Wall Street Zen Upgrades Zebra Technologies (NASDAQ:ZBRA) to “Strong-Buy”

Zebra Technologies (NASDAQ:ZBRA) was upgraded by Wall Street Zen from a “buy” rating to a “strong-buy” rating in a research note issued on Monday, Wall Street Zen reports.

ZBRA has been the topic of several other reports. Citigroup restated a “buy” rating on shares of Zebra Technologies in a report on Monday, October 12th. Wolfe Research reiterated an “outperform” rating and issued a $317.00 price objective on shares of Zebra Technologies in a report on Thursday, July 9th. Zacks Research downgraded shares of Zebra Technologies from a “strong-buy” rating to a “hold” rating in a research report on Monday, October 5th. Truist Financial boosted their target price on shares of Zebra Technologies from $355.00 to $378.00 and gave the stock a “hold” rating in a report on Monday, October 5th. Finally, Needham & Company LLC boosted their target price on shares of Zebra Technologies from $410.00 to $435.00 and gave the stock a “buy” rating in a report on Tuesday, September 15th. Nine equities research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. According to data from MarketBeat.com, Zebra Technologies currently has an average rating of “Moderate Buy” and a consensus target price of $385.83.

Zebra Technologies Trading Down 8.8%

NASDAQ ZBRA opened at $329.50 on Monday. The company has a quick ratio of 0.33, a current ratio of 0.52 and a debt-to-equity ratio of 0.14. Zebra Technologies has a twelve month low of $199.05 and a twelve month high of $392.78. The company has a market cap of $15.69 billion, a price-to-earnings ratio of 22.53 and a beta of 1.61. The business’s fifty day moving average is $366.71 and its 200 day moving average is $281.25.

Zebra Technologies (NASDAQ:ZBRA) last issued its earnings results on Tuesday, November 3rd. The industrial products company reported $4.95 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.89 by $0.06. The business had revenue of $1.61 billion during the quarter, compared to analysts’ expectations of $1.57 billion. Zebra Technologies had a return on equity of 22.29% and a net margin of 9.22%. The business’s revenue for the quarter was up 22.3% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $3.88 EPS. As a group, sell-side analysts expect that Zebra Technologies will post 18.07 EPS for the current fiscal year.

Insider Activity at Zebra Technologies

In other Zebra Technologies news, Director Linda Connly sold 500 shares of the stock in a transaction that occurred on Monday, August 10th. The shares were sold at an average price of $377.68, for a total transaction of $188,840.00. Following the completion of the sale, the director owned 3,708 shares of the company’s stock, valued at approximately $1,400,437.44. This represents a 11.88% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, insider Michael Cho sold 3,500 shares of the stock in a transaction that occurred on Friday, August 7th. The shares were sold at an average price of $375.20, for a total transaction of $1,313,200.00. Following the sale, the insider directly owned 5,170 shares of the company’s stock, valued at $1,939,784. This represents a 40.37% decrease in their position. The SEC filing for this sale provides additional information. Corporate insiders own 0.91% of the company’s stock.

Institutional Investors Weigh In On Zebra Technologies

Large investors have recently modified their holdings of the company. AIGH Capital Management LLC acquired a new position in shares of Zebra Technologies during the 1st quarter valued at $20,908,000. Calamos Wealth Management LLC bought a new position in Zebra Technologies during the first quarter worth $9,053,000. Bank of America Corp DE boosted its stake in Zebra Technologies by 22.9% during the first quarter. Bank of America Corp DE now owns 291,031 shares of the industrial products company’s stock worth $60,849,000 after acquiring an additional 54,222 shares in the last quarter. VELA Investment Management LLC grew its holdings in Zebra Technologies by 1,400.8% in the second quarter. VELA Investment Management LLC now owns 21,281 shares of the industrial products company’s stock worth $5,602,000 after purchasing an additional 19,863 shares during the period. Finally, Tidal Investments LLC grew its holdings in Zebra Technologies by 21.8% in the second quarter. Tidal Investments LLC now owns 11,455 shares of the industrial products company’s stock worth $3,016,000 after purchasing an additional 2,053 shares during the period. 91.03% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Zebra Technologies

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

• Positive Sentiment: Third-quarter net sales rose 22.3% year over year to $1.614 billion, exceeding analyst expectations. Non-GAAP diluted EPS was $4.95, also ahead of consensus and up from $3.88 a year earlier. Zebra Technologies Announces Third Quarter 2026 Results
• Positive Sentiment: Broad-based sales growth, including strength in Connected Frontline and demand for automation, supported a higher full-year 2026 growth target—an encouraging signal for near-term demand. ZBRA Q3 Earnings Beat Estimates on Broad-Based Sales Growth
• Negative Sentiment: The main concern is the outlook for 2027: higher memory costs are expected to pressure margins. That potential profit squeeze overshadowed the record quarter and higher 2026 growth target, contributing to the negative investor reaction. Zebra Technologies Dips Amid Higher Memory-Cost Outlook Record Quarter Came With a 2027 Margin Warning

Zebra Technologies Company Profile

Zebra Technologies Corp. (NASDAQ: ZBRA) develops technologies that help businesses identify, track and manage assets, inventory and operational processes. Its solutions are used by organizations in retail, manufacturing, transportation and logistics, healthcare, government and other industries to improve visibility and productivity across their operations.

The company’s portfolio includes barcode and label printers, barcode scanners, mobile computers, radio-frequency identification (RFID) readers and tags, machine-vision systems, fixed industrial scanners and related software.