
NASDAQ:ZBRA
This summary was created by AI, based on 1 opinions in the last 12 months.
Zebra Technologies Corp (ZBRA-Q) has garnered attention for its position in the market, particularly in relation to inflation-linked investments. Experts suggest that the government's offering of low coupons, which are adjusted according to actual inflation rates, places significant emphasis on accurate inflation forecasting. Investors must be wary, as higher inflation expectations embedded in current prices could lead to smaller coupons if inflation turns out to be lower than anticipated. Consequently, this investment vehicle is deemed more suitable for specialists in the area of economic forecasting rather than the average investor. Given the complexities of predicting inflation and its direct impact on returns, potential investors should conduct thorough research and consider their expertise in economic trends before proceeding.
EPS of $1.71 beat estimates of $1.65; revenue of $1B was 1.3% better than expected. The outlook was quite solid. Revenue has solidly improved from the Q3 bottom and channel inventories are lower, suggesting future demand strength. 2024 sales growth is still low (1% to 3%) but earnings are recovering much faster, with better margins and lower tax rates. We think the pop was justified.
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ZBRA's share price has been falling alongside the market so far in September, but this has been somewhat exacerbated by a rating downgrade by Morgan Stanley. We do not feel that anything has fundamentally changed, and its weakness is similar to many names in today's market. It trades at a somewhat premium valuation, with a forward P/E of ~30X, and has decent margins, but sales growth has been somewhat muted recently and investors are likely trying to connect its premium valuation to sales growth. Earnings growth is expected to be strong in the coming years, and we like it for the industrial robotic side of things. We are comfortable with the name, especially for a long-term hold, but we might expect some further downside pressure as it retests its lows of ~$230.
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Zebra Technologies Corp is a American stock, trading under the symbol ZBRA (previously ZBRA-Q on Stockchase) on the NASDAQ (ZBRA). It is usually referred to as NASDAQ:ZBRA or ZBRA
In the last year, 1 stock analyst issued a Buy, Sell, or Hold rating on ZBRA (previously ZBRA-Q on Stockchase). 0 analysts recommended to BUY and 1 analyst recommended to SELL the stock. The latest stock analyst rating is DON'T BUY. Read the latest stock experts' ratings for Zebra Technologies Corp.
Zebra Technologies Corp was recommended as a Top Pick by Larry Berman CFA, CMT, CTA on 2026-05-11. Read the latest stock experts ratings for Zebra Technologies Corp.
Earnings reports or recent company news can cause the stock price to drop. Read stock experts' recommendations for Zebra Technologies Corp.
Zebra Technologies Corp is followed by 61 investors on Stockchase and is a trending stock that is worth watching.
On 2026-07-24, Zebra Technologies Corp (ZBRA) stock closed at a price of $259.92.
With this, the government gives you a low coupon and is topped up by the actual inflation rate. If a lot of inflation expectation is priced into the current price, but inflation turns out to be lower, you get a smaller coupon. You got to be an expert at forecasting inflation. This type of ETF is for experts who can predict inflation, not for the average investor.