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Zebra Technologies Corporation Stock Price

NasdaqGS:ZBRA Community·US$17.4b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 56 Fair Values set on narratives written by author

ZBRA Share Price Performance

US$368.83
66.23 (21.89%)
US$325.31
Fair Value
US$368.83
66.23 (21.89%)
13.4% overvalued intrinsic discount
US$325.31
Fair Value
Price US$368.83
AnalystConsensusTarget US$325.31
AnalystLowTarget US$292.02
AnalystHighTarget US$393.84

ZBRA Community Narratives

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Fair Value US$325.31 13.4% overvalued intrinsic discount

Analysts Adjust Zebra Technologies Forecasts Amid Improving Growth Outlook and Strategic Initiatives

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Fair Value US$292.02 26.4% overvalued intrinsic discount

US Tariffs Will Challenge Operations While Supply Diversification Offers Upside

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Fair Value US$393.84 6.3% undervalued intrinsic discount

E-commerce And IoT Expansion Will Drive Automation Adoption

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US$292.02
26.4% overvalued intrinsic discount
Revenue
6.51% p.a.
Profit Margin
10.42%
Future PE
21.16x
Price in 2029
US$379.95
US$393.84
6.3% undervalued intrinsic discount
Revenue
9.04% p.a.
Profit Margin
14.14%
Future PE
19.75x
Price in 2029
US$516.22

Trending Discussion

No trending discussion available.

Updated Narratives

ZBRA logo

ZBRA: AI And Data Center Demand Tailwinds Will Drive Revaluation

Fair Value: US$292.02 26.4% overvalued intrinsic discount
2 users have set this as their fair value
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ZBRA: Raised Guidance And Short Cycle Demand Inflection Should Drive Future Upside

Fair Value: US$393.84 6.3% undervalued intrinsic discount
1 users have set this as their fair value
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ZBRA: 2026 Guidance And Portfolio Reshaping Will Support Margin Recovery

Fair Value: US$325.31 13.4% overvalued intrinsic discount
26 users have set this as their fair value
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Snowflake Analysis

Good value with mediocre balance sheet.

2 Risks
2 Rewards

Zebra Technologies Corporation Key Details

US$5.8b

Revenue

US$2.9b

Cost of Revenue

US$2.9b

Gross Profit

US$2.4b

Other Expenses

US$539.0m

Earnings

Last Reported Earnings
Jul 04, 2026
Next Reporting Earnings
Nov 03, 2026
11.39
49.58%
9.22%
80.6%
View Full Analysis

About ZBRA

Founded
1969
Employees
10700
CEO
William Burns
WebsiteView website
www.zebra.com

Zebra Technologies Corporation, together with its subsidiaries, operates in the automatic identification and data capture solutions industry worldwide. It operates in two segments, Connected Frontline, and Asset Visibility and Automation. The company designs, manufactures, and sells printers that produce labels, wristbands, tickets, receipts, and plastic cards; dye-sublimination thermal card printers that produce images, which are used for personal identification, access control, and financial transactions; radio frequency identification device (RFID) printers that encode data into passive RFID transponders; accessories and options for printers, including carrying cases, vehicle mounts, and battery chargers; stock and customized thermal labels, receipts, ribbons, plastic cards, and RFID tags for printers; and electronic sensors and temperature-monitoring labels. It also provides various maintenance, technical support, repair, and managed and professional services; fixed readers, RFID enabled mobile computers, and RFID sleds; tags, sensors, exciters, middleware software, and application software; and physical inventory management solutions; rugged and enterprise-grade mobile computing products and accessories, as well as real-time location systems and services. In addition, the company offers barcode scanners and imagers, RFID readers, industrial machine vision cameras, and fixed industrial scanners; point-of-sale solutions, self-serve kiosks, and interactive touchscreen displays; workflow optimization solutions, such as workforce management, workflow execution and task management, and prescriptive analytics, and communications and collaboration solutions; and cloud-based software. The company serves retail and e-commerce, manufacturing, transportation and logistics, healthcare, public sector, and other industries through direct sales force and network of channel partners. The company was founded in 1969 and is headquartered in Lincolnshire, Illinois.

Recent ZBRA News & Updates

Seeking Alpha Aug 04

Zebra Changed Its Stripes: The $460 Stampede Is Just Beginning

Summary Zebra Technologies Inc. (ZBRA) is upgraded from Hold to Strong Buy after Q2 removed the key obstacles behind my previous caution: weak asymmetry, limited catalysts, and an unclear growth narrative. The headline beat was only part of the story. Organic sales grew 9.2%, adjusted EPS reached $6.35, and management raised full-year guidance for sales, margins, earnings, and free cash flow. The most important read-through is that demand is running ahead of available supply. Pricing power, AI-enabled devices, machine vision, and frontline automation now support a more durable earnings story. Key risks include overemphasis on one-time margin gains, ongoing memory supply constraints, and the need to sustain high organic growth and value-adding tech integration. Read the full article on Seeking Alpha

Recent updates

No updates