Zebra Technologies (NASDAQ:ZBRA) Updates Q2 2026 Earnings Guidance

Zebra Technologies (NASDAQ:ZBRA) updated its second quarter 2026 earnings guidance on Tuesday. The company provided earnings per share (EPS) guidance of 4.200-4.500 for the period, compared to the consensus estimate of 4.030. The company issued revenue guidance of $1.5 billion-$1.5 billion, compared to the consensus revenue estimate of $1.5 billion. Zebra Technologies also updated its FY 2026 guidance to 18.300-18.700 EPS.

Wall Street Analysts Forecast Growth

A number of brokerages recently issued reports on ZBRA. Zacks Research cut Zebra Technologies from a “strong-buy” rating to a “hold” rating in a report on Monday, April 20th. Truist Financial dropped their price objective on Zebra Technologies from $294.00 to $256.00 and set a “hold” rating on the stock in a report on Monday, April 20th. Morgan Stanley set a $323.00 price objective on Zebra Technologies in a report on Thursday, February 12th. Needham & Company LLC reissued a “buy” rating and set a $345.00 price objective on shares of Zebra Technologies in a report on Friday, February 13th. Finally, UBS Group reissued a “buy” rating and set a $335.00 price objective on shares of Zebra Technologies in a report on Friday, February 13th. Five equities research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Hold” and a consensus target price of $321.38.

Zebra Technologies Price Performance

Shares of NASDAQ ZBRA traded up $34.98 during trading hours on Tuesday, reaching $251.94. 1,056,809 shares of the stock traded hands, compared to its average volume of 772,691. The company has a market capitalization of $12.39 billion, a P/E ratio of 30.82 and a beta of 1.62. The company has a quick ratio of 0.58, a current ratio of 0.97 and a debt-to-equity ratio of 0.66. Zebra Technologies has a 52-week low of $199.05 and a 52-week high of $352.66. The company’s 50-day simple moving average is $217.85 and its two-hundred day simple moving average is $241.45.

Zebra Technologies (NASDAQ:ZBRA) last announced its quarterly earnings data on Tuesday, May 12th. The industrial products company reported $4.75 earnings per share for the quarter, beating analysts’ consensus estimates of $4.21 by $0.54. Zebra Technologies had a return on equity of 18.09% and a net margin of 7.76%.The company had revenue of $1.50 billion for the quarter, compared to analysts’ expectations of $1.48 billion. During the same period last year, the firm posted $4.02 EPS. Zebra Technologies’s revenue for the quarter was up 14.3% compared to the same quarter last year. Zebra Technologies has set its FY 2026 guidance at 18.300-18.700 EPS and its Q2 2026 guidance at 4.200-4.500 EPS. Equities research analysts forecast that Zebra Technologies will post 15 EPS for the current year.

Insider Transactions at Zebra Technologies

In related news, insider Cristen L. Kogl sold 145 shares of the firm’s stock in a transaction that occurred on 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 in the company, valued at $5,583,262.77. This trade represents a 0.61% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. 0.91% of the stock is currently owned by insiders.

Hedge Funds Weigh In On Zebra Technologies

Several institutional investors and hedge funds have recently bought and sold shares of the stock. Elevation Point Wealth Partners LLC bought a new stake in shares of Zebra Technologies in the 4th quarter worth approximately $316,000. Hilltop Holdings Inc. bought a new stake in shares of Zebra Technologies in the 4th quarter worth approximately $302,000. Evolve Private Wealth LLC bought a new stake in shares of Zebra Technologies in the 4th quarter worth approximately $292,000. nVerses Capital LLC bought a new stake in shares of Zebra Technologies in the 4th quarter worth approximately $220,000. Finally, Benjamin Edwards Inc. bought a new stake in shares of Zebra Technologies in the 2nd quarter worth approximately $220,000. 91.03% of the stock is currently owned by institutional investors.

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.