Zebra Technologies（ZBRA）株式概要
ゼブラ・テクノロジーズ・コーポレーションは、その子会社とともに自動認識およびデータ・キャプチャ・ソリューション業界で世界的に事業を展開している。 詳細
ZBRA Community Fair Values
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Analyst Price Targets
Zebra Technologies Corporation 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$364.24 |
| 52週高値 | US$376.70 |
| 52週安値 | US$199.05 |
| ベータ | 1.58 |
| 1ヶ月の変化 | 37.63% |
| 3ヶ月変化 | 61.15% |
| 1年変化 | 15.26% |
| 3年間の変化 | 42.60% |
| 5年間の変化 | -35.92% |
| IPOからの変化 | 8,881.26% |
最新ニュース
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
ナラティブ更新 • Jul 27
ZBRA: AI And Data Center Demand Tailwinds Will Drive Revaluation
The analyst price target for Zebra Technologies has moved from $284.00 to $292.02. This change reflects updated views from analysts who cite improving Q1 execution, early signs of a demand inflection, and secular tailwinds tied to AI and data center spending.ナラティブ更新 • Jul 13
ZBRA: Automation And Machine Vision Execution Will Shape Balanced Risk Reward
The analyst price target for Zebra Technologies has been updated from $267 to $284. This change reflects analysts' use of a slightly lower discount rate, marginally higher revenue growth and profit margin assumptions, and a higher future P/E multiple in response to recent research highlighting improving demand, execution, and sector support.Recent 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ナラティブ更新 • Jul 27
ZBRA: AI And Data Center Demand Tailwinds Will Drive Revaluation
The analyst price target for Zebra Technologies has moved from $284.00 to $292.02. This change reflects updated views from analysts who cite improving Q1 execution, early signs of a demand inflection, and secular tailwinds tied to AI and data center spending.ナラティブ更新 • Jul 13
ZBRA: Automation And Machine Vision Execution Will Shape Balanced Risk Reward
The analyst price target for Zebra Technologies has been updated from $267 to $284. This change reflects analysts' use of a slightly lower discount rate, marginally higher revenue growth and profit margin assumptions, and a higher future P/E multiple in response to recent research highlighting improving demand, execution, and sector support.ナラティブ更新 • Jun 29
ZBRA: Automation And AI Execution Will Test Fairly Balanced Risk Reward
Zebra Technologies' analyst fair value estimate has been trimmed by $7 to $267 as analysts factor in a higher discount rate and slightly softer revenue growth assumptions. At the same time, they highlight stronger execution, improving short-cycle demand trends, and higher Street price targets following recent Q1 and Q2 updates.
ナラティブ更新 • Jun 15
ZBRA: Raised Guidance And Short Cycle Demand Inflection Should Drive Future Upside
Analysts have nudged Zebra Technologies' implied price target higher, with recent Street moves in the $284 to $345 range, supported by views that Q1 results, raised guidance, and improving short cycle demand are helping offset memory cost concerns. Analyst Commentary Bullish analysts have been responding to Zebra Technologies' Q1 update and guidance changes with a series of target revisions and rating moves that point to improving confidence in the company's execution.ナラティブ更新 • Jun 01
ZBRA: Improving Short Cycle Demand And Raised Guidance Should Support Future Upside
Narrative Update The Analyst Price Target for Zebra Technologies is updated to a range that reflects recent Street increases to $284, $305, $310 and $345, as analysts factor in stronger Q1 results, guidance that was raised, early signs of improving short cycle demand, and confidence in the company’s ability to manage higher memory costs. Analyst Commentary Recent updates from bullish analysts center on stronger than expected Q1 results, raised guidance, and more confidence in Zebra Technologies' ability to handle higher memory costs while supporting its growth plans.
ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.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 Alpha株主還元
| ZBRA | US Electronic | US 市場 | |
|---|---|---|---|
| 7D | 26.2% | 10.5% | 3.5% |
| 1Y | 15.3% | 65.8% | 20.5% |
業界別リターン: ZBRA過去 1 年間で65.8 % の収益を上げたUS Electronic業界を下回りました。
リターン対市場: ZBRAは、過去 1 年間で20.5 % のリターンを上げたUS市場を下回りました。
価格変動
| ZBRA volatility | |
|---|---|
| ZBRA Average Weekly Movement | 10.0% |
| Electronic Industry Average Movement | 9.7% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: ZBRA 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: ZBRAの 週次ボラティリティ ( 10% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1969 | 10,700 | Bill Burns | www.zebra.com |
ゼブラ・テクノロジーズ・コーポレーションは、その子会社とともに、自動認識およびデータキャプチャ・ソリューション業界で世界的に事業を展開している。Connected Frontline」と「Asset Visibility and Automation」の2つのセグメントで事業を展開している。同社は、ラベル、リストバンド、チケット、レシート、プラスチックカードを製造するプリンター、個人識別、入退室管理、金融取引に使用される画像を生成する昇華型サーマル・カード・プリンター、パッシブRFIDトランスポンダーにデータをエンコードするRFID（無線自動識別装置）プリンター、キャリングケース、車両マウント、バッテリー充電器などのプリンター用アクセサリーとオプション、プリンター用の在庫およびカスタマイズされたサーマル・ラベル、レシート、リボン、プラスチックカード、RFIDタグ、電子センサーと温度監視ラベルを設計、製造、販売している。また、各種メンテナンス、テクニカルサポート、修理、マネージドサービス、プロフェッショナルサービス、固定リーダー、RFID対応モバイルコンピュータ、RFIDソリ、タグ、センサー、エキサイター、ミドルウェアソフトウェア、アプリケーションソフトウェア、物理的在庫管理ソリューション、堅牢でエンタープライズグレードのモバイルコンピューティング製品とアクセサリー、リアルタイムロケーションシステムとサービスも提供している。また、バーコードスキャナーやイメージャー、RFIDリーダー、産業用マシンビジョンカメラ、固定式産業用スキャナー、POSソリューション、セルフサービスキオスク、インタラクティブタッチスクリーンディスプレイ、ワークフォース管理、ワークフロー実行・タスク管理、処方分析などのワークフロー最適化ソリューション、コミュニケーション・コラボレーションソリューション、クラウドベースのソフトウェアなども提供している。同社は、直販部隊とチャネル・パートナーのネットワークを通じて、小売・eコマース、製造、運輸・物流、ヘルスケア、公共部門、その他の業界にサービスを提供している。同社は1969年に設立され、イリノイ州リンカーンシャーに本社を置いている。
Zebra Technologies Corporation 基礎のまとめ
| ZBRA 基礎統計学 | |
|---|---|
| 時価総額 | US$17.46b |
| 収益（TTM） | US$539.00m |
| 売上高(TTM) | US$5.85b |
32.0x
PER（株価収益率2.9x
P/SレシオZBRA は割高か？
公正価値と評価分析を参照収益と収入
| ZBRA 損益計算書（TTM） | |
|---|---|
| 収益 | US$5.85b |
| 売上原価 | US$2.95b |
| 売上総利益 | US$2.90b |
| その他の費用 | US$2.36b |
| 収益 | US$539.00m |
直近の収益報告
Jul 04, 2026
次回決算日
Nov 03, 2026
| 一株当たり利益（EPS） | 11.39 |
| グロス・マージン | 49.58% |
| 純利益率 | 9.22% |
| 有利子負債／自己資本比率 | 80.6% |
ZBRA の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/08/06 04:07 |
| 終値 | 2026/08/06 00:00 |
| 収益 | 2026/07/04 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Zebra Technologies Corporation 16 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。37
| アナリスト | 機関 |
|---|---|
| Robert Mason | Baird |
| Quinn Fredrickson | Baird |
| Guy Hardwick | Barclays |