Zebra Technologies Today ZBRA Zebra Technologies $295.25 -7.15 (-2.36%) 52-Week Range $194.59 ▼ $328.70 P/E Ratio 58.58 Price Target $323.36 Add to Watchlist Zebra Technologies NASDAQ: ZBRA stock hit bottom in 2023, but it took until this year for the reversal to be completed. Now, the stock is up 50% from the recent low and heading higher under the influence of analysts. Analysts' sentiments also bottomed during the last twelve months, and a reversal in sentiment is in play. The trends in 2024 include upgr ...

U.S. stocks have been hovering near record highs, reflecting continued bullishness in 2024. The S&P 500 notched its 30th record close this year, buoyed by the tech rally, followed by consumer discretionary stocks. The Nasdaq Composite rose 1.1% on Jun 17, following its fifth consecutive record close. Tech Rally Boosts Forecasts Wall Street analysts have revised their year-end targets for the S&P 500 upward, fueled by a solid tech-driven rally. Evercore ISI increased its target to 6,000, while Goldman Sachs ...

Zebra Technologies Corporation (ZBRA) recently announced the pricing of its private offering of senior notes worth $500 million in aggregate principal amount. The offering is anticipated to close on May 28, 2024, conditional on certain customary closing conditions. The company’s shares gained 1.6% yesterday, thereby ending the trading session at $326.98. Inside the Headlines The senior notes carry an interest rate of 6.500% and are scheduled to mature on Jun 1, 2032. Notably, the senior notes are Zebra Tech ...

文章核心观点 - Zebra Technologies (ZBRA)公司的盈利前景有明显改善,股价表现强劲,未来可能继续保持上涨势头[1][2] - 分析师对公司盈利预期不断上调,反映了对公司盈利前景的乐观情绪,这将推动股价上涨[2][3] - 公司过去几年的股价表现优于标准普尔500指数[10] 公司情况总结 - Zebra Technologies公司主要从事条码打印机、塑料卡片和RFID标签的生产[2] - 公司当前季度预计每股收益为2.82美元,同比下降14.29%[5] - 过去30天内,有2家分析师上调了公司当前季度的盈利预测,推动了共识预测上调14.17%[6] - 公司全年预计每股收益为11.82美元,同比增长20.37%[7] - 过去1个月内,有3家分析师上调了公司全年盈利预测,推动了共识预测上调7.35%[8] - 公司目前被评为Zacks Rank 1(强烈买入)评级[9]

财务数据和关键指标变化 - 第一季度销售额为12亿美元,同比下降16.8% [10] - 调整后EBITDA利润率为19.9%,同比下降150个基点 [10] - 非GAAP每股收益为2.84美元,同比下降28% [10] 各条业务线数据和关键指标变化 - 资产智能与跟踪业务销售额下降25.3%,主要受到打印业务的拖累 [13] - 企业可见性与移动性业务销售额下降11.8%,移动计算相对表现较好 [13] - 服务和软件业务表现亮眼,销售额和利润率均有提升,抵消了产品类别的整体下滑 [9] 各个市场数据和关键指标变化 - 亚太地区销售额下滑最为严重,主要受到中国市场持续疲软的影响 [13][51] - 中国市场的复苏预计将较其他地区更加缓慢 [52][53] - 除中国外,亚太其他地区如澳新市场有所改善 [52] 公司战略和发展方向及行业竞争 - 公司继续专注于通过创新解决方案提升在客户中的战略地位 [22][31] - 公司正在推进自动化和数字化转型,帮助客户提高生产力和效率 [22][23][24][25][26][27][28][29][30] - 公司在机器视觉、RFID等新兴领域持续加强能力,并取得了一些重要客户案例 [24][25] 管理层对经营环境和未来前景的评论 - 公司预计第二季度销售额将同比下降1%-5% [17] - 公司预计全年销售增长1%-5%,调整后EBITDA利润率约20% [19] - 管理层认为行业复苏仍需时日,尚未看到大规模订单恢复的迹象 [41][48][49] - 管理层对长期发展前景保持信心,认为公司有望从行业数字化转型中获益 [22][31][32] 问答环节重要的提问和回答 问题1 **Jamie Cook 提问** 询问第一季度运费成本下降对利润率的影响 [36] **Nathan Winters 回答** 运费成本下降对第一季度利润率提升约1个百分点 [37][38] 问题2 **Damian Karas 提问** 询问大订单活动的具体情况 [44][45][46][47] **Bill Burns 回答** 主要体现在移动计算和零售领域,但公司尚未看到跨行业的广泛复苏迹象 [45][46] 问题3 **Keith Housum 提问** 询问亚太地区表现疲弱的原因 [51][52][53] **Bill Burns 回答** 中国市场持续疲软是主要原因,但公司在其他亚太市场如澳新有所改善 [52][53]

