Zebra Technologies Corporation

Zebra Technologies Corporation

ZBRAยทNASDAQ

$249.30

-0.26%
TechnologyCommunication Equipment

Zebra Technologies Corporation, together with its subsidiaries, provides enterprise asset intelligence solutions in the automatic identification and data capture solutions industry worldwide. It operates in two segments, Asset Intelligence & Tracking and Enterprise Visibility & Mobility. The company designs, manufactures, and sells printers, which produce labels, wristbands, tickets, receipts, and plastic cards; dye-sublimination thermal card printers, which produce images which are used for personal identification, access control, and financial transactions; RFID printers that encode data into passive RFID transponders; accessories and options for our printers, including vehicle mounts and battery chargers; stock and customized thermal labels, receipts, ribbons, plastic cards, and RFID tags for printers; and temperature-monitoring labels primarily used in vaccine distribution. It also provides various maintenance, technical support, repair, and managed and professional services; real-time location systems and services; and tags, sensors, exciters, middleware software, and application software; as well as physical inventory management solutions, and rugged tablets and enterprise-grade mobile computing products and accessories. In addition, the company offers barcode scanners, image capture devices, and RFID readers; and workforce management solutions, workflow execution and task management solutions, and prescriptive analytics solutions, as well as communications and collaboration solutions. It also provides services, including maintenance, technical support, repair, managed and professional services; as well as cloud-based software subscriptions and robotics automation solutions. The company serves retail and e-commerce, manufacturing, transportation and logistics, healthcare, public sector, and other industries through direct sales force, and network of channel partners. The company was founded in 1969 and is headquartered in Lincolnshire, Illinois.

At a Glance

Live Snapshot
Market Cap$11.88B
EPS8.2400
P/E Ratio30.25
Earnings Date08/04/2026
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Zebra Technologies Corporation Street Expectations Map

ZBRA ยท NASDAQ

Wall Street analysts project that ZBRA stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 312.33, with estimates ranging from a low of 256.00 to a high of 345.00.

Lowest Target
256.00
2.69%
Consensus Target
312.33
25.28%
Highest Target
345.00
38.39%

The consensus 1-year price target stands at 312.33, with estimates ranging from a low of 256.00 to a high of 345.00.

Analyst Consensus Analysis

Upside Potential

+25.3%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

28.5% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

Analyst Conviction

Very High

Strong buy conviction: High upside with tight consensus suggests compelling investment opportunity backed by analyst confidence.

Market Sentiment Insight

Rare opportunity: Exceptional upside potential with strong analyst consensus creates a compelling setup. The combination of significant price target premium and tight agreement suggests high-conviction undervaluation that may attract institutional capital.

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Zebra Technologies Corporation Forward Estimates of Revenue

ZBRA ยท NASDAQ
Latest Revenue
5.40B
FY 2025
Avg Estimate
5.94B
FY 2026
Estimate Range
5.91B - 5.99B
Analyst Spread

Forward Growth Analysis

Projected Growth+10.0%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage11 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Zebra Technologies Corporation Forward Estimates of Net Income

ZBRA ยท NASDAQ
Latest Net Income
419.00M
FY 2025
Avg Estimate
921.47M
FY 2026
Estimate Range
897.84M - 945.09M
Analyst Spread

Forward Growth Analysis

Projected Growth+119.9%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage11 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread5%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Zebra Technologies Corporation Forward Estimates of EPS

ZBRA ยท NASDAQ
Latest EPS
8.24
FY 2025
Avg Estimate
$17.74
FY 2026
Estimate Range
$17.31 - $18.22
Analyst Spread

Forward Growth Analysis

Projected Growth+115.3%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage10 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread5%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Zebra Technologies Corporation Forward Estimates of EBIT

ZBRA ยท NASDAQ
Latest EBIT
800.00M
FY 2025
Avg Estimate
901.26M
FY 2026
Estimate Range
896.66M - 908.94M
Analyst Spread

Forward Growth Analysis

Projected Growth+12.7%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage11 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Zebra Technologies Corporation Forward Estimates of EBITDA

ZBRA ยท NASDAQ
Latest EBITDA
985.00M
FY 2025
Avg Estimate
1.11B
FY 2026
Estimate Range
1.10B - 1.12B
Analyst Spread

Forward Growth Analysis

Projected Growth+12.5%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage11 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Zebra Technologies Corporation Forward Estimates of SG&A Expense

ZBRA ยท NASDAQ
Latest SG&A Expense
1.09B
FY 2025
Avg Estimate
1.08B
FY 2026
Estimate Range
1.07B - 1.09B
Analyst Spread

Forward Growth Analysis

Projected Growth-0.6%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage11 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Zebra Technologies Corporation Insider Positioning

ZBRA ยท NASDAQ

During the last 12 months, insiders have purchased $224K and sold $1.27M worth of ZBRA shares, resulting in $1.04M of net selling activity.

3 Months

Bought

200

41.08K

Sold

3.7K

911.84K

Net Activity

-871K

-$871K

3-6 Months

Bought

500

112.62K

Sold

0

0.00

Net Activity

+113K

+$113K

6-9 Months

Bought

299

69.86K

Sold

0

0.00

Net Activity

+70K

+$70K

9-12 Months

Bought

0

0.00

Sold

1.1K

356.45K

Net Activity

-356K

-$356K

Top Buyers

1
DS

Dhanasekaran Satish

Director

999 sharesโ€ข3 transactions

$224K

Top Sellers

1
RJM

Roberts Janice M

Director

3.0K sharesโ€ข1 transactions

$749K

2
CL

Connly Linda

Director

1.1K sharesโ€ข1 transactions

$356K

3
LLM

Luff Loizides Melissa

Officer: Chief People Officer

500 sharesโ€ข1 transactions

$127K

4
KCL

Kogl Cristen L

Officer: Chief Legal Officer

145 sharesโ€ข1 transactions

$34K

5
ARJJ

Armstrong Robert John Jr

Officer: Chief Marketing Officer

9 sharesโ€ข1 transactions

$2K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $1.04M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.18:1

Weak buy/sell ratio. Selling significantly exceeds buyingโ€”monitor for potential fundamental concerns.

Recent Trend (3 Months)

$871K

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

5 insider sellers vs. 1 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.