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 18.300-18.700 for the period, compared to the consensus EPS estimate of 17.370. The company issued revenue guidance of -, compared to the consensus revenue estimate of $6.0 billion.

Zebra Technologies Trading Down 4.0%

Shares of NASDAQ:ZBRA opened at $216.96 on Tuesday. The company has a market cap of $10.67 billion, a PE ratio of 26.56 and a beta of 1.62. The company’s 50-day moving average price is $217.85 and its 200 day moving average price is $241.45. Zebra Technologies has a fifty-two week low of $199.05 and a fifty-two week high of $352.66. The company has a quick ratio of 0.58, a current ratio of 0.97 and a debt-to-equity ratio of 0.66.

Zebra Technologies (NASDAQ:ZBRA) last released its earnings results on Thursday, February 12th. The industrial products company reported $4.33 EPS for the quarter, missing the consensus estimate of $4.34 by ($0.01). The company had revenue of $1.48 billion for the quarter, compared to analyst estimates of $1.47 billion. Zebra Technologies had a net margin of 7.76% and a return on equity of 18.09%. The firm’s quarterly revenue was up 10.6% on a year-over-year basis. During the same period in the previous year, the business posted $4.00 EPS. 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. Sell-side analysts anticipate that Zebra Technologies will post 15 earnings per share for the current year.

Analysts Set New Price Targets

Several equities analysts have commented on ZBRA shares. UBS Group reissued a “buy” rating and set a $335.00 target price on shares of Zebra Technologies in a research note on Friday, February 13th. Morgan Stanley set a $323.00 target price on shares of Zebra Technologies in a research note on Thursday, February 12th. Weiss Ratings reissued a “hold (c)” rating on shares of Zebra Technologies in a research note on Wednesday, January 21st. Citigroup lowered their target price on shares of Zebra Technologies from $315.00 to $274.00 and set a “neutral” rating on the stock in a research note on Monday, April 13th. Finally, Truist Financial lowered their target price on shares of Zebra Technologies from $294.00 to $256.00 and set a “hold” rating on the stock in a research note on Monday, April 20th. Five investment analysts have rated the stock with a Buy rating and six have issued a Hold rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Hold” and an average target price of $321.38.

Insider Activity

In other news, insider Cristen L. Kogl sold 145 shares of Zebra Technologies stock in a transaction that occurred on Thursday, March 5th. The shares were 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 of the company’s stock, valued at $5,583,262.77. The trade was a 0.61% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this link. 0.91% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

Several institutional investors have recently made changes to their positions in ZBRA. Alliancebernstein L.P. increased its position in shares of Zebra Technologies by 1,310.3% in the second quarter. Alliancebernstein L.P. now owns 779,680 shares of the industrial products company’s stock worth $240,422,000 after acquiring an additional 724,396 shares in the last quarter. Invesco Ltd. increased its position in shares of Zebra Technologies by 30.1% in the fourth quarter. Invesco Ltd. now owns 1,801,516 shares of the industrial products company’s stock worth $437,444,000 after acquiring an additional 416,568 shares in the last quarter. Alyeska Investment Group L.P. increased its position in shares of Zebra Technologies by 161.3% in the fourth quarter. Alyeska Investment Group L.P. now owns 557,080 shares of the industrial products company’s stock worth $135,270,000 after acquiring an additional 343,846 shares in the last quarter. Lazard Asset Management LLC increased its position in shares of Zebra Technologies by 82.2% in the fourth quarter. Lazard Asset Management LLC now owns 603,398 shares of the industrial products company’s stock worth $146,517,000 after acquiring an additional 272,304 shares in the last quarter. Finally, UBS Group AG increased its position in shares of Zebra Technologies by 112.3% in the third quarter. UBS Group AG now owns 481,169 shares of the industrial products company’s stock worth $142,984,000 after acquiring an additional 254,525 shares in the last quarter. 91.03% of the stock is owned by hedge funds and other institutional investors.

About Zebra Technologies

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.