US Tariffs Will Challenge Operations While Supply Diversification Offers Upside

Analyst Low Target compiles bearish analysts opinions to create narratives which represent one standard deviation below the consensus price target, using forecasted revenue and earnings figures, as well as the transcripts of earnings calls.

Published

20 Apr 25

Updated

27 Jul 26

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Not Invested

Shared on 27 Jul 26

Fair value Increased 2.82%

ZBRA: AI And Data Center Demand Tailwinds Will Drive Revaluation

Zebra’s latest results are starting to shift expectations, with analysts pointing to rising demand linked to AI and data center buildouts and signs that customers are buying again after a softer patch. The key question now is whether the company can keep costs in check—especially around memory components—so the improved outlook turns into lasting growth.

4 views

Shared on 13 Jul 26

Fair value Increased 6.37%

ZBRA: Automation And Machine Vision Execution Will Shape Balanced Risk Reward

Demand signals look better for Zebra’s factory and warehouse automation tools, and the company is pushing deeper into machine vision with a new camera and an end-to-end inspection setup. Analysts are getting more confident in Zebra’s execution, but some still worry that cost pressures and uneven industrial spending could quickly cool the mood again.

4 views

Shared on 29 Jun 26

Fair value Decreased 2.55%

ZBRA: Automation And AI Execution Will Test Fairly Balanced Risk Reward

Zebra Technologies is rolling out new AI-powered software and expanding its automation and machine-vision lineup, while recent results and guidance point to steadier customer demand than some expected. The big question is whether it can keep handling rising component costs and keep delivery on track now that expectations look tighter.

8 views

Shared on 17 Apr 26

Fair value Decreased 6.17%

ZBRA: 2026 Automation Refocus And Buybacks Will Reset Risk Reward

The analyst price target for Zebra Technologies has been reduced by $18. Analysts attribute the change to updated assumptions around discount rates, future P/E multiples and Street research that includes both upward and downward revisions following recent quarterly updates.

2 views

Shared on 20 Mar 26

Fair value Increased 11%

ZBRA: 2026 Automation Tailwinds And Buybacks Will Reshape Risk Reward

Zebra Technologies' analyst fair value estimate has shifted from $263.00 to $292.02, as analysts adjust their targets after recent research pointed to a 2026 growth reacceleration and sector tailwinds in areas like data centers, factory and warehouse automation, and semiconductors. Analyst Commentary Recent Street research on Zebra Technologies shows a mix of optimism around the 2026 outlook and caution around nearer term execution and growth visibility.

7 views

Shared on 30 Apr 25

Fair value Decreased 5.95%

4 views

Shared on 23 Apr 25

Fair value Increased 6.32%

AnalystLowTarget made no meaningful changes to valuation assumptions.

2 views

US Tariffs Will Challenge Operations While Supply Diversification Offers Upside

ZBRA: AI And Data Center Demand Tailwinds Will Drive Revaluation

ZBRA: Automation And Machine Vision Execution Will Shape Balanced Risk Reward

ZBRA: Automation And AI Execution Will Test Fairly Balanced Risk Reward

ZBRA: 2026 Automation Refocus And Buybacks Will Reset Risk Reward

ZBRA: 2026 Automation Tailwinds And Buybacks Will Reshape Risk Reward

Shared on 30 Apr 25

Shared on 23 Apr 25

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