Zebra Technologies Corporation shares have underperformed the Nasdaq Composite over multiple time frames, even after a post-earnings surge. The $11.1 billion company's stock has gained 11.4% over the past three months, trailing the Nasdaq's 15.8% gain, and is down 4.1% year-to-date versus the index's nearly 12% return. Over the past 52 weeks, ZBRA has fallen 19.5% while the Nasdaq surged 33.3%. Shares jumped 11.4% on May 12 after Zebra reported first-quarter 2026 net sales of $1.495 billion, a 14.3% year-over-year increase, and adjusted earnings per share of $4.75, up from $4.02 a year earlier, and raised its full-year outlook. Analysts remain moderately optimistic with a consensus Moderate Buy rating and a mean price target of $331.27, a 42.2% premium to current levels.
Zebra Technologies CorporationQ1 earnings beat and raised full-year outlook
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