Zebra Technologies (ZBRA) Jumps After Salesforce Partnership Unveils New Retail Cloud POS Solution—Has Growth Outlook Shifted?

• On October 14, 2025, Zebra Technologies announced a collaboration with Salesforce to unveil the new Retail Cloud POS on Android, integrating Zebra’s mobile computing hardware with Salesforce’s cloud platform to streamline retail operations and enhance customer engagement globally.
• This partnership underscores a push to tackle operational challenges in retail, such as inefficient inventory management and store associate workflows, by combining cutting-edge hardware and cloud software for immediate, front-line impact.
• We'll examine how the Salesforce partnership and new Retail Cloud POS solution could influence Zebra Technologies' path toward growth and innovation.

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Zebra Technologies Investment Narrative Recap

To be a Zebra Technologies shareholder today, you need confidence in automation trends fueling demand for intelligent retail solutions, particularly as the company pivots further into high-growth, software-enabled markets. The recent Salesforce partnership could support Zebra's aim to boost recurring revenue, but the shift from hardware will remain gradual; the most significant near-term catalyst is whether this cloud POS solution accelerates software and services adoption, while reliance on hardware sales persists as the biggest risk. The impact on these factors from the Salesforce collaboration is promising, but it's too early to call material shifts in risk or catalysts just yet.

Among Zebra's recent milestones, the acquisition of Elo Touch Solutions stands out most in the context of this Salesforce news. The move deepens Zebra’s reach in the consumer-facing retail segment at a time when its joint solution with Salesforce targets new efficiency and engagement standards for frontline workers, a direct response to the demand for more integrated, digital retail workflows seen as critical to the company’s transformation efforts and key growth levers.

Yet, despite genuine progress toward innovation, investors should remain mindful that, in contrast to software-oriented peers, Zebra’s earnings stability still relies heavily on...

Read the full narrative on Zebra Technologies (it's free!)

Zebra Technologies' narrative projects $6.2 billion in revenue and $855.4 million in earnings by 2028. This requires 6.0% yearly revenue growth and a $307.4 million earnings increase from $548.0 million today.

Uncover how Zebra Technologies' forecasts yield a $372.33 fair value, a 21% upside to its current price.

Exploring Other Perspectives

Simply Wall St Community fair value estimates for Zebra Technologies range from US$228 to US$410 across 4 valuations. With recurring software revenue still growing slowly, the spread of opinions shows how perspectives on Zebra's future profitability can diverge, consider several community takes before forming your own view.

Explore 4 other fair value estimates on Zebra Technologies - why the stock might be worth 26% less than the current price!

Build Your Own Zebra Technologies Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Zebra Technologies research is our analysis highlighting 4 key rewards that could impact your investment decision.
• Our free Zebra Technologies research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Zebra Technologies' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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