Zebra Technologies (NASDAQ:ZBRA) Releases 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.

Zebra Technologies Stock Down 1.6%

NASDAQ:ZBRA opened at $252.49 on Thursday. Zebra Technologies has a 52 week low of $205.73 and a 52 week high of $355.99. The stock’s fifty day moving average is $251.49 and its two-hundred day moving average is $279.42. The stock has a market capitalization of $12.79 billion, a price-to-earnings ratio of 25.45 and a beta of 1.69. The company has a quick ratio of 1.19, a current ratio of 1.61 and a debt-to-equity ratio of 0.56.

Zebra Technologies (NASDAQ:ZBRA) last issued its quarterly earnings data on Thursday, February 12th. The industrial products company reported $4.33 earnings per share for the quarter, missing analysts’ consensus estimates of $4.34 by ($0.01). Zebra Technologies had a net margin of 9.74% and a return on equity of 18.08%. The firm had revenue of $1.48 billion during the quarter, compared to analyst estimates of $1.47 billion. During the same period in the previous year, the firm posted $4.00 earnings per share. The company’s quarterly revenue was up 10.6% compared to the same quarter last year. 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. Research analysts anticipate that Zebra Technologies will post 13.71 EPS for the current year.

Analyst Upgrades and Downgrades

ZBRA has been the subject of several recent research reports. Citigroup dropped their price objective on shares of Zebra Technologies from $346.00 to $311.00 and set a “neutral” rating for the company in a report on Wednesday, October 29th. Barclays set a $351.00 price target on shares of Zebra Technologies and gave the stock an “overweight” rating in a research note on Friday, February 6th. Zacks Research upgraded Zebra Technologies from a “strong sell” rating to a “hold” rating in a research note on Monday, December 29th. Truist Financial decreased their target price on Zebra Technologies from $331.00 to $291.00 and set a “hold” rating for the company in a report on Thursday, December 18th. Finally, KeyCorp restated a “sector weight” rating on shares of Zebra Technologies in a report on Thursday, October 30th. Five investment analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, Zebra Technologies currently has a consensus rating of “Hold” and an average target price of $347.88.

Insider Buying and Selling

In other Zebra Technologies news, Director Satish Dhanasekaran acquired 1,000 shares of the stock in a transaction dated Tuesday, November 18th. The stock was acquired at an average cost of $233.12 per share, with a total value of $233,120.00. Following the transaction, the director owned 3,356 shares in the company, valued at $782,350.72. The trade was a 42.44% increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. 0.84% of the stock is owned by company insiders.

Institutional Trading of Zebra Technologies

Several institutional investors have recently modified their holdings of ZBRA. Brown Advisory Inc. grew its position in shares of Zebra Technologies by 2.1% in the 2nd quarter. Brown Advisory Inc. now owns 1,787 shares of the industrial products company’s stock valued at $551,000 after buying an additional 36 shares during the last quarter. Empowered Funds LLC boosted its stake in Zebra Technologies by 1.7% in the fourth quarter. Empowered Funds LLC now owns 2,385 shares of the industrial products company’s stock valued at $579,000 after acquiring an additional 40 shares in the last quarter. Modern Wealth Management LLC grew its holdings in shares of Zebra Technologies by 1.3% during the second quarter. Modern Wealth Management LLC now owns 5,635 shares of the industrial products company’s stock worth $1,738,000 after purchasing an additional 71 shares during the last quarter. Certuity LLC grew its holdings in shares of Zebra Technologies by 9.7% during the third quarter. Certuity LLC now owns 824 shares of the industrial products company’s stock worth $245,000 after purchasing an additional 73 shares during the last quarter. Finally, Comerica Bank lifted its holdings in shares of Zebra Technologies by 0.9% in the 3rd quarter. Comerica Bank now owns 10,472 shares of the industrial products company’s stock valued at $3,112,000 after purchasing an additional 89 shares during the last quarter. Hedge funds and other 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.