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Zebra Technologies Stock Jumped 20% Today on the Best Problem in Tech

Zebra beat its own earnings guidance by nearly $2 per share and raised the full-year outlook by 13%. A memory chip shortage is the key constraint capping the financial upside in 2026.

Zebra Technologies Stock Jumped 20% Today on the Best Problem in Tech

Published August 4, 2026 · Category: Finance

Overview

Zebra Technologies (NASDAQ: ZBRA) stock broke into a run on Tuesday morning, up 20.3% as of 11 a.m. ET. The rugged-device and asset-tracking specialist reported strong second-quarter results before the opening bell, and the stock is now trading at fresh 52-week highs.

Zebra's adjusted earnings hit $6.35 per share. Analyst consensus was $4.36. Zebra's own guidance in May topped out at $4.50, so management beat the optimistic end of its own homework by 41%. Sales rose 20.4% to $1.56 billion, with organic growth of 9.2% and gains in every region.

Details

A $73 million tariff recovery flattered the quarter, and only $41 million of that promised payback has materialized as cash so far.

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Source

Originally published at www.fool.com.

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Disclaimer: This article is for informational purposes only and does not constitute investment advice. Data may be delayed up to 15 minutes. Past performance is not indicative of future results. Consult a licensed financial advisor before making investment decisions.