In trading on Monday, shares of Zebra Technologies Corp. (Symbol: ZBRA) crossed above their 200 day moving average of $322.19, changing hands as high as $323.93 per share. Zebra Technologies Corp. shares are currently trading up about 2.6% on the day. The chart below shows the one year performance of ZBRA shares, versus its 200 day moving average:Looking at the chart above, ZBRA's low point in its 52 week range is $205.73 per share, with $427.755 as the 52 week high point — that compares with a last trade ...

Core Viewpoint - Zebra Technologies (ZBRA) has received an upgrade to a Zacks Rank 1 (Strong Buy), indicating a positive outlook on its earnings estimates, which is a significant factor influencing stock prices [1][3]. Earnings Estimates and Stock Price Movement - The Zacks rating system is based on changes in earnings estimates, which are closely correlated with near-term stock price movements [4][6]. - Institutional investors often rely on earnings estimates to determine the fair value of stocks, leading to buying or selling actions that affect stock prices [4]. Recent Performance and Outlook - Zebra's earnings estimates have been on the rise, with a 7.6% increase in the Zacks Consensus Estimate over the past three months for the fiscal year ending December 2025, projected at $15.67 per share [8]. - The upgrade reflects an improvement in Zebra's underlying business, which is expected to drive the stock price higher as investor sentiment becomes more positive [5][10]. Zacks Rank System - The Zacks Rank system categorizes stocks into five groups based on earnings estimates, with Zacks Rank 1 stocks historically generating an average annual return of +25% since 1988 [7]. - Only the top 5% of Zacks-covered stocks receive a "Strong Buy" rating, indicating superior earnings estimate revisions and potential for market-beating returns [9][10].

Market Overview - The AI-driven bull run of 2023 and 2024 has continued into 2025, with Wall Street maintaining upward momentum despite high valuations in U.S. technology stocks [1] - Investors remain undeterred by geopolitical conflicts, restrictive trade policies, and signs of weakness in the U.S. labor market, continuing to invest in equities [2] - The CME FedWatch tool indicates a 100% probability of a 25-basis-point interest rate cut by the Fed, which is expected to benefit stock investors [2] Company Highlights Assurant Inc. (AIZ) - Assurant is focused on both inorganic and organic growth strategies, expecting adjusted EBITDA to increase modestly in 2025 [5] - The company aims to deploy capital for business growth and shareholder returns, supported by a lower debt level and improved leverage ratio [6] - AIZ has an expected revenue growth rate of 5.7% and earnings growth rate of 5.8% for the current year, with a short-term price target indicating a maximum upside of 19.7% from the last closing price of $213.01 [9] DocuSign Inc. (DOCU) - DocuSign's strength lies in its subscription revenues, which have driven growth over the past three years [10] - The company has an expected revenue growth rate of 7% and earnings growth rate of 2.5% for the current year, with a maximum upside of 54.6% from the last closing price of $80.19 [12] Duolingo Inc. (DUOL) - Duolingo operates a mobile learning platform and utilizes AI applications to enhance the learning experience [13][14] - The company has an expected revenue growth rate of 36.2% and earnings growth rate of 66% for the current year, with a maximum upside of 94.9% from the last closing price of $307.91 [14][15] West Pharmaceutical Services Inc. (WST) - West Pharmaceutical Services has seen improvement in organic revenues, particularly in its Proprietary Products segment [16] - The company has an expected revenue growth rate of 4.7% and earnings growth rate of -0.2% for the current year, with a maximum upside of 40% from the last closing price of $253.50 [19] Zebra Technologies Corp. (ZBRA) - Zebra Technologies is benefiting from increased sales in mobile computing and data capture solutions, as well as RFID products [20] - The company has an expected revenue growth rate of 6.3% and earnings growth rate of 15.9% for the current year, with a maximum upside of 31.8% from the last closing price of $312.65 [21][22]

Core Insights - Zebra Technologies Corporation (ZBRA) is positioned to benefit from growth across its segments, strategic acquisitions, and shareholder-friendly initiatives [1][7] Business Strength - ZBRA is experiencing growth in the Enterprise Visibility & Mobility and Asset Intelligence & Tracking segments, with revenues in the former increasing by 6.7% year-over-year in Q2 2025, driven by higher sales of mobile computing and data capture solutions [4] - The Asset Intelligence & Tracking segment saw a 5.3% year-over-year sales increase, supported by rising demand for printing solutions and RFID products [4] Expansion Efforts - Zebra Technologies has enhanced its business through acquisitions, including the planned acquisition of Elo Touch Solutions, which is expected to expand its addressable market by approximately $8 billion [5] - The acquisition of Photoneo in March 2025 will integrate 3D machine vision solutions with ZBRA's existing technologies, enhancing its capabilities in high-value applications [5] - Acquisitions contributed 0.2% to total revenues in Q2 2025 [5] Rewards to Shareholders - ZBRA has been proactive in rewarding shareholders, repurchasing $250 million in shares during the first half of 2025, compared to $47 million in the same period of 2024 [6] - The company has a share repurchase program authorized for up to $1 billion, with $597 million remaining at the end of Q2 2025 [6]

