Robert W. Baird Has Lowered Expectations for Zebra Technologies (NASDAQ:ZBRA) Stock Price

Zebra Technologies (NASDAQ:ZBRA) had its price target lowered by investment analysts at Robert W. Baird from $350.00 to $300.00 in a research note issued on Monday,Benzinga reports. The brokerage currently has an “outperform” rating on the industrial products company’s stock. Robert W. Baird’s price objective would suggest a potential upside of 43.49% from the stock’s previous close.

Several other research firms have also commented on ZBRA. Citigroup boosted their price target on Zebra Technologies from $311.00 to $315.00 and gave the stock a “neutral” rating in a research report on Friday, February 13th. Morgan Stanley set a $323.00 target price on Zebra Technologies in a research note on Thursday, February 12th. Truist Financial reduced their target price on shares of Zebra Technologies from $331.00 to $291.00 and set a “hold” rating for the company in a report on Thursday, December 18th. Zacks Research raised shares of Zebra Technologies from a “hold” rating to a “strong-buy” rating in a research report on Friday, February 20th. Finally, Barclays lowered their price target on shares of Zebra Technologies from $351.00 to $330.00 and set an “overweight” rating on the stock in a report on Friday, February 13th. One equities research analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating and five have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $330.88.

Zebra Technologies Trading Up 4.9%

NASDAQ ZBRA opened at $209.08 on Monday. Zebra Technologies has a one year low of $199.05 and a one year high of $352.66. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.58 and a current ratio of 0.97. The company has a market capitalization of $10.29 billion, a price-to-earnings ratio of 25.59 and a beta of 1.65. The company’s 50-day simple moving average is $230.70 and its two-hundred day simple moving average is $256.52.

Zebra Technologies (NASDAQ:ZBRA) last announced its quarterly earnings results on Thursday, February 12th. The industrial products company reported $4.33 earnings per share for the quarter, missing the consensus estimate of $4.34 by ($0.01). The business had revenue of $1.48 billion during the quarter, compared to analysts’ expectations of $1.47 billion. Zebra Technologies had a return on equity of 18.09% and a net margin of 7.76%.Zebra Technologies’s revenue for the quarter was up 10.6% on a year-over-year basis. During the same period in the previous year, the company posted $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. Equities analysts forecast that Zebra Technologies will post 13.71 EPS for the current fiscal year.

Insiders Place Their Bets

In related news, insider Cristen L. Kogl sold 145 shares of the company’s stock in a transaction dated Thursday, March 5th. The stock was sold at an average price of $235.71, for a total transaction of $34,177.95. Following the transaction, the insider directly owned 23,687 shares of the company’s stock, valued at $5,583,262.77. This represents a 0.61% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. 0.84% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Zebra Technologies

A number of large investors have recently modified their holdings of the business. Nordea Investment Management AB raised its stake in shares of 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 worth $292,705,000 after purchasing an additional 945,718 shares during the last quarter. Alliancebernstein L.P. boosted its position in Zebra Technologies by 1,310.3% in the second quarter. Alliancebernstein L.P. now owns 779,680 shares of the industrial products company’s stock valued at $240,422,000 after buying an additional 724,396 shares during the last quarter. Norges Bank acquired a new position in Zebra Technologies in the 4th quarter worth approximately $134,505,000. Focus Partners Wealth increased its holdings in Zebra Technologies by 2,635.4% in the 4th quarter. Focus Partners Wealth now owns 543,473 shares of the industrial products company’s stock worth $132,575,000 after buying an additional 523,605 shares during the period. Finally, Invesco Ltd. raised its position in Zebra Technologies by 30.1% during the 4th quarter. Invesco Ltd. now owns 1,801,516 shares of the industrial products company’s stock worth $437,444,000 after buying an additional 416,568 shares during the last quarter. Hedge funds and other institutional investors own 91.03% of the company’s stock.

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.