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

29

17 Apr

US$251.53

AnalystLowTarget's Fair Value

US$274.00

8.2% undervalued

1Y

-18.7%

7D

6.6%

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1Y

-18.7%

7D

6.6%

Author's Valuation

US$2748.2% 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.

5 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

8.2% undervalued

Future estimation in

Revenue

Profit Margin

Future PE

Growth p.a.

%

Decrease

Increase

Forecast revenue growth rate

6.46%

Historical revenue growth rate

-1.42%

Electronic Equipment and Components revenue growth rate

0.73%

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

9.50%

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