Zebra Technologies (NASDAQ:ZBRA) Reaches New 52-Week High on Earnings Beat

Posted by George Bondi on Aug 6th, 2026

Zebra Technologies Corporation (NASDAQ:ZBRA – Get Free Report) shares reached a new 52-week high during mid-day trading on Tuesday following a stronger than expected earnings report. The company traded as high as $360.58 and last traded at $346.68, with a volume of 372401 shares traded. The stock had previously closed at $291.64.

The industrial products company reported $6.35 EPS for the quarter, beating analysts’ consensus estimates of $4.36 by $1.99. Zebra Technologies had a net margin of 9.22% and a return on equity of 22.29%. The company had revenue of $1.56 billion during the quarter, compared to analyst estimates of $1.50 billion. During the same period in the prior year, the firm earned $3.61 earnings per share. The business’s quarterly revenue was up 20.4% on a year-over-year basis. Zebra Technologies has set its Q3 2026 guidance at 4.700-4.900 EPS and its FY 2026 guidance at 20.750-21.250 EPS.

Key Headlines Impacting Zebra Technologies

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

Positive Sentiment: Record Q2 results beat expectations: Revenue rose 20.4% year over year to $1.557 billion, exceeding the $1.50 billion consensus estimate. Non-GAAP diluted EPS reached $6.35, well above expectations of approximately $4.35–$4.36 and the prior-year figure of $3.61. Zebra Technologies Announces Second Quarter 2026 Results
Positive Sentiment: Full-year guidance was raised substantially: Zebra now expects fiscal 2026 EPS of $20.75–$21.25, compared with the $17.87 analyst consensus, and revenue of $6.2–$6.3 billion versus an estimated $6.1 billion. Third-quarter EPS guidance of $4.70–$4.90 also exceeds the $4.38 consensus. ZBRA Q2 Earnings Beat Estimates on Sales Growth, Outlook Raised
Positive Sentiment: Growth appears broad-based: Analysts highlighted organic sales growth, acquisitions, pricing power and demand for AI-enabled devices, machine vision and frontline automation. Management indicated demand is running ahead of available supply, supporting the possibility of sustained revenue and margin strength. Zebra Changed Its Stripes
Positive Sentiment: Analysts raised price targets: TD Cowen lifted its target to $450 and initiated a “buy” rating, BNP Paribas Exane raised its target to $455 while reaffirming “outperform,” and Needham increased its target to $410 with a “buy” rating. The upgrades reinforce investor confidence following the earnings release.
Neutral Sentiment: The strong rally leaves Zebra Technologies trading near its 52-week high with a reported price-to-earnings ratio above 44, meaning the stock is now priced for continued execution. Any slowdown in demand, supply constraints or difficulty meeting the raised outlook could increase volatility.

Wall Street Analyst Weigh In

A number of equities analysts recently commented on ZBRA shares. Truist Financial raised their price objective on shares of Zebra Technologies from $296.00 to $355.00 and gave the stock a “hold” rating in a research note on Wednesday. Wall Street Zen raised shares of Zebra Technologies from a “hold” rating to a “buy” rating in a research note on Sunday, June 28th. Needham & Company LLC increased their target price on Zebra Technologies from $345.00 to $410.00 and gave the company a “buy” rating in a report on Wednesday. UBS Group reiterated a “buy” rating on shares of Zebra Technologies in a report on Wednesday. Finally, Robert W. Baird upped their price target on Zebra Technologies from $300.00 to $310.00 and gave the company an “outperform” rating in a research report on Wednesday, May 13th. Nine equities research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $381.00.

Read Our Latest Stock Report on Zebra Technologies

Insiders Place Their Bets

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

Hedge Funds Weigh In On Zebra Technologies

Several hedge funds and other institutional investors have recently added to or reduced their stakes in ZBRA. UBS Group AG boosted its position in shares of Zebra Technologies by 3.5% in the fourth quarter. UBS Group AG now owns 498,207 shares of the industrial products company’s stock valued at $120,975,000 after acquiring an additional 17,038 shares during the period. Triodos Investment Management BV grew its stake in shares of Zebra Technologies by 25.6% in the fourth quarter. Triodos Investment Management BV now owns 54,000 shares of the industrial products company’s stock worth $13,324,000 after acquiring an additional 11,000 shares during the last quarter. Willis Investment Counsel increased its position in Zebra Technologies by 201.6% during the fourth quarter. Willis Investment Counsel now owns 9,453 shares of the industrial products company’s stock worth $2,295,000 after acquiring an additional 6,319 shares during the period. AIGH Capital Management LLC acquired a new position in Zebra Technologies during the 1st quarter valued at $20,908,000. Finally, Vanguard Group Inc. raised its stake in Zebra Technologies by 2.0% during the 4th quarter. Vanguard Group Inc. now owns 6,645,605 shares of the industrial products company’s stock valued at $1,613,686,000 after purchasing an additional 132,151 shares during the last quarter. Institutional investors own 91.03% of the company’s stock.

Zebra Technologies Trading Up 0.0%

The company has a current ratio of 0.52, a quick ratio of 0.57 and a debt-to-equity ratio of 0.14. The business’s fifty day simple moving average is $259.94 and its two-hundred day simple moving average is $241.63. The stock has a market capitalization of $17.57 billion, a P/E ratio of 33.76 and a beta of 1.59.

About Zebra Technologies

(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.