Zebra Technologies Corporation Stock Price, News & Analysis

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.

Zebra Technologies (NASDAQ: ZBRA), a leader in workflow digitization and automation solutions, has scheduled its Q3 2025 financial results announcement for Tuesday, October 28, 2025. The company will hold a conference call at 7:30 a.m. CT (8:30 a.m. ET) on the same day to discuss the results.

Investors can access the live webcast through the events section at investors.zebra.com, where the recording will remain available for at least one year.

Zebra Technologies (NASDAQ: ZBRA) has achieved a significant milestone by ranking #8 on Fast Company's 2025 Best Workplaces for Innovators list, advancing substantially from its previous #51 position. The recognition underscores Zebra's commitment to fostering innovation in digitizing and automating workflows.

Research conducted with Oxford Economics revealed that organizations using Zebra's connected technologies reported an average 20% increase in productivity through improved workflows. The company's selection was part of a rigorous evaluation process involving nearly 1,000 companies, focusing on their projects, investments, and innovation culture.

Zebra Technologies (NASDAQ: ZBRA) has released a comprehensive study in collaboration with Oxford Economics demonstrating significant productivity gains through workflow automation. The research reveals that retailers achieved 21% improvement in customer satisfaction, manufacturers saw 19% increase in employee productivity, and T&L leaders reported 21% productivity growth.

The study estimates that top 20 companies from Forbes Global 2000 in retail, manufacturing, and T&L sectors could potentially earn an average of $3 billion in additional revenue and $120 million in added profit through workflow optimization. Key findings show revenue growth improvements of up to 1.8% for retailers, 2.4% for manufacturers, and 3.4% for T&L firms.

Under its new brand platform "Better Every Day," Zebra is expanding its portfolio of AI-powered solutions, with over two-thirds of T&L organizations and nearly half of manufacturers already deploying AI for inventory management and predictive analytics.