Zebra Technologies Corporation (NASDAQ:ZBRA) Receives Consensus Rating of “Hold” from Brokerages

Zebra Technologies Corporation (NASDAQ:ZBRA) has received an average recommendation of “Hold” from the eleven research firms that are covering the firm, Marketbeat.com reports. Six investment analysts have rated the stock with a hold recommendation and five have assigned a buy recommendation to the company. The average 1-year target price among brokers that have issued a report on the stock in the last year is $350.75.

Several research firms have recently issued reports on ZBRA. Truist Financial reduced their target price on Zebra Technologies from $331.00 to $291.00 and set a “hold” rating for the company in a report on Thursday, December 18th. Barclays set a $351.00 target price on shares of Zebra Technologies and gave the company an “overweight” rating in a report on Friday, February 6th. Weiss Ratings reiterated a “hold (c)” rating on shares of Zebra Technologies in a research report on Wednesday, January 21st. Morgan Stanley set a $323.00 target price on Zebra Technologies in a report on Thursday. Finally, Citigroup decreased their target price on shares of Zebra Technologies from $346.00 to $311.00 and set a “neutral” rating on the stock in a report on Wednesday, October 29th.

Insider Activity

In related news, Director Satish Dhanasekaran acquired 1,000 shares of the company’s stock in a transaction dated Tuesday, November 18th. The stock was bought at an average cost of $233.12 per share, with a total value of $233,120.00. Following the acquisition, the director owned 3,356 shares of the company’s stock, valued at approximately $782,350.72. The trade was a 42.44% increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Company insiders own 0.84% of the company’s stock.

Institutional Investors Weigh In On Zebra Technologies

A number of hedge funds and other institutional investors have recently modified their holdings of ZBRA. Fenimore Asset Management Inc raised its position in Zebra Technologies by 0.6% during the 3rd quarter. Fenimore Asset Management Inc now owns 353,914 shares of the industrial products company’s stock valued at $105,169,000 after purchasing an additional 2,281 shares during the last quarter. Bank of New York Mellon Corp raised its holdings in shares of Zebra Technologies by 19.6% during the third quarter. Bank of New York Mellon Corp now owns 378,980 shares of the industrial products company’s stock valued at $112,618,000 after acquiring an additional 62,046 shares in the last quarter. Atlantic Union Bankshares Corp lifted its stake in Zebra Technologies by 43,654.5% in the third quarter. Atlantic Union Bankshares Corp now owns 4,813 shares of the industrial products company’s stock worth $1,430,000 after acquiring an additional 4,802 shares during the period. Nordea Investment Management AB boosted its holdings in Zebra Technologies by 1,826.5% in the third quarter. Nordea Investment Management AB now owns 997,495 shares of the industrial products company’s stock valued at $292,705,000 after acquiring an additional 945,718 shares in the last quarter. Finally, Envestnet Asset Management Inc. increased its position in Zebra Technologies by 3.8% during the 3rd quarter. Envestnet Asset Management Inc. now owns 251,378 shares of the industrial products company’s stock valued at $74,700,000 after purchasing an additional 9,272 shares during the period. Institutional investors own 91.03% of the company’s stock.

Zebra Technologies Stock Up 8.6%

ZBRA stock opened at $274.15 on Friday. The company has a market cap of $13.89 billion, a P/E ratio of 27.64 and a beta of 1.69. The stock’s 50 day simple moving average is $251.71 and its 200 day simple moving average is $279.39. 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.

Zebra Technologies (NASDAQ:ZBRA) last issued its quarterly earnings data on Thursday, February 12th. The industrial products company reported $4.33 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $4.34 by ($0.01). The business had revenue of $1.48 billion for the quarter, compared to analyst estimates of $1.47 billion. Zebra Technologies had a net margin of 9.74% and a return on equity of 18.08%. The firm’s quarterly revenue was up 10.6% compared to the same quarter last year. During the same quarter in the prior year, the business earned $4.00 earnings per share. 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, research analysts expect that Zebra Technologies will post 13.71 earnings per share for the current fiscal year.

Key Headlines Impacting Zebra Technologies

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

• Positive Sentiment: Management raised full‑year FY2026 EPS and revenue guidance well above consensus (FY EPS 17.70–18.30 vs. ~16.31 consensus; Q1 EPS 4.05–4.35). This drove the market rally as it implies stronger profit growth than expected. 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 (augmenting prior authorizations), a shareholder‑friendly move that supports EPS and stock demand. Zebra Technologies Board of Directors Approves Additional $1 Billion Share Repurchase Authorization
• Positive Sentiment: Company reported revenue growth and strong segment performance (Q4 revenue $1.48B, +10.6% YoY), supporting management’s upbeat outlook for continued demand. Zebra Technologies Announces Fourth-Quarter and Full-Year 2025 Results
• Neutral Sentiment: Quarterly results were mixed: EPS of $4.33 missed consensus by $0.01 while revenue slightly exceeded estimates — a minor miss but not a material operational surprise; management provided slide deck and call materials. Zebra Technologies Corporation 2025 Q4 – Results – Earnings Call Presentation
• Negative Sentiment: Management warned that higher memory‑chip costs will pressure margins in 2026; Zacks and other reports also note rising expenses and lower cash levels — risks to near‑term margins and cash flow that investors should monitor. Why Zebra Technologies Stock Galloped 20% Higher Thursday Morning

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.