Shares of Zebra Technologies (ZBRA) have gained 3.9% over the past four weeks to close the last trading session at $252.52, but there could still be a solid upside left in the stock if short-term price targets of Wall Street analysts are any indication. Going by the price targets, the mean estimate of $348.5 indicates a potential upside of 38%.The average comprises 14 short-term price targets ranging from a low of $294.00 to a high of $421.00, with a standard deviation of $33.34. While the lowest estimate i ...

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Zebra Technologies Corporation (NASDAQ: ZBRA), a global leader in digitising and automating workflows to deliver intelligent operations, announced that UK parcel delivery leader, Evri is offering an enhanced self-service experience for customers and has won new deals with a future-ready Zebra solution across 7,000 ParcelShops.The Evri self-service solution is integrated into a customised, one-stop shop for parcel drop-off, scanning, and labelling. Collection experiences are now more intuitive and the servic ...

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Summary of Zebra Technologies Conference Call Company Overview - **Company**: Zebra Technologies (NasdaqGS: ZBRA) - **Event**: Citi's 2026 Global Industrial Tech and Mobility Conference - **Date**: February 17, 2026 Key Industry Insights - Zebra Technologies operates at the intersection of automation, digitization, on-demand economy, and AI, focusing on enhancing efficiency and productivity for customers across various sectors [3][4] - The company reported a 6% organic growth in 2025 and anticipates continued momentum into 2026, despite a conservative organic growth guidance of approximately 4% for 2026, which is below the long-term average of 5%-7% [4][5] Financial Performance - **2025 Highlights**: - 6% organic growth - 17% EPS growth - Strong free cash flow [3][5] - **2026 Guidance**: - Organic growth expected to be around 4% - Pricing actions from the previous year contributed approximately 0.5 points to growth [6][7] Market Segments and Growth Drivers - **Manufacturing**: - Experienced high single-digit growth in Q4 2025, indicating a recovery in demand [5][9] - Investments in e-commerce and inside sales capabilities are aimed at small and mid-sized manufacturers [9][10] - **Healthcare, Retail, and E-commerce**: - These sectors are showing relative strength and are expected to contribute positively to growth in 2026 [8][9] - **Transportation and Logistics (TNL)**: - Slight decline in Q4 2025, but long-term opportunities exist due to AI capabilities enhancing delivery processes [13][15] AI and Technology Integration - Zebra is positioning itself as a leading AI provider for frontline workers, integrating AI across its portfolio to enhance asset visibility and operational efficiency [17][18] - The company is developing an AI suite of products aimed at improving productivity and collaboration among frontline workers [18][19] - AI is seen as a differentiating factor in customer investment decisions, with ongoing efforts to ensure that AI applications are tailored to specific customer needs [24][25] Challenges and Risks - Lingering uncertainties include inflation, interest rates, and consumer behavior, which could impact growth [6][8] - The company is cautious about the potential disruption from new AI entrants and the need for flexibility in automation solutions [24][27] Cost Management and R&D - Zebra aims for a 50 basis points annualized margin expansion, driven by operating leverage and productivity initiatives [30][31] - The exit from the robotics business is expected to reduce R&D expenses by $20 million annually, allowing for a focus on higher-growth areas like RFID, machine vision, and AI [32][33] Strategic Acquisitions and Portfolio Management - The acquisition of Elo is expected to create synergies and enhance the product offering, with confirmed synergies of $10 million already identified [62][64] - The company is focused on M&A opportunities that align with its existing portfolio and drive growth in automation technologies [71][72] Emerging Trends - The need for automation and digitization remains critical as companies seek to enhance productivity and adapt to changing consumer behaviors [74][75] - There is a significant opportunity in connecting frontline workers digitally, as 50% of them are still not digitally connected [27][28] Conclusion Zebra Technologies is navigating a complex landscape with a focus on leveraging AI and automation to drive growth across various sectors. While facing challenges such as inflation and competition, the company is strategically positioned to capitalize on emerging trends and enhance its product offerings through targeted investments and acquisitions.

