Should I Buy ZBRA? ZBRA 2026 Analysis

Should You Buy Zebra Technologies Corp (ZBRA) Today? Analysis, Price Targets, and 2026 Outlook.

Conclusion

Hold

Latest Price

237.960

1 Day change

0.73%

52 Week Range

402.070

Analysis Updated At

2026/01/26

Zebra Technologies Corp (ZBRA) is not a strong buy for a beginner, long-term investor at this time. While hedge funds are showing significant buying interest, the company's financial performance is underwhelming, with declining net income and EPS. Technical indicators are bearish, and there are no recent positive news catalysts or strong trading signals. Analysts have lowered price targets, reflecting concerns about slowing growth. Given the user's impatience and preference for long-term investments, it is better to hold off on buying ZBRA until there are clearer signs of recovery or growth.

Technical Analysis

The technical indicators for ZBRA are bearish. The MACD is below 0 and negatively expanding, the RSI is neutral at 34.555, and moving averages indicate a bearish trend (SMA_200 > SMA_20 > SMA_5). The stock is trading near the key support level of 241.439, with resistance at 252.899. There is no clear upward momentum.

Options Data

Bullish

Open Interest Put-Call Ratio

Bullish

Option Volume Put-Call Ratio

Technical Summary

Sell

Buy

Positive Catalysts

Hedge funds are significantly increasing their holdings, with a 119288.89% increase in buying over the last quarter.

Neutral/Negative Catalysts

Declining financial performance in Q3 2025, with net income down 26.28% YoY and EPS down 25.38% YoY. Analysts have lowered price targets, reflecting concerns about slowing organic growth. Technical indicators are bearish, and there are no recent news catalysts or congress trading activity.

Financial Performance

In Q3 2025, revenue increased by 5.18% YoY to $1.32 billion. However, net income dropped by 26.28% YoY to $101 million, and EPS decreased by 25.38% YoY to 1.97. Gross margin also slightly declined to 46.14%, down 0.84% YoY.

Growth

Profitability

Efficiency

Analyst Ratings and Price Target Trends

Analysts have lowered price targets multiple times recently. Truist reduced the target to $291 from $331, Barclays to $360 from $375, and Citi to $311 from $346. The ratings reflect concerns about decelerating organic growth and cautious guidance for Q4 and beyond.

7 Analyst Rating

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 363.8 USD with a low forecast of 291 USD and a high forecast of 415 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.

4 Buy

3 Hold

0 Sell

Moderate Buy

Current: 236.230

Low

291

Averages

363.8

High

415

Current: 236.230

Low

291

Averages

363.8

High

415

Truist

Jamie Cook

Hold

downgrade

$331 -> $291

AI Analysis

2025-12-18

Reason

Truist

Jamie Cook

Price Target

$331 -> $291

AI Analysis

2025-12-18

downgrade

Hold

Reason

Truist analyst Jamie Cook lowered the firm's price target on Zebra Technologies to $291 from $331 and keeps a Hold rating on the shares as part of a broader research note previewing Machinery,. Infrastructure Services, and Multi-Industry industrial names in 2026. The firm continues to favor the broader power markets including Transmission & Distribution and Power Generation supported by data centers / AI, though it also believes that investors will be looking for cracks that demand has peaked, and as such backlog growth will be a major focus, particularly as capacity comes online and given the risks associated with hyperscalers, the analyst tells investors in a research note. Construction will be a bright spot with channel destock over and green shoots emerging, supported by Deere's guide for Construction & Forestry up 10% in 2026, and while North America truck orders continue to underwhelm, orders are at a cyclical trough and will improve throughout 2026 as EPA 2027 moves ahead, creating some level of pre-buy, the firm added.

Truist

Hold

downgrade

$350 -> $331

2025-10-29

Reason

Truist

Price Target

$350 -> $331

2025-10-29

downgrade

Hold

Reason

Truist lowered the firm's price target on Zebra Technologies to $331 from $350 and keeps a Hold rating on the shares after its Q3 results and guidance. The sell-off in the stock reflects concerns that organic growth is decelerating, with organic growth for Q4 expected to be flat following 4.8% organic growth in Q3 and 6.3% organic growth in Q2, the analyst tells investors in a research note.

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ZBRA Should I Buy

ZBRA Should I Buy

Should You Buy Zebra Technologies Corp (ZBRA) Today? Analysis, Price Targets, and 2026 Outlook.

Technical Analysis

Options Data

Technical Summary

Positive Catalysts

Neutral/Negative Catalysts

Financial Performance

Growth

Profitability

Efficiency

Analyst Ratings and Price Target Trends

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