ZBRA Earnings
Tuesday, May 12 2026
EPS Estimate
$4.25
$4.15 – $4.33
Revenue Estimate
$1.5B
Current Price
$227.71
Our Position
bullishAnalyst upgrades follow ZBRA's stronger 2026 outlook
structured data
est. revisions falling
(-1.1pp / 30d)
Back-to-back analyst upgrades paired with beat guidance suggests ZBRA's operational momentum is real and geographically broad. The company's ability to exceed revenue expectations while maintaining disciplined EPS targets indicates pricing power and margin control in a stabilizing market.
Watch: Q1 2026 earnings delivery against that $1.48 billion guidance will be the acid test — any miss signals the upgrades were premature, while a beat could trigger fresh momentum and analyst revisions upward.
Data Signal Summary
2 bullish
1 bearish
Insider buying cluster
Put/call 0.5 (bullish skew)
Price downtrend
Key Context
Analyst Consensus
mixed
Insider Activity
selling
Price Trend
downtrend
From 52w High
-4.0%
P/E Ratio
29.0
Est. Revisions (30d)
-0.2% 2up/2dn
Analyst Target (mean)
$327 $256–$400 +43%
Options P/C Ratio
0.47
Est. Dispersion
4% 17 analysts
Insider Cluster
buy cluster
Recent Activity
insider trades
102 transactions
Exercise
·
KOGL CRISTEN L (Officer)
·478 shares
·$49,636
Exercise
·
GUSTAFSSON PER ANDERS (Director)
·32,862 shares
·$1,813,493
Buy
·
DHANASEKARAN SATISH (Director)
·200 shares
·$41,080
Sell
·
KOGL CRISTEN L (Officer)
·145 shares
·$34,178
Exercise
·
KOGL CRISTEN L (Officer)
·287 shares
·$58,869
97 more
Exercise
·
WINTERS NATHAN ANDREW
·33 shr
·$6,769
Sell
·
ARMSTRONG ROBERT JOHN JR
·9 shr
·$2,068
Exercise
·
ARMSTRONG ROBERT JOHN JR
·17 shr
·$3,487
Award
·
KOGL CRISTEN L
·4,645 shr
Award
·
WINTERS NATHAN ANDREW
·7,771 shr
Award
·
FROESE TAMARA DIONNE
·2,412 shr
Award
·
ARMSTRONG ROBERT JOHN JR
·2,323 shr
Award
·
HUDSON RICHARD EDWARD
·5,360 shr
Award
·
O SULLIVAN COLLEEN M
·1,072 shr
Award
·
CHO MICHAEL
·2,859 shr
Award
·
BURNS WILLIAM
·20,990 shr
Buy
·
DHANASEKARAN SATISH
·500 shr
·$112,625
Award
·
BURNS WILLIAM
·12,673 shr
Award
·
KOGL CRISTEN L
·2,444 shr
Award
·
WINTERS NATHAN ANDREW
·4,073 shr
Award
·
FROESE TAMARA DIONNE
·787 shr
Award
·
ARMSTRONG ROBERT JOHN JR
·841 shr
Award
·
HUDSON RICHARD EDWARD
·347 shr
Award
·
O SULLIVAN COLLEEN M
·543 shr
Award
·
CHO MICHAEL
·1,575 shr
Buy
·
DHANASEKARAN SATISH
·1,000 shr
·$233,118
Sell
·
CONNLY LINDA
·1,107 shr
·$356,454
Award
·
MCDOWELL MARY THERESE
·569 shr
·$179,810
Award
·
MILLER KENNETH BRADLEY
·830 shr
·$220,257
Award
·
DHANASEKARAN SATISH
·830 shr
·$220,257
Award
·
CONNLY LINDA
·830 shr
·$220,257
Award
·
CONNORS NELDA J
·830 shr
·$220,257
Award
·
MODRUSON FRANK BLAISE
·830 shr
·$220,257
Award
·
ROBERTS JANICE M
·830 shr
·$220,257
Award
·
SMITH MICHAEL A
·830 shr
·$220,257
Award
·
MANIRE ROSS WAYNE
·830 shr
·$220,257
Award
·
GUSTAFSSON PER ANDERS
·830 shr
·$220,257
Exercise
·
BURNS WILLIAM
·2,284 shr
·$341,618
Exercise
·
GUSTAFSSON PER ANDERS
·10,484 shr
·$1,568,092
Exercise
·
