Zebra Technologies (NASDAQ:ZBRA) Updates FY 2026 Earnings Guidance

Zebra Technologies (NASDAQ:ZBRA) updated its FY 2026 earnings guidance on Thursday. The company provided earnings per share (EPS) guidance of 17.700-18.300 for the period, compared to the consensus estimate of 16.310. The company issued revenue guidance of $5.9 billion-$6.1 billion, compared to the consensus revenue estimate of $5.7 billion. Zebra Technologies also updated its Q1 2026 guidance to 4.050-4.350 EPS.

Wall Street Analyst Weigh In

Several brokerages have issued reports on ZBRA. Morgan Stanley set a $323.00 price target on Zebra Technologies in a report on Thursday. UBS Group reaffirmed a “buy” rating and set a $335.00 target price on shares of Zebra Technologies in a research report on Friday. 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. KeyCorp restated a “sector weight” rating on shares of Zebra Technologies in a report on Thursday, October 30th. Finally, Truist Financial reduced their price objective on shares of Zebra Technologies from $331.00 to $291.00 and set a “hold” rating for the company in a report on Thursday, December 18th. Five investment analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. According to MarketBeat, Zebra Technologies currently has a consensus rating of “Hold” and an average target price of $339.25.

Zebra Technologies Price Performance

Shares of NASDAQ:ZBRA opened at $264.62 on Friday. The company has a current ratio of 0.97, a quick ratio of 1.19 and a debt-to-equity ratio of 0.66. The stock has a market cap of $13.41 billion, a PE ratio of 32.39 and a beta of 1.69. The stock’s fifty day simple moving average is $251.71 and its two-hundred day simple moving average is $278.90. Zebra Technologies has a 1-year low of $205.73 and a 1-year high of $352.66.

Zebra Technologies (NASDAQ:ZBRA) last announced its earnings results on Thursday, February 12th. The industrial products company reported $4.33 EPS for the quarter, missing the consensus estimate of $4.34 by ($0.01). Zebra Technologies had a net margin of 7.76% and a return on equity of 18.09%. The firm had revenue of $1.48 billion during the quarter, compared to analysts’ expectations of $1.47 billion. During the same quarter in the prior year, the company earned $4.00 EPS. The business’s revenue for the quarter was up 10.6% on a year-over-year basis. 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, analysts forecast that Zebra Technologies will post 13.71 EPS for the current fiscal year.

Insider Buying and Selling at Zebra Technologies

In other Zebra Technologies news, Director Satish Dhanasekaran bought 1,000 shares of Zebra Technologies stock in a transaction dated Tuesday, November 18th. The stock was bought at an average cost of $233.12 per share, with a total value of $233,120.00. Following the completion of the acquisition, the director directly owned 3,356 shares in the company, valued at approximately $782,350.72. The trade was a 42.44% increase in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. 0.84% of the stock is owned by insiders.

Trending Headlines about Zebra Technologies

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

• Positive Sentiment: Management raised FY2026 and Q1 guidance well above consensus (sales and EPS) — this upgrade is the main catalyst for the recent rally. Reuters: Upbeat 2026 forecast
• Positive Sentiment: The board authorized an additional $1 billion share?repurchase, increasing capital return and supporting EPS. BusinessWire: $1B buyback
• Positive Sentiment: Company reported revenue growth and highlighted strategic tailwinds — AI, RFID, machine vision and services that shift mix toward software/analytics (a longer?term margin/recurring revenue story). Seeking Alpha: AI pivot
• Neutral Sentiment: Q4 results: revenue beat estimates ($1.48B) but EPS missed by $0.01 — revenue up ~10.6% YoY; management provided slide deck and call for more detail. BusinessWire: Q4 results
• Neutral Sentiment: Analyst reaction is mixed but includes bullish notes and higher price targets (e.g., Needham reaffirmed Buy with $345 PT), providing some aftermarket support. Benzinga: Needham reaffirmation
• Negative Sentiment: Management flagged a ~2?point gross?margin headwind from rising memory/chip costs in 2026; offset plans (price increases, productivity, robotics exit) are in place but execution risk remains. Yahoo: Memory costs and outlook
• Negative Sentiment: Despite guidance upside, the quarter showed higher expenses and a slight EPS miss and cash softness noted by some outlets — these mixed fundamentals help explain intraday volatility and profit?taking. Zacks: EPS miss and expense note
• Negative Sentiment: Shares swung sharply after the beat/guidance — Furious short?covering and momentum buying earlier this week created a high?volatility setup that often leads to near?term pullbacks. Fool: Volatility after big move

Institutional Investors Weigh In On Zebra Technologies

Several large investors have recently made changes to their positions in the business. Johnson Financial Group Inc. boosted its position in Zebra Technologies by 330.3% during the fourth quarter. Johnson Financial Group Inc. now owns 142 shares of the industrial products company’s stock worth $34,000 after purchasing an additional 109 shares during the period. CYBER HORNET ETFs LLC bought a new stake in shares of Zebra Technologies in the second quarter valued at approximately $39,000. Intesa Sanpaolo Wealth Management purchased a new stake in shares of Zebra Technologies during the 4th quarter valued at approximately $73,000. UMB Bank n.a. boosted its holdings in Zebra Technologies by 33.0% in the 4th quarter. UMB Bank n.a. now owns 306 shares of the industrial products company’s stock worth $74,000 after buying an additional 76 shares during the period. Finally, Meeder Asset Management Inc. purchased a new position in Zebra Technologies in the 4th quarter valued at approximately $141,000. 91.03% of the stock is owned by hedge funds and other institutional investors.

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.