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ZBZBRA

Zebra Technologies Corporation

$ZBRA·$13B·Communication Equipment·Technology
$265.04+3.9%YTD+7.6%1Y-17.0%
Mentions · last 7 days
2026-07-10: 3 posts2026-07-11: 6 posts2026-07-12: 4 posts2026-07-13: 9 posts2026-07-14: 1 posts2026-07-15: 2 posts2026-07-16: 3 posts28+4%
Price updated 11h ago·X counts updated 10h ago
ZBZBRA
$ZBRAZebra Technologies Corporation
$265.04+3.87%28 posts+4%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $ZBRA, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersWinding up for a moveAI verdict · as of 2026-07-16

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Post-cycle enterprise-hardware setup with a robotics-adjacent narrative building.

Zebra Technologies is down about 20% over twelve months but is coiling with a rising fifty-day trend after a first quarter that printed $1.5 billion of revenue up 14% year over year, adjusted earnings of $4.75 that beat by roughly fifty cents, and a full-year outlook of $18.30 to $18.70 that came in above the $17 consensus.

  • The core barcode, RFID and mobile-computing business has emerged from a post-COVID digestion and is now getting a second look as a machine-vision and warehouse-automation play, with the Automate 2026 launch giving the narrative a robotics-adjacent edge.
  • The stock is at only 37% of its fifty-two-week range, so the current multiple embeds a mostly cyclical read of the business, leaving room for a rerating if the August 4 second-quarter print confirms the raised full-year path.
  • Tariff exposure on hardware sourced from Southeast Asia is the main risk overhang, and any incremental commentary on cost-recovery mechanics will move the tape.

Watch second-quarter beat magnitude, revised full-year guide, and tariff pass-through commentary.

Agrees with X sentimentBullish chatter on the growth-stock reframing is directionally aligned with the beat and raise; risk is a tariff or macro softening between now and the print.

What to watch: Q2 beat versus guide, machine-vision and RFID growth split, and tariff pass-through commentary.

On the calendar: Q2 earnings on August 4, 2026.

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment15 posts analyzed · as of 2026-05-19

Zebra Technologies prints a strong Q1 2026 with revenue of $1.495B beating estimates and rising 14.3% YoY, adjusted EPS of $4.75 versus $4.26 expected, and FY EPS guided to $18.30-$18.70 above the $17.96 consensus. The stock jumped 18-19.5% post-earnings with $300M in buybacks, and weekly chart setup points to a potential $350+ run as Physical AI and e-commerce automation accelerate. Tone is uniformly positive.

Read the AI verdict + X sentiment for $ZBRA

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Makes barcode scanners, RFID systems, and mobile computers for warehouse, retail, and logistics operations.

Industry overviewAI analysisGenerated by AI from underlying data

Where Communication Equipment sits in its cycle right now — and what that implies for $ZBRA.

Communication Equipment · Technology

No material change from last week — Lumentum pre-breakout setup unchanged as hyperscaler 400G/800G AI rack buildout continues structurally consuming optical transceiver and DWDM capacity into 2H26.

What this means for $ZBRA

Neutral — Makes barcode scanners, RFID systems, and mobile computers for warehouse, retail, and logistics operations; this business's revenue is largely decoupled from the hyperscaler 400G/800G AI rack networking buildout.

Top industry ETF

$IYZiShares U.S. Telecommunications ETF
+17.3%YTD
+35.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
28.0How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
8.7%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
14.4%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
7.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
11.6%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
47.5%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.8Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 12, 2026$4.75$4.21+12.8%
Q4 2025Feb 12, 2026$4.33$4.34-0.2%
Q3 2025Oct 28, 2025$3.88$3.75+3.5%
Q2 2025Aug 5, 2025$3.61$3.34+8.1%
Next earningsTue, Aug 4·consensus EPS $4.35

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$1.5B+14.3%49.6%14.4%$2.68$163.0M
Q4 FY25$1.5B+10.6%44.6%15.1%$1.39$327.0M
Q3 FY25$1.3B+5.2%48.0%13.9%$1.99$216.0M
Q2 FY25$1.3B+6.2%47.6%14.2%$2.20$130.0M

Forward consensus

4-year forecast · up to 12 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$6.1B$6.1B – $6.1B$18.57$18.35 – $18.7512
FY27$6.4B$6.3B – $6.4B$20.58$19.81 – $21.1712
FY28$6.7B$6.6B – $6.7B$21.96$16.85 – $25.7910
FY29$7.3B$7.2B – $7.3B$29.40$29.00 – $29.805

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.43%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+7.2%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+7.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellMay 26Luff Loizides MelissaChief People Officer500 sh$127KSellMay 14Janice M RobertsDirector3.0K sh$749KBuyMar 12Satish DhanasekaranDirector200 sh$41KSellMar 5Armstrong Robert John JrChief Marketing Officer9 sh$2KSellMar 5Cristen L KoglChief Legal Officer145 sh$34K
+ 53 other (28 inkinds · 20 awards · 5 exempts) in window

See when $ZBRA insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeMay 268-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
AI summary

At Zebra Technologies' 2026 Annual Meeting (May 19, 2026), stockholders approved the 2026 Long-Term Incentive Plan authorizing 2,430,000 shares (net of post-2025 awards under the 2018 LTIP), allowing grants of options, SARs, RSUs, performance awards, and other stock instruments. Class III directors were also elected to three-year terms through 2029. This is an administrative compensation governance update with modest dilution potential.

+ 13 other (4 13Gs · 2 proxys · 1 S-8 · 1 SD) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Better Robotics Stock: UiPath or Zebra Technologiesfool.com·3d agoZebra Technologies Gains From Business Strength Amid Headwindszacks.com·9d agoZebra Technologies to Release Second Quarter 2026 Results on Aug. 4businesswire.com·10d agoWhy Zebra Technologies (ZBRA) is a Top Growth Stock for the Long-Termzacks.com·11d agoTransforming Manufacturing Workflows: Zebra Technologies Unveils Machine Vision Ecosystem at Automate 2026businesswire.com·25d ago

In themes

Explore the broader themes this ticker is being talked about under.

Robotics & Humanoids

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Voices on X · last 7 days

No standout posts about $ZBRA on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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