WINTERS NATHAN ANDREW
·222 shr
·$33,205
Exercise
·
WHITE JOSEPH RAMSEY
·338 shr
·$50,555
Award
·
SCHMITZ JEFFREY F
·2,868 shr
·$880,017
Award
·
KOGL CRISTEN L
·3,260 shr
·$1,000,298
Award
·
WINTERS NATHAN ANDREW
·5,410 shr
·$1,660,004
Award
·
FROESE TAMARA DIONNE
·1,467 shr
·$450,134
Award
·
WHITE JOSEPH RAMSEY
·4,074 shr
·$1,250,066
Award
·
ARMSTRONG ROBERT JOHN JR
·1,532 shr
·$470,079
Award
·
HUDSON RICHARD EDWARD
·3,520 shr
·$1,080,077
Award
·
O SULLIVAN COLLEEN M
·750 shr
·$230,130
Award
·
CHO MICHAEL
·2,086 shr
·$640,068
Award
·
BURNS WILLIAM
·14,340 shr
·$4,400,086
Buy
·
GUSTAFSSON PER ANDERS
·3,227 shr
·$1,000,243
Award
·
BURNS WILLIAM
·978 shr
Award
·
GUSTAFSSON PER ANDERS
·3,914 shr
Award
·
SCHMITZ JEFFREY F
·489 shr
Award
·
KOGL CRISTEN L
·652 shr
Award
·
WINTERS NATHAN ANDREW
·815 shr
Award
·
FROESE TAMARA DIONNE
·89 shr
Award
·
WHITE JOSEPH RAMSEY
·244 shr
Award
·
ARMSTRONG ROBERT JOHN JR
·68 shr
Award
·
HUDSON RICHARD EDWARD
·71 shr
Award
·
O SULLIVAN COLLEEN M
·140 shr
Award
·
CHO MICHAEL
·391 shr
Sell
·
O SULLIVAN COLLEEN M
·190 shr
·$75,979
Exercise
·
O SULLIVAN COLLEEN M
·342 shr
·$51,153
Sell
·
CHO MICHAEL
·298 shr
·$119,483
Exercise
·
CHO MICHAEL
·422 shr
·$103,377
Sell
·
WHITE JOSEPH RAMSEY
·1,556 shr
·$623,567
Sell
·
HUDSON RICHARD EDWARD
·1,105 shr
·$435,889
Sell
·
SCHMITZ JEFFREY F
·687 shr
·$266,098
Exercise
·
SCHMITZ JEFFREY F
·344 shr
·$51,452
Sell
·
KOGL CRISTEN L
·522 shr
·$203,580
Exercise
·
KOGL CRISTEN L
·940 shr
·$149,663
Sell
·
ARMSTRONG ROBERT JOHN JR
·914 shr
·$359,317
Other
·
GUSTAFSSON PER ANDERS
·248 shr
Sell
·
WINTERS NATHAN ANDREW
·1,837 shr
·$701,241
Sell
·
SCHMITZ JEFFREY F
·1,000 shr
·$341,690
Other
·
BURNS WILLIAM
·358 shr
Sell
·
CHO MICHAEL
·1,657 shr
·$531,087
Exercise
·
CHO MICHAEL
·546 shr
·$97,219
Award
·
DHANASEKARAN SATISH
·696 shr
·$220,284
Award
·
CONNLY LINDA
·696 shr
·$220,284
Award
·
CONNORS NELDA J
·696 shr
·$220,284
Award
·
MODRUSON FRANK BLAISE
·696 shr
·$220,284
Exercise
·
BURNS WILLIAM
·7,709 shr
·$762,189
Award
·
MILLER KENNETH BRADLEY
·696 shr
·$220,284
Award
·
ROBERTS JANICE M
·696 shr
·$220,284
Award
·
SMITH MICHAEL A
·696 shr
·$220,284
Award
·
MANIRE ROSS WAYNE
·696 shr
·$220,284
Award
·
GUSTAFSSON PER ANDERS
·696 shr
·$220,284
Exercise
·
KOGL CRISTEN L
·639 shr
·$63,178
Exercise
·
GUSTAFSSON PER ANDERS
·23,062 shr
·$2,280,140
Award
·
SCHMITZ JEFFREY F
·2,589 shr
·$800,130
Award
·
KOGL CRISTEN L
·2,913 shr
·$900,263
Award
·
WINTERS NATHAN ANDREW
·4,854 shr
·$1,500,129
Award
·
FROESE TAMARA DIONNE
·939 shr
·$290,198
Award
·
WHITE JOSEPH RAMSEY
·3,722 shr
·$1,150,284
Award
·
ARMSTRONG ROBERT JOHN JR
·1,004 shr
·$310,286
Award
·
HUDSON RICHARD EDWARD
·2,977 shr
·$920,042
Award
·
O SULLIVAN COLLEEN M
·648 shr
·$200,264
Award
·
CHO MICHAEL
·1,877 shr
·$580,087
Award
·
BURNS WILLIAM
·12,943 shr
·$4,000,034
analyst ratings
2 ratings
Truist Securities
→Hold
7d ago
Citigroup
→Neutral
14d ago
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