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ZBZBRA

Zebra Technologies Corporation

Rising onWhy it's trendingX chatter picking upStrong bullish X conversationBacked by solid revenue growth
$ZBRA·$14B·Communication Equipment·Technology
$368.83+26.5%YTD+49.7%1Y+8.0%
Mentions · last 7 days
2026-07-28: 2 posts2026-07-29: 6 posts2026-07-30: 6 posts2026-07-31: 20 posts2026-08-01: 0 posts2026-08-02: 3 posts2026-08-03: 6 posts43+9%
Price updated 2h ago·X counts updated 1d ago
ZBZBRA
$ZBRAZebra Technologies Corporation
$368.83+26.47%43 posts+9%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

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 numbersAcceleratingAI verdict · as of 2026-08-01

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

Zebra Technologies Q1 EPS beat 12.8% and stock jumped 18-19% — Aug 4 Q2 print into FY guide of $18.30-$18.70.

Zebra Technologies is a US enterprise-asset-intelligence company that makes barcode scanners, rugged mobile devices, RFID readers, printers, and workflow software for retail, healthcare, warehousing, and manufacturing. Up 5.5% YTD but down 13% over 12 months as the recent Q1 beat delivered a sharp positive re-rating — the tape now sits at 62% of 52-week range going into the August 4 Q2 print.

Where the setup sits:

  • Q1 was a genuine beat: revenue $1.495B grew 14.3% year-over-year with adjusted EPS $4.75 versus $4.21 consensus (12.8% beat) — the operational cadence is accelerating and the print re-rated the tape 18-19% in a single session.
  • The full-year EPS guide of $18.30-$18.70 sits comfortably above the prior $17.96 consensus — this is management explicitly walking up expectations rather than just reporting to them.
  • The $300M buyback authorization plus the recent Oxford Economics study on frontline-workflow-modernization productivity gains add both capital-return and narrative support to the tape.
  • Position at 62% of 52-week range with the tape 16% above the 50-day moving average — the setup is post-print momentum, and continued upside depends on Q2 at minimum confirming the FY guide trajectory.

August 4 is the pivot: an in-line-or-better Q2 print plus reaffirmation or raise of the FY guide is what keeps the accelerating tape running toward the chart-flagged $350+ target; a soft Q2 print or a guide-trim signal and the +5.5% YTD gives back the recent re-rating as expectations get reset.

Agrees with X sentimentX captures the substance — Q1 revenue $1.495B beating estimates and rising 14.3% year-over-year, adjusted EPS $4.75 versus $4.26 expected, FY EPS guide $18.30-$18.70 above the $17.96 consensus, the stock jumping 18-19.5% post-earnings, $300M in buybacks, and the weekly-chart setup pointing to a potential $350+ run as Physical AI and e-commerce automation accelerate. The uniformly-positive tone tracks the operational strength.

What to watch: The August 4 Q2 print — in-line-or-better delivery plus reaffirmation or raise of the FY guide keeps the accelerating tape running toward $350+; soft Q2 print or guide-trim signal and the +5.5% YTD gives back the recent re-rating.

On the calendar: 2026-08-04 — Q2 earnings

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; limited read-through from communication equipment macro dynamics to this specific revenue mix.

Top industry ETF

$IYZiShares U.S. Telecommunications ETF
+27.1%YTD
+45.4%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 $4.36

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$20.59$19.82 – $21.1812
FY28$6.7B$6.4B – $7.0B$22.31$17.03 – $26.0810
FY29$7.3B$7.1B – $7.4B$29.40$28.81 – $30.065

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.1.7×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.61%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.+14.3%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.+18.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 47.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.8% 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

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
+ 48 other (28 inkinds · 15 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
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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.

+ 12 other (3 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.

California Public Employees Retirement System Buys 3,121 Shares of Zebra Technologies Corporation $ZBRAdefenseworld.net·12d agoBank of New York Mellon Corp Sells 12,466 Shares of Zebra Technologies Corporation $ZBRAdefenseworld.net·12d agoFifth Third Bancorp Raises Stock Holdings in Zebra Technologies Corporation $ZBRAdefenseworld.net·14d agoZebra Study with Oxford Economics Reveals Modernizing Frontline Workflows Unlocks Productivity, Profitability Gainsgurufocus.com·15d agoZebra Study with Oxford Economics Reveals Modernizing Frontline Workflows Unlocks Productivity, Profitability Gainsbusinesswire.com·15d ago

In themes

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

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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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