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

Zebra Technologies (NASDAQ:ZBRA) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of 17.700-18.300 for the period, compared to the consensus estimate of 16.310. The company issued revenue guidance of $5.9 billion-$6.1 billion, compared to the consensus revenue estimate of $5.7 billion. Zebra Technologies also updated its Q1 2026 guidance to 4.050-4.350 EPS.

Zebra Technologies Price Performance

Shares of ZBRA opened at $274.15 on Friday. The company has a debt-to-equity ratio of 0.56, a quick ratio of 1.19 and a current ratio of 1.61. Zebra Technologies has a fifty-two week low of $205.73 and a fifty-two week high of $352.66. The firm has a 50-day simple moving average of $251.71 and a 200-day simple moving average of $279.39. The company has a market capitalization of $13.89 billion, a price-to-earnings ratio of 27.64 and a beta of 1.69.

Zebra Technologies (NASDAQ:ZBRA) last issued its quarterly earnings results 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). Zebra Technologies had a net margin of 9.74% and a return on equity of 18.08%. The company had revenue of $1.48 billion during the quarter, compared to analyst estimates of $1.47 billion. During the same quarter last year, the firm earned $4.00 EPS. The business’s revenue was up 10.6% on a year-over-year basis. 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 anticipate that Zebra Technologies will post 13.71 earnings per share for the current year.

Analyst Upgrades and Downgrades

A number of equities analysts have commented on ZBRA shares. Zacks Research upgraded shares of Zebra Technologies from a “strong sell” rating to a “hold” rating in a research report on Monday, December 29th. Truist Financial dropped their price target on shares of Zebra Technologies from $331.00 to $291.00 and set a “hold” rating on the stock in a research note on Thursday, December 18th. KeyCorp reissued a “sector weight” rating on shares of Zebra Technologies in a report on Thursday, October 30th. Barclays set a $330.00 price objective on Zebra Technologies in a report on Friday. Finally, Morgan Stanley set a $323.00 target price on Zebra Technologies in a research report on Thursday. Five analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. Based on data from MarketBeat, Zebra Technologies has a consensus rating of “Hold” and a consensus price target of $348.13.

Insider Activity at Zebra Technologies

In other news, Director Satish Dhanasekaran acquired 1,000 shares of the company’s stock in a transaction that occurred on Tuesday, November 18th. The stock was purchased at an average cost of $233.12 per share, with a total value of $233,120.00. Following the purchase, the director directly owned 3,356 shares of the company’s stock, valued at approximately $782,350.72. This trade represents a 42.44% increase in their position. The acquisition was disclosed in a document filed with the SEC, which is available through the SEC website. 0.84% of the stock is owned by company insiders.

Zebra Technologies News Summary

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

• Positive Sentiment: Management raised FY‑2026 and Q1 2026 guidance above consensus, signaling stronger profit and revenue outlook that drove investor enthusiasm. Zebra Technologies shares rise on upbeat 2026 forecast, $1 billion stock buyback plan
• Positive Sentiment: The board approved an additional $1 billion share‑repurchase authorization, which supports EPS and signals capital return priority. Zebra Technologies Board of Directors Approves Additional 1 Billion Share Repurchase Authorization
• Positive Sentiment: Q4 revenue beat estimates and revenue grew ~10.6% YoY, supporting the view of continued demand for barcode scanners and enterprise devices. Zebra’s (NASDAQ:ZBRA) Q4 CY2025 sales beat estimates
• Neutral Sentiment: Company released its official Q4 and full‑year 2025 results and presentation — revenue beat but EPS missed by $0.01; investors are weighing the mixed print against strong forward guidance. Zebra Technologies Announces Fourth-Quarter and Full-Year 2025 Results
• Neutral Sentiment: Brokerages’ consensus remains cautious — the stock carries an average “Hold” rating, so upside may depend on continued execution against guidance and margin trends. Zebra Technologies Corporation (NASDAQ:ZBRA) Given Average Rating of “Hold” by Brokerages
• Negative Sentiment: Management warned that higher memory‑chip costs will pressure gross margins in 2026, a headwind that could limit profit expansion even with revenue growth. Why Zebra Technologies Stock Galloped 20% Higher Thursday Morning
• Negative Sentiment: Some outlets and analyst notes flagged the slight EPS miss and higher expenses/cash decline in Q4, which investors should monitor alongside guidance execution. Zebra Technologies Q4 Earnings Miss Estimates, Increase Y/Y

Institutional Investors Weigh In On Zebra Technologies

A number of large investors have recently added to or reduced their stakes in ZBRA. Alliancebernstein L.P. increased its holdings in Zebra Technologies by 1,310.3% during the 2nd quarter. Alliancebernstein L.P. now owns 779,680 shares of the industrial products company’s stock valued at $240,422,000 after acquiring an additional 724,396 shares in the last quarter. UBS Group AG grew 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 valued at $142,984,000 after purchasing an additional 254,525 shares during the last quarter. AQR Capital Management LLC increased its stake in shares of Zebra Technologies by 119.5% during the 2nd quarter. AQR Capital Management LLC now owns 442,656 shares of the industrial products company’s stock worth $136,498,000 after purchasing an additional 241,004 shares in the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC raised its position in shares of Zebra Technologies by 69.9% during the 4th quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 530,248 shares of the industrial products company’s stock worth $128,755,000 after purchasing an additional 218,215 shares during the last quarter. Finally, Bank of America Corp DE lifted its stake in Zebra Technologies by 42.0% in the 2nd quarter. Bank of America Corp DE now owns 471,016 shares of the industrial products company’s stock valued at $145,242,000 after buying an additional 139,352 shares in the last quarter. 91.03% of the stock is owned by institutional investors and hedge funds.

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.