Zebra Technologies Corporation (ZBRA)
Zebra Technologies' Shares Trade At An Appealing Discount Though May Face Economic Uncertainty
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 Q4 Earnings: Beat Signals A Powerful AI Pivot
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.
Zebra Technologies Q4 Earnings Miss Estimates, Increase Y/Y
ZBRA posts Q4 revenue growth and strong segment gains, but earnings missed estimates as expenses climbed and cash levels declined.
Zebra Technologies (ZBRA) Misses Q4 Earnings Estimates
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.
Why Zebra Technologies Stock Could Be Your Next Buy?
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.
Zebra Technologies: Deep Value And Positive Market Outlook
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 Technologies Corporation (ZBRA) Presents at UBS Global Technology and AI Conference 2025 Transcript
Why Is Zebra (ZBRA) Down 7.5% Since Last Earnings Report?
Zebra (ZBRA) reported earnings 30 days ago. What's next for the stock?
Zebra Technologies May Be A 2026 Growth Story (Rating Upgrade)
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.
Is Zebra Technologies Stock A Buy Now?
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.
Zebra Technologies Q3 Earnings & Revenues Top Estimates, 25' View Up
ZBRA tops Q3 estimates with double-digit earnings growth and raises its full-year outlook on strong demand.
Zebra Technologies Corporation (ZBRA) Q3 2025 Earnings Call Transcript
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.
