Zebra Technologies Corporation

(NASDAQ Global Select)

Top News rankings and signal summaries are processed using AI and may contain errors.

21
Bullish +75

This is Why Zebra Technologies Corporation (ZBRA) is a Cheap Robotics Stock to Buy

AI-generated analysis

Zebra Technologies Corporation (NASDAQ: ZBRA) reported solid first-quarter results that exceeded expectations, with net sales rising 14.3% to $1.5 billion and net income reaching $135 million, or $2.72 per share. The company benefited from a favorable product mix, deal accretion, and the Elo acquisition, which...

Bullish Signals

  • Net sales up 14.3% to $1.5 billion.
  • Net income of $135 million ($2.72/share).
  • BNP Paribas raised price target to $370.
  • Successfully raised 2026 guidance for growth.
  • Durable demand confirmed across all global regions.

Bearish Signals

  • Rising memory prices could hurt margins.
  • AI stocks may offer better short-term returns.
22
Bullish +65

JD Sports and Primark cut stockout with RFID

Inventory update New features AI-generated analysis

As of November 2026, Zebra Technologies reported that its RFID-equipped handheld devices helped JD Sports achieve 98% on-shelf availability and 20% faster replenishment across 414 stores in the UK and Ireland. The rollout, which took approximately three months starting with a five-store pilot, utilized TC2...

Bullish Signals

  • TC2 handhelds outperformed competitors in JD Sports pilot.
23
Bullish +65

Zebra Technologies (ZBRA) Stock May Be A Bargain Following Raised Outlook

Company update Financial outlook AI-generated analysis

Zebra Technologies (ZBRA) stock is currently trading at approximately US$329.50, a level that analysts suggest may be undervalued based on its projected cash generation capabilities. The company has recently raised its full-year outlook, citing rising customer investment in automation and productivity tools as key drivers...

Bullish Signals

  • Raised full-year outlook on rising automation investment.
  • Generated $893.9M free cash flow last twelve months.
  • Projected annual free cash flows reach low-mid $1B.
  • Viewed as 21% undervalued vs cash flow potential.
24
Bullish +65

BNP Paribas lifts target for Zebra Technologies stock to USD 460

Analyst upgrade AI-generated analysis

BNP Paribas raised its price target for Zebra Technologies to USD 460 on October 15, 2026, following a recent uptick in analyst sentiment. This adjustment comes after Citi also increased its target slightly earlier in the month, signaling growing confidence in the company's trajectory ahead...

Bullish Signals

  • BNP Paribas raised price target to USD 460 on Oct 15, 2026.
  • Citi increased target to USD 400 with Buy rating on Oct 12.
  • Q2 revenue surged 20.4% YoY to USD 1.557 billion ended July 4.
  • Net income rose to USD 233M, EPS hit USD 4.85.
25
Somewhat Bullish +35

Zebra Technologies: The Recovery Is Real, but It's Largely Bought

Acquisition Analyst downgrade Earnings report AI-generated analysis

After reporting Q2 net sales of $1.56 billion and adjusted EPS of $6.35, Zebra Technologies (ZBRA) significantly surpassed analyst estimates by 4% and 46%, respectively. This strong performance drove a 26% surge in shares, pushing the stock to within 1% of its 52-week high following...

Bullish Signals

  • Q2 net sales hit $1.56B with adjusted EPS of $6.35.

Bearish Signals

  • Analysts cut Q3 EPS estimates 23% due to record prior earnings.
  • 8.7pp of 2026 growth targets rely on acquisitions, not organic sales.
  • Stock trades at 35x trailing vs 18x forward earnings, implying premium risk.
  • Consensus 'Hold' with price targets near current levels limit upside.
  • Q2 EPS driven by acquisition accounting adjustments threatens durability.