Zebra Technologies (NASDAQ:ZBRA) Price Target Raised to $410.00

Zebra Technologies (NASDAQ:ZBRA) had its target price lifted by analysts at Needham & Company LLC from $345.00 to $410.00 in a report issued on Wednesday,Benzinga reports. The brokerage currently has a “buy” rating on the industrial products company’s stock. Needham & Company LLC’s target price would indicate a potential upside of 11.16% from the stock’s current price.

ZBRA has been the topic of several other research reports. Weiss Ratings raised Zebra Technologies from a “hold (c-)” rating to a “hold (c)” rating in a report on Friday, July 17th. Truist Financial lifted their price target on Zebra Technologies from $267.00 to $296.00 and gave the stock a “hold” rating in a report on Thursday, July 2nd. Barclays reaffirmed an “overweight” rating and set a $410.00 price objective on shares of Zebra Technologies in a research report on Wednesday. Northcoast Research cut their target price on Zebra Technologies from $364.00 to $344.00 and set a “buy” rating on the stock in a research report on Monday, April 27th. Finally, Robert W. Baird boosted their target price on Zebra Technologies from $300.00 to $310.00 and gave the stock an “outperform” rating in a research note on Wednesday, May 13th. Eight equities research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $338.73.

Zebra Technologies Trading Up 26.5%

NASDAQ ZBRA opened at $368.83 on Wednesday. The company has a quick ratio of 0.57, a current ratio of 0.96 and a debt-to-equity ratio of 0.69. Zebra Technologies has a 52 week low of $199.05 and a 52 week high of $369.79. The stock has a market capitalization of $17.57 billion, a PE ratio of 44.60 and a beta of 1.59. The firm has a 50 day moving average of $257.61 and a two-hundred day moving average of $240.86.

Zebra Technologies (NASDAQ:ZBRA) last announced its quarterly earnings data on Tuesday, August 4th. The industrial products company reported $6.35 earnings per share for the quarter, beating analysts’ consensus estimates of $4.36 by $1.99. Zebra Technologies had a net margin of 7.49% and a return on equity of 18.91%. The business had revenue of $1.56 billion for the quarter, compared to analyst estimates of $1.50 billion. During the same period last year, the business earned $3.61 EPS. The company’s revenue was up 20.4% on a year-over-year basis. Zebra Technologies has set its Q3 2026 guidance at 4.700-4.900 EPS and its FY 2026 guidance at 20.750-21.250 EPS. As a group, research analysts expect that Zebra Technologies will post 15.2 EPS for the current fiscal year.

Insider Buying and Selling at Zebra Technologies

In other Zebra Technologies news, insider Loizides Melissa Luff sold 500 shares of the company’s stock in a transaction on Tuesday, May 26th. The shares were sold at an average price of $253.95, for a total value of $126,975.00. Following the completion of the transaction, the insider owned 3,702 shares in the company, valued at $940,122.90. This represents a 11.90% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, Director Janice M. Roberts sold 3,000 shares of the firm’s stock in a transaction dated Thursday, May 14th. The stock was sold at an average price of $249.54, for a total value of $748,620.00. Following the transaction, the director directly owned 6,183 shares in the company, valued at approximately $1,542,905.82. The trade was a 32.67% decrease in their position. The SEC filing for this sale provides additional information. Corporate insiders own 0.91% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors have recently added to or reduced their stakes in ZBRA. Garner Asset Management Corp acquired a new stake in shares of Zebra Technologies in the fourth quarter valued at approximately $30,000. Johnson Financial Group Inc. increased its holdings in shares of Zebra Technologies by 330.3% in the 4th 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 during the period. SBI Securities Co. Ltd. raised its position in Zebra Technologies by 164.8% in the 4th quarter. SBI Securities Co. Ltd. now owns 143 shares of the industrial products company’s stock valued at $35,000 after purchasing an additional 89 shares during the last quarter. CYBER HORNET ETFs LLC purchased a new stake in Zebra Technologies in the 2nd quarter valued at $39,000. Finally, NBC Securities Inc. acquired a new stake in Zebra Technologies during the 4th quarter worth $57,000. Institutional investors and hedge funds own 91.03% of the company’s stock.

Key Stories Impacting Zebra Technologies

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

• Positive Sentiment: Second-quarter revenue rose 20.4% year over year to $1.557 billion, exceeding the $1.50 billion consensus estimate. Non-GAAP EPS of $6.35 substantially surpassed expectations of roughly $4.35-$4.36 and increased from $3.61 a year ago. Zebra Technologies Announces Second Quarter 2026 Results
• Positive Sentiment: Management raised fiscal 2026 guidance to $20.75-$21.25 in EPS and $6.2-$6.3 billion in revenue, above analyst expectations of $17.87 EPS and $6.1 billion in sales. Third-quarter EPS guidance of $4.70-$4.90 also exceeds the $4.38 consensus. ZBRA Q2 Earnings Beat Estimates on Sales Growth, Outlook Raised
• Positive Sentiment: Beyond the headline beat, organic sales grew 9.2%, while broad-based demand and acquisitions supported growth. Reports indicate demand is running ahead of available supply, potentially supporting pricing power, margins and free cash flow. Zebra Changed Its Stripes: The $460 Stampede Is Just Beginning
• Neutral Sentiment: The earnings call and improved outlook have strengthened the company’s growth narrative, particularly around frontline automation, AI-enabled products and machine vision. Investors will likely watch whether supply can keep pace with demand and whether the raised targets are sustained.
• Negative Sentiment: After the rally, ZBRA trades near its 52-week high with a reported P/E ratio of approximately 44.6, leaving the stock more sensitive to any earnings, demand or guidance disappointment.

About Zebra Technologies

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.