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ZBZBRA

Zebra Technologies Corporation

$ZBRA·$18B·Communication Equipment·Technology
$368.36-2.4%YTD+50.6%1Y+28.7%
Price updated 12m ago·X counts updated 5d ago
ZBZBRA
$ZBRAZebra Technologies Corporation
$368.36-2.42%76 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $ZBRA on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

76X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $ZBRA's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 69% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data40 posts analyzed · as of 2026-08-11

Zebra Technologies posters celebrate a blowout Q2 — revenue $1.56B (+20.4% YoY, beat), EPS $4.85 (+121.5% YoY, beat), EBITDA $378M vs $320M est — and a substantially raised FY26 EPS guide to $20.75-21.25 vs $18.56 est. Stock ripped 20-22% intraday. Users note Trump's recent disclosed purchase up to $1M as a validation tell. Sentiment is uniformly bullish.

Read what X is saying about $ZBRA

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $ZBRA — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-10-02

The move is getting stronger, with heavier trading behind it.

Zebra blew out Q2 with EPS +121.5% and raised FY to $20.75-21.25 vs $18.56 — Trump bought up to $1M as the validation tell.

Zebra Technologies is the barcode scanning and mobile-computing leader for retail, warehousing, and healthcare — the picks-and-shovels of enterprise asset tracking.

  • The Q2 was extraordinary: revenue $1.56B (+20.4% YoY, beat), EPS $4.85 (+121.5% YoY, beat), EBITDA $378M vs $320M estimate, with FY26 EPS guide substantially raised to $20.75-21.25 vs $18.56 consensus — a tangible operational blowout.
  • The business is quality: Q1 revenue +14.3% YoY at a 14.4% operating margin and ROIC of 8.7% — strong fundamentals that typically earn a 25x PE and the stock trades right there.
  • 52-week range position is 94% with volume at 68% of average — upper range on quiet volume, which is sustainable acceleration with Trump's disclosed purchase up to $1M providing a validation tell.

Nov 3 Q3 is the gate — any continued operating-margin expansion plus confirmed FY27 outlook extends the move. A soft bookings print or margin reversion and the stock gives back some of the YTD gain from an elevated setup.

Agrees with X sentimentThe thread has substantive drivers — specific Q2 numbers (revenue $1.56B +20.4%, EPS $4.85 +121.5%, EBITDA $378M vs $320M estimate), FY26 EPS guide raised to $20.75-21.25 vs $18.56, 20-22% intraday rip, Trump's disclosed purchase up to $1M — all grounded.

What to watch: Nov 3 Q3 — operating-margin trajectory, bookings growth, retail-and-healthcare end-market mix, and FY27 guide. A margin reversion or bookings slowdown is the clear invalidator.

On the calendar: 2026-11-03 — Q3 earnings

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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 — AI data-center optical interconnects dominate capex.

What this means for $ZBRA

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

Top industry ETF

$IYZiShares U.S. Telecommunications ETF
+29.5%YTD
+20.5%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
Q2 2026Aug 4, 2026$6.35$4.36+45.6%
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%
Next earningsTue, Nov 3·consensus EPS $4.89

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 11 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$6.2B$6.2B – $6.2B$21.12$19.33 – $22.3111
FY27$6.6B$6.4B – $6.7B$22.20$20.90 – $23.3211
FY28$6.9B$6.7B – $7.0B$23.94$19.33 – $26.999
FY29$7.4B$7.3B – $7.5B$29.90$29.42 – $30.314

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.0.9×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.93%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.+3.2%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.+38.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 46.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.1% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.585-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

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

Recent transactions

SellAug 10Linda ConnlyDirector500 sh$189KSellAug 7Michael ChoChief Strategy Officer3.5K sh$1.3MSellMay 26Luff Loizides MelissaChief People Officer500 sh$127KSellMay 14Janice M RobertsDirector3.0K sh$749K
+ 28 other (18 inkinds · 10 awards) 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
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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.

+ 9 other (3 13Gs · 2 10-Qs · 2 earnings 8-Ks · 1 S-8) in window

Recent news

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

Surf Air Mobility Signs OperatorOS Contract with Flying Zebrabusinesswire.com·2d agoShould You Buy Zebra Technologies Stock After a 71% Rally in 6 Months?zacks.com·4d agoZebra Technologies to Release Third Quarter 2026 Results on Nov. 3businesswire.com·10d agoZebra Technologies Named to Inaugural Business Insider America's Most Innovative Businesses Listbusinesswire.com·11d agoZebra CTO Tom Bianculli to Keynote 6th United Nations General Assembly Digital Health Symposium on Powering Healthcare Transformationbusinesswire.com·23d ago

In themes

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

Robotics & Humanoids

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Voices on X · top 1 · 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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