Zebra Technologies (NASDAQ:ZBRA) Updates Q2 2026 Earnings Guidance

Zebra Technologies (NASDAQ:ZBRA) issued an update on its second quarter 2026 earnings guidance on Tuesday morning. The company provided earnings per share guidance of 4.200-4.500 for the period, compared to the consensus earnings per share estimate of 4.030. 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 18.300-18.700 EPS.

Zebra Technologies Trading Up 2.1%

NASDAQ ZBRA opened at $246.76 on Thursday. The company has a quick ratio of 0.58, a current ratio of 0.96 and a debt-to-equity ratio of 0.69. The firm has a market cap of $12.14 billion, a PE ratio of 29.84 and a beta of 1.62. The company has a 50 day moving average price of $218.66 and a 200 day moving average price of $240.55. Zebra Technologies has a 52 week low of $199.05 and a 52 week high of $352.66.

Zebra Technologies (NASDAQ:ZBRA) last posted its quarterly earnings data on Tuesday, May 12th. The industrial products company reported $4.75 EPS for the quarter, topping the consensus estimate of $4.21 by $0.54. Zebra Technologies had a net margin of 7.49% and a return on equity of 18.91%. The firm had revenue of $1.50 billion during the quarter, compared to analyst estimates of $1.48 billion. During the same quarter in the previous year, the business posted $4.02 EPS. Zebra Technologies’s revenue was up 14.3% on a year-over-year basis. 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. As a group, sell-side analysts forecast that Zebra Technologies will post 15 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

ZBRA has been the topic of a number of recent analyst reports. KeyCorp upgraded shares of Zebra Technologies from a “sector weight” rating to an “overweight” rating and set a $305.00 price target on the stock in a research note on Wednesday. Zacks Research lowered shares of Zebra Technologies from a “strong-buy” rating to a “hold” rating in a research note on Monday, April 20th. Barclays upped their price target on shares of Zebra Technologies from $330.00 to $345.00 and gave the company an “overweight” rating in a research note on Wednesday. Citigroup upped their price target on shares of Zebra Technologies from $274.00 to $284.00 and gave the company a “neutral” rating in a research note on Wednesday. Finally, Needham & Company LLC restated a “buy” rating and set a $345.00 price target on shares of Zebra Technologies in a research note on Wednesday. Eight investment analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. According to data from MarketBeat, Zebra Technologies currently has an average rating of “Moderate Buy” and a consensus price target of $319.00.

Insider Transactions at Zebra Technologies

In other Zebra Technologies news, insider Cristen L. Kogl sold 145 shares of the stock in a transaction on Thursday, March 5th. The shares were sold at an average price of $235.71, for a total transaction of $34,177.95. Following the transaction, the insider directly owned 23,687 shares of the company’s stock, valued at $5,583,262.77. This trade represents a 0.61% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. 0.91% of the stock is currently owned by insiders.

More Zebra Technologies News

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

• Positive Sentiment: Zebra Technologies reported Q1 EPS of $4.75 versus $4.21 expected and revenue of $1.50 billion versus $1.48 billion expected, with revenue up 14.3% year over year. Zebra’s (NASDAQ:ZBRA) Q1 CY2026: Beats On Revenue, Stock Jumps 14.2%
• Positive Sentiment: The company raised its 2026 guidance, including Q2 EPS of $4.20 to $4.50, signaling management expects demand momentum to continue. Zebra Technologies Beats Q1 Earnings Estimates, Raises 2026 Outlook
• Positive Sentiment: KeyBanc upgraded Zebra Technologies after what it called strong Q1 results, adding to the bullish post-earnings sentiment. Zebra Technologies gets upgrade at KeyBanc after ‘strong’ Q1 results
• Positive Sentiment: Needham reaffirmed a Buy rating, and BNP Paribas Exane and Truist both raised price targets, showing analysts see additional upside from current levels. Zebra Technologies (NASDAQ:ZBRA) Price Target Raised to $267.00 at Truist Financial
• Neutral Sentiment: Recent commentary highlighted Zebra as a bellwether for industrial demand, with automation and AI trends supporting longer-term growth, but also noted margin pressure from freight and memory costs. Zebra Technologies surges following Q1 earnings. What comes next for ZEBRA stock?
• Negative Sentiment: Potential cost headwinds from freight, logistics, memory inflation, and tariffs could pressure margins later this year if not fully offset by pricing and productivity actions. ZBRA Q1 deep dive: Automation and AI drive broad-based growth, memory supply managed

Hedge Funds Weigh In On Zebra Technologies

Several hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Brown Advisory Inc. lifted 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 in the last quarter. Empowered Funds LLC increased 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 acquiring an additional 40 shares during the last quarter. Modern Wealth Management LLC increased its position in shares of Zebra Technologies by 1.3% during the second 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 last quarter. Certuity LLC increased its position in shares of Zebra Technologies by 9.7% during the third quarter. Certuity LLC now owns 824 shares of the industrial products company’s stock valued at $245,000 after acquiring an additional 73 shares during the last quarter. Finally, UMB Bank n.a. increased its position in shares of Zebra Technologies by 33.0% during the fourth quarter. UMB Bank n.a. now owns 306 shares of the industrial products company’s stock valued at $74,000 after acquiring an additional 76 shares during the last quarter. 91.03% of the stock is owned by hedge funds and other 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.