Zebra Technologies' 71% rally reflects broad demand, acquisitions, strong cash flow and bullish momentum supporting further growth.
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Zebra Technologies Corporation (ZBRA) Presents at Citi's 2026 Global TMT Conference Transcript
Zebra (ZBRA) reported earnings 30 days ago. What's next for the stock?
ZBRA is gaining from broad business strength, Elo acquisition benefits, rising cash flow and a solid 2026 sales outlook.
The Zacks Rank offers investors a way to easily find top-rated stocks and build a winning investment portfolio. Here's why you should take advantage.
Zebra Technologies (ZBRA) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
I rate Zebra a Buy after a record second quarter because the pricing mechanism the bear case depended on has now been tested in a live quarter. Roughly two-thirds of the margin expansion came from a $73 million tariff recovery, but stripping it out entirely still leaves the operational beat intact. At $368.99, the market implies about $20.50 of 2027 earnings, below the $21.00 midpoint already guided for 2026, so growth is not being priced.
Zebra Technologies Inc. (ZBRA) is upgraded from Hold to Strong Buy after Q2 removed the key obstacles behind my previous caution: weak asymmetry, limited catalysts, and an unclear growth narrative. The headline beat was only part of the story. Organic sales grew 9.2%, adjusted EPS reached $6.35, and management raised full-year guidance for sales, margins, earnings, and free cash flow. The most important read-through is that demand is running ahead of available supply. Pricing power, AI-enabled devices, machine vision, and frontline automation now support a more durable earnings story.
Zebra Technologies Corporation (ZBRA) Q2 2026 Earnings Call Transcript