Zebra Technologies (NASDAQ:ZBRA) Updates Q2 2026 Earnings Guidance

Zebra Technologies (NASDAQ:ZBRA) updated its second quarter 2026 earnings guidance on Tuesday. The company provided EPS guidance of 4.200-4.500 for the period, compared to the consensus EPS estimate of 4.030. 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 18.300-18.700 EPS.

Zebra Technologies Price Performance

Shares of NASDAQ:ZBRA traded up $37.40 during trading on Tuesday, reaching $254.36. The company had a trading volume of 915,491 shares, compared to its average volume of 771,029. Zebra Technologies has a twelve month low of $199.05 and a twelve month high of $352.66. The firm has a market capitalization of $12.51 billion, a PE ratio of 31.39 and a beta of 1.62. The firm’s fifty day moving average is $217.85 and its 200 day moving average is $241.45. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.58 and a current ratio of 0.97.

Zebra Technologies (NASDAQ:ZBRA) last issued its earnings results on Tuesday, May 12th. The industrial products company reported $4.75 earnings per share for the quarter, topping analysts’ consensus estimates of $4.21 by $0.54. Zebra Technologies had a net margin of 7.76% and a return on equity of 18.09%. The firm had revenue of $1.50 billion during the quarter, compared to analysts’ expectations of $1.48 billion. During the same period last year, the firm posted $4.02 earnings per share. The firm’s revenue for the quarter was up 14.3% compared to the same quarter last year. Zebra Technologies has set its FY 2026 guidance at 18.300-18.700 EPS and its Q2 2026 guidance at 4.200-4.500 EPS. On average, equities analysts forecast that Zebra Technologies will post 15 EPS for the current year.

Analysts Set New Price Targets

Several equities research analysts have recently weighed in on ZBRA shares. Truist Financial cut their price objective on shares of Zebra Technologies from $294.00 to $256.00 and set a “hold” rating for the company in a research report on Monday, April 20th. Robert W. Baird dropped their target price on shares of Zebra Technologies from $350.00 to $300.00 and set an “outperform” rating for the company in a research report on Monday, March 30th. Zacks Research cut Zebra Technologies from a “strong-buy” rating to a “hold” rating in a report on Monday, April 20th. Weiss Ratings reiterated a “hold (c)” rating on shares of Zebra Technologies in a research report on Wednesday, January 21st. Finally, Morgan Stanley set a $323.00 price target on shares of Zebra Technologies in a research report on Thursday, February 12th. Five analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. According to MarketBeat, Zebra Technologies presently has a consensus rating of “Hold” and an average price target of $321.38.

Insider Activity

In other Zebra Technologies news, insider Cristen L. Kogl sold 145 shares of the company’s stock in a transaction on Thursday, March 5th. The stock was sold at an average price of $235.71, for a total value of $34,177.95. Following the transaction, the insider directly owned 23,687 shares of the company’s stock, valued at $5,583,262.77. This represents a 0.61% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this hyperlink. 0.91% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

Institutional investors have recently bought and sold shares of the business. Johnson Financial Group Inc. increased its stake in shares of Zebra Technologies by 330.3% in the fourth quarter. Johnson Financial Group Inc. now owns 142 shares of the industrial products company’s stock valued at $34,000 after buying an additional 109 shares during the period. CYBER HORNET ETFs LLC bought a new position in Zebra Technologies during the second quarter worth $39,000. Intesa Sanpaolo Wealth Management bought a new position in shares of Zebra Technologies in the 4th quarter worth about $73,000. UMB Bank n.a. increased its holdings in Zebra Technologies by 33.0% in the fourth quarter. UMB Bank n.a. now owns 306 shares of the industrial products company’s stock worth $74,000 after purchasing an additional 76 shares in the last quarter. Finally, Meeder Asset Management Inc. bought a new stake in shares of Zebra Technologies in the 4th quarter valued at $141,000. Institutional investors and hedge funds own 91.03% of the company’s stock.

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.