14 stories mentioning ZBRA
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Zebra Technologies (ZBRA) has an average rating of overweight and mean price target of $330.27, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $241.76, Change: $-0.03, Percent Change: -0.01%
Zebra Technologies (ZBRA) has an average rating of overweight and mean price target of $330.27, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)
Zebra Technologies (ZBRA) has an average rating of overweight and mean price target of $330.27, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)
US equity indexes were mixed on Tuesday after hotter-than-anticipated inflation data and higher crude oil prices amid US-Iran peace negotiation deadlock.* The US seasonally adjusted consumer price index jumped by 3.8% in April from 3.3% in the prior month, according to data released Tuesday by the Bureau of Labor Statistics, compared with the 3.7% consensus.* The CPI increased 0.6% in April, as expected, following a 0.9% increase in the previous month. Core CPI gained 0.4%, higher than the consensus estimate for a 0.3% increase.* June West Texas Intermediate crude oil rose $4.22 to settle at $102.28 per barrel, while July Brent crude, the global benchmark, was last seen up $3.53 at $107.75.* Zebra Technologies (ZBRA) shares were up roughly 11%, the highest on the S&P 500, after the company reported higher fiscal Q1 non-GAAP earnings and net sales, and issued fiscal Q2 and 2026 non-GAAP EPS outlook above analysts' estimates.* Shares of Qualcomm (QCOM) and Intel (INTC) dropped nearly 12% and 6.5%, respectively, the steepest slides on the S&P 500 and the Nasdaq, amid a sell-off in the tech sector following the extended closure of the Strait of Hormuz.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We raise our target price from $245 to $271, based on 13.5x our 2027 EPS estimate, reflecting increased confidence in ZBRA's ongoing favorable business mix. We increase our 2026 EPS estimate from $17.51 to $18.25 and 2027's from $19.97 to $20.10, led by better-than-expected Q1 gross margin performance (+80 bps Y/Y), organic growth (4%+ in Q1), and manufacturing demand driving favorable mix. We expect ZBRA to benefit from RFID adoption, AI-enabled solutions gaining traction, machine vision inflecting to double-digit growth, and Elo Touch synergies supporting the 22% EBITDA margin target. However, we remain cautious given the margin headwind from memory inflation, elevated 2.1x net leverage constraining flexibility, and manufacturing strength that may prove cyclical. This margin execution risk, combined with revenue growth decelerating in 2027 as M&A contribution rolls off and simultaneous integration of two acquisitions while commercializing early-stage AI solutions, supports our Hold rating.
Tech stocks were lower late Tuesday afternoon, with the State Street Technology Select Sector SPDR ETF (XLK) falling 2.2% and the State Street SPDR S&P Semiconductor ETF (XSD) dropping 5.5%.The Philadelphia Semiconductor index declined 5.2%.In corporate news, Alphabet's (GOOGL) Google said Tuesday it is introducing Googlebook, a new category of laptops built around its AI models and Gemini Intelligence. Its shares were down 0.7%.Zebra Technologies (ZBRA) raised its full-year guidance after reporting fiscal Q1 results above Wall Street's estimates amid broad-based growth across segments and regions. Its shares jumped 10%.Microsoft-backed (MSFT) OpenAI was sued by a college student's family who said that ChatGPT caused their son's overdose because he followed the chatbot's medical advice about mixing substances, Bloomberg reported, citing a lawsuit filed in the Superior Court of California for the County of San Francisco. Microsoft shares were down 1.2%.ZoomInfo Technologies (GTM) faces execution risk in delivering a material re-acceleration in top-line growth amid job cuts, and a downward revision to its full-year 2026 sales guidance is discouraging, RBC Capital Markets said in a note. Stifel downgraded ZoomInfo to hold from buy, while adjusting its price target to $4 from $12. ZoomInfo shares slumped 32%.
