Zebra Technologies

ZBRA

Market cap $11B

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LINCOLNSHIRE, Ill.--(BUSINESS WIRE)---- $ZBRA--Zebra Technologies Corporation (NASDAQ: ZBRA), a global leader in digitizing and automating workflows to deliver intelligent operations, today announced that the company will present at the Morgan Stanley Technology, Media & Telecom Conference in San Francisco, on Wed., March 4 at 11:30 a.m. U.S. pacific time. To listen to the live webcast of the presentation, please visit the Events section of the company's website at investors.zebra.com, where they wil.

LINCOLNSHIRE, Ill.--(BUSINESS WIRE)--Zebra Technologies Corporation (NASDAQ: ZBRA), a global leader in digitizing and automating workflows to deliver intelligent operations, today announced that EBI Electric, an innovative wood scanning solutions provider, is using Zebra's AltiZ 3D sensors to power its new AI-enriched lumber scanning solution, Inspector T. The new solution provides an eightfold improvement in measurement precision, enabling lumber manufacturers to reduce costly errors and waste.

Artificial-intelligence fears have dogged the software sector this year — and the pressure continued on Monday with renewed intensity.

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Zebra Technologies Corporation (ZBRA) Presents at Citi's Global Industrial Tech & Mobility Conference 2026 Transcript

Zebra Technologies is rated Buy with a $350/share target, reflecting long-term margin improvement potential despite near-term memory chip and retail headwinds. ZBRA exited robotics, incurring an $80M impairment, to focus on vertically integrated solutions and capitalize on machine vision, RFID, digital POS/kiosks, and mobile computers. Management expects margin pressure from memory pricing in 2026; I'm forecasting pressure to ease into 2027 as new chip capacity comes online, supporting a margin-accretive rebound.

Zebra Technologies reported strong Q4 results, beating revenue estimates and issuing bullish FY2026 guidance that projects 9-13% sales growth and significant EPS expansion. The company is transitioning from hardware to a "central nervous system" model, leveraging AI, RFID, and machine vision to provide predictive analytics for enterprises. Management plans to mitigate a 2-point gross margin headwind from memory pricing through targeted price increases, productivity actions, and savings from exiting the robotics business.