Zebra Technologies (ZBRA) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
Bank of America Corp DE raised its position in Zebra Technologies Corporation (NASDAQ: ZBRA) by 22.9% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 291,031 shares of the industrial products company's stock after purchasing an additional 54,222 shares during
On August 07, 2026, Zebra Technologies Corp (ZBRA) shares rose 3.4% to $376.49, continuing a strong upward trajectory with a 52-week range from $199.05 to $383.
Caterpillar, Mercury General, and Zebra Technologies each posted impressive Q2 results that could warrant a closer look from investors seeking quality additions to their portfolios.
I rate Zebra a Buy after a record second quarter because the pricing mechanism the bear case depended on has now been tested in a live quarter. Roughly two-thirds of the margin expansion came from a $73 million tariff recovery, but stripping it out entirely still leaves the operational beat intact. At $368.99, the market implies about $20.50 of 2027 earnings, below the $21.00 midpoint already guided for 2026, so growth is not being priced.
Zebra Technologies Inc. (ZBRA) is upgraded from Hold to Strong Buy after Q2 removed the key obstacles behind my previous caution: weak asymmetry, limited catalysts, and an unclear growth narrative. The headline beat was only part of the story. Organic sales grew 9.2%, adjusted EPS reached $6.35, and management raised full-year guidance for sales, margins, earnings, and free cash flow. The most important read-through is that demand is running ahead of available supply. Pricing power, AI-enabled devices, machine vision, and frontline automation now support a more durable earnings story.
Revenue: Sales exceeded $1.5 billion, growing more than 20% (or 9% on an organic basis) year-over-year.Adjusted EBITDA Margin: 27.7%, including the benefit of $