Update shared on04 Sep 2025
Despite stronger Q2 results and raised guidance driven by upward earnings revisions and sector optimism, analysts cite ongoing near-term pressures from mobile compute cycles and European weakness, resulting in the consensus price target for Zebra Technologies remaining unchanged at $364.67.
Analyst Commentary
- Q2 earnings and FY guidance exceeded expectations, reflecting stronger operational performance.
- Upward revisions to earnings forecasts in industrials and improved second-half outlooks indicated by recent VAR survey data.
- Raised guidance seen as a positive, though near-term pressure expected due to limited visibility on mobile compute refresh cycles, a lack of large deal flow, and ongoing European market weakness.
- Bullish analysts anticipate sector-wide solid results and incremental earnings growth into 2025.
- Upgrades in analyst ratings and substantial price target increases driven by expectations of a sales recovery and improved execution.
What's in the News
- Zebra Technologies announced a collaboration with the NFL's Indianapolis Colts to implement its RFID tracking technology for player and ball data during practice sessions, enhancing performance analytics and player health monitoring.
- Geneva10 Fulfillment selected Zebra Symmetry Fulfillment, an AI-powered AMR solution, to boost its warehouse productivity by over 40%, reduce costs, and handle higher order volumes with increased flexibility.
- Zebra Technologies repurchased 474,667 shares for $125 million in the most recent tranche, completing a total buyback of 1,391,444 shares for $404.87 million under its existing program.
- The company raised its full year 2025 sales growth guidance to 5-7% and expects Q3 sales growth of 2-6%, factoring in positive contributions from the Photoneo acquisition and neutral currency impact.
- Zebra Technologies was dropped from multiple Russell growth indices, including the Russell 1000, 3000, and Midcap Growth benchmarks.
Valuation Changes
Summary of Valuation Changes for Zebra Technologies
- The Consensus Analyst Price Target remained effectively unchanged, at $364.67.
- The Consensus Revenue Growth forecasts for Zebra Technologies remained effectively unchanged, at 6.0% per annum.
- The Net Profit Margin for Zebra Technologies remained effectively unchanged, at 13.86%.
Disclaimer
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