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

1,874 Followers

ZBRA Stock Chart & Stats

$234.43
$2.60(0.66%)
At close: 4:00 PM EST
$234.43
$2.60(0.66%)

Bulls Say, Bears Say

Bulls Say
Free Cash Flow StrengthSustained high free cash flow (FCF) and near‑100% conversion guidance provide durable financial flexibility. Robust FCF funds buybacks, R&D and acquisitions without relying solely on equity, supports deleveraging or opportunistic investment, and cushions the business through industry cycles.
Recurring, Attachable Revenue ModelA business mix of hardware sales plus consumables, software subscriptions and services creates recurring revenue and high lifetime value per customer. Consumables and attach rates smooth revenue, drive repeat purchases, and strengthen competitive lock‑in across mission‑critical deployments.
Margin Improvement And Upgraded GuidanceRecent margin expansion and an upgraded full‑year margin target reflect operational productivity, pricing and cost actions that can be sustained via software mix and supply chain initiatives. Higher structural margins support cash flow generation and long‑term return on invested capital.
Bears Say
Memory Cost And Supply RiskExposure to volatile memory components creates recurring margin and volume risk. If suppliers tighten or prices rise longer term, mitigation (alternate sourcing, pricing) may be partial; persistent component stress can erode structural margins and hamper reliable delivery to enterprise customers.
Moderate LeverageA meaningful debt load limits balance‑sheet optionality for large organic investments or major M&A without affecting leverage targets. In downturns higher leverage can strain liquidity and constrain capital allocation priorities, raising execution risk despite manageable current levels.
Reliance On Acquisitions/FX For GrowthReported growth is partly driven by acquisitions and currency tailwinds rather than pure organic demand. Continued dependency can mask underlying end‑market momentum, introduces integration execution risk and makes sustainable revenue expansion more contingent on successful deal execution.

Zebra Tech News

ZBRA FAQ

What was Zebra Technologies’s price range in the past 12 months?
Zebra Technologies lowest stock price was $199.05 and its highest was $352.66 in the past 12 months.
    What is Zebra Technologies’s market cap?
    Zebra Technologies’s market cap is $12.87B.
      When is Zebra Technologies’s upcoming earnings report date?
      Zebra Technologies’s upcoming earnings report date is Aug 04, 2026 which is in 26 days.
        How were Zebra Technologies’s earnings last quarter?
        Zebra Technologies released its earnings results on May 12, 2026. The company reported $4.75 earnings per share for the quarter, beating the consensus estimate of $4.246 by $0.504.
          Is Zebra Technologies overvalued?
          According to Wall Street analysts Zebra Technologies’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Zebra Technologies pay dividends?
            Zebra Technologies does not currently pay dividends.
            What is Zebra Technologies’s EPS estimate?
            Zebra Technologies’s EPS estimate is 4.36.
              How many shares outstanding does Zebra Technologies have?
              Zebra Technologies has 47,633,392 shares outstanding.
                What happened to Zebra Technologies’s price movement after its last earnings report?
                Zebra Technologies reported an EPS of $4.75 in its last earnings report, beating expectations of $4.246. Following the earnings report the stock price went up 11.445%.
                  Which hedge fund is a major shareholder of Zebra Technologies?
                  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 Technologies

                    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

                    Q1 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call emphasized strong top-line and bottom-line results (nearly $1.5B revenue, +14% YoY; EPS +18%), margin expansion, robust cash generation and aggressive buybacks, and management raised the full-year outlook. These positives are tempered by a key operational risk: memory supply and cost volatility that is expected to pressure margins sequentially (notably into Q2) and could constrain back-half volumes. Additional modest risks include reliance on acquisitions/FX for part of near-term growth and trade/tariff uncertainty. Overall, the company's execution, pipeline strength, and margin actions appear to outweigh the near-term headwinds but the memory issue remains an execution risk to monitor.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

                    $326.13
                    ▲(39.11% Upside)
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                    Ownership Overview

                    1.97%31.25%<0.01%38.38%
                    <0.01% Other Institutional Investors
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