Zebra Technologies Croissance future
Future contrôle des critères 3/6
Zebra Technologies devrait augmenter ses bénéfices et son chiffre d'affaires de 17.8% et de 6.7% par an respectivement. Le BPA devrait croître de de 19% par an. Le rendement des capitaux propres devrait être 20.1% dans 3 ans.
Informations clés
17.8%
Taux de croissance des bénéfices
19.00%
Taux de croissance du BPA
| Electronic croissance des bénéfices | 22.5% |
| Taux de croissance des recettes | 6.7% |
| Rendement futur des capitaux propres | 20.13% |
| Couverture par les analystes | Good |
| Dernière mise à jour | 27 Apr 2026 |
Mises à jour récentes de la croissance future
Recent updates
Mise à jour de l'analyse • May 03
ZBRA: 2026 Guidance And Portfolio Reshaping Will Support Margin Recovery
Analysts have trimmed the Zebra Technologies price target by about $8, reflecting slightly lower fair value and revenue growth assumptions, a modestly higher discount rate, and a somewhat lower future P/E multiple despite broadly mixed recent research updates. Analyst Commentary Recent research on Zebra Technologies has been split, with some firms increasing targets while others are trimming them.
Mise à jour de l'analyse • Apr 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.Seeking Alpha • Apr 17
Zebra Technologies Bridges The Gap Between Human And Robot
Summary Zebra Technologies Corporation has exited its robotics business, selling it to Skild AI for cash and equity, aiming for integrated human-machine solutions. ZBRA is repositioning as a vertically integrated provider across retail, healthcare, and logistics, leveraging recent acquisitions and partnerships. Despite macro headwinds, especially in EMEA and Asia due to energy prices, I reiterate a Buy rating with a $327/share price target at 12.05x eFY28 EV/aEBITDA. Short-term growth may be pressured in eFY26, but I expect improved performance in eFY27-28 as macro risks subside. Read the full article on Seeking AlphaMise à jour de l'analyse • Apr 03
ZBRA: Industrial Automation And AI Adoption Will Support 2026 Margin Recovery
Zebra Technologies' updated analyst price target edges lower to $333 from $336 as analysts balance recent target cuts and raises, along with expectations that small tweaks to fair value, discount rate, revenue growth, profit margin and future P/E better reflect the current research mix. Analyst Commentary Recent research on Zebra Technologies reflects a mix of optimism and caution, with several firms adjusting price targets up and down as they reassess fair value, growth assumptions and execution risks around the company’s outlook.Mise à jour de l'analyse • Mar 20
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.Mise à jour de l'analyse • Mar 05
ZBRA: Industrial Automation And AI Adoption Will Support Post 2025 Margin Recovery
The updated analyst price target for Zebra Technologies moves slightly lower to $336, as analysts balance modest tweaks to growth, margin and P/E assumptions with mixed recent Street targets that range from $323 to $368. Analyst Commentary Recent research on Zebra Technologies presents a split picture, with some firms lifting price targets and others trimming them.
