BNP Paribas lifts target to USD 460 for Zebra Technologies stock
Published on 10/27/2026 at 14:35 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWSTarget revision and earnings date
- BNP Paribas lifted its price target from USD 455.00 to USD 460.00 on October 15, 2026.
- Zebra Technologies reported USD 1.56 billion in second-quarter 2026 revenue, up 20.40 percent year over year.
- Zebra Technologies stock trades at EUR 347.50 at 2:31 p.m. CET at Lang & Schwarz on October 27, 2026.
- Third-quarter 2026 results are scheduled for November 3, 2026.
Zebra Technologies (ISIN US9892071054) is priced at EUR 347.50 at Lang & Schwarz on October 27, 2026 at 2:31 p.m. CET. MarketScreener reported that BNP Paribas raised its target from USD 455.00 to USD 460.00 on October 15, 2026.
Target moves to USD 460
The analyst revision builds on Zebra's latest operating update. In the second quarter of 2026, revenue reached USD 1.56 billion, an increase of 20.40 percent from the same period a year earlier, while adjusted earnings per share came to USD 6.35.
The earnings-call transcript shows that the quarter included USD 73 million of tariff recovery. Adjusted EBITDA margin reached 27.70 percent, and management said full-year 2026 sales growth should land between 14.00 percent and 16.00 percent. Yahoo Finance carried the August 4, 2026 earnings-call transcript.
What does the guidance imply?
Zebra's full-year outlook calls for adjusted earnings per share of USD 20.75 to USD 21.25 and free cash flow of at least USD 1.00 billion. The company also repurchased USD 568 million of stock during the first half of 2026, while memory costs remained a key execution issue.
Three events shape the case
On August 4, 2026, Zebra reported USD 6.35 of adjusted earnings per share against a USD 4.36 consensus estimate. On October 5, 2026, Truist Financial raised its target from USD 355.00 to USD 378.00 while retaining a Hold rating, as reported by MarketBeat. On October 15, 2026, BNP Paribas lifted its target to USD 460.00.
Upcoming reporting date
Zebra Technologies is scheduled to publish third-quarter 2026 results on November 3, 2026, before the US market opens, according to MarketScreener.
Valuation ahead of results
MarketBeat lists a market capitalization of USD 18.30 billion and a 52-week range of USD 199.05 to USD 392.78 as of October 27, 2026. Its analyst overview shows nine Buy ratings and four Hold ratings, with an average target of USD 385.83. The contrast between the target revisions and the upcoming report leaves revenue execution and memory costs as the central questions.
Zebra Technologies stock was trading at EUR 347.50 at Lang & Schwarz on October 27, 2026 at 2:31 p.m. CET.
The further course of trading is shown by the continuously updated real-time quote of Zebra Technologies stock.
Zebra Technologies stock facts
- Company: Zebra Technologies Corporation
- ISIN: US9892071054
- WKN: 882578
- Ticker: ZBRA
- Primary exchange: Nasdaq
- Price Lang & Schwarz (as of October 27, 2026, 2:31 p.m. CET): EUR 347.50
- Market capitalization: USD 18.3 billion (as of October 27, 2026)
- 52-week range: USD 199.05-392.78 (as of October 27, 2026)
- Sector / Industry: Industrials / Electronic Equipment and Parts
Market context: Market report S&P 500.
