
Zebra Technologies (ZBRA) Stock Forecast & Price Target
Zebra Technologies (ZBRA) Analyst Ratings
Bulls say
Zebra Technologies reported a total revenue increase of 10.6% year-over-year to $1.48 billion, which exceeded the upper end of the company's guidance and surpassed consensus estimates. The Connected Frontline segment showed growth with revenues reaching $853.8 million, a 3.6% increase on an organic basis, while the Enterprise Visibility & Mobility segment saw revenues rise by 2.4% year-over-year to $865 million. Additionally, the company has revised its 2026 net GAAP earnings per share (EPS) forecast upward to $18.00, reflecting anticipated revenue growth of $6.0 billion, indicating a strong outlook based on robust demand across its key markets.
Bears say
Zebra Technologies's financial performance exhibits a challenging trend with a flat gross margin of 48.2%, reflecting a year-over-year decline primarily driven by a lower mix of services and software, alongside a notable decrease in higher-margin data capture sales. The company's organic sales in the EMEA region declined by 3%, attributed to weakness in the manufacturing and retail sectors in key countries like Germany and France, indicating potential market vulnerabilities. Furthermore, adjusted gross profit fell to $405 million, with an adjusted gross margin of 46.8%, impacted by tariff costs and an overall deceleration in organic growth, contributing to the negative sentiment surrounding the stock.
This aggregate rating is based on analysts' research of Zebra Technologies and is not a guaranteed prediction by Public.com or investment advice.
Zebra Technologies (ZBRA) Analyst Forecast & Price Prediction
Start investing in Zebra Technologies (ZBRA)
Order type
Buy in
Order amount
Est. shares
0 shares