Zebra Technologies (NASDAQ:ZBRA) Earns “Buy” Rating from Needham & Company LLC

Zebra Technologies (NASDAQ:ZBRA)‘s stock had its “buy” rating reissued by investment analysts at Needham & Company LLC in a research note issued to investors on Friday,Benzinga reports. They currently have a $345.00 price target on the industrial products company’s stock. Needham & Company LLC’s target price would indicate a potential upside of 30.38% from the company’s previous close.

A number of other equities research analysts have also commented on the company. Morgan Stanley set a $323.00 price target on Zebra Technologies in a research report on Thursday. Barclays set a $351.00 target price on Zebra Technologies and gave the company an “overweight” rating in a report on Friday, February 6th. KeyCorp restated a “sector weight” rating on shares of Zebra Technologies in a report on Thursday, October 30th. 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 report on Thursday, December 18th. Finally, Zacks Research upgraded shares of Zebra Technologies from a “strong sell” rating to a “hold” rating in a research report on Monday, December 29th. Five analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Hold” and an average price target of $339.25.

Zebra Technologies Stock Performance

Shares of Zebra Technologies stock opened at $264.62 on Friday. The company has a current ratio of 0.97, a quick ratio of 1.19 and a debt-to-equity ratio of 0.66. The company has a market cap of $13.41 billion, a PE ratio of 32.39 and a beta of 1.69. The company has a 50 day moving average of $251.71 and a 200-day moving average of $278.53. Zebra Technologies has a 1-year low of $205.73 and a 1-year high of $352.66.

Zebra Technologies (NASDAQ:ZBRA) last released its earnings results 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 during the quarter, compared to the consensus estimate of $1.47 billion. Zebra Technologies had a net margin of 7.76% and a return on equity of 18.09%. The business’s revenue was up 10.6% on a year-over-year basis. During the same quarter in the prior year, the firm earned $4.00 EPS. 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. As a group, equities research analysts forecast that Zebra Technologies will post 13.71 earnings per share for the current fiscal year.

Insider Transactions at Zebra Technologies

In other news, Director Satish Dhanasekaran acquired 1,000 shares of the firm’s stock in a transaction on Tuesday, November 18th. The stock was purchased at an average price of $233.12 per share, for a total transaction of $233,120.00. Following the purchase, the director owned 3,356 shares in the company, valued at approximately $782,350.72. This represents a 42.44% increase in their position. The purchase was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Insiders own 0.84% of the company’s stock.

Hedge Funds Weigh In On Zebra Technologies

Several institutional investors have recently modified their holdings of ZBRA. Ameriflex Group Inc. purchased a new stake in Zebra Technologies during the 3rd quarter worth about $26,000. Garner Asset Management Corp purchased a new stake in shares of Zebra Technologies in the fourth quarter worth about $30,000. Blue Trust Inc. boosted its position in shares of Zebra Technologies by 81.7% in the second quarter. Blue Trust Inc. now owns 109 shares of the industrial products company’s stock valued at $34,000 after acquiring an additional 49 shares during the period. Johnson Financial Group Inc. grew its stake in Zebra Technologies by 330.3% during the fourth quarter. Johnson Financial Group Inc. now owns 142 shares of the industrial products company’s stock valued at $34,000 after acquiring an additional 109 shares in the last quarter. Finally, SBI Securities Co. Ltd. increased its holdings in Zebra Technologies by 164.8% during the 4th quarter. SBI Securities Co. Ltd. now owns 143 shares of the industrial products company’s stock worth $35,000 after acquiring an additional 89 shares during the period. 91.03% of the stock is owned by institutional investors.

Key Headlines Impacting Zebra Technologies

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

• Positive Sentiment: Management raised FY2026 and Q1 guidance well above consensus (sales and EPS) — this upgrade is the main catalyst for the recent rally. Reuters: Upbeat 2026 forecast
• Positive Sentiment: The board authorized an additional $1 billion share‑repurchase, increasing capital return and supporting EPS. BusinessWire: $1B buyback
• Positive Sentiment: Company reported revenue growth and highlighted strategic tailwinds — AI, RFID, machine vision and services that shift mix toward software/analytics (a longer‑term margin/recurring revenue story). Seeking Alpha: AI pivot
• Neutral Sentiment: Q4 results: revenue beat estimates ($1.48B) but EPS missed by $0.01 — revenue up ~10.6% YoY; management provided slide deck and call for more detail. BusinessWire: Q4 results
• Neutral Sentiment: Analyst reaction is mixed but includes bullish notes and higher price targets (e.g., Needham reaffirmed Buy with $345 PT), providing some aftermarket support. Benzinga: Needham reaffirmation
• Negative Sentiment: Management flagged a ~2‑point gross‑margin headwind from rising memory/chip costs in 2026; offset plans (price increases, productivity, robotics exit) are in place but execution risk remains. Yahoo: Memory costs and outlook
• Negative Sentiment: Despite guidance upside, the quarter showed higher expenses and a slight EPS miss and cash softness noted by some outlets — these mixed fundamentals help explain intraday volatility and profit‑taking. Zacks: EPS miss and expense note
• Negative Sentiment: Shares swung sharply after the beat/guidance — Furious short‑covering and momentum buying earlier this week created a high‑volatility setup that often leads to near‑term pullbacks. Fool: Volatility after big move

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.