Zebra Technologies

US Tariffs Will Challenge Operations While Supply Diversification Offers Upside

AN

AnalystLowTarget

Not Invested

Community Contributor

Published

20 Apr 25

Updated

17 Apr 26

Views

26

n/a

n/a

AnalystLowTarget's Fair Value

n/a

1Y

-13.8%

7D

1.0%

Loading

1Y

-13.8%

7D

1.0%

You can edit this narrative until Apr 18 9:10 PM. Then, changes will post as Updates.

Author's Valuation

US$27416.6% undervalued

AnalystLowTarget Fair Value

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.

1 view

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.

4 views

Shared on 30 Apr 25

Fair value Decreased 5.95%

3 views

Shared on 23 Apr 25

Fair value Increased 6.32%

AnalystLowTarget made no meaningful changes to valuation assumptions.

1 view

Valuator

Company Info

Notes

AnalystLowTarget Fair Value

US$274

16.6% undervalued

Future estimation in

Revenue

Profit Margin

Future PE

Growth p.a.

%

Decrease

Increase

Forecast revenue growth rate

6.71%

Historical revenue growth rate

-1.04%

Electronic Equipment and Components revenue growth rate

0.75%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

9.48%

Calculation

US$665.17m

Earnings '29

x

23.50x

PE Ratio '29

=

US$15.63b

Market Cap '29

US$15.63b

Market Cap '29

/

44.52m

No. shares '29

=

US$351.07

Share Price '29

US$351.07 Share Price '29

Discounted to 2026 @ 9.04% p.a.

=

US$270.78

Fair Value '26