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

Zebra Technologies (NASDAQ:ZBRA) issued an update on its FY 2026 earnings guidance on Tuesday morning. The company provided EPS guidance of 20.750-21.250 for the period, compared to the consensus earnings per share estimate of 17.870. The company issued revenue guidance of $6.2 billion-$6.3 billion, compared to the consensus revenue estimate of $6.1 billion. Zebra Technologies also updated its Q3 2026 guidance to 4.700-4.900 EPS.

Zebra Technologies Price Performance

Shares of ZBRA stock traded down $1.05 during mid-day trading on Thursday, hitting $367.94. The company had a trading volume of 149,856 shares, compared to its average volume of 869,387. Zebra Technologies has a 52-week low of $199.05 and a 52-week high of $376.70. The stock’s 50 day moving average price is $259.94 and its 200-day moving average price is $241.63. The company has a debt-to-equity ratio of 0.14, a current ratio of 0.52 and a quick ratio of 0.57. The company has a market capitalization of $17.52 billion, a P/E ratio of 33.62 and a beta of 1.59.

Zebra Technologies (NASDAQ:ZBRA) last issued its earnings results on Tuesday, August 4th. The industrial products company reported $6.35 earnings per share for the quarter, topping analysts’ consensus estimates of $4.36 by $1.99. The firm had revenue of $1.56 billion during the quarter, compared to analyst estimates of $1.50 billion. Zebra Technologies had a net margin of 9.22% and a return on equity of 22.29%. Zebra Technologies’s revenue for the quarter was up 20.4% on a year-over-year basis. During the same quarter in the prior year, the business earned $3.61 earnings per share. 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. Equities research analysts forecast that Zebra Technologies will post 15.2 earnings per share for the current year.

Analyst Ratings Changes

A number of research analysts have recently weighed in on the company. TD Cowen raised their price objective on Zebra Technologies from $400.00 to $450.00 and gave the company a “buy” rating in a research report on Wednesday. BNP Paribas Exane reiterated an “outperform” rating and issued a $455.00 target price (up from $370.00) on shares of Zebra Technologies in a research report on Wednesday. Morgan Stanley set a $360.00 price target on Zebra Technologies in a research note on Wednesday. Truist Financial raised their price target on Zebra Technologies from $296.00 to $355.00 and gave the company a “hold” rating in a report on Wednesday. Finally, KeyCorp raised their price target on Zebra Technologies from $305.00 to $430.00 and gave the company an “overweight” rating in a report on Wednesday. Nine 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 currently has an average rating of “Moderate Buy” and an average target price of $381.00.

Insiders Place Their Bets

In related news, insider Loizides Melissa Luff sold 500 shares of the 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 completion of the transaction, the insider 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 legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Janice M. Roberts sold 3,000 shares of the business’s stock in a transaction that occurred on Thursday, May 14th. The stock was sold at an average price of $249.54, for a total value of $748,620.00. Following the sale, the director directly owned 6,183 shares in the company, valued at $1,542,905.82. The trade was a 32.67% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Company insiders own 0.91% of the company’s stock.

Institutional Trading of Zebra Technologies

Institutional investors have recently bought and sold shares of the stock. Johnson Financial Group Inc. increased 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 valued at $34,000 after acquiring an additional 109 shares during the last quarter. CYBER HORNET ETFs LLC purchased a new position in shares of Zebra Technologies during the 2nd quarter worth about $39,000. Intesa Sanpaolo Wealth Management bought a new position in Zebra Technologies during the 4th quarter valued at about $73,000. UMB Bank n.a. raised its position 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. bought a new stake in Zebra Technologies in the fourth quarter worth about $141,000. 91.03% of the stock is currently owned by 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.