Zebra Technologies CorporationNasdaq: ZBRA
Information Technology · Electronic Equipment & Instruments
$227.21
+0.42%
Vol: 419K
Research Digest
Friday, May 1, 2026
Zebra Q4 beats revenue forecast but stock falls 9.6%; strategic investments announced
Zebra reported Q4 2025 revenue of $1.48B surpassing estimates with 10.6% YoY growth, but stock declined 9.6% on competition concerns. Company announced $1B share buyback authorization and strategic investment in Apera AI (4D Vision for industrial robots). Skild AI acquired Zebra's robotics automation division. ZBRA down 43% from 52-week high. Buy rating consensus with $321.88 PT (+46.58% upside).
Previous Market Intelligence
13 daysApr 30Zebra invests in Apera AI and partners with Cubic Vocality for voice automationPositive▶
Zebra Technologies announced strategic investment in Apera AI on April 29 to drive intelligent automation, and expanded global alliance with Cubic Vocality for voice interoperability in retail, manufacturing, and warehouse environments. Skild AI acquired Zebra's robotics automation division on April 15. Citi lowered price target to $274 from $315 on April 13. Analysts maintain buy rating with $321.88 average 12-month target, up 46.58%.
Apr 16Skild AI acquired Zebra Technologies robotics automation business on April 15, 2026Positive▶
Skild AI completed acquisition of Zebra Technologies robotics automation division on April 15, 2026. Zebra also partnered with Aiva Health to integrate AI-enabled Nurse Assistant with Zebra purpose-built healthcare devices for hands-free nurse workflows. The Board approved a $1 billion increase to the share repurchase authorization. Zebra reported Q4 2025 results beating revenue expectations with $1.48 billion, up 10.6% year-over-year. Q1 guidance at $1.48 billion midpoint was 3.2% above analyst expectations. Analysts average Buy with $339.75 target, 67.66% upside.
Apr 15Zebra Technologies partners with Aiva Health to launch AI-powered hands-free nurse workflows; Q4 results beat expectations.Positive▶
Zebra Technologies announced partnership with Aiva Health on April 9 to deliver hands-free nurse workflows using AI voice assistants on Zebra healthcare devices. Company reported Q4 CY2025 results beating revenue expectations with sales up 10.6% YoY to $1.48 billion, and provided Q1 CY2026 guidance of $1.48 billion, 3.2% above analyst expectations. Recent AI announcements align with strong 7-day return of 9.98%. Q1 2026 earnings due May 12.
Apr 14Zebra Technologies partnered with Aiva Health for AI-powered nurse workflows; Q4 2025 revenue beat with 10.6% YoY growth.Positive▶
Zebra Technologies announced partnership with Aiva Health bringing AI hands-free nurse assistant to HC20/HC50 mobile computers. Q4 2025 net sales $1.475B (+10.6% YoY). Board approved additional $1.0B share repurchase authorization. Stock up 9.98% in 7 days. Fair value estimate of $333.25. Consensus Buy with $339.75 average target.
Apr 13Zebra Technologies partners with Aiva Health for AI-powered nurse workflows; showcases supply chain innovations at MODEX.Positive▶
Zebra announced partnership with Aiva Health on April 7-9 to deploy Aiva Nurse Assistant on Zebra healthcare devices. At MODEX 2026 (April 13-16), Zebra showcases new WS501-R wearable computer and AI-optimized handhelds. 2026 guidance: 9-13% sales growth.
Apr 10Zebra Technologies announced partnership with Aiva Health for hands-free nurse workflows; showcasing at MODEX April 13-16.Positive▶
Zebra Technologies announced partnership with Aiva Health to power hands-free nurse workflows using AI-powered Aiva Nurse Assistant. Company will showcase supply chain solutions at MODEX 2026 (April 13-16). Q4 CY2025 results beat expectations with $1.48 billion revenue (+10.6% YoY). Stock up $8.63 (4.06%) to $221.14. Analysts maintain Buy with $339.75 target (67.66% upside).
