Zebra Technologies (NASDAQ:ZBRA) Releases Q1 2026 Earnings Guidance

Zebra Technologies (NASDAQ:ZBRA) issued an update on its first quarter 2026 earnings guidance on Thursday morning. The company provided earnings per share guidance of 4.050-4.350 for the period, compared to the consensus earnings per share estimate of 3.980. The company issued revenue guidance of $1.5 billion-$1.5 billion, compared to the consensus revenue estimate of $1.5 billion. Zebra Technologies also updated its FY 2026 guidance to 17.700-18.300 EPS.

Analyst Ratings Changes

A number of research analysts have weighed in on the stock. Needham & Company LLC reiterated a “buy” rating and set a $345.00 price objective on shares of Zebra Technologies in a research report on Friday. Citigroup restated a “neutral” rating on shares of Zebra Technologies in a research report on Friday. Truist Financial reduced their price target on Zebra Technologies from $331.00 to $291.00 and set a “hold” rating on the stock in a report on Thursday, December 18th. KeyCorp restated a “sector weight” rating on shares of Zebra Technologies in a report on Thursday, October 30th. Finally, Morgan Stanley set a $323.00 target price on Zebra Technologies in a research note on Thursday. Five equities research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Hold” and a consensus target price of $348.13.

Zebra Technologies Stock Performance

ZBRA stock opened at $274.15 on Friday. Zebra Technologies has a 1-year low of $205.73 and a 1-year high of $352.66. The business has a 50-day moving average price of $251.71 and a 200 day moving average price of $279.39. The company has a market capitalization of $13.89 billion, a P/E ratio of 27.64 and a beta of 1.69. The company has a debt-to-equity ratio of 0.56, a current ratio of 1.61 and a quick ratio of 1.19.

Zebra Technologies (NASDAQ:ZBRA) last posted its earnings results on Thursday, February 12th. The industrial products company reported $4.33 EPS for the quarter, missing analysts’ consensus estimates of $4.34 by ($0.01). The business had revenue of $1.48 billion for the quarter, compared to analysts’ expectations of $1.47 billion. Zebra Technologies had a net margin of 9.74% and a return on equity of 18.08%. The company’s revenue for the quarter was up 10.6% on a year-over-year basis. During the same period last year, the business posted $4.00 EPS. Zebra Technologies has set its Q1 2026 guidance at 4.050-4.350 EPS and its FY 2026 guidance at 17.700-18.300 EPS. As a group, equities research analysts forecast that Zebra Technologies will post 13.71 EPS for the current fiscal year.

Insiders Place Their Bets

In other news, Director Satish Dhanasekaran bought 1,000 shares of Zebra Technologies stock in a transaction on Tuesday, November 18th. The stock was acquired at an average cost of $233.12 per share, for a total transaction of $233,120.00. Following the completion of the acquisition, the director owned 3,356 shares of the company’s stock, valued at $782,350.72. This trade represents a 42.44% increase in their position. The purchase was disclosed in a filing with the SEC, which can be accessed through the SEC website. 0.84% of the stock is currently owned by insiders.

More Zebra Technologies News

Here are the key news stories impacting Zebra Technologies this week:

• Positive Sentiment: Management raised FY‑2026 and Q1 2026 guidance above consensus, signaling stronger profit and revenue outlook that drove investor enthusiasm. Zebra Technologies shares rise on upbeat 2026 forecast, $1 billion stock buyback plan
• Positive Sentiment: The board approved an additional $1 billion share‑repurchase authorization, which supports EPS and signals capital return priority. Zebra Technologies Board of Directors Approves Additional 1 Billion Share Repurchase Authorization
• Positive Sentiment: Q4 revenue beat estimates and revenue grew ~10.6% YoY, supporting the view of continued demand for barcode scanners and enterprise devices. Zebra’s (NASDAQ:ZBRA) Q4 CY2025 sales beat estimates
• Neutral Sentiment: Company released its official Q4 and full‑year 2025 results and presentation — revenue beat but EPS missed by $0.01; investors are weighing the mixed print against strong forward guidance. Zebra Technologies Announces Fourth-Quarter and Full-Year 2025 Results
• Neutral Sentiment: Brokerages’ consensus remains cautious — the stock carries an average “Hold” rating, so upside may depend on continued execution against guidance and margin trends. Zebra Technologies Corporation (NASDAQ:ZBRA) Given Average Rating of “Hold” by Brokerages
• Negative Sentiment: Management warned that higher memory‑chip costs will pressure gross margins in 2026, a headwind that could limit profit expansion even with revenue growth. Why Zebra Technologies Stock Galloped 20% Higher Thursday Morning
• Negative Sentiment: Some outlets and analyst notes flagged the slight EPS miss and higher expenses/cash decline in Q4, which investors should monitor alongside guidance execution. Zebra Technologies Q4 Earnings Miss Estimates, Increase Y/Y

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently made changes to their positions in ZBRA. Benjamin Edwards Inc. acquired a new stake in Zebra Technologies during the second quarter valued at $220,000. PharVision Advisers LLC acquired a new stake in shares of Zebra Technologies during the 3rd quarter valued at about $216,000. Snowden Capital Advisors LLC acquired a new position in Zebra Technologies in the 2nd quarter worth about $208,000. Quantitative Investment Management LLC purchased a new stake in shares of Zebra Technologies in the third quarter valued at approximately $207,000. Finally, Voleon Capital Management LP purchased a new position in shares of Zebra Technologies during the 3rd quarter valued at approximately $204,000. Hedge funds and other institutional investors own 91.03% of the company’s stock.

About Zebra Technologies

Zebra Technologies Corporation is a global technology company specializing in marking, tracking and computer printing solutions. The company produces a wide range of hardware and software products designed to enable real-time visibility of assets, inventory and personnel across diverse industries. Its offerings help businesses automate data capture and streamline operations in environments such as retail, healthcare, manufacturing, transportation and logistics.

The company’s product portfolio includes barcode and RFID printers, mobile computing devices, barcode scanners, RFID readers and related supplies such as labels and tags.