Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.
The average of price targets set by Wall Street analysts indicates a potential upside of 38% in Zebra (ZBRA). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.
Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.
Zebra Technologies is rated Buy with a $350/share target, reflecting long-term margin improvement potential despite near-term memory chip and retail headwinds. ZBRA exited robotics, incurring an $80M impairment, to focus on vertically integrated solutions and capitalize on machine vision, RFID, digital POS/kiosks, and mobile computers. Management expects margin pressure from memory pricing in 2026; I'm forecasting pressure to ease into 2027 as new chip capacity comes online, supporting a margin-accretive rebound.
Zebra Technologies reported strong Q4 results, beating revenue estimates and issuing bullish FY2026 guidance that projects 9-13% sales growth and significant EPS expansion. The company is transitioning from hardware to a "central nervous system" model, leveraging AI, RFID, and machine vision to provide predictive analytics for enterprises. Management plans to mitigate a 2-point gross margin headwind from memory pricing through targeted price increases, productivity actions, and savings from exiting the robotics business.
ZBRA posts Q4 revenue growth and strong segment gains, but earnings missed estimates as expenses climbed and cash levels declined.
Zebra Technologies (ZBRA) came out with quarterly earnings of $4.33 per share, missing the Zacks Consensus Estimate of $4.34 per share. This compares to earnings of $4 per share a year ago.
Zebra Technologies (ZBRA) could be an attractive buy, supported by strong cash generation, solid fundamentals, and a compelling valuation. The company provides mission-critical automation solutions—such as barcode scanners, RFID systems, mobile computers, and workflow software—that help enterprises track inventory, manage assets, and boost frontline productivity.
We believe Zebra Technologies is deeply undervalued after a 36% stock decline despite robust fundamentals. Zebra's expanding distributor network and channel partner programs have strengthened global reach and driven revenue growth, especially through top three distributors. Favorable macro trends in healthcare and retail, coupled with accelerating RFID adoption, position the company for sustained growth in its core AIDC market.
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.