Zebra Technologies (NASDAQ:ZBRA) Releases Q1 2026 Earnings Guidance

Zebra Technologies (NASDAQ:ZBRA) issued an update on its first quarter 2026 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of 4.050-4.350 for the period, compared to the consensus estimate of 3.980. The company issued revenue guidance of $1.5 billion-$1.5 billion, compared to the consensus revenue estimate of $1.5 billion. Zebra Technologies also updated its FY 2026 guidance to 17.700-18.300 EPS.

Zebra Technologies Trading Down 1.6%

NASDAQ:ZBRA opened at $252.49 on Thursday. The stock has a market cap 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. The company’s 50 day moving average price is $251.49 and its 200-day moving average price is $279.42. Zebra Technologies has a 52 week low of $205.73 and a 52 week high of $355.99.

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

Analyst Upgrades and Downgrades

Several equities research analysts recently commented on ZBRA shares. Zacks Research upgraded Zebra Technologies from a “strong sell” rating to a “hold” rating in a report on Monday, December 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. Citigroup lowered their price objective on shares of Zebra Technologies from $346.00 to $311.00 and set a “neutral” rating on the stock in a research report on Wednesday, October 29th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Zebra Technologies in a research report on Wednesday, January 21st. Finally, KeyCorp reiterated a “sector weight” rating on shares of Zebra Technologies in a research note on Thursday, October 30th. Five research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company’s stock. According to MarketBeat, Zebra Technologies presently has a consensus rating of “Hold” and an average price target of $347.88.

Insider Buying and Selling

In other Zebra Technologies news, Director Satish Dhanasekaran purchased 1,000 shares of the firm’s stock in a transaction on Tuesday, November 18th. The shares were acquired at an average cost of $233.12 per share, for a total transaction of $233,120.00. Following the completion of the transaction, the director owned 3,356 shares of the company’s stock, valued at approximately $782,350.72. The trade was a 42.44% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Corporate insiders own 0.84% of the company’s stock.

Hedge Funds Weigh In On Zebra Technologies

A number of institutional investors have recently bought and sold shares of ZBRA. Brown Advisory Inc. grew its holdings in Zebra Technologies by 2.1% during 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 period. Empowered Funds LLC lifted its position in shares of Zebra Technologies by 1.7% during the 4th quarter. Empowered Funds LLC now owns 2,385 shares of the industrial products company’s stock valued at $579,000 after buying an additional 40 shares in the last quarter. Modern Wealth Management LLC grew its stake in shares of Zebra Technologies by 1.3% during the 2nd quarter. Modern Wealth Management LLC now owns 5,635 shares of the industrial products company’s stock valued at $1,738,000 after acquiring an additional 71 shares during the period. Certuity LLC increased its holdings in Zebra Technologies by 9.7% in the 3rd quarter. Certuity LLC now owns 824 shares of the industrial products company’s stock worth $245,000 after acquiring an additional 73 shares in the last quarter. Finally, Comerica Bank raised its stake in Zebra Technologies by 0.9% during the 3rd quarter. Comerica Bank now owns 10,472 shares of the industrial products company’s stock worth $3,112,000 after acquiring an additional 89 shares during the period. 91.03% of the stock is owned by 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.