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Zebra Technologies Community
NasdaqGS:ZBRA Community
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Zebra Technologies
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Zebra Technologies
AN
AnalystLowTarget
Consensus Narrative from 15 Analysts
US Tariffs Will Challenge Operations While Supply Diversification Offers Upside
Key Takeaways U.S. import tariffs and geopolitical uncertainties threaten gross profits and revenue predictability by increasing costs and compressing margins. Slowing manufacturing growth and competitive pressures could hinder revenue growth, particularly if planned pricing increases aren't fully realized.
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US$263.00
FV
27.6% overvalued
intrinsic discount
5.10%
Revenue growth p.a.
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4 days ago
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Zebra Technologies
AN
AnalystHighTarget
Consensus Narrative from 15 Analysts
E-commerce And IoT Expansion Will Drive Automation Adoption
Key Takeaways Broad adoption of automation, real-time tracking, and workflow digitization is fueling sustained growth, improved margins, and industry outperformance as customers modernize operations. Regulatory pressures and workforce shortages are expanding Zebra’s market and driving demand for recurring revenue software, margin expansion, and greater operating leverage.
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US$410.00
FV
18.1% undervalued
intrinsic discount
7.07%
Revenue growth p.a.
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4 days ago
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Zebra Technologies
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Diversified Supply Chain And Photoneo Acquisition Will Strengthen Market Position
Key Takeaways Diversifying supply chains and strategic acquisitions position Zebra Technologies for resilience and future growth despite external economic pressures. Advancing digitization and automation efforts align with secular trends, supporting long-term revenue and profitability improvements.
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US$347.90
FV
3.5% undervalued
intrinsic discount
5.50%
Revenue growth p.a.
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4 days ago
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Your Valuation for
ZBRA
ZBRA
Zebra Technologies
Your Fair Value
US$
Current Price
US$335.69
5.9% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-159m
7b
2015
2018
2021
2024
2025
2027
2030
Revenue US$6.6b
Earnings US$708.4m
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