Core Viewpoint - Zebra Technologies (ZBRA) shows a significant improvement in earnings outlook, making it an attractive investment option as analysts continue to raise earnings estimates for the company [1][2]. Earnings Estimates - Analysts are increasingly optimistic about Zebra's earnings prospects, particularly for its products related to bar codes, plastic cards, and RFID tags, which is reflected in higher stock price estimates [2]. - The Zacks Rank system indicates a strong correlation between earnings estimate revisions and stock price movements, with Zacks 1 Ranked stocks averaging a +25% annual return since 2008 [3]. Current Quarter Estimates - For the current quarter, Zebra is expected to earn $3.75 per share, representing a year-over-year increase of +7.5% [5]. - In the last 30 days, three estimates have been revised upward with no negative revisions, leading to a 15.96% increase in the Zacks Consensus Estimate [5]. Current Year Estimates - The expected earnings for the full year are $15.39 per share, reflecting a +13.8% change from the previous year [6]. - Over the past month, four estimates have been raised with no negative revisions, resulting in a 5.68% increase in the consensus estimate [6][7]. Zacks Rank - Zebra currently holds a Zacks Rank 2 (Buy) due to favorable estimate revisions, which is a reliable indicator for investors [8]. - Stocks with Zacks Rank 1 (Strong Buy) and 2 (Buy) have been shown to significantly outperform the S&P 500 [8]. Market Performance - Zebra's stock has gained 5.7% over the past four weeks, driven by solid estimate revisions, indicating strong earnings growth prospects [9].

Company Overview - Zebra Technologies Corporation is a leading provider of enterprise asset intelligence solutions in the automatic identification and data capture solutions industry globally [11] - The company offers a diversified portfolio that includes cloud-based subscriptions and a full range of services such as maintenance, repair, technical support, and managed and professional services [11] - Zebra Technologies operates in 180 countries and employs approximately 9,900 individuals worldwide as of the end of 2024 [11] Investment Rating - Zebra Technologies holds a 2 (Buy) rating on the Zacks Rank, indicating a favorable investment outlook [12] - The company has a VGM Score of B, suggesting a balanced assessment of value, growth, and momentum [12] Performance Metrics - The Momentum Style Score for Zebra Technologies is rated A, reflecting strong recent performance with shares increasing by 5.7% over the past four weeks [12] - In the last 60 days, four analysts have revised their earnings estimates upwards for fiscal 2025, with the Zacks Consensus Estimate rising by $0.88 to $15.39 per share [12] - Zebra Technologies has demonstrated an average earnings surprise of +7.4%, indicating a history of exceeding earnings expectations [12] Investment Consideration - With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, Zebra Technologies is recommended for investors' consideration [13]

Investment Rating - The report does not explicitly provide an investment rating for the thermal printer industry Core Insights - Thermal printers account for over 50% of the total shipment volume in the printer market, making them a mainstream application type [4] - The global thermal printer market is expected to exceed $10 billion by 2030, driven by demand from retail, logistics, healthcare, and manufacturing sectors [20] - The thermal printer market in China is projected to grow rapidly, with an expected increase in global shipment share from approximately 5% in 2024 [21] Summary by Sections Market Overview - Thermal printers are widely used in various sectors including retail, dining, logistics, industrial manufacturing, and healthcare, with a shipment volume share exceeding 50% in the overall printer market [4] - The market share by sales value for thermal printers is approximately 35%, attributed to a wide price range from hundreds to thousands of dollars [4] Advantages of Thermal Printers - Thermal printers offer advantages such as portability, fast printing speed, and low cost, making them suitable for real-time printing scenarios [5] - They do not require ink cartridges or toner, only needing periodic replacement of thermal paper [5] Technological Innovations - Future innovations in the thermal printer industry include dual-color printing and AI integration, enhancing user experience and application versatility [10] Key Components and Domestic Progress - The thermal print head is identified as the core component, directly influencing print quality [16] - There is significant potential for domestic replacement in the thermal print head market, currently dominated by Japanese manufacturers [17] Market Size and Growth - The global thermal printer market size is projected to reach approximately $6.67 billion in 2024, with label printers accounting for nearly 75% of this market [20] - The Chinese market is expected to see a gradual increase in thermal printer shipment share due to rapid development in various industries [21] Competitive Landscape - The global thermal printer market features a clear tiered structure, with leading companies like Zebra and Honeywell dominating the first tier [27] - In China, the market is more fragmented, with domestic companies like TSC and Hanin leading in shipment volume [28]

