Zebra Technologies’ (ZBRA) Buy Rating Reiterated at Needham & Company LLC

Posted by Stanley Muller on May 13th, 2026

Zebra Technologies (NASDAQ:ZBRA – Get Free Report)‘s stock had its “buy” rating reiterated by research analysts at Needham & Company LLC in a research report issued to clients and investors on Wednesday,Benzinga reports. They presently have a $345.00 price target on the industrial products company’s stock. Needham & Company LLC’s target price suggests a potential upside of 42.69% from the stock’s previous close.

Several other equities research analysts have also recently issued reports on the company. Wolfe Research decreased their price objective on Zebra Technologies from $309.00 to $281.00 and set an “outperform” rating on the stock in a report on Wednesday, April 8th. UBS Group restated a “buy” rating and set a $335.00 price objective on shares of Zebra Technologies in a report on Friday, February 13th. Zacks Research cut Zebra Technologies from a “strong-buy” rating to a “hold” rating in a report on Monday, April 20th. Robert W. Baird set a $310.00 price objective on Zebra Technologies and gave the stock an “outperform” rating in a report on Wednesday. Finally, Barclays restated an “overweight” rating and set a $345.00 price objective on shares of Zebra Technologies in a report on Wednesday. Eight research analysts have rated the stock with a Buy rating and five have given a Hold rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $320.55.

Get Our Latest Research Report on Zebra Technologies

Zebra Technologies Price Performance

Shares of NASDAQ:ZBRA opened at $241.79 on Wednesday. The business’s fifty day moving average price is $218.21 and its two-hundred day moving average price is $241.02. The stock has a market cap of $11.89 billion, a PE ratio of 29.59 and a beta of 1.62. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.58 and a current ratio of 0.97. Zebra Technologies has a one year low of $199.05 and a one year high of $352.66.

Zebra Technologies (NASDAQ:ZBRA – Get Free Report) last announced its earnings results on Tuesday, May 12th. The industrial products company reported $4.75 EPS for the quarter, beating analysts’ consensus estimates of $4.21 by $0.54. The firm had revenue of $1.50 billion for the quarter, compared to analysts’ expectations of $1.48 billion. Zebra Technologies had a return on equity of 18.09% and a net margin of 7.76%.Zebra Technologies’s quarterly revenue was up 14.3% on a year-over-year basis. During the same quarter in the prior year, the firm earned $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. On average, analysts forecast that Zebra Technologies will post 15 EPS for the current fiscal year.

Insiders Place Their Bets

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

Institutional Inflows and Outflows

Several hedge funds have recently added to or reduced their stakes in the stock. Brown Advisory Inc. raised its holdings in shares of Zebra Technologies by 2.1% in the second quarter. Brown Advisory Inc. now owns 1,787 shares of the industrial products company’s stock valued at $551,000 after purchasing an additional 36 shares during the last quarter. Empowered Funds LLC lifted its position in shares of Zebra Technologies by 1.7% during the fourth quarter. Empowered Funds LLC now owns 2,385 shares of the industrial products company’s stock valued at $579,000 after purchasing an additional 40 shares in the last quarter. New York Life Investment Management LLC lifted its position in shares of Zebra Technologies by 0.6% during the fourth quarter. New York Life Investment Management LLC now owns 6,972 shares of the industrial products company’s stock valued at $1,693,000 after purchasing an additional 42 shares in the last quarter. Gulf International Bank UK Ltd lifted its position in shares of Zebra Technologies by 1.5% during the fourth quarter. Gulf International Bank UK Ltd now owns 2,789 shares of the industrial products company’s stock valued at $677,000 after purchasing an additional 42 shares in the last quarter. Finally, Profund Advisors LLC lifted its position in shares of Zebra Technologies by 5.4% during the third quarter. Profund Advisors LLC now owns 893 shares of the industrial products company’s stock valued at $265,000 after purchasing an additional 46 shares in the last quarter. 91.03% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting Zebra Technologies

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

Positive Sentiment: Zebra beat Q1 estimates with EPS of $4.75 versus $4.21 expected and revenue of $1.50 billion versus $1.48 billion, with sales up 14.3% year over year. Zebra Technologies Announces First-Quarter 2026 Results
Positive Sentiment: The company raised full-year 2026 EPS guidance to $18.30-$18.70, above consensus, and also guided Q2 EPS to $4.20-$4.50, topping expectations. Zebra Technologies Beats Q1 Earnings Estimates, Raises 2026 Outlook
Positive Sentiment: Management also lifted annual sales growth expectations, citing strong automation demand and broad-based segment growth, which suggests the industrial spending backdrop may be improving. Zebra Technologies lifts annual sales forecast on strong automation demand
Positive Sentiment: Investor commentary highlighted Zebra as a potential bellwether for a broader industrial recovery, with stronger warehouse and logistics spending supporting the stock. MarketBeat Zebra Technologies page

Zebra Technologies Company Profile

(Get Free Report)

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.