Zebra Technologies (NASDAQ:ZBRA) Releases Q3 2026 Earnings Guidance

Zebra Technologies (NASDAQ:ZBRA) updated its third quarter 2026 earnings guidance on Tuesday. The company provided earnings per share guidance of 4.700-4.900 for the period, compared to the consensus EPS estimate of 4.380. The company issued revenue guidance of $1.5 billion-$1.6 billion, compared to the consensus revenue estimate of $1.5 billion. Zebra Technologies also updated its FY 2026 guidance to 20.750-21.250 EPS.

Analysts Set New Price Targets

A number of analysts have recently issued reports on ZBRA shares. BNP Paribas Exane increased their price objective on shares of Zebra Technologies from $365.00 to $370.00 and gave the stock an “outperform” rating in a research note on Wednesday, May 13th. Zacks Research downgraded Zebra Technologies from a “strong-buy” rating to a “hold” rating in a research note on Monday, April 20th. Wolfe Research restated an “outperform” rating and set a $317.00 target price on shares of Zebra Technologies in a research report on Thursday, July 9th. Robert W. Baird increased their price target on Zebra Technologies from $300.00 to $310.00 and gave the company an “outperform” rating in a report on Wednesday, May 13th. Finally, Weiss Ratings raised shares of Zebra Technologies from a “hold (c-)” rating to a “hold (c)” rating in a research note on Friday, July 17th. Eight analysts have rated the stock with a Buy rating and five have given a Hold rating to the company. According to MarketBeat.com, Zebra Technologies currently has an average rating of “Moderate Buy” and a consensus target price of $327.00.

Zebra Technologies Stock Performance

Shares of NASDAQ ZBRA traded up $52.76 during mid-day trading on Tuesday, hitting $344.40. The stock had a trading volume of 713,390 shares, compared to its average volume of 856,599. The company has a debt-to-equity ratio of 0.69, a quick ratio of 0.57 and a current ratio of 0.96. The company has a 50 day moving average of $255.28 and a two-hundred day moving average of $240.11. Zebra Technologies has a twelve month low of $199.05 and a twelve month high of $360.58. The firm has a market cap of $16.40 billion, a PE ratio of 41.70 and a beta of 1.60.

Zebra Technologies (NASDAQ:ZBRA) last issued its quarterly 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. The company had revenue of $1.50 billion during the quarter, compared to analysts’ expectations of $1.48 billion. Zebra Technologies had a return on equity of 18.91% and a net margin of 7.49%.The firm’s revenue was up 14.3% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $4.02 EPS. 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. Research analysts predict that Zebra Technologies will post 15.2 EPS for the current fiscal year.

Insider Buying and Selling

In other Zebra Technologies news, insider Loizides Melissa Luff sold 500 shares of the stock in a transaction dated Tuesday, May 26th. The stock was sold at an average price of $253.95, for a total transaction of $126,975.00. Following the sale, the insider directly owned 3,702 shares of the company’s stock, valued at approximately $940,122.90. This trade represents a 11.90% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Janice M. Roberts sold 3,000 shares of the business’s stock in a transaction dated Thursday, May 14th. The shares were sold at an average price of $249.54, for a total value of $748,620.00. Following the completion of the transaction, the director directly owned 6,183 shares of the company’s stock, valued at approximately $1,542,905.82. This trade represents a 32.67% decrease in their position. The SEC filing for this sale provides additional information. Company insiders own 0.91% of the company’s stock.

Institutional Trading of Zebra Technologies

A number of hedge funds have recently added to or reduced their stakes in the company. Johnson Financial Group Inc. increased its holdings in Zebra Technologies by 330.3% in the fourth quarter. Johnson Financial Group Inc. now owns 142 shares of the industrial products company’s stock valued at $34,000 after buying an additional 109 shares in the last quarter. CYBER HORNET ETFs LLC acquired a new stake in shares of Zebra Technologies during the 2nd quarter valued at about $39,000. Intesa Sanpaolo Wealth Management purchased a new position in shares of Zebra Technologies in the 4th quarter valued at about $73,000. UMB Bank n.a. raised 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 purchasing an additional 76 shares during the period. Finally, Meeder Asset Management Inc. purchased a new position in Zebra Technologies during the fourth quarter worth approximately $141,000. 91.03% of the stock is owned by hedge funds and other institutional investors.

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.