Zebra Technologies Corporation

(NASDAQ Global Select)

Zebra Technologies (ZBRA) stock at a glance

Full Zebra Technologies report
Ticker
ZBRA
Exchange
NASDAQ Global Select
News sentiment Β· last 30 days
+66 Bullish β‰ˆ steady vs. previous 30 days
30-day average of 14 articles Β· scale βˆ’100 to +100

Across 14 scored articles from Oct 16 to Nov 14, 2026 (UTC), the average sentiment of Zebra Technologies news is Bullish (+66) on a scale from βˆ’100 to +100. That is about the same as the previous 30 days (+64).

+45 Somewhat Bullish 1 article
  • +45 Why Zebra stock is up today - StockStory
    • Jefferies initiates Buy with $382 target and 8% FY2027 revenue growth projection.
    • Stock jumped 3.5% to $332.38, up 33.9% year-to-date despite volatility.

Sector and industry come from company profile data. Sentiment is the AI score of the news articles on this page, averaged per day. Not investment advice.

Articles

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Slightly Bullish +25

Zebra Technologies Corp. Cl A stock rises Monday, still underperforms market

AI-generated analysis

Shares of Zebra Technologies Corp. Class A (ZBRA) advanced 1.10% to close Monday at $205.87, ending a three-day losing streak in the company's trading history. This positive performance occurred alongside a broader bullish sentiment in the U.S. equity markets, as the S&P 500 Index rose 1.15% to reach 6,581.00 and the Dow Jones Industrial Average increased 1.38% to 46,208.47. Despite the daily gain, Zebra Technologies continues to trail the overall market performance, reflecting its previous underperformance relative to broader indices during this period. The stock price action was noted against a backdrop of an all-around positive trading session for the wider market. The article highlights that the specific movement in ZBRA shares contributed to breaking a recent pattern of consecutive declines, suggesting renewed investor interest or stabilization in the ticker's value. However, the underlying trend remains characterized by relative weakness compared to the S&P 500 and Dow Jones averages recorded on Monday, March 23, 2026. Data regarding intraday quotes provided in the report reflect trades reported through Nasdaq only, with end-of-day data supplied by FACTSET. All figures are presented in local exchange time and subject to specific terms of use related to market data providers. The publication notes that historical and current data for ZBRA aligns with these reporting standards, ensuring accuracy in tracking the company's individual performance metrics within the current financial landscape.

πŸ“ˆ Zebra Technologies shares rose 1.10% to $205.87 after a three-day slump.

πŸ“‰ The stock still underperforms major indices like the S&P 500 and Dow Jones.

πŸ›οΈ Broader markets advanced with the S&P up 1.15% and Dow up 1.38%.

πŸ“ˆ Zebra Technologies Corp. Class A shares gained 1.10% to reach $205.87 on Monday.

πŸ“‰ Despite the rise, the stock continues to underperform broader market indices like the S&P 500 and Dow Jones Industrial Average.

πŸ”„ The daily price increase ended a three-day losing streak for ZBRA.

πŸ“Š The S&P 500 rose 1.15% to 6,581.00 during the same trading session.

πŸ›οΈ The Dow Jones Industrial Average climbed 1.38% to close at 46,208.47 on Monday.

Bullish Signals
  • Shares of Zebra Technologies Corp. Cl A (ZBRA) rallied 1.10% to $205.87 Monday, marking a positive trading session for the stock market. The stock's rise snapped a three-day losing streak, indicating renewed momentum and potential recovery.
Risk Factors
  • Zebra Technologies shares are still underperforming the broader market, rising only 1.10% to $205.87 despite the S&P 500 Index advancing a stronger 1.15% and the Dow Jones Industrial Average gaining 1.38%.
  • The stock experienced a losing streak for three consecutive trading days before snapping on Monday, indicating recent weakness in investor sentiment.
  • Intraday data is delayed by at least 15 minutes or more per exchange requirements, potentially limiting real-time analytical utility compared to other exchanges.
Slightly Bullish +25

Assessing Zebra Technologies (ZBRA) Valuation After A Stretch Of Weak Share Price Performance

