Zebra Technologies (NASDAQ:ZBRA) Updates FY 2026 Earnings Guidance

Zebra Technologies (NASDAQ:ZBRA) updated its FY 2026 earnings guidance on Tuesday. The company provided earnings per share guidance of 18.300-18.700 for the period, compared to the consensus earnings per share estimate of 17.370. The company issued revenue guidance of -, compared to the consensus revenue estimate of $6.0 billion. Zebra Technologies also updated its Q2 2026 guidance to 4.200-4.500 EPS.

Analysts Set New Price Targets

Several brokerages recently issued reports on ZBRA. Citigroup reiterated a “neutral” rating on shares of Zebra Technologies in a research report on Wednesday. Weiss Ratings reiterated a “hold (c)” rating on shares of Zebra Technologies in a research report on Wednesday, January 21st. Truist Financial reduced their price target on shares of Zebra Technologies from $294.00 to $256.00 and set a “hold” rating on the stock in a research report on Monday, April 20th. Robert W. Baird boosted their price target on shares of Zebra Technologies from $300.00 to $310.00 and gave the company an “outperform” rating in a research report on Wednesday. Finally, UBS Group reiterated a “buy” rating and set a $335.00 price target on shares of Zebra Technologies in a research report on Friday, February 13th. Eight equities research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $320.55.

Zebra Technologies Trading Up 11.4%

NASDAQ:ZBRA opened at $241.79 on Wednesday. The company’s 50 day moving average price is $218.21 and its 200-day moving average price is $241.02. Zebra Technologies has a 52 week low of $199.05 and a 52 week high of $352.66. The company has a quick ratio of 0.58, a current ratio of 0.97 and a debt-to-equity ratio of 0.66. The stock has a market cap of $11.89 billion, a price-to-earnings ratio of 29.59 and a beta of 1.62.

Zebra Technologies (NASDAQ:ZBRA) last posted its quarterly earnings results on Tuesday, May 12th. The industrial products company reported $4.75 EPS for the quarter, beating analysts’ consensus estimates of $4.21 by $0.54. Zebra Technologies had a net margin of 7.76% and a return on equity of 18.09%. The firm had revenue of $1.50 billion for the quarter, compared to analysts’ expectations of $1.48 billion. During the same quarter in the prior year, the company posted $4.02 earnings per share. The business’s revenue for the quarter was up 14.3% on a year-over-year basis. Zebra Technologies has set its FY 2026 guidance at 18.300-18.700 EPS and its Q2 2026 guidance at 4.200-4.500 EPS. On average, equities research analysts forecast that Zebra Technologies will post 15 earnings per share for the current fiscal year.

Insider Transactions at Zebra Technologies

In other Zebra Technologies news, insider Cristen L. Kogl sold 145 shares of the business’s stock in a transaction dated Thursday, March 5th. The stock was sold at an average price of $235.71, for a total transaction of $34,177.95. Following the completion of the sale, the insider owned 23,687 shares of the company’s stock, valued at approximately $5,583,262.77. The trade was a 0.61% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Corporate insiders own 0.91% of the company’s stock.

Key Zebra Technologies News

Here are the key news stories impacting Zebra Technologies this week:

• Positive Sentiment: Zebra beat Q1 estimates with EPS of $4.75 versus $4.21 expected and revenue of $1.50 billion versus $1.48 billion, with sales up 14.3% year over year. Zebra Technologies Announces First-Quarter 2026 Results
• Positive Sentiment: The company raised full-year 2026 EPS guidance to $18.30-$18.70, above consensus, and also guided Q2 EPS to $4.20-$4.50, topping expectations. Zebra Technologies Beats Q1 Earnings Estimates, Raises 2026 Outlook
• Positive Sentiment: Management also lifted annual sales growth expectations, citing strong automation demand and broad-based segment growth, which suggests the industrial spending backdrop may be improving. Zebra Technologies lifts annual sales forecast on strong automation demand
• Positive Sentiment: Investor commentary highlighted Zebra as a potential bellwether for a broader industrial recovery, with stronger warehouse and logistics spending supporting the stock. MarketBeat Zebra Technologies page

Institutional Trading of Zebra Technologies

Hedge funds have recently bought and sold shares of the stock. CYBER HORNET ETFs LLC bought a new stake in Zebra Technologies during the second quarter valued at about $39,000. Johnson Financial Group Inc. grew its holdings in Zebra Technologies by 330.3% during the fourth quarter. Johnson Financial Group Inc. now owns 142 shares of the industrial products company’s stock valued at $34,000 after purchasing an additional 109 shares during the period. Intesa Sanpaolo Wealth Management bought a new stake in Zebra Technologies during the fourth quarter valued at about $73,000. UMB Bank n.a. grew its holdings in Zebra Technologies by 33.0% during the fourth quarter. UMB Bank n.a. now owns 306 shares of the industrial products company’s stock valued at $74,000 after purchasing an additional 76 shares during the period. Finally, Meeder Asset Management Inc. bought a new stake in Zebra Technologies during the fourth quarter valued at about $141,000. Institutional investors own 91.03% of the company’s stock.

About Zebra Technologies

Zebra Technologies Corporation is a global technology company specializing in marking, tracking and computer printing solutions. The company produces a wide range of hardware and software products designed to enable real-time visibility of assets, inventory and personnel across diverse industries. Its offerings help businesses automate data capture and streamline operations in environments such as retail, healthcare, manufacturing, transportation and logistics.

The company’s product portfolio includes barcode and RFID printers, mobile computing devices, barcode scanners, RFID readers and related supplies such as labels and tags.