Zebra Technologies Corporation (ZBRA) - What Are Researchers Saying About This Stock?

Key Points

• Analyst sentiment is moderately bullish: Nine of 13 analysts rate Zebra Technologies a “buy,” while four recommend holding the stock. The average 12-month price target is $385.83, with recent targets ranging from $360 to $450.
• Quarterly results exceeded expectations: Zebra reported $6.35 in earnings per share versus the $4.36 consensus estimate, while revenue rose 20.4% year over year to $1.56 billion. The company issued fiscal 2026 EPS guidance of $20.75–$21.25.
• Institutional ownership remains high, but insiders sold shares: Institutional investors and hedge funds own 91.03% of the company, while two insiders recently sold a combined 4,000 shares. The stock opened at $384.08, near its 12-month high of $390.80.

Zebra Technologies Corporation (NASDAQ:ZBRA - Get Free Report) has been assigned a consensus recommendation of "Moderate Buy" from the thirteen analysts that are presently covering the firm, MarketBeat.com reports. Four investment analysts have rated the stock with a hold recommendation and nine have given a buy recommendation to the company. The average 1 year price objective among brokerages that have updated their coverage on the stock in the last year is $385.83.

Several equities research analysts recently commented on ZBRA shares. TD Cowen upped their target price on Zebra Technologies from $400.00 to $450.00 and gave the company a "buy" rating in a research report on Wednesday, August 5th. Weiss Ratings upgraded Zebra Technologies from a "hold (c)" rating to a "hold (c+)" rating in a report on Tuesday, October 13th. KeyCorp boosted their price target on Zebra Technologies from $305.00 to $430.00 and gave the company an "overweight" rating in a research note on Wednesday, August 5th. Barclays boosted their price target on Zebra Technologies from $410.00 to $416.00 and gave the company an "overweight" rating in a research note on Monday, October 12th. Finally, Morgan Stanley set a $360.00 price target on Zebra Technologies in a report on Wednesday, August 5th.

Insider Buying and Selling at Zebra Technologies

In related news, Director Linda Connly sold 500 shares of the stock in a transaction on Monday, August 10th. The shares were sold at an average price of $377.68, for a total transaction of $188,840.00. Following the transaction, the director directly owned 3,708 shares of the company's stock, valued at $1,400,437.44. This represents a 11.88% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Michael Cho sold 3,500 shares of the firm's 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 completion of the sale, the insider owned 5,170 shares of the company's stock, valued at $1,939,784. The trade was a 40.37% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders own 0.91% of the company's stock.

Hedge Funds Weigh In On Zebra Technologies

Several institutional investors have recently made changes to their positions in the stock. Fulton Bank N.A. grew its position in Zebra Technologies by 2.3% in the 2nd quarter. Fulton Bank N.A. now owns 1,720 shares of the industrial products company's stock valued at $453,000 after purchasing an additional 38 shares during the period. Wealth Alliance LLC increased its stake in Zebra Technologies by 5.2% during the 1st quarter. Wealth Alliance LLC now owns 1,029 shares of the industrial products company's stock valued at $215,000 after purchasing an additional 51 shares in the last quarter. Parkside Financial Bank & Trust increased its stake in Zebra Technologies by 33.7% during the 2nd quarter. Parkside Financial Bank & Trust now owns 222 shares of the industrial products company's stock valued at $58,000 after purchasing an additional 56 shares in the last quarter. IFM Investors Pty Ltd raised its holdings in Zebra Technologies by 0.5% during the first quarter. IFM Investors Pty Ltd now owns 11,119 shares of the industrial products company's stock worth $2,325,000 after buying an additional 58 shares during the last quarter. Finally, Empirical Finance LLC raised its holdings in Zebra Technologies by 3.5% during the second quarter. Empirical Finance LLC now owns 1,770 shares of the industrial products company's stock worth $466,000 after buying an additional 60 shares during the last quarter. Institutional investors and hedge funds own 91.03% of the company's stock.

Zebra Technologies Price Performance

ZBRA stock opened at $384.08 on Wednesday. The firm has a market cap of $18.29 billion, a price-to-earnings ratio of 35.14 and a beta of 1.58. 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 12-month low of $199.05 and a 12-month high of $390.80. The company's fifty day simple moving average is $365.51 and its 200 day simple moving average is $293.00.

Zebra Technologies (NASDAQ:ZBRA - Get Free Report) last issued its quarterly earnings results on Tuesday, August 4th. The industrial products company reported $6.35 earnings per share for the quarter, topping analysts' consensus estimates of $4.36 by $1.99. Zebra Technologies had a return on equity of 22.29% and a net margin of 9.22%. The firm had revenue of $1.56 billion during the quarter, compared to the consensus estimate of $1.50 billion. During the same period last year, the business posted $3.61 EPS. The business's revenue was up 20.4% compared to the same quarter last year. 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. On average, analysts expect that Zebra Technologies will post 18.07 earnings per share for the current year.

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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