AI-generated analysis

Zebra Technologies (NASDAQ: ZBRA) has recently experienced a significant period of share price weakness, with the stock recording negative returns over the past month, three months, and one year. At a current share price of US$203.62, the company has seen its 30-day share price return decline by 19.1% and its total shareholder return fall by 29.8% over the last year, indicating fading momentum as investors reassess the risk-growth balance for the firm. This pullback comes at a time when the broader automation sector is attracting attention, prompting comparisons with other robotics and automation stories to gauge whether this discount represents an opportunity or reflects underlying concerns about future growth potential. Despite the recent price correction, Simply Wall St analysis suggests Zebra may be trading at a sizeable discount to its intrinsic value, with a calculated narrative fair value of US$336.38. This wide gap between the current trading price and the modeled value stems from factors such as the accelerating shift toward automation and digital transformation driven by labor shortages, e-commerce expansion, and supply chain demands. These macro-trends continue to fuel robust demand for Zebra's portfolio of hardware, software, RFID, and machine vision solutions, supporting sustained revenue growth and long-term earnings visibility based on compounding earnings and firmer margins. However, the valuation thesis includes important caveats regarding the risks that could pressure margins and earnings stability. A key warning sign identified is the ongoing reliance on hardware sales alongside exposure to tariffs, which are viewed as potential headwinds for the company's profitability. The analysis highlights a need to balance the optimism around growth prospects against these specific risks by evaluating four key rewards and one important warning sign. Investors are encouraged to look beyond the single narrative of undervaluation to conduct their own due diligence on the fundamental data, acknowledging that the article does not constitute financial advice or a recommendation to buy or sell any stock.

πŸ“‰ Shares fell 19.1% in 30 days, signaling fading investor momentum.

πŸ’² Stock trades at $203.62, undervalued vs. a $336.38 fair value estimate.

⚠️ Risks include hardware reliance and tariffs that could pressure margins.

πŸ—οΈ Long-term growth relies on automation trends and expected earnings compounding.

πŸ“ This summary does not constitute financial advice or a buy recommendation.

πŸ“‰ Zebra Technologies (ZBRA) shares have declined 19.1% over the past 30 days and 29.8% over the last year, indicating fading investor momentum.

πŸ’² At a current price of US$203.62, ZBRA is trading significantly below its narrative fair value estimate of US$336.38, suggesting potential undervaluation.

πŸ” The analysis assumes sustained revenue growth driven by automation trends, digital transformation, and expanding demand for hardware, software, RFID, and machine vision solutions.

⚠️ Key risks include reliance on hardware sales and exposure to tariffs that could pressure margins and earnings stability.

πŸ›‘οΈ Investors are encouraged to evaluate the balance of risk and reward using four key rewards and one important warning sign before deciding.

πŸ“Š The report highlights 32 robotics and automation stocks available for comparison via the Simply Wall St screener.

πŸ—οΈ Long-term value is supported by expectations of compounding earnings, improved margins, and a maintained edge in workflow automation.

βš–οΈ Analyst forecasts utilize an unbiased methodology but do not factor in recent price-sensitive company announcements or qualitative updates.

πŸ’‘ Readers can explore high-quality undervalued stocks or solid balance sheet fundamentals through specific screening tools provided by the platform.

πŸ“ This article does not constitute financial advice or a recommendation to buy or sell Zebra Technologies stock.

Bullish Signals
  • Zebra Technologies is trading at US$203.62, which represents a significant discount to its narrative fair value of US$336.38, suggesting the stock may be undervalued.
  • The accelerating shift toward automation and digital transformation is fueling robust demand for Zebra's portfolio, supporting sustained revenue growth and long-term earnings visibility.
  • The company benefits from ongoing labor shortages, e-commerce expansion, and increased supply chain demands, which are key tailwinds for its hardware, software, RFID, and machine vision products.
Risk Factors
  • Zebra Technologies (ZBRA) stock has experienced significant negative returns, including a 19.1% decline over the past month and a 29.8% fall in its one-year total shareholder return.
  • The company faces ongoing risks from reliance on hardware sales and exposure to tariffs, which could pressure margins and earnings stability.
  • Current share price of US$203.62 is below the narrative fair value of US$336.38, indicating uncertainty over whether the market views this gap as undervaluation or a correction in growth potential expectations.
Slightly Bearish -10

Is Zebra Technologies Stock Underperforming the S&P 500?

