Zebra Technologies Corporation (NASDAQ:ZBRA) Receives Consensus Rating of "Moderate Buy" from Brokerages

Key Points

• Zebra Technologies has a “Moderate Buy” consensus rating from 13 analysts, with nine buys and four holds. The average 12-month price target is $381, while several firms recently raised targets as high as $455.
• The company reported strong quarterly results, with adjusted EPS of $6.35 versus the $4.36 consensus and revenue of $1.56 billion, up 20.4% year over year. Management issued third-quarter EPS guidance of $4.70–$4.90 and full-year 2026 guidance of $20.75–$21.25.
• ZBRA was trading at $364.24, near its 52-week high of $376.70, with a P/E ratio of 33.32 after a recent rally. Institutional investors own 91.03% of the stock, while reported insider sales reduced holdings.

Shares of Zebra Technologies Corporation (NASDAQ:ZBRA - Get Free Report) have earned an average recommendation of "Moderate Buy" from the thirteen research firms that are currently covering the firm, Marketbeat.com reports. Four research analysts have rated the stock with a hold rating and nine have assigned a buy rating to the company. The average 12 month target price among analysts that have updated their coverage on the stock in the last year is $381.00.

A number of equities research analysts have recently commented on ZBRA shares. BNP Paribas Exane reaffirmed an "outperform" rating and issued a $455.00 price objective (up from $370.00) on shares of Zebra Technologies in a research note on Wednesday. Wolfe Research restated an "outperform" rating and set a $317.00 price objective on shares of Zebra Technologies in a research note on Thursday, July 9th. Northcoast Research reduced their price objective on Zebra Technologies from $364.00 to $344.00 and set a "buy" rating for the company in a research note on Monday, April 27th. Truist Financial lifted their price target on shares of Zebra Technologies from $296.00 to $355.00 and gave the stock a "hold" rating in a report on Wednesday. Finally, Citigroup lifted their price target on Zebra Technologies from $306.00 to $396.00 and gave the company a "neutral" rating in a research report on Wednesday.

Insider Activity

In other news, insider Loizides Melissa Luff sold 500 shares of Zebra Technologies stock in a transaction on 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 of the company's stock, valued at approximately $940,122.90. The trade was a 11.90% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Janice M. Roberts sold 3,000 shares of the business's stock in a transaction that occurred on Thursday, May 14th. The stock was sold at an average price of $249.54, for a total value of $748,620.00. Following the completion of the sale, the director owned 6,183 shares of the company's stock, valued at $1,542,905.82. The trade was 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 Investors Weigh In On Zebra Technologies

Hedge funds and other institutional investors have recently bought and sold shares of the business. UBS Group AG lifted its position in shares of Zebra Technologies by 3.5% during the 4th quarter. UBS Group AG now owns 498,207 shares of the industrial products company's stock valued at $120,975,000 after buying an additional 17,038 shares in the last quarter. Triodos Investment Management BV raised its holdings in shares of Zebra Technologies by 25.6% during the 4th quarter. Triodos Investment Management BV now owns 54,000 shares of the industrial products company's stock worth $13,324,000 after acquiring an additional 11,000 shares in the last quarter. Willis Investment Counsel lifted its stake in shares of Zebra Technologies by 201.6% in the 4th quarter. Willis Investment Counsel now owns 9,453 shares of the industrial products company's stock valued at $2,295,000 after purchasing an additional 6,319 shares during the last quarter. AIGH Capital Management LLC bought a new position in Zebra Technologies during the first quarter valued at $20,908,000. Finally, Vanguard Group Inc. raised its position in Zebra Technologies by 2.0% in the 4th quarter. Vanguard Group Inc. now owns 6,645,605 shares of the industrial products company's stock worth $1,613,686,000 after purchasing an additional 132,151 shares during the period. Hedge funds and other institutional investors own 91.03% of the company's stock.

Zebra Technologies Trading Down 1.3%

ZBRA opened at $364.24 on Friday. The company has a market cap of $17.35 billion, a P/E ratio of 33.32 and a beta of 1.59. Zebra Technologies has a 1-year low of $199.05 and a 1-year high of $376.70. The company has a current ratio of 0.52, a quick ratio of 0.57 and a debt-to-equity ratio of 0.14. The company's 50 day moving average is $262.26 and its 200-day moving average is $242.43.

Zebra Technologies (NASDAQ:ZBRA - Get Free Report) last issued its earnings results on Tuesday, August 4th. The industrial products company reported $6.35 earnings per share (EPS) 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 business had revenue of $1.56 billion during the quarter, compared to analysts' expectations of $1.50 billion. During the same quarter in the prior year, the firm earned $3.61 EPS. The business's revenue for the quarter 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. Equities research analysts predict that Zebra Technologies will post 15.2 earnings per share for the current fiscal year.

Zebra Technologies News Summary

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

• Positive Sentiment: Zebra reported second-quarter adjusted EPS of $6.35, well above the $4.36 analyst consensus, while revenue reached $1.56 billion versus expectations of $1.50 billion. Revenue increased 20.4% year over year, indicating broad operating momentum. Zebra reports strong Q2 CY2026
• Positive Sentiment: Management raised its full-year 2026 outlook to adjusted EPS of $20.75-$21.25 and provided third-quarter guidance of $4.70-$4.90, reinforcing expectations for continued earnings growth. Zebra Technologies raises full-year forecast
• Positive Sentiment: Improving memory-component availability and AI-related demand were identified as important drivers of the quarter’s performance, potentially supporting shipment growth and easing supply constraints. ZBRA Q2 deep dive
• Positive Sentiment: Analysts raised their targets after the report: TD Cowen moved to $450 with a Buy rating, BNP Paribas Exane to $455 while reaffirming Outperform, and Needham to $410 with a Buy rating. Analyst price-target updates
• Negative Sentiment: After a substantial post-earnings rally, the latest decrease may reflect profit-taking and valuation concerns, with ZBRA trading near its 12-month high and at roughly 33 times earnings.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

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