Zebra Technologies (NASDAQ:ZBRA) Issues Q2 2026 Earnings Guidance

Zebra Technologies (NASDAQ:ZBRA) updated its second quarter 2026 earnings guidance on Tuesday. The company provided EPS guidance of 4.200-4.500 for the period, compared to the consensus EPS estimate of 4.030. 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 18.300-18.700 EPS.

Analysts Set New Price Targets

Several research firms have recently weighed in on ZBRA. Needham & Company LLC reiterated a “buy” rating and set a $345.00 price target on shares of Zebra Technologies in a research note on Friday, February 13th. Barclays reduced their price target on shares of Zebra Technologies from $351.00 to $330.00 and set an “overweight” rating for the company in a research report on Friday, February 13th. Zacks Research cut shares of Zebra Technologies from a “strong-buy” rating to a “hold” rating in a research report on Monday, April 20th. Robert W. Baird reduced their target price on Zebra Technologies from $350.00 to $300.00 and set an “outperform” rating on the stock in a research note on Monday, March 30th. Finally, UBS Group reissued a “buy” rating and set a $335.00 price target on shares of Zebra Technologies in a research note on Friday, February 13th. Five investment analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. According to data from MarketBeat, the company has a consensus rating of “Hold” and an average target price of $321.38.

Zebra Technologies Stock Up 17.2%

Shares of ZBRA stock traded up $37.40 during mid-day trading on Tuesday, reaching $254.36. 915,491 shares of the company’s stock traded hands, compared to its average volume of 771,029. Zebra Technologies has a 12 month low of $199.05 and a 12 month high of $352.66. The company has a quick ratio of 0.58, a current ratio of 0.97 and a debt-to-equity ratio of 0.66. The company’s 50-day moving average price is $217.85 and its 200-day moving average price is $241.45. The company has a market cap of $12.51 billion, a P/E ratio of 31.39 and a beta of 1.62.

Zebra Technologies (NASDAQ:ZBRA) last released its earnings results on Tuesday, May 12th. The industrial products company reported $4.75 EPS for the quarter, topping analysts’ consensus estimates of $4.21 by $0.54. Zebra Technologies had a return on equity of 18.09% and a net margin of 7.76%.The firm had revenue of $1.50 billion for the quarter, compared to analysts’ expectations of $1.48 billion. During the same period in the prior year, the firm posted $4.02 earnings per share. The company’s quarterly revenue was up 14.3% on a year-over-year basis. Zebra Technologies has set its FY 2026 guidance at 18.300-18.700 EPS and its Q2 2026 guidance at 4.200-4.500 EPS. On average, equities analysts expect that Zebra Technologies will post 15 earnings per share for the current fiscal year.

Insider Buying and Selling

In related news, insider Cristen L. Kogl sold 145 shares of the company’s stock in a transaction on Thursday, March 5th. The stock was sold at an average price of $235.71, for a total transaction of $34,177.95. Following the completion of the sale, the insider owned 23,687 shares in the company, valued at approximately $5,583,262.77. This represents a 0.61% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Company insiders own 0.91% of the company’s stock.

Hedge Funds Weigh In On Zebra Technologies

Institutional investors have recently made changes to their positions in the business. State Street Corp raised its position in Zebra Technologies by 1.0% in the fourth quarter. State Street Corp now owns 2,263,614 shares of the industrial products company’s stock worth $549,651,000 after acquiring an additional 21,488 shares during the period. Invesco Ltd. boosted its stake in shares of Zebra Technologies by 30.1% during the 4th quarter. Invesco Ltd. now owns 1,801,516 shares of the industrial products company’s stock worth $437,444,000 after acquiring an additional 416,568 shares during the last quarter. Boston Partners grew its position in shares of Zebra Technologies by 0.4% during the 3rd quarter. Boston Partners now owns 1,130,117 shares of the industrial products company’s stock valued at $335,940,000 after acquiring an additional 4,237 shares during the period. Victory Capital Management Inc. increased its stake in shares of Zebra Technologies by 28.8% in the 4th quarter. Victory Capital Management Inc. now owns 1,096,040 shares of the industrial products company’s stock worth $266,140,000 after purchasing an additional 244,890 shares in the last quarter. Finally, Alliancebernstein L.P. increased its stake in shares of Zebra Technologies by 1,310.3% in the 2nd quarter. Alliancebernstein L.P. now owns 779,680 shares of the industrial products company’s stock worth $240,422,000 after purchasing an additional 724,396 shares in the last quarter. Institutional investors own 91.03% of the company’s stock.

Zebra Technologies Company Profile

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.