Monte Independent Investment Research: Michael Del Monte is a buy-side equity analyst with expertise in the technology, energy, industrials, and materials sectors. Prior to working in the investment management industry, Michael spent over a decade in professional services working across industries that include O&G, OFS, Midstream, Industrials, Information Technology, EPC Services, and consumer discretionary.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the compani ...

行业板块情况 经济观察网 2026年2月13日，斑马技术（ZBRA.OQ）股价下跌3.48%，收盘报264.62美元，盘中振幅达 7.03%。当日成交额约2.62亿美元，换手率1.98%。其表现弱于所属通讯公司板块及纳斯达克指数。 同期美股科技七巨头指数下跌1.31%，苹果、英伟达等权重股跌幅超2%。AI概念股Applovin因业绩指引 未能消除市场担忧而暴跌20%，反映出投资者对高估值科技股的风险偏好收缩。 股价异动原因 以上内容基于公开资料整理，不构成投资建议。 科技股整体承压：2月13日美股大型科技股普遍下跌，纳斯达克指数连续两日收跌。市场对人工智能技 术可能颠覆传统行业的担忧情绪蔓延，拖累科技板块表现。 通胀数据与降息预期博弈：当日美国公布1月CPI同比上涨2.4%，数据温和推动市场对美联储6月降息的 预期升温。但这一信号未能抵消科技股面临的宏观压力，资金流向防御性资产。 公司基本面动态：斑马技术2025年第三季度财报显示销售额同比增长5%，但管理层指出各地区增长不 均衡。尽管公司宣布5亿美元股票回购计划，市场可能对其短期增长动能存在分歧。 ...

经济观察网斑马技术(ZBRA.OQ)于2026年2月12日(美东时间)发布的2025财年第四季度及全年财报中， 以下亮点值得关注： 业绩经营情况 营收增长稳健：2025财年全年营收达53.96亿美元，同比增长8.57%；第四季度营收14.75亿美元，同比 增长11.15%，略高于市场预期。增长主要受益于亚太地区需求及RFID、移动计算等核心业务拉动。 AI技术布局深化：财报中提及AI技术(如Zebra Companion代理)在提升一线工作效率方面的应用，与行 业对AI硬件需求增长趋势吻合。公司此前在2025年三季报中强调收购EloTouch Solutions以强化互联一线 战略，整合进程值得关注。 股票回购计划推进：管理层在2025年10月业绩会议中宣布的12个月5亿美元回购计划持续至2026年10 月，可能对股东回报形成支撑。 2026财年展望：公司未在最新财报中明确新财年指引，但此前对Q4销售增长8-11%的预期已基本达成， 市场关注后续在供应链多元化(如生产转移至越南、墨西哥)及关税影响缓解后的盈利改善空间。 股票近期走势 财报后股价波动：财报发布当日(2月12日)股价收于274.15美元，单日涨幅 ...

Now you can get access to the latest and highest-quality analysis of recent Wall Street buying and selling ideas with just one subscription to Beyond the Wall Investing ! There is a free trial and a special discount of 10% for you. Join us today!Daniel Sereda is chief investment analyst at a family office whose investments span continents and diverse asset classes. This requires him to navigate through a plethora of information on a daily basis. His expertise is in filtering this wealth of data to extract t ...

Core Insights - The article highlights the availability of high-quality analysis on Wall Street buying and selling ideas through a subscription service called Beyond the Wall Investing, which offers a free trial and a 10% discount [1] Group 1 - Daniel Sereda is identified as the chief investment analyst at a family office, managing investments across various continents and asset classes, emphasizing the need to navigate extensive information daily [1] - The investment group Beyond the Wall Investing provides access to critical information prioritized by institutional market participants, indicating a focus on high-quality data analysis [1]