Zebra Technologies Corporation (NASDAQ:ZBRA) Given Average Rating of “Hold” by Brokerages

Shares of Zebra Technologies Corporation (NASDAQ:ZBRA) have been assigned a consensus recommendation of “Hold” from the eleven analysts that are currently covering the stock, MarketBeat.com reports. Six equities research analysts have rated the stock with a hold recommendation and five have issued a buy recommendation on the company. The average 1-year price objective among brokers that have updated their coverage on the stock in the last year is $350.75.

ZBRA has been the subject of several analyst reports. KeyCorp reissued a “sector weight” rating on shares of Zebra Technologies in a research report on Thursday, October 30th. Truist Financial reduced their price objective on Zebra Technologies from $331.00 to $291.00 and set a “hold” rating for the company in a report on Thursday, December 18th. Morgan Stanley set a $323.00 price target on shares of Zebra Technologies in a report on Thursday. Zacks Research upgraded shares of Zebra Technologies from a “strong sell” rating to a “hold” rating in a research report on Monday, December 29th. Finally, Barclays set a $351.00 target price on Zebra Technologies and gave the company an “overweight” rating in a report on Friday, February 6th.

Zebra Technologies Trading Up 8.6%

NASDAQ ZBRA opened at $274.15 on Friday. The firm has a market capitalization of $13.89 billion, a PE ratio of 27.64 and a beta of 1.69. The stock’s 50 day moving average is $251.71 and its 200 day moving average is $279.39. Zebra Technologies has a twelve month low of $205.73 and a twelve month high of $352.66. The company has a quick ratio of 1.19, a current ratio of 1.61 and a debt-to-equity ratio of 0.56.

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

Insider Activity at Zebra Technologies

In related news, Director Satish Dhanasekaran acquired 1,000 shares of the firm’s stock in a transaction dated Tuesday, November 18th. The shares were purchased at an average price of $233.12 per share, with a total value of $233,120.00. Following the completion of the purchase, the director directly owned 3,356 shares of the company’s stock, valued at $782,350.72. This represents a 42.44% increase in their ownership of the stock. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. 0.84% of the stock is owned by company insiders.

Institutional Trading of Zebra Technologies

A number of institutional investors and hedge funds have recently bought and sold shares of the stock. NewEdge Advisors LLC grew its holdings in Zebra Technologies by 39.9% during the 1st quarter. NewEdge Advisors LLC now owns 1,318 shares of the industrial products company’s stock valued at $372,000 after buying an additional 376 shares in the last quarter. Caxton Associates LLP purchased a new position in Zebra Technologies in the 1st quarter worth about $317,000. Empowered Funds LLC boosted its position in Zebra Technologies by 7.2% in the 1st quarter. Empowered Funds LLC now owns 1,441 shares of the industrial products company’s stock valued at $407,000 after buying an additional 97 shares during the period. IFP Advisors Inc grew its stake in Zebra Technologies by 64.1% in the second quarter. IFP Advisors Inc now owns 233 shares of the industrial products company’s stock worth $72,000 after purchasing an additional 91 shares in the last quarter. Finally, Blue Trust Inc. increased its stake in shares of Zebra Technologies by 81.7% during the second quarter. Blue Trust Inc. now owns 109 shares of the industrial products company’s stock valued at $34,000 after buying an additional 49 shares during the period. 91.03% of the stock is currently owned by institutional investors.

Key Stories 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.