Zebra Technologies (ZBRA) raised its full-year guidance after reporting fiscal first-quarter results above Wall Street's estimates amid broad-based growth across segments and regions, sending the company's shares surging Tuesday.The manufacturer of printers for barcodes, plastic cards and radio-frequency identification tags now expects 2026 non-GAAP earnings of $18.30 to $18.70 a share, compared with its previous outlook range of $17.70 to $18.30. Analysts in a FactSet survey expect non-GAAP EPS of $17.82.The company now projects full-year sales to grow between 10% and 14%, up from its prior guidance range of 9% to 13% growth."Our business momentum and progress in navigating the current memory supply environment gives us confidence in raising our outlook for the full year," Chief Executive Bill Burns said on an earnings conference call Tuesday, according to a FactSet transcript.For the quarter through April 4, Zebra Technologies reported adjusted EPS of $4.75, up from $4.02 a year earlier, while net sales jumped 14% to $1.5 billion. The results topped the Street's expectations for $4.25 and $1.48 billion, respectively."We delivered results near the high-end of our outlook, driven by our team's strong execution and positive demand trends across our portfolio," Burns told analysts. "We achieved growth across both our segments and all regions with outperformance in our manufacturing end markets."Zebra Technologies shares soared 14% in afternoon trade. The stock is up 4.7% so far this year.The company forecasts second-quarter non-GAAP EPS of $4.20 to $4.50 on sales growth between 14% and 17%. The consensus is for non-GAAP EPS of $4.14.The guidance takes into account factors such as previously announced price hikes and "constrained" memory availability, Chief Financial Officer Nathan Winters said on the call."We currently have line of sight to the supply we need to support our outlook," Winters told analysts. "The component pricing trajectory for the year is tracking in line with our prior guidance."Price: $254.07, Change: $+37.11, Percent Change: +17.10%
Technology stocks were declining pre-bell Tuesday, with the State Street Technology Select Sector SPDR Fund (XLK) down 1.1% and the State Street SPDR S&P Semiconductor ETF (XSD) 1.8% lower.Zebra Technologies (ZBRA) shares were up more than 12% after the company reported higher fiscal Q1 non-GAAP earnings and net sales, and issued fiscal Q2 and 2026 non-GAAP EPS outlook above analysts' estimates.D-Wave Quantum (QBTS) stock was down more than 3% after the company posted a wider Q1 net loss as revenue fell during the period.Ralliant (RAL) shares were up more than 12% after the company raised its 2026 outlook and issued Q2 guidance above analysts' expectations.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Zebra Technologies Corporation's (ZBRA) Q1 sales of $1,495M (+14% Y/Y) beat consensus of $1,478M, while non-GAAP EPS of $4.75 (+18% Y/Y) exceeded estimates of $4.25 and guidance of $4.35. Adjusted gross margin expanded 80 bps to 50% and EBITDA margin grew 90 bps to 23%, showing operational leverage, with profitability growing faster than revenue. Balanced segment performance across Connected Frontline ($825M, ~4% organic) and Asset Visibility & Automation ($670M, ~5% organic) validates diversification strategy with no single end market dependence. Management raised 2026 guidance to 10%-14% sales growth with EPS of $18.30-$18.70, showing momentum. The company executed $300M in share repurchases supported by strong free cash flow of $163M, with management committed to returning $600M over two quarters. We believe broad-based growth, margin expansion, and aggressive capital allocation reflect management's confidence in recovery durability and position ZBRA well to capitalize on automation and Physical AI trends.
Technology stocks were declining pre-bell Tuesday, with the State Street Technology Select Sector SPDR Fund (XLK) down 1.1% and the State Street SPDR S&P Semiconductor ETF (XSD) 1.5% lower.Zebra Technologies (ZBRA) shares were up more than 13% after the company reported higher fiscal Q1 non-GAAP earnings and net sales, and issued fiscal Q2 and 2026 non-GAAP EPS outlook above analysts' estimates.
Zebra Technologies (ZBRA) has an average rating of overweight and mean price target of $327.36, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)
Wall Street futures pointed moderately lower pre-bell Tuesday as traders weighed rising crude prices, Persian Gulf turmoil, and a still-closed Strait of Hormuz, the vital waterway for oil tankers.In the futures, the S&P 500 fell 0.4%, the Nasdaq declined 0.8% and the Dow Jones was off 0.1%.West Texas Intermediate crude oil traded up 3.7% to $101.69 a barrel, in morning action.Investors also await the April consumer price index (CPI) bulletin from Washington, at 8:30 am ET. The consensus is for the headline CPI to gain 3.7% on year, but for the CPI-core, that strips out certain food and energy bills, to rise by a more-modest 2.7% in the 12-month period to April.Asian exchanges traded mixed on the downside overnight, while European bourses tracked moderately lower midday on the continent.Zebra Technologies (ZBRA) rose 16.6% pre-bell after the workflow and data capture enterprise reported strong fiscal Q1 results and boosted guidance, in morning hours.Federal Reserve New York President John Williams and Chicago President Austan Goolsbee are slated to speak on Tuesday.In premarket action, Bitcoin traded at $80,690, and 10-year US Treasuries offered 4.43%. Spot gold commanded $4,693 an ounce.
Zebra Technologies (ZBRA) said Wednesday its venture arm has invested in Apera AI to support the development of artificial intelligence-driven automation solutions.Financial details of the investment weren't provided.The investment focuses on Apera AI's 4D Vision technology, which enables robots to perform complex tasks in dynamic manufacturing environments using real-time visual intelligence, Zebra said.Shares of Zebra Technologies were down 1.5% in early Wednesday trading.Price: $215.91, Change: $-3.33, Percent Change: -1.52%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We are reducing our 12-month price target to $245 from $294, reflecting valuation multiple compression driven by multiple near-term headwinds facing the company. We are maintaining our FY 26 and FY 27 EPS estimates of $17.51 and $19.97, respectively. The compressed multiple reflects several key concerns. First, margin pressure from escalating component costs is likely to persist through at least the first half of FY 26, constraining profitability even as revenues grow. Second, organic demand remains uneven across key end markets, creating visibility challenges. Third, the company's elevated debt levels limit financial flexibility and increase sensitivity to interest rate fluctuations. Finally, execution risks remain elevated as management navigates cost mitigation strategies while attempting to preserve market share in an increasingly competitive landscape. Until we see clearer evidence of margin stabilization and improved demand visibility, we believe a more conservative valuation approach is prudent.