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Zebra Technologies Corporation (ZBRA)

Upturn stock ratingUpturn stock rating
$327.71
Last Close (24-hour delay)
Profit since last BUY9.5%
upturn advisory
Consider higher Upturn Star rating
BUY since 64 days
  • BUY Advisory
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  • SELL Advisory (Loss)​
  • Profit
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Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
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Time period over
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Upturn Advisory Summary

08/14/2025: ZBRA (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Number of Analysts

rating

19 Analysts rated it

Moderately tracked stock, growing coverage, gaining market and investor attention.

1 Year Target Price $364.67

1 Year Target Price $364.67

Analysts Price Target For last 52 week
$364.67 Target price
52w Low $205.73
Current$327.71
52w High $427.76

Analysis of Past Performance

Type Stock
Historic Profit -5.37%
Avg. Invested days 45
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 3.0
Stock Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/14/2025

Key Highlights

Company Size Large-Cap Stock
Market Capitalization 16.16B USD
Price to earnings Ratio 30.02
1Y Target Price 364.67
Price to earnings Ratio 30.02
1Y Target Price 364.67
Volume (30-day avg) 19
Beta 1.75
52 Weeks Range 205.73 - 427.76
Updated Date 08/15/2025
52 Weeks Range 205.73 - 427.76
Updated Date 08/15/2025
Dividends yield (FY) -
Basic EPS (TTM) 10.59

Analyzing Revenue: Products, Geography and Growth

Revenue by Products

Product revenue - Year on Year

Revenue by Geography

Geography revenue - Year on Year

Earnings Date

Report Date 2025-08-05
When -
Estimate 3.33
Actual 3.61

Profitability

Profit Margin 10.56%
Operating Margin (TTM) 14.46%

Management Effectiveness

Return on Assets (TTM) 6.56%
Return on Equity (TTM) 15.88%

Valuation

Trailing PE 30.02
Forward PE 21.37
Enterprise Value 18150464434
Price to Sales(TTM) 3.11
Enterprise Value 18150464434
Price to Sales(TTM) 3.11
Enterprise Value to Revenue 3.5
Enterprise Value to EBITDA 18.73
Shares Outstanding 50845200
Shares Floating 50398731
Shares Outstanding 50845200
Shares Floating 50398731
Percent Insiders 0.65
Percent Institutions 94.88

ai summary icon Upturn AI SWOT

Zebra Technologies Corporation

stock logo

Company Overview

overview logo History and Background

Zebra Technologies Corporation was founded in 1969 as Data Specialties Incorporated. It evolved from producing electromechanical products to focusing on specialty label and ticket printing systems. By the 1980s, it shifted to barcode printing, and in 1986, it was renamed Zebra Technologies Corporation.

business area logo Core Business Areas

  • Enterprise Visibility & Mobility: Provides products and solutions that track and manage assets, people and transactions. These include mobile computing devices, barcode scanners, RFID readers, and related software and services.
  • Barcode Printing and Supplies: Offers a wide range of barcode printers (desktop, industrial, mobile), labels, tags, and other consumables necessary for barcode printing applications.
  • Software and Services: Offers software and services, including cloud-based visibility platforms, managed services, and professional services, aimed at optimizing workflows and improving operational efficiency.

leadership logo Leadership and Structure

Anders Gustafsson is the Chief Executive Officer. The organizational structure is based on functional areas (sales, marketing, engineering, operations, finance) and business units aligned with product lines and geographic regions.

Top Products and Market Share

overview logo Key Offerings

  • Mobile Computers: Zebra offers a range of rugged mobile computers used in retail, healthcare, transportation, and logistics. Competitors include Honeywell (HON) and Datalogic. Market share estimates are difficult to pinpoint precisely, but Zebra is considered a leader in the rugged mobile computing space.
  • Barcode Scanners: Zebra manufactures a variety of barcode scanners, including handheld, presentation, and fixed scanners. Competitors are Honeywell (HON), Cognex (CGNX) and Datalogic. Similar to mobile computers, market share data isn't readily available but Zebra holds a substantial position in the barcode scanning market.
  • Printers: Zebra creates industrial, desktop, and card printers. Competitors include TSC Auto ID Technology, SATO, Honeywell (HON), and Brother. Market share data isn't readily available but Zebra holds a substantial position in the printing market.

Market Dynamics

industry overview logo Industry Overview

The industry is characterized by increasing demand for automation, real-time visibility, and data-driven decision-making across various sectors, including retail, healthcare, manufacturing, transportation, and logistics. Technological advancements such as RFID, IoT, and cloud computing are driving innovation.