Core Insights - Zebra Technologies Corporation reported better-than-expected second-quarter earnings, with adjusted earnings of $3.61 per share, surpassing market estimates of $3.31 per share [1] - The company raised its FY2025 adjusted EPS guidance from a range of $13.75-$14.75 to $15.25-$15.75 and narrowed its sales guidance from $5.13 billion-$5.33 billion to $5.23 billion-$5.33 billion [1] Financial Performance - Zebra Technologies' sales for the second quarter were in line with estimates at $1.29 billion [1] - The company experienced solid demand and lower-than-expected tariffs, contributing to the positive earnings results [2] Management Commentary - CEO Bill Burns highlighted the excellent execution by the team and the expectation for growth in the second half of the year, leading to an improved outlook for sales and profitability [2] - The focus remains on driving shareholder value and advancing industry leadership through innovative solutions [2] Analyst Reactions - Following the earnings announcement, analysts adjusted their price targets for Zebra Technologies, with Needham analyst James Ricchiuti maintaining a Buy rating and raising the target from $325 to $345 [8] - Truist Securities analyst Jamie Cook maintained a Hold rating and increased the price target from $269 to $319 [8] Stock Performance - Despite the positive earnings report, Zebra Technologies shares fell 11.4% to close at $302.60 [2]

Core Viewpoint - Zebra Technologies' Q2 earnings report indicates strong performance, with revenue and adjusted EPS exceeding analyst expectations, positioning the company favorably for future growth driven by automation and AI [1][2][4]. Financial Performance - The company reported $1.29 billion in revenue, reflecting a 6.2% year-over-year increase and a 6.3% organic growth rate [2][3]. - Adjusted EPS was $3.61, surpassing analyst forecasts by over 25 cents and showing a 13.5% increase compared to the previous year [4][5]. Segment Growth - The Enterprise Visibility and Mobility (EVM) segment grew by 6.5%, while the Asset Intelligence Tracking (AIT) segment saw a growth of 5.8% [3]. Stock Forecast - Analysts have set a 12-month price target of $341.56, indicating an 11.81% upside potential from the current price of $305.47 [4]. - The stock is expected to reach the $400 level by the end of the year, with potential for further increases in early 2026 [11]. Guidance and Acquisitions - Zebra Technologies raised its revenue and earnings forecasts for the year, exceeding consensus estimates [5][6]. - The company announced plans to acquire Elo Touch Solutions for $1.3 billion, which will be funded through cash on hand and a revolving credit facility [7][9]. Financial Health - The company maintains a healthy balance sheet with sufficient cash flow and free cash flow to support growth investments and acquisitions [5][8]. - There has been a slight reduction in cash and an increase in debt, but overall liabilities are low, and equity has increased by nearly 1% [8]. Market Sentiment - Analysts have shown bullish sentiment towards Zebra Technologies, with numerous price target increases and upgrades leading up to the Q2 results [2][4]. - Despite a moderate buy rating, some top analysts believe there are better investment opportunities available [12].

Core Insights - Zebra Technologies Corporation (ZBRA) reported second-quarter 2025 adjusted earnings of $3.61 per share, exceeding the Zacks Consensus Estimate of $3.31, marking a 13.5% increase from $3.18 per share in the same quarter last year [1][10] - Total revenues reached $1.29 billion, surpassing the consensus estimate of $1.28 billion, with a year-over-year growth of 6.2% driven by strong performance in the Enterprise Visibility & Mobility and Asset Intelligence & Tracking segments [2][10] Financial Performance - Revenues from the Asset Intelligence & Tracking segment increased by 5.3% year over year to $418 million, although it fell short of the Zacks Consensus Estimate of $430 million [3] - The Enterprise Visibility & Mobility segment reported revenues of $875 million, up 6.7% year over year, exceeding the consensus estimate of $853 million [4] - The cost of sales for the second quarter was $677 million, a 7.8% increase year over year, while total operating expenses rose by 2.6% to $433 million [5] Balance Sheet and Cash Flow - At the end of the second quarter, Zebra Technologies had cash and cash equivalents of $872 million, down from $901 million at the end of December 2024, with long-term debt increasing to $2.13 billion from $2.09 billion [6] - In the first half of 2025, the company generated net cash of $325 million from operating activities, down from $413 million in the previous year, with free cash flow amounting to $288 million compared to $389 million in the year-ago period [7] Guidance - For the third quarter of 2025, Zebra Technologies anticipates net sales growth in the range of 2-6% year over year, with an expected adjusted EBITDA margin of approximately 21% and adjusted earnings per share projected between $3.60 and $3.80 [8] - The company has raised its adjusted earnings outlook for 2025 to a range of $15.25-$15.75 per share, up from the previous estimate of $13.75-$14.75, and expects net sales to increase by 5-7% year over year [9][10]