Zebra Technologies (NASDAQ:ZBRA) Issues Q3 2026 Earnings Guidance

Zebra Technologies (NASDAQ:ZBRA) issued an update on its third quarter 2026 earnings guidance on Tuesday morning. The company provided EPS guidance of 4.700-4.900 for the period, compared to the consensus EPS estimate of 4.380. The company issued revenue guidance of $1.5 billion-$1.6 billion, compared to the consensus revenue estimate of $1.5 billion. Zebra Technologies also updated its FY 2026 guidance to 20.750-21.250 EPS.

Zebra Technologies Stock Performance

Shares of NASDAQ:ZBRA traded down $1.05 during trading hours on Thursday, hitting $367.94. The stock had a trading volume of 149,856 shares, compared to its average volume of 869,387. The stock’s fifty day simple moving average is $259.94 and its 200 day simple moving average is $241.63. Zebra Technologies has a 1-year low of $199.05 and a 1-year high of $376.70. The firm has a market capitalization of $17.52 billion, a price-to-earnings ratio of 33.62 and a beta of 1.59. The company has a debt-to-equity ratio of 0.14, a quick ratio of 0.57 and a current ratio of 0.52.

Zebra Technologies (NASDAQ:ZBRA) last issued its quarterly earnings data on Tuesday, August 4th. The industrial products company reported $6.35 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.36 by $1.99. Zebra Technologies had a return on equity of 22.29% and a net margin of 9.22%.The business had revenue of $1.56 billion during the quarter, compared to the consensus estimate of $1.50 billion. During the same period in the previous year, the firm posted $3.61 earnings per share. The business’s revenue was up 20.4% on a year-over-year basis. Zebra Technologies has set its Q3 2026 guidance at 4.700-4.900 EPS and its FY 2026 guidance at 20.750-21.250 EPS. Sell-side analysts anticipate that Zebra Technologies will post 15.2 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

Several brokerages have recently commented on ZBRA. Weiss Ratings raised Zebra Technologies from a “hold (c-)” rating to a “hold (c)” rating in a report on Friday, July 17th. Zacks Research cut Zebra Technologies from a “strong-buy” rating to a “hold” rating in a research note on Monday, April 20th. KeyCorp boosted their price objective on Zebra Technologies from $305.00 to $430.00 and gave the stock an “overweight” rating in a report on Wednesday. Robert W. Baird upped their price objective on shares of Zebra Technologies from $300.00 to $310.00 and gave the company an “outperform” rating in a research note on Wednesday, May 13th. Finally, Wolfe Research reaffirmed an “outperform” rating and set a $317.00 price objective on shares of Zebra Technologies in a research note on Thursday, July 9th. Nine analysts have rated the stock with a Buy rating and four have given a Hold rating to the company’s stock. According to data from MarketBeat, Zebra Technologies presently has a consensus rating of “Moderate Buy” and a consensus target price of $381.00.

Insider Buying and Selling at Zebra Technologies

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

Institutional Trading of Zebra Technologies

Several large investors have recently added to or reduced their stakes in the business. PharVision Advisers LLC acquired a new stake in Zebra Technologies in the 3rd quarter valued at $216,000. Voleon Capital Management LP bought a new position in shares of Zebra Technologies in the third quarter valued at approximately $204,000. Quarry LP boosted its holdings in shares of Zebra Technologies by 246.8% in the 3rd quarter. Quarry LP now owns 645 shares of the industrial products company’s stock worth $192,000 after acquiring an additional 459 shares in the last quarter. Prelude Capital Management LLC acquired a new stake in Zebra Technologies during the 3rd quarter valued at $201,000. Finally, GeoWealth Management LLC raised its position in Zebra Technologies by 310.2% in the 3rd quarter. GeoWealth Management LLC now owns 681 shares of the industrial products company’s stock valued at $202,000 after purchasing an additional 515 shares during the last quarter. 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.