AI-generated analysis

Zebra Technologies Corporation (ZBRA), an Illinois-headquartered enterprise asset intelligence leader, holds a market capitalization of approximately $10.3 billion, placing it firmly in the large-cap stock category. The company is renowned for its core competencies in data capture technologies such as barcode scanners, RFID readers, mobile computers, and machine vision systems, which are essential for real-time asset tracking and inventory management. Zebra enhances this hardware portfolio with integrated software and analytics platforms designed to convert operational data into actionable insights, thereby improving supply chain visibility and decision-making capabilities. Despite its established strengths, ZBRA has faced significant headwinds over the past year, with the stock currently trading 41.2% below its 52-week high of $352.66 achieved on July 31. Over the past three months, shares have declined 17.9%, significantly underperforming the S&P 500 Index’s 3.1% fall during the same period. The broader performance metrics show a steeper decline for ZBRA, which is down 35.7% over the last six months and 26.6% over the past 52 weeks, compared to the S&P 500 gaining 16.7% annually. Additionally, the stock has struggled technically, trading mostly below its 50-day and 200-day moving averages since August 2025. Recent market volatility for Zebra includes a specific drop of 5.1% on February 23, driven by renewed trade policy uncertainty following the U.S. administration's imposition of fresh global tariffs under the Trade Act of 1974. These tariffs raised concerns about potential disruptions to the company's global supply chains and increased manufacturing costs due to its reliance on international production. Performance-wise, ZBRA has trailed its rival Trimble Inc. (TRMB), which saw gains of 77.9% over six months and 190.5% over the past year. Nevertheless, Wall Street sentiment remains somewhat positive, with 17 analysts giving Zebra a consensus "Moderate Buy" rating and projecting a mean price target of $347.21. Based on current market prices, this implies a potential upside of approximately 67.3% for investors, though the outlook is weighed against ongoing supply chain risks and sector underperformance.

πŸ“Š Zebra is a large-cap tech firm specializing in enterprise asset intelligence solutions.

πŸ“‰ Shares are down 35.7% recently due to trade tariffs and supply chain issues.

🀝 Despite rivals outperforming, analysts maintain a "Moderate Buy" with $347 price targets.

πŸ“Š Zebra Technologies Corporation (ZBRA) is valued at approximately $10.3 billion, classifying it as a large-cap technology company.

πŸ—οΈ The company specializes in enterprise asset intelligence and automatic identification solutions including barcode scanners, RFID readers, and mobile computers.

⚠️ Shares are currently trading 41.2% below their 52-week high of $352.66, reached on July 31.

πŸ“‰ ZBRA has declined 17.9% over the past three months and 35.7% over six months, significantly outperforming the S&P 500's gain of 16.7% over the last year.

🌍 Recent share price drops were driven by trade policy uncertainty and new global tariffs under the Trade Act of 1974 affecting its international supply chain.

πŸ“‰ ZBRA stock has been trading below its 50-day and 200-day moving averages since August 2025, indicating a prolonged downtrend.

πŸ‘‹ The company is facing challenges relative to rival Trimble Inc., which gained 77.9% over six months compared to ZBRA's losses.

πŸ€” Despite recent underperformance, analysts maintain a consensus "Moderate Buy" rating for the stock with support from 17 analyst covers.

πŸ’° Analysts have set a mean price target of $347.21, suggesting a potential 67.3% upside from current market prices.

πŸ“‰ The recent tariff imposition raised concerns about global supply chain disruptions and increased operating costs for the company.

