ZBRA

AI Research

Q4 2025 EPS beats at $4.33 vs $4.01; 2026 sales growth guided +9%-13%

Zebra Technologies reported Q4 2025 EPS of $4.33, beating estimates of $4.01 by 7.98%, and management projects 9-13% sales growth for 2026 with 22% adjusted EBITDA margin and non-GAAP EPS guidance of $17.70-$18.30. Morgan Stanley raised its price target to $323 from $309, and UBS raised to $335 from $310, both on February 13, 2026. The stock trades at ~$203.59 with the next earnings report on May 12, 2026; 52-week range is $202.62-$208.35.