Zebra Technologies

E-commerce And IoT Expansion Will Drive Automation Adoption

AN

AnalystHighTarget

AnalystHighTarget

Not Invested

Community Contributor

Published

17 Apr 25

Updated

18 Feb 26

Views

32

n/a

n/a

AnalystHighTarget's Fair Value

n/a

1Y

-29.8%

7D

0.4%

Loading

1Y

-29.8%

7D

0.4%

You can edit this narrative until Feb 19 9:10 PM. Then, changes will post as Updates.

Author's Valuation

US$398.348.9% undervalued

AnalystHighTarget Fair Value

Shared on 18 Feb 26

Fair value Decreased 0.43%

ZBRA: Automation And AI Solutions Will Support Future Upside

The updated analyst price target for Zebra Technologies reflects a small downward adjustment in fair value to about $398, along with slightly lower assumptions for revenue growth, profit margins, and future P/E, as analysts weigh mixed target moves from firms that are raising and lowering their views on the stock. Analyst Commentary Recent Street research on Zebra Technologies reflects a mix of higher and lower price targets, but the bullish commentators are emphasizing the long term story, particularly the company’s role in industrial technology and automation end markets.

5 views

Shared on 04 Feb 26

Fair value Decreased 4.99%

ZBRA: Automation And Data Center Demand Will Support Future Upside

Zebra Technologies' fair value estimate has shifted from US$421.00 to US$400.00 as analysts factor in updated assumptions on revenue growth, profit margins and future P/E, in the context of Street research that includes a higher US$368 price target from Barclays for the broader industrial technology and distribution outlook. Analyst Commentary Bullish analysts are highlighting Zebra Technologies as a key beneficiary of themes tied to industrial technology and distribution, with attention on areas such as data centers, factory and warehouse automation, electronics, test and measurement, and semiconductors.

2 views

Shared on 07 Jan 26

Fair value Increased 2.68%

ZBRA: Data Center Demand And Buybacks Will Support Future Upside

Our fair value estimate for Zebra Technologies has been raised from $410 to $421 as analysts adjust their targets following Q3 results, factoring in updated views on organic growth trends, Q4 guidance, and forward P/E assumptions reflected in recent price target revisions from Truist, Barclays, and Citi. Analyst Commentary Street research around the Q3 print shows a mix of caution and optimism, with price targets shifting but ratings generally holding steady.

1 view

Shared on 07 May 25

Fair value Decreased 6.84%

0 views

Shared on 30 Apr 25

Fair value Decreased 2.36%

AnalystHighTarget has decreased revenue growth from 7.1% to 6.2%.

0 views

Shared on 23 Apr 25

Fair value Increased 9.93%

AnalystHighTarget made no meaningful changes to valuation assumptions.

0 views

Valuator

Company Info

Notes

AnalystHighTarget Fair Value

US$398.3

48.9% undervalued

Future estimation in

Revenue

Profit Margin

Future PE

Growth p.a.

%

Decrease

Increase

Forecast revenue growth rate

6.74%

Historical revenue growth rate

-1.04%

Electronic Equipment and Components revenue growth rate

0.79%

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

9.02%

Calculation

US$885.45m

Earnings '29

x

25.57x

PE Ratio '29

=

US$22.64b

Market Cap '29

US$22.64b

Market Cap '29

/

44.52m

No. shares '29

=

US$508.47

Share Price '29

US$508.47 Share Price '29

Discounted to 2026 @ 8.91% p.a.

=

US$393.62

Fair Value '26