Bullish Signals
  • Zebra Technologies (ZBRA) has a consensus rating of 'Moderate Buy' from 17 analysts, indicating institutional confidence despite recent market underperformance.
  • Analysts see significant upside potential with a mean price target of $347.21, representing a 67.3% upside from current market prices.
  • The company is a leading enterprise asset intelligence and automation player, offering integrated hardware and software that provide actionable insights for supply chain decision-making.
  • Zebra excels in data capture technologies including barcode scanners, RFID solutions, mobile computers, and machine vision systems that track assets and workflows in real-time.
Risk Factors
  • Zebra Technologies stock is trading 41.2% below its 52-week high of $352.66, hitting on July 31.
  • The stock has declined 17.9% over the past three months and 35.7% over the past six months while underperforming the S&P 500 Index.
  • Shares have mostly traded below their 50-day and 200-day moving averages since August 2025, indicating persistent weakness.
  • Fresh global tariffs under the Trade Act of 1974 raised concerns about potential disruptions to global supply chains and increased costs for Zebra Technologies' international manufacturing and distribution.
  • ZBRA has significantly underperformed its rival Trimble Inc. (TRMB), which gained 77.9% over the past six months and 190.5% over the past year.
Bullish +75

Apex Steel in Australia boosts delivery confidence with Zebra Technologies - Frontier Enterprise

AI-generated analysis

Apex Steel, one of Australia's largest privately owned steel manufacturers with over a dozen sites, has successfully digitized its warehouse and shop floor operations by partnering with Zebra Technologies. The company replaced a legacy paper-based system that caused inaccurate stock counts and fulfillment delays with a modern solution featuring mobile computing, barcode scanning, and printing technologies to protect the customer experience. The core of the new deployment involves upgrading Apex Steel's warehouse management system (WMS) to Produmex WMS, which connects seamlessly to their existing SAP Business One system. This integration creates a single source of truth for inventory, allowing the company to validate every steel coil's color and gauge before cutting on the shop floor, thereby eliminating costly production errors and preventing material waste. The implementation has yielded significant operational improvements, with Nick Lachimea, Apex Steel's chief corporate officer, noting that order receiving time dropped from an hour to just 10 minutes using Zebra's MC9 series mobile computers. This efficiency gain allows the team to be six times faster and commit to next-day delivery with 99% confidence, while industrial printers automate final labeling to prevent shipping errors in a harsh plant environment. Zebra Technologies' country lead for Singapore, Joelle Booi, highlighted that Apex Steel serves as a clear example of intelligent operations within the APAC region. By resolving persistent operational pain points through a connected frontline, Apex Steel has gained a significant competitive advantage through improved efficiency and customer service, demonstrating how digital investments are accelerating across organizations in the sector.

🏭 Apex Steel digitized warehouse and shop floor after 30 years.

πŸ”— Upgraded to Produmex WMS integrated with SAP Business One.

⚑ Order receiving time dropped from 60 to 10 minutes.

πŸ“¦ Achieve next-day delivery with 99% confidence via real-time inventory.

πŸ›‘οΈ Rugged scanners validate coils to prevent waste and rework.

🏭 Apex Steel, a major Australian steel manufacturer with over 30 years of operation, digitized its warehouse and shop floor to replace an inaccurate legacy paper-based system.

πŸ”— The company upgraded its Warehouse Management System (WMS) to Produmex WMS, ensuring seamless connectivity with their existing SAP Business One infrastructure.

⚑ Order receiving time decreased from 60 minutes to 10 minutes using Zebra's MC9 series mobile computers, making the team six times faster.

πŸ“¦ The new workflow enables Apex Steel to commit to next-day delivery with 99% confidence by providing a single source of truth for inventory.

πŸ›‘οΈ Ultra-rugged barcode scanners validate every steel coil's color and gauge before cutting, preventing material waste and expensive rework on the shop floor.

πŸ–¨οΈ Zebra's industrial printers automate final labeling to ensure correct identification of finished packs, significantly reducing shipping errors.

⏱️ The durability of Zebra solutions is proven to last over a decade in harsh plant environments, reducing downtime and maintenance costs.

🌏 Joelle Booi, Zebra Technologies' country lead for Singapore, cited Apex Steel as a standout example of intelligent operations accelerating digital investments across APAC.