Zebra Technologies Corporation (ZBRA) reported first-quarter 2024 adjusted earnings of $2.84 per share. The bottom line slumped 27.9% year over year. Total revenues of $1.2 billion surpassed the Zacks Consensus Estimate of $1.1 billion. The top line plunged 16.4% year over year due to softness across end markets. Consolidated organic net sales declined 16.8% year over year. Foreign currency translation had an adverse impact of 0.4% on sales. Segmental Performance Revenues from the Asset Intelligence & Track ...

Zebra Technologies (ZBRA) came out with quarterly earnings of $2.84 per share, beating the Zacks Consensus Estimate of $2.46 per share. This compares to earnings of $3.94 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 15.45%. A quarter ago, it was expected that this producer of printers for bar codes, plastic cards and, radio-frequency identification tags would post earnings of $1.63 per share when it actually produced earni ...

Exhibit 99.1 Zebra Technologies Corporation 3 Overlook Point Lincolnshire, IL 60069 USA +1 847 634 6700 www.zebra.com Zebra Technologies Announces First-Quarter 2024 Results First-Quarter Financial Highlights • Net sales of $1,175 million; year-over-year decrease of 16.4% • Net income of $115 million and net income per diluted share of $2.23 • Non-GAAP diluted EPS decreased year-over-year to $2.84 • Adjusted EBITDA decreased year-over-year to $234 million • On track with $120 million annualized net expense ...

Zebra Technologies Corporation (ZBRA) 业绩预测 - Zebra Technologies将于4月30日发布2024年第一季度业绩[1] - 预计Zebra Technologies的第一季度业绩将受到服务、软件和RFID产品需求的推动[3] - 公司的企业可见性和移动性部门的业绩可能受到分销商去库存和数据捕获以及移动计算解决方案需求疲软的影响[4] - 资产智能和跟踪部门的业绩可能受到打印终端市场疲软的影响，但RFID的强劲表现可能部分抵消了不利因素[5] - 由于零售、电子商务、运输和物流市场需求疲软，Zebra Technologies预计整体净销售额将比去年同期下降17-20%[6] - 公司宣布扩大成本削减措施，包括每年增加6500万美元的额外费用削减，以应对终端市场放缓和需求疲软[7] - Zebra Technologies的盈利预期为-1.83%，不具备盈利超预期的条件[8] 潜在盈利超预期公司 - ATMU、IR和PH是可能在本季度实现盈利超预期的公司[10] - ATMU、IR和PH分别具有盈利预期优势和Zacks Rank评级[11][12][13]

Zebra Technologies Corporation (ZBRA) is gaining from strength in the Asset Intelligence and Tracking segment, acquired assets and shareholder-friendly moves. Let’s delve into the factors that make this current Zacks Rank #1 (Strong Buy) company a smart investment choice at the moment. Business Strength: Zebra Technologies is benefiting from growth across services, software and radio frequency identification (RFID) products. Improving supply chains and lower product lead times will benefit the company’s gro ...