Zebra Technologies Corporation Stock Price, News & Analysis

Zebra (NASDAQ: ZBRA) was named to Computerworld's 2026 Best Places to Work in IT, ranking #37 among large organizations, up from #51 in 2025. The award reflects a company focus on benefits, career development, training, retention and employee satisfaction with culture, leadership and work-life balance. Zebra emphasizes AI-powered hardware, software and automation for frontline operations and invests approximately 10% of revenue in research and development to support product innovation across retail, manufacturing, transportation, logistics and healthcare.

Zebra Technologies (NASDAQ: ZBRA) was named a Major Player in the IDC MarketScape: Worldwide Retail Price Optimization Solutions 2025 assessment and a Leader in the IDC MarketScape: Worldwide Rugged Mobile Devices and Rugged Tablet and PC 2025-2026 reports (January 12, 2026).

The company highlights its Workcloud Demand Intelligence Suite and AI-driven pricing and markdown tools for demand forecasting, margin improvement, inventory-informed pricing, and connected frontline workflows. Zebra is showcasing solutions at NRF 2026 in Booth #3303.

Zebra (NASDAQ: ZBRA) will showcase AI-powered frontline retail solutions at NRF 2026 (Booth #3303, Jan 11–13, 2026) highlighting new hardware, software, and services.

Key announcements include the ultra-rugged TC501 and TC701 AI-native handhelds with AMOLED displays, color-imaging scan engine, Qualcomm Dragonwing Q-6690 processors, Wi‑Fi 7 and 5G, and UHF RFID support; the Frontline AI Suite (Enablers, Blueprints, Zebra Companion); and additional offerings such as ShareCradle charging, SP20 scanner, Salesforce Retail Cloud POS, device rental service, enhanced Workcloud Sync, and the ET401 tablet with integrated RFID.

Zebra Technologies (NASDAQ: ZBRA) announced that Charles County Fire & EMS in Maryland deployed Zebra ET85 rugged tablets to speed emergency response across 15 fire departments, 16 EMS organizations and a Dive-Rescue Team handling nearly 29,000 annual incidents. The tablets provide GPS-driven CAD integration, real-time updates, on-scene patient documentation, docking mobility, and reduced paper reporting.

Charles County reports seeing incident alerts on tablets up to 45 seconds before radio broadcast; the county refreshed devices in 2024 and uses Zebra OneCare support.

Digimarc (NASDAQ: DMRC) and Zebra Technologies (NASDAQ: ZBRA) announced a partnership to embed Digimarc’s digital security layer for gift cards into Zebra retail scanners, with the goal of detecting tampered gift cards and preventing activation at point of sale.

The companies report the solution is over 3x more secure than card-only features, produced zero incidents of fraud in an initial grocery retailer rollout, and reduced checkout time via faster scanning and simplified cashier workflow. Zebra plans to roll out Digimarc’s newest on-scanner software across its retail scanner portfolio in early 2026, promising greater tamper detection and improved Items Per Minute (IPM).

Zebra Technologies (NASDAQ: ZBRA) named Melissa Luff Loizides as Chief People Officer, effective Jan. 1, 2026. Current CPO Jeff Schmitz will step down on Dec. 31, 2025, lead the Elo acquisition integration through Q2 2026, then retire. Luff Loizides joined Zebra in 2014 following the Motorola Solutions enterprise business acquisition and most recently served as Vice President of Global Talent.

The announcement emphasizes strategic succession planning, continuity for the Elo integration, and Luff Loizides’ focus on workforce planning, culture, and talent development.

Zebra Technologies (NASDAQ: ZBRA) will present at two investor conferences in November–December 2025. Presentations are scheduled for Tue, Nov 18, 2025 at 11:00 AM CT at the Stephens NASH25 Conference in Nashville and Mon, Dec 1, 2025 at 3:35 PM MT at the UBS Global Technology and AI Conference in Scottsdale. Live webcasts and archived replays will be available in the Events section of the company's investor site at investors.zebra.com.

The company describes itself as a provider of connected frontline, asset visibility, and automation solutions powered by AI serving retail, manufacturing, transportation, logistics, healthcare, and other industries.

Zebra Technologies (NASDAQ: ZBRA) released findings from its 18th Annual Global Shopper Study on November 11, 2025, showing retailers view Gen AI and automation as critical for loss prevention and operations. Key metrics: 87% of retail leaders cite Gen AI's importance for loss prevention; shopper satisfaction fell to 79% in-store and 73% online; 52% of shoppers left stores without intended items in 2025. Retailers plan adoption of computer vision (57%), RFID (54%) and Gen AI (51%) over five years. Zebra highlighted product updates and noted it recently acquired Elo to bolster retail media and in-store engagement.

Zebra Technologies (NASDAQ: ZBRA) reported 3Q25 results for the period ended September 27, 2025: net sales $1,320M (+5.2% YoY), net income $101M ($1.97 diluted), and non-GAAP EPS $3.88 (+11.2% YoY). Adjusted EBITDA rose to $285M (21.6% of sales). Consolidated organic net sales grew 4.8% with AIT +10.6% and EVM +2.0%. Gross margin narrowed ~80 bps to 48.0%, partly from ~$6M of U.S. import tariffs. Cash was $1,053M, total debt $2,183M, and YTD share repurchases totaled $284M. The company announced a $500M repurchase program through Q3 2026 and issued 4Q25 guidance of sales +8–11%, adjusted EBITDA ~22%, and non‑GAAP EPS $4.20–$4.40.