Mise à jour de l'analyse • Feb 18
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.Article d'analyse • Feb 15
Earnings Miss: Zebra Technologies Corporation Missed EPS By 19% And Analysts Are Revising Their Forecasts
It's been a good week for Zebra Technologies Corporation ( NASDAQ:ZBRA ) shareholders, because the company has just...Mise à jour de l'analyse • Feb 04
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.Mise à jour de l'analyse • Jan 21
ZBRA: Industrial Automation Tailwinds Will Support Post 2025 Margin Recovery
Narrative Update Analysts have modestly trimmed their blended price target on Zebra Technologies to about US$339 from roughly US$358, reflecting slightly lower fair value and P/E assumptions, even as they cite mixed signals around growth and margins following recent research updates from firms covering industrial technology and automation end markets. Analyst Commentary Recent research paints a mixed picture on Zebra Technologies, with some analysts lifting targets while others trim expectations following Q3 results and Q4 guidance.Article d'analyse • Jan 07
Zebra Technologies (NASDAQ:ZBRA) May Have Issues Allocating Its Capital
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Mise à jour de l'analyse • Jan 07
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.Mise à jour de l'analyse • Dec 18
ZBRA: Tariff Headwinds Will Ease After 2025 Supporting Margin Recovery
Analysts have modestly lowered their average price target on Zebra Technologies, trimming expectations by a few dollars per share to reflect concerns about slowing organic growth and a cautious extrapolation of the latest Q4 guidance into the medium term. Analyst Commentary Recent Street research on Zebra Technologies reflects a mixed but generally constructive stance, with pricing adjustments fine tuning expectations rather than signaling a wholesale change in the underlying thesis.Mise à jour de l'analyse • Dec 04
ZBRA: Margin Pressures From Tariffs Will Ease After 2025 Supporting Profitability
Analysts have modestly reduced their price target on Zebra Technologies by about $19 per share, reflecting concerns over decelerating organic growth and cautious extrapolation of softer Q4 guidance into the medium term. Analyst Commentary Recent research notes present a mixed but generally balanced view of Zebra Technologies, with analysts updating price targets and recommendations in response to Q3 performance, tariff dynamics, and forward guidance.Article d'analyse • Nov 21
What You Can Learn From Zebra Technologies Corporation's (NASDAQ:ZBRA) P/E After Its 25% Share Price Crash
The Zebra Technologies Corporation ( NASDAQ:ZBRA ) share price has fared very poorly over the last month, falling by a...Mise à jour de l'analyse • Nov 20
ZBRA: Margin Pressures From Tariffs Will Ease After 2025 For Expanding Profitability
Analysts have slightly adjusted their price targets for Zebra Technologies, with the average target moving modestly lower. Concerns about decelerating organic growth and cautious Q4 guidance have offset more favorable long-term expectations.Mise à jour de l'analyse • Nov 06
ZBRA: Margin Pressures From Tariffs Will Ease After 2025 For Expanding Profitability
Zebra Technologies' average analyst price target has decreased by approximately $14 to $358, as analysts express concerns about slowing organic growth and more cautious forward guidance. Analyst Commentary Analyst reactions to Zebra Technologies' latest performance and guidance reflect a mix of optimism and caution.Mise à jour de l'analyse • Oct 22
Analysts Adjust Zebra Technologies Forecasts Amid Improving Growth Outlook and Strategic Initiatives
Zebra Technologies' fair value estimate has been raised slightly from $369.60 to $372.33, as analysts cite improved revenue growth expectations, resilient profit margins, and constructive updates on tariff headwinds and recent acquisitions as key factors behind the upward price target revisions. Analyst Commentary Recent Street research highlights a balanced yet nuanced analyst perspective on Zebra Technologies, with adjustments to price targets and ratings reflecting changing expectations on growth, profitability, and industry pressures.Mise à jour de l'analyse • Oct 08
Digital Transformation And Automation Will Shape Global Industrial Supply Chains
The average analyst price target for Zebra Technologies has increased by approximately $5 to $369.60. Analysts are highlighting improved margin assumptions, resilient performance despite tariff headwinds, and an upgraded outlook following recent sector and company updates.Article d'analyse • Sep 06
Zebra Technologies Corporation (NASDAQ:ZBRA) Not Flying Under The Radar
With a price-to-earnings (or "P/E") ratio of 29.1x Zebra Technologies Corporation ( NASDAQ:ZBRA ) may be sending very...Mise à jour de l'analyse • Sep 04
Digital Transformation And Automation Will Shape Global Industrial Supply Chains
Despite stronger Q2 results and raised guidance driven by upward earnings revisions and sector optimism, analysts cite ongoing near-term pressures from mobile compute cycles and European weakness, resulting in the consensus price target for Zebra Technologies remaining unchanged at $364.67. Analyst Commentary Q2 earnings and FY guidance exceeded expectations, reflecting stronger operational performance.Article d'analyse • Aug 05
Is Zebra Technologies (NASDAQ:ZBRA) Using Too Much Debt?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Article d'analyse • Jun 22
Is There An Opportunity With Zebra Technologies Corporation's (NASDAQ:ZBRA) 25% Undervaluation?