Bullish Signals
  • Order receiving speed increased six-fold, dropping from one hour to 10 minutes.
  • Next-day delivery commitment achieved with 99% confidence via real-time inventory visibility.
  • Ultra-rugged scanners prevent costly errors by validating steel coil specifications.
  • Industrial printers automate labeling, eliminating shipping and identification errors.
  • Downtime and maintenance costs reduced due to Zebra solutions' durability.
Bullish Signals
  • Apex Steel achieved a six-fold increase in order receiving speed, reducing the process from one hour to just 10 minutes.
  • The company can now commit to next-day delivery with 99% confidence due to accurate real-time inventory visibility.
  • Ultra-rugged barcode scanners prevent costly production errors by validating steel coil specifications before cutting begins.
  • Industrial printers automate final labeling, effectively eliminating shipping errors and ensuring correct product identification.
  • The deployment has significantly reduced downtime and maintenance costs thanks to the proven durability of Zebra solutions in harsh environments.
  • Apex Steel has resolved persistent operational pain points associated with legacy paper-based systems and inaccurate stock counts.
Bullish +65

TD Cowen Maintains a Buy Rating on Zebra Technologies Corporation (ZBRA) stock with a PT of $400.00 - Insider Monkey

AI-generated analysis

TD Cowen analyst Joseph C Giordano maintained a 'Buy' rating on Zebra Technologies Corporation (ZBRA) with a price target of $400.00, citing management's realistic outlook and evidence that demand and pricing support higher estimates despite negative market sentiment. The company is actively managing elevated input costs by securing components early to mitigate risks associated with pricing pressure and memory costs. Giordano highlighted that ZBRA's updated 2026 guidance demonstrates rapid growth even on a conservative side, noting that this positive trajectory is not yet fully reflected in the current share price or valuation. Concurrently, Morgan Stanley lifted its price objective for ZBRA to $323 from $309 while maintaining an 'Equal Weight' rating, believing the company's outlook suggests a reacceleration in 2026. Zebra Technologies designs hardware, software, and automation solutions for frontline operations across retail, healthcare, manufacturing, and logistics sectors. While acknowledging ZBRA's investment potential, the article notes that some analysts view other AI stocks as offering higher returns with limited downside risk, though this is presented as a comparative market perspective rather than a direct critique of ZBRA's fundamentals.

πŸ“ˆ TD Cowen maintains Buy rating with $400 price target.

πŸ’° Management cites sustained demand and pricing power as drivers.

πŸ›‘οΈ Company secures components early to mitigate input cost risks.

πŸ“… Updated 2026 guidance shows rapid growth under conservative assumptions.

🏦 Morgan Stanley lifts objective to $323 with Equal Weight rating.

πŸ“ˆ TD Cowen analyst Joseph C Giordano maintains a 'Buy' rating on Zebra Technologies (ZBRA) with a price target of $400.00.

πŸ’° Analysts cite management's realistic outlook and sustained demand/pricing power as key drivers supporting higher estimates.

πŸ›‘οΈ The company is proactively securing components early to mitigate risks from elevated input costs, pricing pressure, and memory volatility.

πŸ“… Zebra Technologies' updated 2026 guidance demonstrates rapid growth even under conservative assumptions.

🏦 Morgan Stanley lifted its price objective on ZBRA to $323 from $309 while keeping an 'Equal Weight' rating.

πŸš€ Analysts believe the company's outlook suggests a reacceleration in performance for 2026.

🌐 Zebra designs hardware, software, and automation solutions serving retail, healthcare, manufacturing, and logistics sectors.

βš–οΈ Some analysts compare ZBRA to other AI stocks, suggesting alternative opportunities may offer higher upside potential.

Bullish Signals
  • TD Cowen Buy rating with $400 price target.
  • Morgan Stanley raised target to $323.
  • 2026 guidance shows rapid conservative growth.
  • Share price undervalues 2026 growth potential.
Risk Factors
  • Pricing pressure and elevated memory costs could impact margins.
  • Analysts suggest other AI stocks may deliver higher returns.
  • Negative market sentiments weigh on the stock.
Bullish Signals
  • TD Cowen maintains a 'Buy' rating with a $400 price target, indicating strong confidence in the stock's near-term prospects.
  • Management's realistic outlook and ability to secure components early demonstrate effective cost management strategies.
  • Updated 2026 guidance shows rapid growth even on a conservative side, suggesting robust underlying business performance.
  • Morgan Stanley increased its price target to $323, signaling a positive shift in analyst consensus regarding the company's trajectory.
  • Analysts note that the current share price does not fully discount the value of ZBRA's rapid 2026 growth projections.
Risk Factors
  • The article mentions risks including pricing pressure and elevated memory costs which could impact margins if not managed effectively.
  • Some analysts suggest that other AI stocks may hold greater promise for delivering higher returns, implying relative underperformance compared to peers.
  • Negative market sentiments are currently present, which may be weighing on the stock despite fundamental improvements.
Bullish +65

