Zebra Technologies Corporation (ZBRA) Presents at UBS Global Technology and AI Conference 2025 Transcript
Zebra (ZBRA) reported earnings 30 days ago. What's next for the stock?
Zebra Technologies Corporation delivered strong Q3 '25 results, driven by retail, eCommerce, and healthcare, and guided for flat organic growth in Q4 '25. The Elo Touch Solutions acquisition expands ZBRA's addressable market by $8B, creating a vertically integrated offering in retail for POS & self-service kiosk technology. Despite near-term margin headwinds from tariffs and supply chain shifts, ZBRA's long-term strategy and AI-driven product refresh cycles support durable growth.
Zebra Technologies (ZBRA) has found itself back on investors' radar after a sharp post-earnings pullback brought the stock to a key technical support zone. Despite beating expectations and raising guidance, shares have slid nearly 30% this year as the market questions the pace of recovery across its core automation and enterprise mobility segments.
ZBRA tops Q3 estimates with double-digit earnings growth and raises its full-year outlook on strong demand.
Zebra Technologies Corporation (NASDAQ:ZBRA ) Q3 2025 Earnings Call October 28, 2025 8:30 AM EDT Company Participants Michael Steele - Vice President of Investor Relations William Burns - CEO & Director Nathan Winters - Chief Financial Officer Conference Call Participants Andrew Buscaglia - BNP Paribas Exane, Research Division Piyush Avasthy - Citigroup Inc., Research Division Damian Karas - UBS Investment Bank, Research Division Thomas Moll - Stephens Inc., Research Division Keith Housum - Northcoast Research Partners, LLC Jamie Cook - Truist Securities, Inc., Research Division Joseph Giordano - TD Cowen, Research Division Robert Mason - Robert W. Baird & Co. Incorporated, Research Division Guy Drummond Hardwick - Barclays Bank PLC, Research Division Bradley Hewitt - Wolfe Research, LLC Brian Drab - William Blair & Company L.L.C.
Zebra Technologies (ZBRA) came out with quarterly earnings of $3.88 per share, beating the Zacks Consensus Estimate of $3.75 per share. This compares to earnings of $3.49 per share a year ago.
Zebra (ZBRA) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Zebra Technologies (ZBRA) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
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Zebra Technologies' NASDAQ: ZBRA stock price advanced following the Q2 earnings release to confirm a market reversal and increase the odds it will set a fresh high soon. The company is well-positioned to benefit from automation and AI, and the results reflect it.
Zebra Technologies Corporation (NASDAQ:ZBRA ) Q2 2025 Earnings Conference Call August 5, 2025 8:30 AM ET Company Participants Michael A. Steele - Vice President of Investor Relations Nathan Andrew Winters - Chief Financial Officer William J.