Zebra Technologies (NASDAQ:ZBRA) Stock Gets Price Target Trim from BNP Paribas Exane

Zebra Technologies (NASDAQ:ZBRA) had its price target cut by research analysts at BNP Paribas Exane from $460.00 to $455.00 in a research report issued on Wednesday, Benzinga reports. The brokerage presently has an “outperform” rating on the industrial products company’s stock. BNP Paribas Exane‘s price objective points to a potential upside of 36.35% from the company’s current price.

ZBRA has been the subject of a number of other research reports. Zacks Research downgraded Zebra Technologies from a “strong-buy” rating to a “hold” rating in a report on Monday, October 5th. KeyCorp upped their price target on shares of Zebra Technologies from $305.00 to $430.00 and gave the stock an “overweight” rating in a research note on Wednesday, August 5th. Truist Financial increased their price target on shares of Zebra Technologies from $355.00 to $378.00 and gave the company a “hold” rating in a report on Monday, October 5th. Cfra upgraded shares of Zebra Technologies from a “hold” rating to a “buy” rating in a research note on Wednesday. Finally, Needham & Company LLC boosted their price objective on shares of Zebra Technologies from $410.00 to $435.00 and gave the stock a “buy” rating in a report on Tuesday, September 15th. Ten investment analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $387.50.

Zebra Technologies Stock Performance

ZBRA traded up $4.20 during trading on Wednesday, reaching $333.70. The company’s stock had a trading volume of 414,928 shares, compared to its average volume of 786,333. The company has a debt-to-equity ratio of 0.14, a quick ratio of 0.33 and a current ratio of 0.52. The company’s fifty day moving average price is $366.71 and its 200-day moving average price is $281.25. Zebra Technologies has a 52-week low of $199.05 and a 52-week high of $392.78. The company has a market capitalization of $15.89 billion, a price-to-earnings ratio of 30.58 and a beta of 1.61.

Zebra Technologies (NASDAQ:ZBRA) last issued its earnings results on Tuesday, November 3rd. The industrial products company reported $4.95 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.89 by $0.06. The business had revenue of $1.61 billion during the quarter, compared to the consensus estimate of $1.57 billion. Zebra Technologies had a return on equity of 22.29% and a net margin of 9.22%. The company’s revenue for the quarter was up 22.3% on a year-over-year basis. During the same period in the prior year, the business posted $3.88 EPS. On average, equities analysts forecast that Zebra Technologies will post 18.07 earnings per share for the current fiscal year.

Insider Buying and Selling at Zebra Technologies

In other Zebra Technologies news, insider Michael Cho sold 3,500 shares of the business’s stock in a transaction on Friday, August 7th. The stock was sold at an average price of $375.20, for a total transaction of $1,313,200.00. Following the sale, the insider directly owned 5,170 shares in the company, valued at approximately $1,939,784. The trade was a 40.37% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Linda Connly sold 500 shares of the company’s stock in a transaction on Monday, August 10th. The shares were sold at an average price of $377.68, for a total value of $188,840.00. Following the completion of the sale, the director directly owned 3,708 shares in the company, valued at $1,400,437.44. This trade represents a 11.88% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders own 0.91% of the company’s stock.

Institutional Investors Weigh In On Zebra Technologies

A number of large investors have recently added to or reduced their stakes in the business. Provenance Wealth Advisors LLC raised its position in Zebra Technologies by 7,450.0% during the third quarter. Provenance Wealth Advisors LLC now owns 151 shares of the industrial products company’s stock worth $56,000 after acquiring an additional 149 shares during the last quarter. Parkside Financial Bank & Trust lifted its holdings in shares of Zebra Technologies by 33.7% in the second quarter. Parkside Financial Bank & Trust now owns 222 shares of the industrial products company’s stock valued at $58,000 after purchasing an additional 56 shares in the last quarter. Heritage Family Offices LLP acquired a new stake in shares of Zebra Technologies in the third quarter valued at approximately $71,000. Community Financial Services Group LLC grew its position in shares of Zebra Technologies by 57.0% in the third quarter. Community Financial Services Group LLC now owns 223 shares of the industrial products company’s stock valued at $84,000 after purchasing an additional 81 shares during the last quarter. Finally, Reyes Financial Architecture Inc. purchased a new position in shares of Zebra Technologies during the 3rd quarter worth approximately $93,000. 91.03% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting Zebra Technologies

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

• Positive Sentiment: Third-quarter sales rose 22.3% year over year to $1.61 billion, and adjusted earnings of $4.95 per share topped analyst estimates. Strong mobile-computing demand and automation growth helped Zebra raise its 2026 outlook. Article: ZBRA Q3 Earnings Call Highlights Strong Demand and Raised Outlook
• Positive Sentiment: CFRA upgraded the stock from Hold to Buy, while Morgan Stanley raised its price target to $380 from $360 but kept an Equal Weight rating. Article: Morgan Stanley raises Zebra price target
• Neutral Sentiment: Truist lowered its price target slightly, to $375 from $378, and maintained a Hold rating. Article: Truist adjusts Zebra price target
• Negative Sentiment: The main concern is the fourth-quarter earnings outlook, which disappointed investors despite the Q3 beat. Higher memory costs also pose a risk to margins, with reports highlighting potential pressure into 2027. These concerns outweighed the stronger full-year sales outlook and contributed to the stock’s decline. Article: Shares fall as Q4 earnings outlook disappoints

Zebra Technologies Company Profile

Zebra Technologies Corp. (NASDAQ: ZBRA) develops technologies that help businesses identify, track and manage assets, inventory and operational processes. Its solutions are used by organizations in retail, manufacturing, transportation and logistics, healthcare, government and other industries to improve visibility and productivity across their operations.

The company’s portfolio includes barcode and label printers, barcode scanners, mobile computers, radio-frequency identification (RFID) readers and tags, machine-vision systems, fixed industrial scanners and related software.