Zebra Technologies (NASDAQ:ZBRA) Issues Q1 2026 Earnings Guidance

Zebra Technologies (NASDAQ:ZBRA) issued an update on its first quarter 2026 earnings guidance on Thursday morning. The company provided earnings per share guidance of 4.050-4.350 for the period, compared to the consensus earnings per share estimate of 3.980. 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 17.700-18.300 EPS.

Zebra Technologies Trading Up 9.4%

Shares of Zebra Technologies stock traded up $23.67 during trading on Thursday, reaching $276.16. The company’s stock had a trading volume of 1,424,436 shares, compared to its average volume of 740,947. The company has a market cap of $13.99 billion, a price-to-earnings ratio of 27.86 and a beta of 1.69. Zebra Technologies has a 52-week low of $205.73 and a 52-week high of $352.66. The firm’s 50-day moving average is $251.49 and its two-hundred day moving average is $279.42. The company has a quick ratio of 1.19, a current ratio of 1.61 and a debt-to-equity ratio of 0.56.

Zebra Technologies (NASDAQ:ZBRA) last released its quarterly earnings data on Thursday, February 12th. The industrial products company reported $4.33 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $4.34 by ($0.01). The firm had revenue of $1.48 billion during the quarter, compared to analysts’ expectations of $1.47 billion. Zebra Technologies had a net margin of 9.74% and a return on equity of 18.08%. Zebra Technologies’s revenue was up 10.6% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $4.00 EPS. Zebra Technologies has set its Q1 2026 guidance at 4.050-4.350 EPS and its FY 2026 guidance at 17.700-18.300 EPS. On average, sell-side analysts anticipate that Zebra Technologies will post 13.71 earnings per share for the current year.

Wall Street Analyst Weigh In

ZBRA has been the topic of several analyst reports. Truist Financial lowered their price objective on Zebra Technologies from $331.00 to $291.00 and set a “hold” rating on the stock in a research report on Thursday, December 18th. Citigroup reduced their price objective on Zebra Technologies from $346.00 to $311.00 and set a “neutral” rating for the company in a research note on Wednesday, October 29th. KeyCorp reissued a “sector weight” rating on shares of Zebra Technologies in a research note on Thursday, October 30th. Barclays set a $351.00 target price on Zebra Technologies and gave the company an “overweight” rating in a research note on Friday, February 6th. Finally, Zacks Research raised shares of Zebra Technologies from a “strong sell” rating to a “hold” rating in a report on Monday, December 29th. Five equities research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Hold” and an average target price of $347.88.

Insider Activity at Zebra Technologies

In other Zebra Technologies news, Director Satish Dhanasekaran purchased 1,000 shares of the stock in a transaction on Tuesday, November 18th. The shares were bought at an average cost of $233.12 per share, with a total value of $233,120.00. Following the completion of the acquisition, the director owned 3,356 shares in the company, valued at $782,350.72. This trade represents a 42.44% increase in their ownership of the stock. The purchase was disclosed in a filing with the SEC, which is accessible through the SEC website. 0.84% of the stock is owned by company insiders.

More Zebra Technologies News

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

• Positive Sentiment: Zebra raised FY‑2026 EPS guidance to $17.70–$18.30 (well above the prior Street view) and set Q1‑2026 EPS at $4.05–$4.35, signaling stronger-than-expected margins and revenue direction for the year; investors are pricing in better forward earnings visibility. Reuters: Upbeat 2026 forecast
• Positive Sentiment: The board approved an additional $1 billion share‑repurchase authorization (on top of prior authorizations), a capital‑return action that typically supports EPS and the stock multiple. BusinessWire: $1B repurchase
• Neutral Sentiment: Quarterly revenue grew ~10.6% year‑over‑year to ~$1.48B and slightly beat consensus, reflecting continued demand for barcode scanners and mobile devices; topline strength supports the raised full‑year outlook. Zacks: Q4 revenue growth
• Neutral Sentiment: Zebra presented at the Citi Global Industrial Tech & Mobility Conference (investor outreach that can help sustain institutional interest). Yahoo Finance: Citi conference
• Negative Sentiment: Q4 EPS came in $4.33, missing consensus by $0.01; the miss was attributed to higher expenses and a decline in cash levels, which could temper near‑term margin expectations despite revenue growth. Zacks: Q4 EPS miss

Institutional Investors Weigh In On Zebra Technologies

A number of institutional investors and hedge funds have recently made changes to their positions in ZBRA. Renaissance Technologies LLC lifted its position in Zebra Technologies by 20.5% in the fourth quarter. Renaissance Technologies LLC now owns 55,951 shares of the industrial products company’s stock valued at $13,586,000 after purchasing an additional 9,520 shares during the period. Dimensional Fund Advisors LP increased its holdings in Zebra Technologies by 2.0% during the 4th quarter. Dimensional Fund Advisors LP now owns 500,948 shares of the industrial products company’s stock valued at $121,652,000 after acquiring an additional 9,658 shares in the last quarter. Intesa Sanpaolo Wealth Management acquired a new position in shares of Zebra Technologies during the 4th quarter worth approximately $73,000. Federated Hermes Inc. increased its position in Zebra Technologies by 49.0% during the 4th quarter. Federated Hermes Inc. now owns 1,836 shares of the industrial products company’s stock worth $446,000 after purchasing an additional 604 shares in the last quarter. Finally, Elevation Point Wealth Partners LLC acquired a new position in Zebra Technologies in the 4th quarter valued at $316,000. 91.03% of the stock is owned by hedge funds and other 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.