Zebra Technologies (NASDAQ:ZBRA) Stock Price Expected to Rise, Barclays Analyst Says

Key Points

• Barclays raised its price target on Zebra Technologies to $432 from $416 and maintained an Overweight rating, implying 30.6% upside from the stock’s cited price.
• Zebra beat quarterly estimates, reporting EPS of $4.95 and revenue of $1.61 billion, up 22.3% year over year; analysts’ consensus rating is Moderate Buy.
• Despite the earnings beat, a disappointing next-quarter outlook and rising memory costs have raised concerns about margin pressure and weighed on investor sentiment.

Zebra Technologies (NASDAQ:ZBRA - Get Free Report) had its price target boosted by analysts at Barclays from $416.00 to $432.00 in a research note issued to investors on Wednesday, Benzinga reports. The firm currently has an "overweight" rating on the industrial products company's stock. Barclays's price objective points to a potential upside of 30.61% from the stock's current price.

ZBRA has been the subject of several other research reports. Weiss Ratings raised Zebra Technologies from a "hold (c)" rating to a "hold (c+)" rating in a research note on Tuesday, October 13th. Cfra raised shares of Zebra Technologies from a "hold" rating to a "buy" rating in a research note on Wednesday. Citigroup reissued a "buy" rating on shares of Zebra Technologies in a research note on Monday, October 12th. Wolfe Research restated an "outperform" rating and set a $317.00 target price on shares of Zebra Technologies in a report on Thursday, July 9th. Finally, TD Cowen upped their price target on shares of Zebra Technologies from $400.00 to $450.00 and gave the company a "buy" rating in a report on Wednesday, August 5th. Ten analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company's stock. Based on data from MarketBeat, the company has a consensus rating of "Moderate Buy" and a consensus price target of $388.83.

Zebra Technologies Price Performance

ZBRA stock traded up $1.24 on Wednesday, reaching $330.74. 511,522 shares of the company's stock were exchanged, compared to its average volume of 786,762. The stock has a fifty day moving average of $366.71 and a 200-day moving average of $281.25. The firm has a market cap of $15.75 billion, a PE ratio of 30.24 and a beta of 1.61. The company has a quick ratio of 0.33, a current ratio of 0.52 and a debt-to-equity ratio of 0.14. Zebra Technologies has a twelve month low of $199.05 and a twelve month high of $392.78.

Zebra Technologies (NASDAQ:ZBRA - Get Free Report) last released its earnings results on Tuesday, November 3rd. The industrial products company reported $4.95 EPS for the quarter, beating analysts' consensus estimates of $4.89 by $0.06. The company had revenue of $1.61 billion during the quarter, compared to the consensus estimate of $1.57 billion. Zebra Technologies had a return on equity of 22.29% and a net margin of 9.22%. Zebra Technologies's quarterly revenue was up 22.3% compared to the same quarter last year. During the same quarter last year, the company earned $3.88 earnings per share. As a group, equities analysts predict that Zebra Technologies will post 18.07 EPS for the current fiscal year.

Insider Buying and Selling at Zebra Technologies

In related news, insider Michael Cho sold 3,500 shares of the stock in a transaction on Friday, August 7th. The stock was sold at an average price of $375.20, for a total transaction of $1,313,200.00. Following the sale, the insider owned 5,170 shares of the company's stock, valued at $1,939,784. This trade represents a 40.37% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Linda Connly sold 500 shares of the business's stock in a transaction dated Monday, August 10th. The shares were sold at an average price of $377.68, for a total transaction of $188,840.00. Following the completion of the transaction, the director directly owned 3,708 shares of the company's stock, valued at $1,400,437.44. The trade was a 11.88% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.91% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On Zebra Technologies

Several institutional investors and hedge funds have recently modified their holdings of ZBRA. Sumitomo Mitsui Trust Group Inc. boosted its holdings in Zebra Technologies by 0.3% in the 3rd quarter. Sumitomo Mitsui Trust Group Inc. now owns 613,319 shares of the industrial products company's stock worth $228,958,000 after acquiring an additional 1,956 shares during the period. Dimensional Fund Advisors LP raised its stake in shares of Zebra Technologies by 37.0% during the first quarter. Dimensional Fund Advisors LP now owns 686,335 shares of the industrial products company's stock valued at $143,473,000 after purchasing an additional 185,387 shares during the period. Lazard Asset Management LLC raised its stake in shares of Zebra Technologies by 3.4% during the first quarter. Lazard Asset Management LLC now owns 623,965 shares of the industrial products company's stock valued at $130,459,000 after purchasing an additional 20,567 shares during the period. Arrowstreet Capital Limited Partnership raised its stake in shares of Zebra Technologies by 111.6% during the first quarter. Arrowstreet Capital Limited Partnership now owns 500,628 shares of the industrial products company's stock valued at $104,671,000 after purchasing an additional 264,015 shares during the period. Finally, Robeco Institutional Asset Management B.V. lifted its position in shares of Zebra Technologies by 34.3% during the third quarter. Robeco Institutional Asset Management B.V. now owns 256,025 shares of the industrial products company's stock worth $95,577,000 after purchasing an additional 65,320 shares in the last quarter. Hedge funds and other institutional investors own 91.03% of the company's stock.

More Zebra Technologies News

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

• Positive Sentiment: Zebra beat Q3 estimates, with revenue up 22.3% year over year to $1.61 billion and adjusted EPS of $4.95. Strong mobile-computing demand and automation growth helped the company raise its 2026 outlook. ZBRA Q3 Earnings Call Highlights Strong Demand and Raised Outlook
• Positive Sentiment: CFRA upgraded the stock to Buy, while Morgan Stanley raised its price target to $380, though it retained an Equal Weight rating. Morgan Stanley analyst ratings
• Neutral Sentiment: BNP Paribas Exane trimmed its target to $455 but kept an Outperform rating; Truist also made a modest target cut and maintained Hold. These mixed calls suggest analysts see upside but remain cautious. Truist adjusts Zebra price target
• Negative Sentiment: Despite the Q3 beat, investors were disappointed by the Q4 earnings outlook. Higher memory costs are also raising concerns about margin pressure, particularly into 2027, helping explain the stock’s decline. Zebra shares fall as Q4 outlook disappoints

About Zebra Technologies

Zebra Technologies Corp. NASDAQ: ZBRA develops technologies that help businesses identify, track and manage assets, inventory and operational processes. Its solutions are used by organizations in retail, manufacturing, transportation and logistics, healthcare, government and other industries to improve visibility and productivity across their operations.

The company's portfolio includes barcode and label printers, barcode scanners, mobile computers, radio-frequency identification (RFID) readers and tags, machine-vision systems, fixed industrial scanners and related software.

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