Machine Vision Shares Jump 24% as Manufacturing Shows Signs of Improvement.
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 3h ago
0mins
Should l Buy ZBRA?
Source: Barron's
- Cognex's Performance: Shares of machine vision provider Cognex surged following the release of a strong quarterly report.
- Positive Industrial Trends: This performance reflects a broader trend of positive results among industrial companies.
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Analyst Views on ZBRA
Wall Street analysts forecast ZBRA stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for ZBRA is 363.80 USD with a low forecast of 291.00 USD and a high forecast of 415.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
7 Analyst Rating
4 Buy
3 Hold
0 Sell
Moderate Buy
Current: 252.495
Low
291.00
Averages
363.80
High
415.00
Current: 252.495
Low
291.00
Averages
363.80
High
415.00
About ZBRA
Zebra Technologies Corporation is engaged in the Automatic Identification and Data Capture (AIDC) industry. The Company helps organizations monitor, anticipate, and accelerate workflows by empowering their frontline and ensuring that everyone and everything is visible, connected and fully optimized. Its portfolio includes hardware, software, and services. It operates through two segments: Asset Intelligence & Tracking (AIT) and Enterprise Visibility & Mobility (EVM). The AIT segment is engaged in barcode printing and asset tracking technologies. Its product lines include barcode and card printers, radio frequency identification devices (RFID) and real-time location systems (RTLS) offerings, and supplies, including temperature-monitoring labels, and services. The EVM segment is engaged in automatic information and data capture solutions. Its product lines include mobile computing, data capture, fixed industrial scanning and machine vision, services, and workflow optimization solutions.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Revenue Expectations: Analysts project Q4 revenue to reach $1.47 billion, representing a 10.2% year-over-year increase, which underscores the company's strong performance in market demand and product sales.
- Historical Performance Review: Over the past two years, Zebra Technologies has beaten EPS estimates 100% of the time and has exceeded revenue estimates 88% of the time, demonstrating its stable financial performance and market confidence.
- Estimate Revision Dynamics: In the last three months, EPS estimates have seen one upward revision and two downward adjustments, while revenue estimates have experienced two upward revisions with no downward changes, indicating a cautiously optimistic market outlook for Zebra's future performance.
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- EBITDA Growth: Adjusted EBITDA increased by 10.5% year-over-year to $326 million, reflecting the company's success in cost control and operational efficiency, further solidifying its leadership in digitizing and automating workflows.
- Share Buyback Plan: Zebra's board authorized an additional $1 billion in share buybacks, following the previous $303 million spent, demonstrating confidence in future growth and aiming to enhance shareholder value.
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- Cognex's Performance: Shares of machine vision provider Cognex surged following the release of a strong quarterly report.
- Positive Industrial Trends: This performance reflects a broader trend of positive results among industrial companies.
See More
Zebra Technologies Set to Announce Q4 Earnings
- Earnings Announcement Schedule: Zebra Technologies is set to announce its Q4 earnings on Thursday, February 12, before market open, with a consensus EPS estimate of $4.33, reflecting an 8.3% year-over-year growth, indicating sustained profitability.
- Revenue Expectations: Analysts project Q4 revenue to reach $1.47 billion, representing a 10.2% year-over-year increase, which underscores the company's strong performance in market demand and product sales.
- Historical Performance Review: Over the past two years, Zebra Technologies has beaten EPS estimates 100% of the time and has exceeded revenue estimates 88% of the time, demonstrating its stable financial performance and market confidence.
- Estimate Revision Dynamics: In the last three months, EPS estimates have seen one upward revision and two downward adjustments, while revenue estimates have experienced two upward revisions with no downward changes, indicating a cautiously optimistic market outlook for Zebra's future performance.
See More
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- Strong Chip Demand: Sandisk's stock surged over 8% following Kioxia's forecast of robust demand for NAND memory chips, indicating strong global demand for AI infrastructure, which boosts market confidence in tech stocks.
- Tech Stock Pressure: Cisco Systems' stock fell more than 9% as it warned that rising memory chip prices would erode profitability, limiting overall gains in tech stocks and reflecting cost pressures faced by the industry.
- Labor Market Data: U.S. initial jobless claims fell by 5,000 to 227,000, indicating a slightly weaker labor market than the expected 223,000, which may affect market expectations for future economic growth.
- Corporate Earnings Optimism: Over two-thirds of S&P 500 companies have reported earnings, with 78% exceeding expectations, and Q4 earnings growth is projected at 8.4%, providing support for the market and demonstrating corporate resilience.
See More
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- Earnings Beat: HubSpot reported quarterly earnings of $3.09 per share, surpassing analyst expectations of $2.99, indicating robust profitability and boosting market confidence in the company's future performance.
- Significant Revenue Growth: The quarterly revenue reached $846.75 million, exceeding the Street estimate of $830.54 million and marking a 20.4% increase from $703.17 million in the same period last year, showcasing HubSpot's competitive strength in the market.
- Stock Price Surge: Following the positive earnings report, HubSpot's shares jumped 9.4% to $228.93 on Thursday, reflecting investor optimism about the company's growth potential and likely attracting more investor interest.
- Mixed Market Performance: While U.S. stocks showed mixed results overall, HubSpot's strong performance distinguished it among many stocks, demonstrating relative resilience and appeal in a fluctuating market.
See More
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- EBITDA Growth: Adjusted EBITDA increased by 10.5% year-over-year to $326 million, reflecting the company's success in cost control and operational efficiency, further solidifying its leadership in digitizing and automating workflows.
- Share Buyback Plan: Zebra's board authorized an additional $1 billion in share buybacks, following the previous $303 million spent, demonstrating confidence in future growth and aiming to enhance shareholder value.
- Optimistic Outlook: Zebra expects Q1 2026 sales growth between 11% and 15%, surpassing the analyst estimate of 10.22%, showcasing the company's focus on high-growth opportunities and strong market demand.
See More
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Stock Performance: Zebra Technologies shares have increased by 15.3%.
Profit Forecast: The rise follows positive forecasts for 2026 profits that exceed previous estimates.
See More
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- Cognex's Performance: Shares of machine vision provider Cognex surged following the release of a strong quarterly report.
- Positive Industrial Trends: This performance reflects a broader trend of positive results among industrial companies.
See More