Positioning

Zebra Technologies Corporation is positioned as a leading provider of enterprise visibility solutions, offering a comprehensive portfolio of hardware, software, and services. Its competitive advantages include a strong brand reputation, a large installed base, and a focus on innovation.

Total Addressable Market (TAM)

The TAM is estimated to be in the tens of billions of dollars, encompassing the global market for enterprise visibility solutions. Zebra is well-positioned to capture a significant portion of this TAM due to its broad product portfolio, global reach, and strong customer relationships.

Upturn SWOT Analysis

Strengths

  • Strong brand recognition
  • Extensive product portfolio
  • Large installed customer base
  • Global reach
  • Strong partner ecosystem
  • High-quality customer service

Weaknesses

  • Exposure to cyclical industries
  • Dependence on key suppliers
  • Intense competition
  • Potential for obsolescence of existing products

Opportunities

  • Growing demand for automation
  • Expansion into new markets
  • Adoption of cloud-based solutions
  • Development of new technologies (e.g., AI, IoT)
  • Increase in e-commerce and supply chain visibility

Threats

  • Economic downturns
  • Increased competition
  • Technological changes
  • Supply chain disruptions
  • Cybersecurity threats
  • Geopolitical instability

Competitors and Market Share

competitor logo Key Competitors

  • HON
  • CGNX
  • DATALOGIC S.P.A. (DLG.MI)

Competitive Landscape

Zebra has a broad product portfolio and large installed base, providing a competitive advantage. However, companies like Honeywell (HON) offer similar product lines, making for competitive pricing and features.

Major Acquisitions

Antuit.ai

  • Year: 2021
  • Acquisition Price (USD millions): 450
  • Strategic Rationale: The acquisition was done to strengthen Zebra's retail software solutions through AI-powered demand forecasting.

Growth Trajectory and Initiatives

Historical Growth: Historically, Zebra Technologies has grown through organic initiatives and acquisitions, expanding its product portfolio and geographic reach. Growth has been driven by increasing demand for enterprise visibility solutions.

Future Projections: Future growth is expected to be driven by continued demand for automation, the adoption of new technologies, and expansion into new markets. Analyst estimates vary depending on market conditions and company performance. Please refer to current analyst reports.

Recent Initiatives: Recent strategic initiatives include investments in research and development, acquisitions to expand its product portfolio, and partnerships to strengthen its ecosystem.

Summary

Zebra Technologies is a strong player in the enterprise visibility market, driven by its comprehensive product suite and global reach. While benefiting from the growing demand for automation, it faces competition and needs to adapt to technological advancements. The absence of dividends may deter some investors. Successful integration of acquisitions and innovative solutions are key to maintaining its competitive edge.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • Company filings (SEC)
  • Analyst reports (various financial firms)
  • Industry publications
  • Company website

Disclaimers:

This analysis is for informational purposes only and should not be considered investment advice. Market conditions and company performance are subject to change. Financial data is based on the most recently available information and may not be up-to-date.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About Zebra Technologies Corporation

Exchange NASDAQ
Headquaters Lincolnshire, IL, United States
IPO Launch date 1991-08-15
CEO & Director Mr. William J. Burns
Sector Technology
Industry Communication Equipment
Full time employees 9900
Full time employees 9900

Zebra Technologies Corporation, together with its subsidiaries, provides enterprise asset intelligence solutions in the automatic identification and data capture solutions industry worldwide. It operates in two segments, Asset Intelligence & Tracking, and Enterprise Visibility & Mobility. The company designs, manufactures, and sells printers that produce labels, wristbands, tickets, receipts, and plastic cards; dye-sublimination thermal card printers that produce images, which are used for personal identification, access control, and financial transactions; radio frequency identification device (RFID) printers that encode data into passive RFID transponders; accessories and options for printers, including carrying cases, vehicle mounts, and battery chargers; stock and customized thermal labels, wristbands, receipts, ribbons, plastic cards, and RFID tags for printers; and electronic sensors and temperature-monitoring labels. It also provides various maintenance, technical support, repair, and managed and professional services; fixed readers, RFID enabled mobile computers, and RFID sleds; tags, sensors, exciters, middleware software, and application software; and physical inventory management solutions, and rugged and enterprise-grade mobile computing products and accessories, as well as real-time location systems and services. In addition, the company offers barcode scanners and imagers, RFID readers, industrial machine vision cameras, and fixed industrial scanners; workforce management, workflow execution and task management, and prescriptive analytics, as well as communications and collaboration solutions; and cloud-based software subscriptions, retail, and robotics automation solutions. The company serves retail and e-commerce, manufacturing, transportation and logistics, healthcare, public sector, and other industries through direct sales force and network of channel partners. The company was founded in 1969 and is headquartered in Lincolnshire, Illinois.