Zebra Technologies Corporation (NASDAQ:ZBRA) Given Consensus Recommendation of "Hold" by Brokerages

Key Points

• Analysts give Zebra a consensus "Hold" rating from 11 brokerages (6 hold, 5 buy) with an average 1‑year price target of $321.38, and several firms recently trimmed targets (Citigroup to $274, Truist to $256, Barclays to $330).
• Zebra slightly missed quarterly EPS ($4.33 vs. $4.34) while revenue rose 10.6% to $1.48B; the company set Q1 2026 guidance of 4.05–4.35 EPS and FY 2026 guidance of 17.70–18.30 EPS, and the stock trades around $219 (market cap $10.78B), well below its 52‑week high of $352.66.

Shares of Zebra Technologies Corporation (NASDAQ:ZBRA - Get Free Report) have earned an average recommendation of "Hold" from the eleven brokerages that are currently covering the stock, MarketBeat Ratings reports. Six investment analysts have rated the stock with a hold recommendation and five have assigned a buy recommendation to the company. The average 1-year price objective among analysts that have issued a report on the stock in the last year is $321.3750.

Several equities analysts have weighed in on ZBRA shares. Citigroup dropped their price objective on Zebra Technologies from $315.00 to $274.00 and set a "neutral" rating for the company in a report on Monday, April 13th. Morgan Stanley set a $323.00 target price on shares of Zebra Technologies in a research report on Thursday, February 12th. Barclays dropped their target price on shares of Zebra Technologies from $351.00 to $330.00 and set an "overweight" rating for the company in a research report on Friday, February 13th. Truist Financial dropped their target price on shares of Zebra Technologies from $294.00 to $256.00 and set a "hold" rating for the company in a research report on Monday, April 20th. Finally, Zacks Research cut shares of Zebra Technologies from a "strong-buy" rating to a "hold" rating in a research report on Monday, April 20th.

Zebra Technologies Price Performance

Shares of NASDAQ ZBRA opened at $219.24 on Wednesday. The stock has a market capitalization of $10.78 billion, a PE ratio of 26.83 and a beta of 1.65. The company has a debt-to-equity ratio of 0.66, a current ratio of 0.97 and a quick ratio of 0.58. The business has a fifty day moving average price of $220.44 and a two-hundred day moving average price of $244.89. Zebra Technologies has a fifty-two week low of $199.05 and a fifty-two week high of $352.66.

Zebra Technologies (NASDAQ:ZBRA - Get Free Report) last announced 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). The company had revenue of $1.48 billion during the quarter, compared to analyst estimates of $1.47 billion. Zebra Technologies had a net margin of 7.76% and a return on equity of 18.09%. Zebra Technologies's revenue was up 10.6% on a year-over-year basis. During the same period in the prior year, the firm earned $4.00 earnings per share. 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. As a group, equities analysts predict that Zebra Technologies will post 15 earnings per share for the current fiscal year.

Insider Activity at Zebra Technologies

In other news, insider Cristen L. Kogl sold 145 shares of the business's stock in a transaction on Thursday, March 5th. The stock was sold at an average price of $235.71, for a total transaction of $34,177.95. Following the completion of the transaction, the insider owned 23,687 shares of the company's stock, valued at approximately $5,583,262.77. The trade was a 0.61% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Insiders own 0.91% of the company's stock.

Hedge Funds Weigh In On Zebra Technologies

A number of institutional investors have recently modified their holdings of ZBRA. NewEdge Advisors LLC raised its holdings in shares of Zebra Technologies by 39.9% during the 1st 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 in the last quarter. Caxton Associates LLP acquired a new position in shares of Zebra Technologies during the 1st quarter worth $317,000. Empowered Funds LLC raised its holdings in shares of Zebra Technologies by 7.2% during the 1st quarter. Empowered Funds LLC now owns 1,441 shares of the industrial products company's stock worth $407,000 after buying an additional 97 shares in the last quarter. Brown Advisory Inc. increased its position in 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 purchasing an additional 36 shares in the last quarter. Finally, Cresset Asset Management LLC increased its position in Zebra Technologies by 19.4% during the 2nd 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 in the last quarter. Institutional investors and hedge funds own 91.03% of the company's stock.

About Zebra Technologies

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.

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