Zebra Technologies (NASDAQ:ZBRA) is set to give its latest quarterly earnings report on Thursday, 2026-02-12. Here's what investors need to know before the announcement.

Analysts estimate that Zebra Technologies will report an earnings per share (EPS) of $4.01.

Investors in Zebra Technologies are eagerly awaiting the company's announcement, hoping for news of surpassing estimates and positive guidance for the next quarter.

It's worth noting for new investors that stock prices can be heavily influenced by future projections rather than just past performance.

Earnings Track Record

Last quarter the company beat EPS by $0.36, which was followed by a 1.29% drop in the share price the next day.

Here's a look at Zebra Technologies's past performance and the resulting price change:

Quarter	Q3 2025	Q2 2025	Q1 2025	Q4 2024
EPS Estimate	3.52	3.12	3.62	3.94
EPS Actual	3.88	3.61	4.02	4.00
Price Change %	-1.00	2.00	-2.00	-2.00

Zebra Technologies Share Price Analysis

Shares of Zebra Technologies were trading at $256.57 as of February 10. Over the last 52-week period, shares are down 20.23%. Given that these returns are generally negative, long-term shareholders are likely bearish going into this earnings release.

Analyst Insights on Zebra Technologies

For investors, staying informed about market sentiments and expectations in the industry is paramount. This analysis provides an exploration of the latest insights on Zebra Technologies.

The consensus rating for Zebra Technologies is Neutral, derived from 2 analyst ratings. An average one-year price target of $329.5 implies a potential 28.42% upside.

Understanding Analyst Ratings Among Peers

The following analysis focuses on the analyst ratings and average 1-year price targets of Advanced Energy Indus, Cognex and Vontier, three prominent industry players, providing insights into their relative performance expectations and market positioning.

• Analysts currently favor an Buy trajectory for Advanced Energy Indus, with an average 1-year price target of $302.92, suggesting a potential 18.07% upside.
• Analysts currently favor an Buy trajectory for Cognex, with an average 1-year price target of $45.25, suggesting a potential 82.36% downside.
• Analysts currently favor an Underperform trajectory for Vontier, with an average 1-year price target of $40.0, suggesting a potential 84.41% downside.

Overview of Peer Analysis

In the peer analysis summary, key metrics for Advanced Energy Indus, Cognex and Vontier are highlighted, providing an understanding of their respective standings within the industry and offering insights into their market positions and comparative performance.

Company	Consensus	Revenue Growth	Gross Profit	Return on Equity
Zebra Technologies	Neutral	5.18%	$634M	2.74%
Advanced Energy Indus	Buy	23.81%	$174.40M	3.60%
Cognex	Buy	17.96%	$187.29M	1.18%
Vontier	Underperform	0.33%	$356.10M	8.45%

Key Takeaway:

Zebra Technologies ranks in the middle for consensus rating. It is at the bottom for revenue growth. It is at the top for gross profit. It is at the bottom for return on equity.

All You Need to Know About Zebra Technologies

Zebra Technologies is a leading provider of automatic identification and data capture technology to enterprises. Its solutions include barcode printers and scanners, mobile computers, and workflow optimization software. The firm primarily serves the retail, transportation logistics, manufacturing, and healthcare markets, designing custom solutions to improve efficiency at its customers.

Zebra Technologies's Economic Impact: An Analysis

Market Capitalization: Boasting an elevated market capitalization, the company surpasses industry averages. This signals substantial size and strong market recognition.

Revenue Growth: Over the 3 months period, Zebra Technologies showcased positive performance, achieving a revenue growth rate of 5.18% as of 30 September, 2025. This reflects a substantial increase in the company's top-line earnings. In comparison to its industry peers, the company trails behind with a growth rate lower than the average among peers in the Information Technology sector.

Net Margin: Zebra Technologies's net margin surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive 7.65% net margin, the company effectively manages costs and achieves strong profitability.

Return on Equity (ROE): Zebra Technologies's ROE excels beyond industry benchmarks, reaching 2.74%. This signifies robust financial management and efficient use of shareholder equity capital.

Return on Assets (ROA): Zebra Technologies's ROA stands out, surpassing industry averages. With an impressive ROA of 1.26%, the company demonstrates effective utilization of assets and strong financial performance.

Debt Management: The company faces challenges in debt management with a debt-to-equity ratio higher than the industry average. With a ratio of 0.63, caution is advised due to increased financial risk.

To track all earnings releases for Zebra Technologies visit their earnings calendar on our site.

This article was generated by Benzinga's automated content engine and reviewed by an editor.