Zebra Technologies (NASDAQ:ZBRA) Shares Gap Up – What’s Next?

Shares of Zebra Technologies Corporation (NASDAQ:ZBRA) gapped up before the market opened on Thursday . The stock had previously closed at $252.49, but opened at $293.64. Zebra Technologies shares last traded at $299.30, with a volume of 389,433 shares.

More Zebra Technologies News

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

• Positive Sentiment: Zebra raised FY‑2026 EPS guidance to $17.70–$18.30 (well above the prior Street view) and set Q1‑2026 EPS at $4.05–$4.35, signaling stronger-than-expected margins and revenue direction for the year; investors are pricing in better forward earnings visibility. Reuters: Upbeat 2026 forecast
• Positive Sentiment: The board approved an additional $1 billion share‑repurchase authorization (on top of prior authorizations), a capital‑return action that typically supports EPS and the stock multiple. BusinessWire: $1B repurchase
• Neutral Sentiment: Quarterly revenue grew ~10.6% year‑over‑year to ~$1.48B and slightly beat consensus, reflecting continued demand for barcode scanners and mobile devices; topline strength supports the raised full‑year outlook. Zacks: Q4 revenue growth
• Neutral Sentiment: Zebra presented at the Citi Global Industrial Tech & Mobility Conference (investor outreach that can help sustain institutional interest). Yahoo Finance: Citi conference
• Negative Sentiment: Q4 EPS came in $4.33, missing consensus by $0.01; the miss was attributed to higher expenses and a decline in cash levels, which could temper near‑term margin expectations despite revenue growth. Zacks: Q4 EPS miss

Analysts Set New Price Targets

A number of equities research analysts recently weighed in on the stock. KeyCorp reaffirmed a “sector weight” rating on shares of Zebra Technologies in a research report on Thursday, October 30th. Zacks Research raised Zebra Technologies from a “strong sell” rating to a “hold” rating in a research note on Monday, December 29th. Truist Financial lowered their price objective on shares of Zebra Technologies from $331.00 to $291.00 and set a “hold” rating on the stock in a research note on Thursday, December 18th. Barclays set a $351.00 target price on shares of Zebra Technologies and gave the company an “overweight” rating in a research note on Friday, February 6th. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of Zebra Technologies in a research report on Wednesday, January 21st. Five investment analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company’s stock. According to MarketBeat.com, Zebra Technologies has a consensus rating of “Hold” and a consensus price target of $347.88.

Zebra Technologies Stock Performance

The company has a quick ratio of 1.19, a current ratio of 1.61 and a debt-to-equity ratio of 0.56. The stock has a fifty day simple moving average of $251.49 and a 200-day simple moving average of $279.42. The company has a market capitalization of $13.99 billion, a P/E ratio of 27.72 and a beta of 1.69.

Zebra Technologies (NASDAQ:ZBRA) last issued its quarterly earnings data on Thursday, February 12th. The industrial products company reported $4.33 earnings per share for the quarter, missing the consensus estimate of $4.34 by ($0.01). Zebra Technologies had a return on equity of 18.08% and a net margin of 9.74%.The firm had revenue of $1.48 billion for the quarter, compared to the consensus estimate of $1.47 billion. During the same period in the prior year, the company posted $4.00 earnings per share. Zebra Technologies’s quarterly revenue was up 10.6% compared to the same quarter last year. Zebra Technologies has set its Q1 2026 guidance at 4.050-4.350 EPS and its FY 2026 guidance at 17.700-18.300 EPS. Equities analysts forecast that Zebra Technologies Corporation will post 13.71 EPS for the current year.

Insiders Place Their Bets

In other news, Director Satish Dhanasekaran bought 1,000 shares of the company’s stock in a transaction that occurred on Tuesday, November 18th. The shares were acquired at an average price of $233.12 per share, for a total transaction of $233,120.00. Following the completion of the acquisition, the director directly owned 3,356 shares in the company, valued at approximately $782,350.72. This represents a 42.44% increase in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this link. 0.84% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

Several hedge funds have recently made changes to their positions in ZBRA. Elevation Point Wealth Partners LLC boosted its position in shares of Zebra Technologies by 3.4% during the 2nd quarter. Elevation Point Wealth Partners LLC now owns 986 shares of the industrial products company’s stock valued at $304,000 after purchasing an additional 32 shares in the last quarter. Parkside Financial Bank & Trust lifted its stake in Zebra Technologies by 19.2% in the second quarter. Parkside Financial Bank & Trust now owns 205 shares of the industrial products company’s stock valued at $63,000 after buying an additional 33 shares during the period. Wealth Alliance LLC boosted its holdings in shares of Zebra Technologies by 3.5% during the 2nd quarter. Wealth Alliance LLC now owns 978 shares of the industrial products company’s stock worth $302,000 after buying an additional 33 shares in the last quarter. Brown Advisory Inc. grew its position in shares of Zebra Technologies by 2.1% during the 2nd quarter. Brown Advisory Inc. now owns 1,787 shares of the industrial products company’s stock worth $551,000 after buying an additional 36 shares during the period. Finally, Empowered Funds LLC grew its position in shares of Zebra Technologies by 1.7% during the 4th quarter. Empowered Funds LLC now owns 2,385 shares of the industrial products company’s stock worth $579,000 after buying an additional 40 shares during the period. 91.03% of the stock is owned by institutional investors.

Zebra Technologies Company Profile

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.