Barclays Issues Positive Forecast for Zebra Technologies (NASDAQ:ZBRA) Stock Price

Zebra Technologies (NASDAQ:ZBRA) had its price target upped by investment analysts at Barclays from $416.00 to $432.00 in a research note issued to investors on Wednesday, Benzinga reports. The firm presently has an “overweight” rating on the industrial products company’s stock. Barclays‘s price objective indicates a potential upside of 30.61% from the company’s previous close.

ZBRA has been the topic of a number of other reports. Citigroup reaffirmed a “buy” rating on shares of Zebra Technologies in a research report on Monday, October 12th. Morgan Stanley raised their price target on shares of Zebra Technologies from $360.00 to $380.00 and gave the stock an “equal weight” rating in a research report on Wednesday. Cfra upgraded shares of Zebra Technologies from a “hold” rating to a “buy” rating in a research note on Wednesday. BNP Paribas Exane cut their price target on shares of Zebra Technologies from $460.00 to $455.00 and set an “outperform” rating on the stock in a report on Wednesday. Finally, Needham & Company LLC increased their price objective on shares of Zebra Technologies from $410.00 to $435.00 and gave the company a “buy” rating in a research note on Tuesday, September 15th. Ten research analysts have rated the stock with a Buy rating and five have given a Hold rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $388.83.

Zebra Technologies Stock Up 0.4%

Shares of NASDAQ ZBRA traded up $1.24 during midday trading on Wednesday, reaching $330.74. 511,522 shares of the company’s stock were exchanged, compared to its average volume of 786,762. Zebra Technologies has a 52-week low of $199.05 and a 52-week high of $392.78. The stock has a market capitalization of $15.75 billion, a PE ratio of 30.24 and a beta of 1.61. The company has a debt-to-equity ratio of 0.14, a quick ratio of 0.33 and a current ratio of 0.52. The business’s fifty day moving average price is $366.71 and its two-hundred day moving average price is $281.25.

Zebra Technologies (NASDAQ:ZBRA) last released its quarterly earnings results on Tuesday, November 3rd. The industrial products company reported $4.95 EPS for the quarter, topping the consensus estimate of $4.89 by $0.06. Zebra Technologies had a return on equity of 22.29% and a net margin of 9.22%. The business had revenue of $1.61 billion for the quarter, compared to analysts’ expectations of $1.57 billion. During the same quarter in the previous year, the firm posted $3.88 earnings per share. The company’s revenue was up 22.3% compared to the same quarter last year. Analysts forecast that Zebra Technologies will post 18.07 EPS for the current year.

Insider Buying and Selling

In other news, Director Linda Connly sold 500 shares of Zebra Technologies stock in a transaction that occurred on Monday, August 10th. The stock was sold at an average price of $377.68, for a total value of $188,840.00. Following the completion of the transaction, the director owned 3,708 shares in the company, valued at approximately $1,400,437.44. This trade represents a 11.88% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Michael Cho sold 3,500 shares of the business’s stock in a transaction that occurred on Friday, August 7th. The shares were sold at an average price of $375.20, for a total value of $1,313,200.00. Following the completion of the sale, the insider owned 5,170 shares of the company’s stock, valued at $1,939,784. This trade represents a 40.37% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 0.91% of the company’s stock.

Institutional Trading of Zebra Technologies

A number of institutional investors and hedge funds have recently modified their holdings of the business. AIGH Capital Management LLC acquired a new position in shares of Zebra Technologies in the 1st quarter valued at about $20,908,000. Calamos Wealth Management LLC acquired a new stake in Zebra Technologies during the first quarter worth about $9,053,000. Bank of America Corp DE raised its stake in Zebra Technologies by 22.9% during the first quarter. Bank of America Corp DE now owns 291,031 shares of the industrial products company’s stock worth $60,849,000 after acquiring an additional 54,222 shares during the period. VELA Investment Management LLC lifted its holdings in Zebra Technologies by 1,400.8% in the second quarter. VELA Investment Management LLC now owns 21,281 shares of the industrial products company’s stock worth $5,602,000 after acquiring an additional 19,863 shares during the last quarter. Finally, Tidal Investments LLC lifted its holdings in Zebra Technologies by 21.8% in the second quarter. Tidal Investments LLC now owns 11,455 shares of the industrial products company’s stock worth $3,016,000 after acquiring an additional 2,053 shares during the last quarter. 91.03% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting Zebra Technologies

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

• Positive Sentiment: Zebra beat Q3 estimates, with revenue up 22.3% year over year to $1.61 billion and adjusted EPS of $4.95. Strong mobile-computing demand and automation growth helped the company raise its 2026 outlook. ZBRA Q3 Earnings Call Highlights Strong Demand and Raised Outlook
• Positive Sentiment: CFRA upgraded the stock to Buy, while Morgan Stanley raised its price target to $380, though it retained an Equal Weight rating. Morgan Stanley analyst ratings
• Neutral Sentiment: BNP Paribas Exane trimmed its target to $455 but kept an Outperform rating; Truist also made a modest target cut and maintained Hold. These mixed calls suggest analysts see upside but remain cautious. Truist adjusts Zebra price target
• Negative Sentiment: Despite the Q3 beat, investors were disappointed by the Q4 earnings outlook. Higher memory costs are also raising concerns about margin pressure, particularly into 2027, helping explain the stock’s decline. Zebra shares fall as Q4 outlook disappoints

About Zebra Technologies

Zebra Technologies Corp. (NASDAQ: ZBRA) develops technologies that help businesses identify, track and manage assets, inventory and operational processes. Its solutions are used by organizations in retail, manufacturing, transportation and logistics, healthcare, government and other industries to improve visibility and productivity across their operations.

The company’s portfolio includes barcode and label printers, barcode scanners, mobile computers, radio-frequency identification (RFID) readers and tags, machine-vision systems, fixed industrial scanners and related software.