Shares of Zebra Technologies (NASDAQ:ZBRA) fell about 3% premarket on Tuesday after the company's mixed third quarter results. Revenue for the third quarter ended Sept. 27, rose 5.2% year-over-year to $1.32B, which came in line with analysts' expectations. Meanwhile, non-GAAP EPS jumped 11% year-over-year to $3.88, ...

Zebra Technologies on Tuesday forecast fourth-quarter profit and revenue growth above analysts' estimates, signaling steady demand for its barcode scanners and mobile computers as businesses accelerate efforts to digitize operations. ...

Core Insights - Zebra Technologies (ZBRA) exceeded Wall Street expectations for Q3 earnings and provided an optimistic outlook for the current quarter [1][2][3] Financial Performance - In the September quarter, Zebra reported adjusted earnings of $3.88 per share on sales of $1.32 billion, surpassing analyst expectations of $3.75 per share on $1.31 billion in sales [2] - Year-over-year, Zebra's earnings increased from $3.49 per share on sales of $1.26 billion in the same quarter last year [2] - For the current quarter, Zebra anticipates adjusted earnings of $4.30 per share on sales of $1.46 billion, compared to Wall Street's forecast of $4.26 per share on $1.42 billion in sales [3] Stock Performance - Following the earnings report, ZBRA stock rose by 1.4% to $315 in premarket trading [3] - The stock has been consolidating for 13 weeks at a buy point of $352.66 according to IBD MarketSurge charts [3] Business Overview - Zebra Technologies specializes in hardware and software solutions aimed at digitizing and automating frontline workflows across various sectors, including retail, healthcare, manufacturing, and transportation [4]

Oct 28, 2025 6:30 AM Eastern Daylight Time Zebra Technologies Announces Third-Quarter 2025 Results Share Third-Quarter Financial Highlights LINCOLNSHIRE, Ill.--(BUSINESS WIRE)--Zebra Technologies Corporation (NASDAQ: ZBRA), a global leader in digitizing and automating workflows to deliver intelligent operations, today announced results for the third quarter ended September 27, 2025. "Our strong third quarter results were driven by solid demand, lower-than-expected tariffs, operating expense leverage and con ...

Key Takeaways Zebra Technologies will release third-quarter 2025 results on Oct. 29, before market open.Growth in Enterprise Visibility and Asset Intelligence segments likely boosted Q3 revenues.Higher raw material costs and a strong dollar may have pressured ZBRA's bottom line.Zebra Technologies Corporation (ZBRA) is slated to release third-quarter 2025 results on Oct. 29, before market open. The Zacks Consensus Estimate for revenues is pegged at $1.31 billion, which indicates growth of 4.4% from the year- ...

Zebra Technologies Corporation (NASDAQ:ZBRA) is among the overlooked AI stocks to buy now. On October 8, 2025, Truist Securities maintained its ‘Hold’ rating on Zebra Technologies Corporation (NASDAQ:ZBRA), while raising the price target to $350 from $319, suggesting an upside of around 14%. This revision was part of a research note previewing third-quarter results in Machinery, Infrastructure Services, and Multi-Industry Industrial Technology. The third quarter is what the firm calls a “mixed bag,” stati ...

Company Overview - Zebra Technologies Corporation (ZBRA) has a market cap of $15.6 billion and is a leader in Enterprise Asset Intelligence (EAI) solutions within the Automatic Identification and Data Capture (AIDC) industry, offering a range of products and services including mobile computers, barcode scanners, RFID systems, specialty printers, software, and cloud-based solutions [1] Upcoming Earnings - Zebra Technologies is set to announce its fiscal Q3 2025 results on Tuesday, Oct. 28, with analysts expecting an EPS of $3.16, consistent with the same quarter last year [2] Financial Projections - For fiscal 2025, analysts project an EPS of $13.04, reflecting a 10.1% increase from $11.84 in fiscal 2024, with further growth expected to 15.8% year-over-year to $15.10 in fiscal 2026 [3] Stock Performance - Over the past 52 weeks, Zebra Technologies shares have decreased by 20.7%, underperforming the S&P 500 Index's gain of 16.2% and the Technology Select Sector SPDR Fund's increase of 25.5% [4] Recent Earnings Report - In Q2 2025, Zebra Technologies reported an adjusted EPS of $3.61, exceeding estimates and showing a year-over-year increase of 13.5%. Revenue reached $1.3 billion, surpassing forecasts with a growth of 6.2%. However, the company faced negative investor reactions due to weaker performance in the Asset Intelligence & Tracking segment, where revenues of $418 million fell short of consensus, and margin pressures from a 7.8% rise in cost of sales to $677 million [5] Analyst Ratings - The consensus view on ZBRA stock is moderately optimistic, with a "Moderate Buy" rating. Out of 17 analysts, 11 recommend a "Strong Buy," one a "Moderate Buy," and five a "Hold," indicating a more bullish outlook compared to three months ago when only nine analysts suggested a "Strong Buy" [6]

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgency to invest now [1][13] - The energy demands of AI technologies are highlighted, with significant implications for global power grids and electricity consumption [2][3] Investment Opportunity - A specific company is positioned as a critical player in the AI energy sector, owning essential energy infrastructure assets that will benefit from the increasing energy demands of AI data centers [3][7] - This company is not a chipmaker or cloud platform but is described as a "toll booth" operator in the AI energy boom, collecting fees from energy exports [5][6] Market Position - The company is noted for its debt-free status and substantial cash reserves, which amount to nearly one-third of its market capitalization, providing a strong financial foundation [8][10] - It has a significant equity stake in another AI-related company, offering investors indirect exposure to multiple growth engines in the AI sector [9][10] Industry Trends - The article discusses the broader context of AI's energy needs, the onshoring boom driven by tariffs, and the surge in U.S. LNG exports, all of which the company is strategically positioned to capitalize on [14][6] - The influx of talent into the AI sector is expected to drive continuous innovation and advancements, reinforcing the importance of investing in AI-related companies [12][11] Future Outlook - The potential for substantial returns is emphasized, with projections of over 100% returns within 12 to 24 months for investors who act quickly [15][19] - The company is described as undervalued, trading at less than seven times earnings, which presents a unique investment opportunity in the AI and energy sectors [10][11]

If you like to see more ideas, please subscribe to the premium service "Value in Corporate Events" here and try the free trial. In this service we cover major earnings events, M&A, IPOs and other significant corporate events with actionable ideas. Furthermore, we provide coverage of situations and names on request!Over the summer, I questioned if shares of Zebra Technologies (NASDAQ: ZBRA ) offered asset intelligence, yet I wondered if it offered investor intelligence as well. Since that view in July, share ...

Core Viewpoint - UBS highlights small- to mid-cap industrials as a sector poised for potential outperformance as earnings season approaches, driven by a favorable valuation discount compared to large-cap peers and a shift in investor focus towards SMID stocks [1][2][4]. Group 1: Market Sentiment - Forecasters are increasingly optimistic about SMID stocks due to the Federal Reserve's resumption of rate cuts, which benefits smaller companies that rely more on debt financing [3]. - The industrial sector has shown strong performance, with a year-to-date increase of 16%, outperforming the S&P 500's 13% gain [3]. Group 2: Stock Recommendations - UBS identified 13 buy-rated companies in the small- to mid-cap industrials sector that investors should monitor [4]. - Zebra Technologies Corp. is highlighted as a top pick, with analysts expecting upward revisions to 2026 consensus EPS estimates due to anticipated demand momentum and margin improvements [4][5]. - SPX Technologies is noted for its strong business fundamentals and unique opportunities in data centers, with a year-to-date performance of +24% [5].