Valued at a market cap of around $10.3 billion, Zebra Technologies Corporation (ZBRA) is a leading technology company that specializes in enterprise asset intelligence and automatic identification and data capture solutions. The Illinois-headquartered company designs, manufactures, and sells a broad portfolio of products and software, including barcode scanners, RFID readers, mobile computers, and specialty printers for labels, receipts, and cards. Companies valued at $10 billion or more are generally cl ...

Core Insights - Connection (PC Connection, Inc.) has been awarded Zebra Technologies' 2025 Partner of the Year for Top Revenue Growth National Solutions Provider, highlighting its exceptional year-over-year revenue growth and performance in delivering Zebra solutions to customers [1] Company Performance - The award recognizes Connection's strong ability to achieve significant revenue growth in the information technology solutions sector [1]

Zebra Technologies Corporation (NASDAQ:ZBRA) is one of the best AI stocks with huge upside potential. On February 12, Zebra Technologies reported a strong conclusion to 2025, with Q4 net sales reaching $1,475 million, which was a 10.6% increase year-over-year. This growth was led by the Connected Frontline segment, which saw sales rise to $854 million, supported by the integration of the Elo Touch acquisition and a 2.5% increase in consolidated organic net sales. While the company achieved an Adjusted EB ...

LINCOLNSHIRE, Ill.--(BUSINESS WIRE)--Zebra Technologies Corporation (NASDAQ: ZBRA), a global leader in digitizing and automating workflows to deliver intelligent operations, today announced it has been recognized by CRN®, a brand of The Channel Company, with a prestigious 5-star rating in its 2026 Partner Program Guide. CRN's annual guide offers essential information to help managed service providers, value- added resellers, systems integrators, and strategic service providers find the right str. ...

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LINCOLNSHIRE, Ill.--(BUSINESS WIRE)--Zebra Technologies Corporation (NASDAQ: ZBRA), a global leader in digitizing and automating workflows to deliver intelligent operations, today introduced Orchestrated Care, its visionary framework designed to help healthcare organizations provide intelligent visibility, empower teams and optimize operations. This framework and supporting solutions will be showcased in Booth #2435 at the HIMSS26 Global Health Conference & Exhibition, which will be held Ma. ...

Core Insights - The company focuses on intelligent automation to enhance customer efficiency and effectiveness [1] - The business strategy is built on two pillars: asset visibility and automation, and connected frontline [2] Group 1: Asset Visibility and Automation - The company aims to digitize and automate environments for customers, providing visibility into inventory and supply chain from manufacturing to point of sale [2] - Key features include tracking inventory and worker locations in real-time, enhancing operational efficiency [2] Group 2: Connected Frontline - The company emphasizes the importance of connecting workers through mobile devices and software to streamline task management [3]

Summary of Zebra Technologies Conference Call Company Overview - **Company**: Zebra Technologies (NasdaqGS: ZBRA) - **Date**: March 04, 2026 - **Speaker**: Bill Burns, CEO Core Industry Insights - **Industry Focus**: Intelligent automation, asset visibility, and connected frontline solutions - **Key Markets**: Transportation logistics, retail, e-commerce, manufacturing, warehousing, healthcare, and government [9][10] Key Points and Arguments 1. **Strategic Pillars**: Zebra operates on two main pillars: asset visibility and automation, and connected frontline solutions, which are essential for digitizing and automating customer environments [6][10] 2. **Customer Pain Points**: Customers are increasingly focused on gaining visibility into their assets and improving efficiency, particularly in the context of AI integration for frontline operations [14][21] 3. **Growth Expectations**: Broad-based growth is anticipated across all vertical markets in 2026, despite challenges faced in 2025 due to trade environments and tariffs [9][10][19] 4. **Technology Rollout**: Customers are continuing to invest in technology rollouts, with a reported 6% growth and 17% EPS growth in 2025, despite a challenging environment [13][19] 5. **RFID Adoption**: RFID technology is experiencing strong double-digit growth, with increased tagging of items across various sectors, including retail and transportation logistics [70][72] 6. **Healthcare Opportunities**: The healthcare sector presents significant growth potential, particularly in tracking and tracing medical equipment and patient information [96][100] 7. **AI and Automation**: Automation and AI are seen as beneficial for Zebra, with a focus on enhancing asset visibility and operational efficiency rather than replacing human workers [79][86] 8. **Acquisition Strategy**: The acquisition of Elo is aimed at enhancing Zebra's connected frontline capabilities, with expected synergies of $25 million, primarily in revenue [33][102] 9. **Capital Allocation**: Zebra is prioritizing stock buybacks and the integration of Elo, while remaining open to further acquisitions that align with their R&D focus [101][102] Additional Important Insights - **Customer Sentiment**: Customers are becoming more conservative in spending, leading to a shift in project timing and spending patterns [16][19] - **Market Dynamics**: The company is adapting to changes in customer demands, particularly in retail, where there is a push for better inventory control and self-service solutions [22][23] - **Supply Chain Management**: Zebra is actively managing supply chain challenges, particularly concerning memory pricing and tariffs, with a focus on securing supply and maintaining customer relationships [42][53][60] - **Emerging Technologies**: Zebra is exploring opportunities in machine vision and AI, while also monitoring developments in the robotics market [90][91] This summary encapsulates the key points discussed during the Zebra Technologies conference call, highlighting the company's strategic focus, market dynamics, and growth opportunities across various sectors.

Core Investment Strategy - The wide moat strategy focuses on investing in companies with durable competitive advantages that can maintain industry leadership and deliver stable returns over time [1][2] Recommended Stocks - Five Wide Moat stocks with favorable Zacks Rank are recommended: The Hershey Co. (HSY), Moody's Corp. (MCO), CBRE Group Inc. (CBRE), Mettler-Toledo International Inc. (MTD), and Zebra Technologies Corp. (ZBRA) [3] The Hershey Co. (HSY) - Hershey is enhancing innovation, supply-chain agility, and commercial execution, particularly in the snacking category [6][9] - The company is undergoing a multi-year transformation to modernize its supply chain and improve demand forecasting [7] - HSY has an expected revenue growth rate of 4.4% and earnings growth rate of 29.3% for the current year [10] Moody's Corp. (MCO) - Moody's maintains a dominant position in the credit rating industry and is expanding through strategic acquisitions [11][12] - The company expects a revenue growth rate of 7.8% and earnings growth rate of 11.7% for the current year [13] CBRE Group Inc. (CBRE) - CBRE is well-positioned with a diverse range of real estate products and services, benefiting from a resilient business model [14] - The expected revenue growth rate is 10.8% and earnings growth rate is 15.4% for the current year [16] Mettler-Toledo International Inc. (MTD) - Mettler-Toledo is experiencing growth due to its innovative product portfolio and strong demand for automation solutions [17] - The expected revenue growth rate is 4.6% and earnings growth rate is 8.5% for the current year [19] Zebra Technologies Corp. (ZBRA) - Zebra Technologies is benefiting from increased sales in mobile computing and data capture solutions [20] - The expected revenue growth rate is 10.8% and earnings growth rate is 13.6% for the current year [21]

Core Viewpoint - Zebra Technologies Corporation will present at the Morgan Stanley Technology, Media & Telecom Conference in San Francisco on March 4 at 11:30 a.m. U.S. Pacific time [1] Company Information - Zebra Technologies Corporation is a global leader in digitizing and automating workflows to deliver intelligent operations [1]