Key Insights The projected fair value for Zebra Technologies is US$391 based on 2 Stage Free Cash Flow to Equity...Article d'analyse • May 26
Is Now An Opportune Moment To Examine Zebra Technologies Corporation (NASDAQ:ZBRA)?
Let's talk about the popular Zebra Technologies Corporation ( NASDAQ:ZBRA ). The company's shares received a lot of...Article d'analyse • May 13
Zebra Technologies Corporation (NASDAQ:ZBRA) Looks Just Right With A 33% Price Jump
Those holding Zebra Technologies Corporation ( NASDAQ:ZBRA ) shares would be relieved that the share price has...Article d'analyse • May 12
Returns On Capital At Zebra Technologies (NASDAQ:ZBRA) Paint A Concerning Picture
If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...Seeking Alpha • Apr 16
Zebra Technologies: Great Business, Mediocre Growth
Summary Zebra has shown improving profitability and capital efficiency, with a strategic pivot towards higher-margin, recurring-revenue solutions, despite modest historical revenue growth. The company operates in high-growth sectors like automation, IoT, and enterprise mobility but has struggled with revenue growth due to legacy product dependence and external challenges. Zebra's consistent gross margin performance and disciplined cost control support its ability to sustain or expand profitability, positioning it well for future profit growth. Current valuation offers limited margin of safety, but potential upside exists if Zebra accelerates revenue growth or benefits from a lower cost of capital. Read the full article on Seeking AlphaSeeking Alpha • Feb 03
Zebra Technologies: The Impact Of Inventory Reductions
Summary I'm cautious about Zebra Technologies Corporation's valuation at 22x forward free cash flow, given its erratic growth patterns. I appreciate Zebra's operational improvements and AI-powered software launch but remain skeptical about sustainable growth. I'm wary of the one-off working capital changes driving much of the 2024 cash flow gains. I acknowledge the upside potential of ZBRA shares if interest rates decline or Zebra makes a transformative acquisition. Read the full article on Seeking AlphaSeeking Alpha • Nov 22
Zebra Technologies Q3: Broad Demand Recovery
Summary Zebra Technologies Corporation shows strong growth with a 31.3% revenue increase and 141.4% adjusted EBITDA growth, driven by digitalization and automation trends. Asset Intelligence & Tracking and Enterprise Visibility & Mobility segments see significant demand recovery, especially from omnichannel and e-commerce initiatives. Management guides for 28%-31% revenue growth in Q4, projecting $850 million in free cash flow for FY24, highlighting strong end-market recovery. Despite challenges in China, Zebra maintains a robust balance sheet for M&A and share repurchase, reiterating a “Buy” rating with a $450 target price. Read the full article on Seeking AlphaPrévisions de croissance des bénéfices et des revenus
| Date | Recettes | Les revenus | Flux de trésorerie disponible | Cash from Op | Moy. Nombre d'analystes |
|---|---|---|---|---|---|
| 12/31/2028 | 6,698 | 820 | 1,085 | 1,174 | 10 |
| 12/31/2027 | 6,320 | 712 | 1,010 | 1,131 | 17 |
| 12/31/2026 | 5,995 | 607 | 912 | 1,026 | 17 |
| 12/31/2025 | 5,396 | 419 | 831 | 917 | N/A |
