Barclays Raises Zebra Technologies (ZBRA) Price Target to $416

Barclays maintains its Overweight rating on Zebra Technologies with a target of $416.00, reflecting a slight increase from the previous target, a 10.35% upside from the current price.

By EarningsIQ Research Desk · Published Oct 16, 2026, 2:24 PM EDT

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Barclays raised its price target on Zebra Technologies Corporation ($ZBRA) to $416 from $410 on October 12, 2026, and rates the stock "Overweight".

Since the rating, $ZBRA is down 4.9% to date (from the $388.12 close on Oct 12, 2026).

ZBRA Zebra Technologies Corporation

$369.01 +48.61% year to date

Daily close · Oct 16, 2026

Key Points

On October 12, 2026, Barclays reiterated its Overweight rating on Zebra Technologies Corporation, raising its price target from $410.00 to $416.00.
Barclays's $416 price target implies 10.35% upside from Zebra Technologies Corporation's ($ZBRA) current $376.99 share price.
Zebra Technologies recently traded around $376.99, which is about 9.4% below Barclays' new price target.
The company reported a revenue of $5.85 billion with a net margin of 9.2%, showing solid financial performance.

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Not investment advice. EarningsIQ is not a registered investment adviser, and this automated Zebra Technologies Corporation alert may contain errors. Disclosures

Barclays has reiterated its Overweight rating on Zebra Technologies Corporation (NasdaqGS: ZBRA) and adjusted its price target from $410.00 to $416.00 on October 12, 2026. This target reflects a slight increase, even as the company's recent trading price sits at $376.99, which is about 9.4% below the new target.

Other Institutional Activity in Zebra Technologies

Several other institutional investors have adjusted their positions in Zebra Technologies recently. Blackrock Inc. reduced its stake by 891,451 shares, ending with 3,311,526 shares worth approximately $1.22 billion. Vanguard Capital Management LLC also decreased its holdings by 86,747 shares, resulting in 3,114,262 shares valued at about $1.15 billion. In contrast, Boston Partners grew its position by 1,147,060 shares, bringing its total to 2,617,838 shares worth around $966 million.

Zebra Technologies Corporation Stock Up 8.8%

Zebra Technologies' stock is currently trading below its newly set price target of $416.00. The shares recently traded around $376.99, which is a significant point as it is below the target set by Barclays. This could indicate potential upside if the stock approaches the target level in the coming months.

12-month forecast

$ZBRA price target

Zebra Technologies Corporation daily closes and this analyst's $416 target. Not advice.

Recent Earnings

For the trailing twelve months, Zebra Technologies reported a revenue of approximately $5.85 billion and an earnings per share (EPS) of $10.91. The company has shown a year-over-year revenue growth of 20.4% and a return on equity (ROE) of 15.3%. The next earnings report is scheduled for November 3, 2026.

Insider Buying and Selling at Zebra Technologies Corporation

Recent insider transactions include several sales. On May 14, 2026, Director Janice M. Roberts sold 3,000 shares at an average price of $249.54, totaling about $748,620. Officer Loizides Melissa Luff sold 500 shares on May 26, 2026, for $126,975. Additionally, Officer Michael Cho sold 3,500 shares on August 7, 2026, at $375.20, amounting to $1,313,200. Director Linda Connly also sold 500 shares on August 10, 2026, for $188,840.

Analysts Set New Price Targets

On the same day as Barclays, Citigroup maintained a Neutral rating with a price target of $400.00. Earlier, on October 5, 2026, Truist Securities maintained a Hold rating with a target of $378.00. Overall, analysts have shown a range of opinions on Zebra Technologies, with the consensus leaning towards favorable evaluations.

About Zebra Technologies

Zebra Technologies Corporation specializes in automatic identification and data capture solutions. The company operates in two main segments: Connected Frontline and Asset Visibility and Automation. This focus on innovative technology positions Zebra well in the competitive communication equipment industry.

Bottom Line

Investors should keep an eye on Zebra Technologies as it approaches its next earnings report on November 3, 2026. With Barclays reaffirming its Overweight rating and setting a new price target, the market will be watching how the stock performs in the coming weeks.