Zebra Technologies Corporation Stock Price, News & Analysis

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.

Zebra Technologies (NASDAQ: ZBRA) and Salesforce announced a strategic collaboration unveiling Retail Cloud POS on Android at Dreamforce on October 14, 2025. The joint solution pairs Zebra’s Android TC5 and EM45 mobile computers with Salesforce’s cloud POS to streamline store operations, empower frontline associates, and improve customer engagement.

Key measurable items include a Zebra/Oxford Economics study reporting a 21% improvement in customer satisfaction and up to 1.8 percentage-point increases in revenue and profitability from better inventory workflows. Zebra’s recent Elo acquisition is cited as expanding its device portfolio for future co-developed solutions.

Zebra Technologies (NASDAQ: ZBRA) announced that ODW Logistics has adopted Zebra Symmetry Fulfillment to optimize e-commerce fulfillment. ODW expects a 42% improvement in pick rates through a shift from pick-to-tote to a pick-to-shipper model enabled by Zebra Connect Fulfillment AMRs, decoupled baker’s rack carts, and directed workflows.

The solution aims to reduce units-per-unit costs, lower parcel and packaging usage, increase throughput, and keep robots active in pick zones; ODW said the design can cut robot requirements by up to 30%. A trial is underway ahead of ODW’s new facility opening in 2026. Zebra cites its Warehouse Vision Study where 73% of warehouse decision-makers are accelerating modernization.

Zebra Technologies (NASDAQ: ZBRA) and Tulip announced a collaboration unveiled at Tulip’s Operations Calling 2025 event on October 7, 2025, to integrate Zebra mobile computers with Tulip’s no-code composable MES platform.

The partnership aims to deliver a mobile-first, out-of-the-box connected experience for manufacturers, enabling traceability, quality management, production tracking, and inventory control while reducing frontline complexity. Leaders from both companies will discuss AI-driven factory transformation at a scheduled fireside chat.

Zebra Technologies (NASDAQ: ZBRA) has completed its acquisition of Elo Touch Solutions, a leader in touchscreen technology and customer-facing solutions. The strategic acquisition expands Zebra's addressable market by approximately $8 billion and strengthens its position in retail, hospitality, QSR, healthcare, and manufacturing sectors.

Elo brings significant expertise in touchscreen technology, offering solutions like POS systems, self-serve kiosks, and interactive digital displays. The company holds hundreds of innovative patents and provides enterprise-ready platforms with cross-generational compatibility and seamless ecosystem integration.

The combination aims to enhance consumer experiences through integrated solutions at point-of-service, with plans to develop a common platform across mobile and fixed digital touchpoints to improve frontline efficiency and customer service.