Zebra Technologies (NASDAQ:ZBRA) Releases 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 Stock Performance

Zebra Technologies stock traded up $52.76 during mid-day trading on Tuesday, reaching $344.40. The company’s stock had a trading volume of 713,390 shares, compared to its average volume of 856,599. The company has a market capitalization of $16.40 billion, a P/E ratio of 41.70 and a beta of 1.60. The firm’s fifty day moving average price is $255.28 and its two-hundred day moving average price is $240.11. Zebra Technologies has a 12-month low of $199.05 and a 12-month high of $360.58. The company has a debt-to-equity ratio of 0.69, a quick ratio of 0.57 and a current ratio of 0.96.

Zebra Technologies (NASDAQ:ZBRA) last announced its quarterly earnings results on Tuesday, May 12th. The industrial products company reported $4.75 earnings per share for the quarter, beating the consensus estimate of $4.21 by $0.54. Zebra Technologies had a return on equity of 18.91% and a net margin of 7.49%.The company had revenue of $1.50 billion during the quarter, compared to analysts’ expectations of $1.48 billion. During the same period in the previous year, the business earned $4.02 earnings per share. The firm’s quarterly revenue was up 14.3% compared to the same quarter last year. 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. Sell-side analysts predict that Zebra Technologies will post 15.2 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

A number of research analysts have recently commented on ZBRA shares. UBS Group restated a “buy” rating on shares of Zebra Technologies in a research report on Wednesday, July 1st. Northcoast Research lowered their price objective on Zebra Technologies from $364.00 to $344.00 and set a “buy” rating on the stock in a research report on Monday, April 27th. Weiss Ratings upgraded Zebra Technologies from a “hold (c-)” rating to a “hold (c)” rating in a research report on Friday, July 17th. Citigroup raised their price target on Zebra Technologies from $284.00 to $306.00 and gave the company a “neutral” rating in a report on Monday, July 13th. Finally, Needham & Company LLC reissued a “buy” rating and set a $345.00 price objective on shares of Zebra Technologies in a report on Wednesday, May 13th. Eight investment analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $327.00.

Insiders Place Their Bets

In other news, Director Janice M. Roberts sold 3,000 shares of the company’s stock in a transaction dated Thursday, May 14th. The stock was sold at an average price of $249.54, for a total value of $748,620.00. Following the completion of the transaction, the director directly owned 6,183 shares in the company, valued at approximately $1,542,905.82. This represents a 32.67% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, 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 transaction, the insider owned 3,702 shares in the company, valued at $940,122.90. This trade represents a 11.90% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 0.91% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

Several large investors have recently made changes to their positions in the business. Invesco Ltd. raised its position in Zebra Technologies by 30.1% in the 4th quarter. Invesco Ltd. now owns 1,801,516 shares of the industrial products company’s stock worth $437,444,000 after purchasing an additional 416,568 shares during the period. EP Wealth Advisors LLC purchased a new stake in Zebra Technologies during the fourth quarter valued at about $772,000. Mackenzie Financial Corp grew its stake in shares of Zebra Technologies by 169.6% during the fourth quarter. Mackenzie Financial Corp now owns 18,361 shares of the industrial products company’s stock valued at $4,521,000 after buying an additional 11,550 shares during the last quarter. Fuller & Thaler Asset Management Inc. increased its holdings in shares of Zebra Technologies by 39.7% in the fourth quarter. Fuller & Thaler Asset Management Inc. now owns 135,385 shares of the industrial products company’s stock worth $32,874,000 after buying an additional 38,506 shares during the period. Finally, NewEdge Advisors LLC lifted its stake in shares of Zebra Technologies by 50.1% in the 4th quarter. NewEdge Advisors LLC now owns 1,938 shares of the industrial products company’s stock valued at $471,000 after acquiring an additional 647 shares during 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.