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Investor Insights

This summary was created by AI, based on 2 opinions in the last 12 months.

Experts have mixed opinions on Zebra Technologies Corp. Trevor Rose's Insights from 5i Research indicates that the company's EPS beat estimates and revenue improved, suggesting future demand strength. However, the share price has been falling alongside the market, and a rating downgrade by Morgan Stanley has caused some weakness. The company trades at a premium valuation with decent margins, but sales growth has been somewhat muted recently. Overall, there is a positive outlook for earnings growth in the coming years, especially for the industrial robotic side of things, but some further downside pressure is expected as it retests its lows of ~$230.

Consensus
Mixed
Valuation
Fair Value
BUY
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research

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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electrical / electronic
BUY ON WEAKNESS
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research

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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electrical / electronic
PAST TOP PICK
(A Top Pick Apr 21/22, Down 22%)

Likes the story, because e-commerce will continue to grow. Grew rapidly through Covid, and that growth is now being digested. Good time to buy. Company's not going away. Product needed, as it's all about logistics.

electrical / electronic
PAST TOP PICK
(A Top Pick Mar 16/22, Down 25%)

Integral to e-commerce. Grew rapidly through Covid. Key for inventory management. E-commerce is settling down, but isn't going away. Debt-free by end of year. Great story at these levels. Really well run.

electrical / electronic
PAST TOP PICK
(A Top Pick Mar 16/22, Down 23%) High multiple stock and tech has been difficult. Customers that over-expanded during Covid got hurt, so this got hurt too. Wisely used balance sheet to make acquisitions at discounts. E-commerce isn't going away. Will be debt-free by end of this year. Great free cashflow growth.
electrical / electronic
BUY
Interesting company that is diversified away from 1 product. Does logistics for broad range of sectors. Cost savings that company offers to customers is compelling. Nature of product (barcode readers) repeatable business that will be sticky.
electrical / electronic
TOP PICK
Play on e-commerce, which will continue to grow. Trades at 23x earnings, off its highs. Good free cashflow growth, very good balance sheet. Should grow aggressively over the next while. No dividend. (Analysts’ price target is $547.55)
electrical / electronic
TOP PICK
Automation in e-commerce and in factories. Strong growth areas. Good acquisitions. Big player in barcodes. More of a pure play than HON. Dropped from its high, good chance to buy, though not cheap at 25x earnings. Strong growth ahead, good balance sheet, lots of free cash. No dividend. (Analysts’ price target is $281.30)
electrical / electronic
BUY
Any company involved in logistics is a winner in a supply chain crisis. Zebra helps clients keep track of inventory, employees, equipment, medical supplies and data. They delivered a great quarter earlier this month, including organic growth, because of strong demand. Shares are flirting with all-time highs.
electrical / electronic
BUY
Allan Tong’s Discover Picks In terms of metrics, Zebra’s earnings, returns and margins blow away its peers. For instance, its ROI of 21% is double the industry’s and its gross margin of 46.94% beats the wider 32.15% figure. However, Zebra’s PE of 36.9x is slightly ahead of the industry’s 34.9%. Read 3 Long Term Growth Stocks for our full analysis.
electrical / electronic
PAST TOP PICK
(A Top Pick May 11/20, Up 104%) Beat consensus by 10%. Guidance of 20% sales growth. Benefitting from structural change in e-commerce. Can continue to grow market share. Continues to like the story.
electrical / electronic
BUY
Helps clients tracks people and equipment, used in logistics. They reported a strong top and bottom-line beat with strong guidance two weeks ago. Doesn't hurt that their technology tracks Covid test samples and helps keep people distanced. Now, they'll be involved in cold storage of vaccines during the distribution phase.
electrical / electronic
BUY
Allan Tong’s Discover Picks Zebra’s PE is 36x, though that has climbed from 27x since the end of June. It’s currently trading at all-time highs, but there’s still growth ahead for this little-known name as e-commerce trends will endure beyond the pandemic. Among analysts, ZBRA stock boasts four strong buys, two buys and five holds, and has suffered only one analyst downgrade this year (from overweight to neutral). It’s beaten three of its last four quarters. Read 3 Forgotten Undervalued Stocks: ZBRA Stock, MFC Stock and BBBY Stock for our full analysis.
electrical / electronic
BUY ON WEAKNESS
A great company. Buy it as the stock falls down this month as investors divest current tech names to buy red-hot tech IPOs.
electrical / electronic
TOP PICK
Asset tracking is becoming much more important. It has great growth opportunities over the next little while. They compete with Honeywell. ZBRA-Q has a lot of products that the Chinese manufacture for them, which is a little bit of a risk short term. It trades at about 19 times. It is a really well run company. It plays into automation megatrends around the world. (Analysts’ price target is $240.63)
electrical / electronic
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Zebra Technologies Corp(ZBRA-Q) Rating

Ranking : 4 out of 5

Bullish - Buy Signals / Votes : 2

Neutral - Hold Signals / Votes : 0

Bearish - Sell Signals / Votes : 0

Total Signals / Votes : 2

Stockchase rating for Zebra Technologies Corp is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Zebra Technologies Corp(ZBRA-Q) Frequently Asked Questions

What is Zebra Technologies Corp stock symbol?

Zebra Technologies Corp is a American stock, trading under the symbol ZBRA-Q on the NASDAQ (ZBRA). It is usually referred to as NASDAQ:ZBRA or ZBRA-Q

Is Zebra Technologies Corp a buy or a sell?

In the last year, 2 stock analysts published opinions about ZBRA-Q. 2 analysts recommended to BUY the stock. 0 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Zebra Technologies Corp.

Is Zebra Technologies Corp a good investment or a top pick?

Zebra Technologies Corp was recommended as a Top Pick by on . Read the latest stock experts ratings for Zebra Technologies Corp.

Why is Zebra Technologies Corp stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Zebra Technologies Corp worth watching?

2 stock analysts on Stockchase covered Zebra Technologies Corp In the last year. It is a trending stock that is worth watching.

What is Zebra Technologies Corp stock price?

On 2024-05-23, Zebra Technologies Corp (ZBRA-Q) stock closed at a price of $323.86.