by middleware and application software. Beyond hardware, Zebra offers a diverse range of software solutions, including physical inventory management, workforce management, workflow execution, prescriptive analytics, and communication and collaboration tools, enriched by cloud-based subscriptions and robotics automation. The company provides extensive support services, encompassing maintenance, technical assistance, repairs, and comprehensive managed and professional services. Zebra serves a broad spectrum of industries, including retail, e-commerce, manufacturing, transportation, logistics, healthcare, and the public sector, reaching clients through a direct sales force and a widespread network of channel partners. Established in 1969, Zebra Technologies is headquartered in Lincolnshire, Illinois.

                    Zebra Tech (ZBRA) Earnings & Revenues

                    ZBRA Company Deck

                    ZBRA Earnings Call

                    Q2 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call communicated strong operational and financial performance with record revenue, substantial EPS and margin improvement, a raised full-year outlook, robust cash generation and active capital returns. These positives are tempered by ongoing memory supply and cost risks, a sizable one-time tariff benefit that boosted Q2 margins, and some regional/segment variability. Management laid out concrete mitigation (supplier co-planning, pricing, supplier qualification, restructuring) and continues to see broad demand and long-term growth opportunities in AI, machine vision, RFID and healthcare.View all ZBRA earnings summaries

                    ZBRA Net sales Breakdown

                    81.88%81.88%18.12%
                    81.88% Tangible products
                    18.12% Services and software
                    tipranks

                    ZBRA Stock 12 Month Forecast

                    Average Price Target

                    $398.30
                    ▲(53.24% Upside)
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