Zebra Technologies Q4 Earnings: Beat Signals A Powerful AI Pivot

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.

Seeking Alpha • Feb 13, 2026

Zebra Technologies shares rise on upbeat 2026 forecast, $1 billion stock buyback plan

Zebra Technologies forecast 2026 sales and profit above Wall Street estimates on Thursday, banking on robust demand for its barcode scanners and communication devices, sending shares of the company up nearly 13% before the bell.

Reuters • Feb 12, 2026

Why Zebra Technologies Stock Galloped 20% Higher Thursday Morning

Zebra Technologies stock jumped as much as 20% Thursday after management issued guidance well above Wall Street estimates. Higher memory-chip costs will pressure margins in 2026, but management still expects profit growth.

The Motley Fool • Feb 12, 2026

Zebra Technologies Q4 Earnings Miss Estimates, Increase Y/Y

ZBRA posts Q4 revenue growth and strong segment gains, but earnings missed estimates as expenses climbed and cash levels declined.

Zacks Investment Research • Feb 12, 2026

Zebra Technologies Corporation (ZBRA) Q4 2025 Earnings Call Transcript

Zebra Technologies Corporation (ZBRA) Q4 2025 Earnings Call Transcript

Seeking Alpha • Feb 12, 2026

Zebra Technologies Announces Fourth-Quarter and Full-Year 2025 Results

LINCOLNSHIRE, Ill.--(BUSINESS WIRE)---- $ZBRA #earnings--Zebra Technologies Corporation (NASDAQ: ZBRA), a global leader in digitizing and automating workflows to deliver intelligent operations, today announced results for the fourth quarter and full year ended December 31, 2025. “We delivered a strong finish to the year as our team continued to advance the strategic priorities that strengthen Zebra's leadership in digitizing and automating workflows,” said Bill Burns, Chief Executive Officer, Zebra Technologies. “.

Business Wire • Feb 12, 2026

Zebra Technologies (ZBRA) Misses Q4 Earnings Estimates

Zebra Technologies (ZBRA) came out with quarterly earnings of $4.33 per share, missing the Zacks Consensus Estimate of $4.34 per share. This compares to earnings of $4 per share a year ago.

Zacks Investment Research • Feb 12, 2026

Zebra Technologies Board of Directors Approves Additional $1 Billion Share Repurchase Authorization

LINCOLNSHIRE, Ill.--(BUSINESS WIRE)---- $ZBRA #earnings--Zebra Technologies Corporation (NASDAQ: ZBRA), a global leader in digitizing and automating workflows to deliver intelligent operations, today announced that the Company's Board of Directors had approved a $1 billion increase to the Company's existing authorization to repurchase shares of Zebra Technologies Corporation Common Stock. This increase to the repurchase authorization augments the $1 billion authorization that was announced on July 30, 2019 and the.

Business Wire • Feb 12, 2026

Zebra Technologies to Present at the Citi Global Industrial Tech & Mobility Conference

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 Citi Global Industrial Tech & Mobility Conference in Miami, on Tues., Feb. 17 at 8:00 a.m. U.S. eastern 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 it will also be arch.

Business Wire • Feb 10, 2026

NFL and Zebra Technologies Provide a Preview of Super Bowl LX Using Next Gen Stats

LINCOLNSHIRE, Ill.--(BUSINESS WIRE)--Zebra Technologies Corporation (NASDAQ: ZBRA) a global leader in digitizing and automating frontline workflows, today announced it will host its annual Super Bowl press conference on Wednesday, Feb. 4 from 1-2pm pacific. Experts from the NFL, NFL Network, Zebra and Adrenaline will share key insights leading into Super Bowl LX based on the advanced, real-time Next Gen Stats (NGS) data such as location, speed and movement. Zebra's RFID technology captures this.

Business Wire • Jan 30, 2026