| 9/27/2025 | 5,255 | 512 | 792 | 866 | N/A |
| 6/28/2025 | 5,190 | 548 | 853 | 925 | N/A |
| 3/29/2025 | 5,114 | 549 | 1,001 | 1,066 | N/A |
| 12/31/2024 | 4,981 | 528 | 954 | 1,013 | N/A |
| 9/28/2024 | 4,656 | 382 | 768 | 848 | N/A |
| 6/29/2024 | 4,357 | 230 | 442 | 519 | N/A |
| 3/30/2024 | 4,354 | 261 | 112 | 197 | N/A |
| 12/31/2023 | 4,584 | 296 | -91 | -4 | N/A |
| 9/30/2023 | 5,078 | 465 | 50 | 122 | N/A |
| 7/1/2023 | 5,500 | 650 | 146 | 224 | N/A |
| 4/1/2023 | 5,754 | 408 | 281 | 358 | N/A |
| 12/31/2022 | 5,781 | 463 | 413 | 488 | N/A |
| 10/1/2022 | 5,745 | 468 | 382 | 454 | N/A |
| 7/2/2022 | 5,803 | 497 | 619 | 684 | N/A |
| 4/2/2022 | 5,712 | 814 | 836 | 899 | N/A |
| 12/31/2021 | 5,627 | 837 | 1,010 | 1,069 | N/A |
| 10/2/2021 | 5,468 | 845 | 1,211 | 1,267 | N/A |
| 7/3/2021 | 5,164 | 762 | 1,087 | 1,146 | N/A |
| 4/3/2021 | 4,743 | 643 | 1,014 | 1,078 | N/A |
| 12/31/2020 | 4,448 | 504 | 895 | 962 | N/A |
| 9/26/2020 | 4,332 | 474 | 730 | 796 | N/A |
| 6/27/2020 | 4,330 | 494 | 781 | 845 | N/A |
| 3/28/2020 | 4,471 | 518 | 692 | 751 | N/A |
| 12/31/2019 | 4,485 | 544 | 624 | 685 | N/A |
| 9/28/2019 | 4,430 | 490 | N/A | 745 | N/A |
| 6/29/2019 | 4,392 | 481 | N/A | 714 | N/A |
| 3/30/2019 | 4,307 | 427 | N/A | 711 | N/A |
| 12/31/2018 | 4,218 | 421 | N/A | 785 | N/A |
| 9/29/2018 | 4,107 | 310 | N/A | 728 | N/A |
| 6/30/2018 | 3,950 | 171 | N/A | 541 | N/A |
| 3/31/2018 | 3,834 | 118 | N/A | 477 | N/A |
| 12/31/2017 | 3,722 | 17 | N/A | 478 | N/A |
| 9/30/2017 | 3,638 | 30 | N/A | 338 | N/A |
| 7/1/2017 | 3,607 | -41 | N/A | 459 | N/A |
| 4/1/2017 | 3,590 | -103 | N/A | 401 | N/A |
| 12/31/2016 | 3,574 | -137 | N/A | 380 | N/A |
| 10/1/2016 | 3,583 | -181 | N/A | 246 | N/A |
| 7/2/2016 | 3,595 | -127 | N/A | 214 | N/A |
| 4/2/2016 | 3,606 | -159 | N/A | 170 | N/A |
| 12/31/2015 | 3,650 | -158 | N/A | 122 | N/A |
| 10/3/2015 | 3,490 | -183 | N/A | 234 | N/A |
| 7/4/2015 | 2,877 | -139 | N/A | 158 | N/A |
Prévisions de croissance des analystes
Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de ZBRA ( 17.8% par an) est supérieure au taux d'épargne ( 3.5% ).
Bénéfices vs marché: Les bénéfices de ZBRA ( 17.8% par an) devraient croître plus rapidement que le marché US ( 16.4% par an).
Croissance élevée des bénéfices: Les bénéfices de ZBRA devraient augmenter, mais pas de manière significative.
Chiffre d'affaires vs marché: Le chiffre d'affaires de ZBRA ( 6.7% par an) devrait croître plus lentement que le marché de US ( 11.4% par an).
Croissance élevée des revenus: Le chiffre d'affaires de ZBRA ( 6.7% par an) devrait croître plus lentement que 20% par an.
Prévisions de croissance du bénéfice par action
Rendement futur des capitaux propres
ROE futur: Le retour sur capitaux propres de ZBRA devrait être élevé dans 3 ans ( 20.1 %)
Découvrir les entreprises en croissance
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/06 20:01 |
| Cours de l'action en fin de journée | 2026/05/06 00:00 |
| Les revenus | 2025/12/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Zebra Technologies Corporation est couverte par 39 analystes. 17 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Robert Mason | Baird |
| Quinn Fredrickson | Baird |
| Guy Hardwick | Barclays |