Apr 9Zebra Technologies reports Q4 2025 revenue beat and approves additional $1B share repurchase authorization amid margin pressures.Neutral▶
Zebra Technologies Corporation (ZBRA) reported Q4 2025 net sales of $1,475M (+10.6% YoY) and FY2025 sales of $5,396M (+8.3% YoY), with GAAP net income of $70M (down from $163M prior year) reflecting profitability challenges. Board approved additional $1.0B share repurchase authorization, bringing total remaining capacity to $1.1B. Company returned ~$600M to shareholders through repurchases in 2025. Recent strategic moves include Elo Touch acquisition and robotics automation business exit. 2026 Annual Meeting scheduled May 19 with stockholder votes on director elections, executive compensation, new Long-Term Incentive Plan, and auditor ratification. Zebra unveiled "Orchestrated Care" framework at HIMSS26 showing healthcare innovation focus. Stock down 0.62% weekly and 15% monthly, with consensus "Buy" from 8 analysts targeting $339.75 (+67.66% upside).
Apr 8Zebra Technologies board approves additional $1.0B share repurchase, boosting capacity to $1.1B+.Positive▶
Zebra Board authorized additional $1.0B share buyback, increasing remaining capacity to $1.1B+, reflecting shareholder return confidence. Q4 2025 net sales $1.475B (+10.6% YoY); full-year 2025 sales $5.396B (+8.3% YoY). Company completed Photoneo (3D machine vision) and Elo Touch (POS/touchscreen) acquisitions, exiting robotics to focus RFID, machine vision, AI. Removed from FTSE All-World Index (March 2026), potentially triggering index-tracking fund forced selling. 2026 Annual Meeting May 19, 2026. Eight analyst consensus "Buy" with $339.75 target, 67.66% upside.
Apr 7No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Apr 6Zebra Q4 2025 net sales $1.475B (+10.6%); $1B buyback authorization.Positive▶
Zebra Technologies Q4 2025 net sales $1.475B (+10.6% YoY), net income $70M (-57.1%), non-GAAP diluted EPS $4.33 (+8.3%). Board approved additional $1B share repurchase. Removed from FTSE All-World Index March 2026.
Apr 3Zebra Technologies issued strong 2026 guidance (9-13% growth) despite analyst price target volatility.Mixed▶
Q4 2025 net sales of $1,475M up 10.6% YoY with full year 2025 sales of $5,396M up 8.3%. Company provided 2026 guidance of 9-13% growth including 5.5% benefit from Elo Touch acquisition. Morgan Stanley raised price target to $323 while Baird cut target to $300.
Apr 2Zebra Technologies reports Q4 2025 results with 10.6% sales growth and announces $1 billion share buyback increase.Positive▶
Zebra delivered Q4 2025 sales of $1.48 billion (+10.6% YoY) with non-GAAP EPS of $4.33, meeting consensus estimates. Board approved additional $1 billion share repurchase authorization. Company expanded connected frontline portfolio through acquisitions (Elo Touch, Photo Neo). Unveiled Orchestrated Care framework and DS82-HC Series scanner for healthcare. Faces memory component price increases beginning Q2 with planned mitigation through pricing and supplier collaboration.
Apr 1Zebra Technologies reported Q4 2025 sales up 10.6% YoY to $1.48B with board-approved $1B share buyback increase.Positive▶
Q4 2025 net sales reached $1.475B, up 10.6% YoY. FY2025 sales $5.396B up 8.3% YoY. Board approved $1B increase to share repurchase authorization. Morgan Stanley raised PT to $323 from $309.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| KEYSKEYSIGHT | $351.79 | +0.54% | +19.5% | 33.9x | 1.15 | $60.0B |
| ROPROPER | $358.58 | +1.06% | -1.5% | 14.8x | 0.89 | $36.5B |
| TDYTELEDYNE | $640.68 | -0.80% | +2.2% | 24.9x | 1.01 | $29.9B |
| TRMBTRIMBLE | $68.49 | +1.74% | +3.5% | 16.6x | 1.54 | $15.6B |
| ZBRAZEBRA | $227.21 | +0.42% | +7.2% | 11.3x | 1.66 | $11.1B |
| NVDANVIDIA | $198.66 | -0.46% | +12.3% | 17.8x | 2.33 | $4.85T |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price below 200d MA — bearish structure.