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

Zebra Technologies (NASDAQ:ZBRA) issued an update on its FY 2026 earnings guidance on Tuesday morning. The company provided earnings per share (EPS) guidance of 20.750-21.250 for the period, compared to the consensus earnings per share estimate of 17.870. The company issued revenue guidance of $6.2 billion-$6.3 billion, compared to the consensus revenue estimate of $6.1 billion. Zebra Technologies also updated its Q3 2026 guidance to 4.700-4.900 EPS.

Wall Street Analyst Weigh In

A number of equities analysts recently weighed in on the company. Needham & Company LLC reissued a “buy” rating and issued a $345.00 price target on shares of Zebra Technologies in a research note on Wednesday, May 13th. Truist Financial lifted their price objective on shares of Zebra Technologies from $267.00 to $296.00 and gave the stock a “hold” rating in a research report on Thursday, July 2nd. Weiss Ratings upgraded Zebra Technologies from a “hold (c-)” rating to a “hold (c)” rating in a report on Friday, July 17th. Barclays upped their price target on Zebra Technologies from $345.00 to $346.00 and gave the company an “overweight” rating in a research report on Monday, June 22nd. Finally, Northcoast Research decreased their price objective on Zebra Technologies from $364.00 to $344.00 and set a “buy” rating for the company in a research report on Monday, April 27th. Eight research analysts have rated the stock with a Buy rating and five have given a Hold rating to the company. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $327.00.

Zebra Technologies Stock Performance

Shares of NASDAQ:ZBRA traded up $66.28 during midday trading on Tuesday, hitting $357.93. The company’s stock had a trading volume of 1,493,679 shares, compared to its average volume of 862,544. The company has a debt-to-equity ratio of 0.69, a quick ratio of 0.57 and a current ratio of 0.96. The stock’s 50 day simple moving average is $255.28 and its 200 day simple moving average is $240.11. The stock has a market capitalization of $17.05 billion, a price-to-earnings ratio of 43.22 and a beta of 1.60. Zebra Technologies has a fifty-two week low of $199.05 and a fifty-two week high of $360.58.

Zebra Technologies (NASDAQ:ZBRA) last announced its earnings results on Tuesday, May 12th. The industrial products company reported $4.75 earnings per share for the quarter, beating the consensus estimate of $4.21 by $0.54. Zebra Technologies had a return on equity of 18.91% and a net margin of 7.49%.The firm had revenue of $1.50 billion during the quarter, compared to the consensus estimate of $1.48 billion. During the same quarter in the prior year, the company earned $4.02 EPS. The firm’s revenue for the quarter was up 14.3% compared to the same quarter last year. 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. As a group, research analysts anticipate that Zebra Technologies will post 15.2 earnings per share for the current year.

Insider Buying and Selling at Zebra Technologies

In other news, Director Janice M. Roberts sold 3,000 shares of the firm’s stock in a transaction dated Thursday, May 14th. The shares were sold at an average price of $249.54, for a total transaction of $748,620.00. Following the completion of the transaction, the director directly owned 6,183 shares of the company’s stock, valued at approximately $1,542,905.82. This trade represents a 32.67% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Loizides Melissa Luff sold 500 shares of the company’s stock in a transaction dated Tuesday, May 26th. The shares were sold at an average price of $253.95, for a total transaction of $126,975.00. Following the completion of the sale, the insider directly owned 3,702 shares in the company, valued at approximately $940,122.90. The trade was a 11.90% decrease in their position. The SEC filing for this sale provides additional information. Insiders own 0.91% of the company’s stock.

More Zebra Technologies News

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

• Positive Sentiment: Second-quarter results exceeded expectations: Zebra reported sales of $1.557 billion, up 20.4% year over year. Non-GAAP diluted EPS reached $6.35, compared with the Zacks consensus estimate of $4.35 and $3.61 in the prior-year quarter. GAAP diluted EPS was $4.85. Zebra Technologies Announces Second Quarter 2026 Results
• Positive Sentiment: Full-year earnings guidance was raised substantially: Zebra now expects fiscal 2026 EPS of $20.75-$21.25, well above the $17.87 analyst consensus and the company’s previous $18.30-$18.70 range. Revenue is projected at $6.2-$6.3 billion, also ahead of the $6.1 billion consensus. This improved outlook suggests stronger demand, operating leverage, or both.
• Positive Sentiment: Third-quarter expectations also topped estimates: Zebra guided to EPS of $4.70-$4.90 versus consensus of $4.38, while revenue guidance of $1.5-$1.6 billion was at least in line with the $1.5 billion estimate. Zebra Technologies Beats Q2 Earnings and Revenue Estimates
• Neutral Sentiment: Investor focus now shifts to execution: The higher guidance supports the bullish reaction, but Zebra trades near its 12-month high, making future results and management’s ability to deliver the upgraded targets important for sustaining momentum.

Institutional Investors Weigh In On Zebra Technologies

Large investors have recently made changes to their positions in the company. NewEdge Advisors LLC boosted its holdings in Zebra Technologies by 39.9% during the first quarter. NewEdge Advisors LLC now owns 1,318 shares of the industrial products company’s stock worth $372,000 after buying an additional 376 shares during the last quarter. Caxton Associates LLP acquired a new stake in Zebra Technologies during the 1st quarter valued at $317,000. Empowered Funds LLC raised its position in shares of Zebra Technologies by 7.2% in the first quarter. Empowered Funds LLC now owns 1,441 shares of the industrial products company’s stock valued at $407,000 after purchasing an additional 97 shares during the period. Brown Advisory Inc. raised its holdings in Zebra Technologies by 2.1% in the 2nd quarter. Brown Advisory Inc. now owns 1,787 shares of the industrial products company’s stock valued at $551,000 after acquiring an additional 36 shares during the period. Finally, Cresset Asset Management LLC increased its stake in shares of Zebra Technologies by 19.4% during the second quarter. Cresset Asset Management LLC now owns 2,504 shares of the industrial products company’s stock worth $772,000 after purchasing an additional 407 shares during the period. Institutional investors own 91.03% of the company’s stock.

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.