Zebra Technologies Introduces β€œOrchestrated Care” Approach to Enhance Patient Care at HIMSS26 - Business Wire

AI-generated analysis

Zebra Technologies Corporation (NASDAQ: ZBRA) unveiled its new 'Orchestrated Care' framework at the HIMSS26 Global Health Conference & Exhibition in Las Vegas, scheduled for March 9-12, 2026. Designed to help healthcare organizations achieve intelligent visibility and optimize operations, the framework aims to empower clinical teams by reducing administrative burdens caused by disconnected systems. The initiative focuses on three key areas: error-proof patient identification, improved operational efficiency, and enabling clinicians to focus on direct patient care. Kassaundra McKnight-Young, Chief Nursing Informatics Officer at Zebra, emphasized that their solutions address the immense pressure healthcare professionals face from fragmented workflows and administrative tasks. Zebra will showcase its extensive portfolio of healthcare technology in Booth #2435, including mobile computers, scanners, RFID solutions, and software. A highlight is the new DS82-HC Series scanner, which features a sealed design to prevent microbial buildup, contactless charging, and four days of battery life to minimize interruptions during patient rounds. Additionally, Zebra will demonstrate a real-world success story involving Texas Children's Hospital, where they co-created an RFID-powered solution with partner Tecsys. This project successfully tracks and reduces the waste of life-saving medications, illustrating the practical application of their connected care ecosystem.

πŸš€ Zebra launches 'Orchestrated Care' framework for optimized healthcare operations.

πŸ“… Showcase at HIMSS26 Las Vegas March 9-12, Booth #2435.

πŸ‘©β€βš•οΈ Chief Nursing Informatics Officer cites reduced administrative burdens and efficiency.

πŸ“± DS82-HC scanner offers sealed design with four days battery life.

πŸ₯ Texas Children's Hospital uses RFID to track and reduce medication waste.

πŸš€ Zebra Technologies introduces 'Orchestrated Care,' a new framework for intelligent visibility and optimized healthcare operations.

πŸ“… The solution will be showcased at HIMSS26 in Las Vegas from March 9-12, 2026, at Booth #2435.

πŸ‘©β€βš•οΈ Kassaundra McKnight-Young, Chief Nursing Informatics Officer, highlights the framework's ability to reduce administrative burdens and improve efficiency.

πŸ“± The new DS82-HC Series scanner features a sealed, disinfectant-ready design with four days of battery life for uninterrupted clinical use.

πŸ₯ Texas Children's Hospital is featured as a case study using an RFID solution to track and reduce waste of life-saving medications.

🀝 Zebra partners with ISVs like Tecsys to build robust ecosystems for implementation and technology support.

Bullish Signals
  • Orchestrated Care framework optimizes healthcare operations with intelligent visibility.
  • Solutions enable error-proof patient identification for enhanced care safety.
  • DS82-HC scanner offers sealed design eliminating microbial buildup.
  • Device features contactless charging and four days battery life.
  • Texas Children's Hospital reduced critical medication waste via RFID.
Bullish Signals
  • The 'Orchestrated Care' framework is designed to provide intelligent visibility and optimize operations within healthcare settings.
  • Solutions help clinicians achieve error-proof patient identification, directly addressing safety concerns in care delivery.
  • The new DS82-HC Series scanner offers a sealed design that eliminates microbial buildup and supports disinfectant-ready plastics for hygiene.
  • The device features contactless charging and four days of battery life, significantly reducing interruptions during patient rounds.
  • Texas Children's Hospital successfully co-created an RFID solution to track and reduce the waste of critical medications.