Zebra Technologies (ZBRA) Stock Overview
Operates in the automatic identification and data capture solutions industry worldwide. More details
| Snowflake Score | |
|---|---|
| Valuation | 6/6 |
| Future Growth | 3/6 |
| Past Performance | 1/6 |
| Financial Health | 2/6 |
| Dividends | 0/6 |
ZBRA Community Fair Values
Create NarrativeSee what 45 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Zebra Technologies Corporation Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$229.76 |
| 52 Week High | US$352.66 |
| 52 Week Low | US$199.05 |
| Beta | 1.62 |
| 1 Month Change | 8.83% |
| 3 Month Change | -4.70% |
| 1 Year Change | -10.70% |
| 3 Year Change | -15.46% |
| 5 Year Change | -50.52% |
| Change since IPO | 5,565.31% |
Recent News & Updates
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.
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.Zebra Technologies Bridges The Gap Between Human And Robot
Apr 17Recent updates
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.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.Zebra Technologies Bridges The Gap Between Human And Robot
Apr 17ZBRA: 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.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.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.
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.Earnings Miss: Zebra Technologies Corporation Missed EPS By 19% And Analysts Are Revising Their Forecasts
Feb 15
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.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.Zebra Technologies (NASDAQ:ZBRA) May Have Issues Allocating Its Capital
Jan 07ZBRA: 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.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.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.What You Can Learn From Zebra Technologies Corporation's (NASDAQ:ZBRA) P/E After Its 25% Share Price Crash
Nov 21ZBRA: 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.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.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.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.Zebra Technologies Corporation (NASDAQ:ZBRA) Not Flying Under The Radar
Sep 06Digital 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.Is Zebra Technologies (NASDAQ:ZBRA) Using Too Much Debt?
Aug 05Is There An Opportunity With Zebra Technologies Corporation's (NASDAQ:ZBRA) 25% Undervaluation?
Jun 22Is Now An Opportune Moment To Examine Zebra Technologies Corporation (NASDAQ:ZBRA)?
May 26Zebra Technologies Corporation (NASDAQ:ZBRA) Looks Just Right With A 33% Price Jump
May 13Returns On Capital At Zebra Technologies (NASDAQ:ZBRA) Paint A Concerning Picture
May 12Zebra Technologies: Great Business, Mediocre Growth
Apr 16Zebra Technologies: The Impact Of Inventory Reductions
Feb 03Zebra Technologies Q3: Broad Demand Recovery
Nov 22Shareholder Returns
| ZBRA | US Electronic | US Market | |
|---|---|---|---|
| 7D | 6.6% | 2.5% | 1.8% |
| 1Y | -10.7% | 99.2% | 29.8% |
Return vs Industry: ZBRA underperformed the US Electronic industry which returned 99.2% over the past year.
Return vs Market: ZBRA underperformed the US Market which returned 29.8% over the past year.
Price Volatility
| ZBRA volatility | |
|---|---|
| ZBRA Average Weekly Movement | 6.0% |
| Electronic Industry Average Movement | 8.9% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
Stable Share Price: ZBRA has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: ZBRA's weekly volatility (6%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1969 | 10,700 | Bill Burns | 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.
Zebra Technologies Corporation Fundamentals Summary
| ZBRA fundamental statistics | |
|---|---|
| Market cap | US$11.05b |
| Earnings (TTM) | US$419.00m |
| Revenue (TTM) | US$5.40b |
26.5x
P/E Ratio2.1x
P/S RatioIs ZBRA overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| ZBRA income statement (TTM) | |
|---|---|
| Revenue | US$5.40b |
| Cost of Revenue | US$2.80b |
| Gross Profit | US$2.59b |
| Other Expenses | US$2.17b |
| Earnings | US$419.00m |
Last Reported Earnings
Dec 31, 2025
Next Earnings Date
May 12, 2026
| Earnings per share (EPS) | 8.66 |
| Gross Margin | 48.05% |
| Net Profit Margin | 7.77% |
| Debt/Equity Ratio | 69.7% |
How did ZBRA perform over the long term?
See historical performance and comparisonCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/06 21:44 |
| End of Day Share Price | 2026/05/06 00:00 |
| Earnings | 2025/12/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Zebra Technologies Corporation is covered by 39 analysts. 17 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Robert Mason | Baird |
| Quinn Fredrickson | Baird |
| Guy Hardwick | Barclays |