Scoreboard / ZBRA
Zebra Technologies ZBRA
Issue No. 07 pick · August 7, 2026 · Updated September 4, 2026
Setup Snapshot
The Setup in One Card
How ZBRA moved and the catalyst behind the move, from its Issue No. 07 write-up. It is not on the current Scoreboard, so it carries no Friday Five Score this week.
Issue No. 07
Original Pick
Sector Trend
Slippingdown 1.4 percent
Covered In
Issue No. 07 · August 7, 2026
Catalyst
Guidance RaiseRaised full year earnings guidance well above the prior range after a record quarter
Return measured from the Thursday, July 30 close to the Thursday, August 6 close, the week it appeared in Issue No. 07.
Why It Moved
The Story Behind the Move
Catalyst
Raised full year earnings guidance well above the prior range after a record quarter
Why It Mattered
It raised guidance while absorbing a $120 million increase in memory costs, offsetting the hit with pricing rather than cuts, and margins expanded anyway.
Risk Note
Roughly 8 percentage points of the full year growth outlook come from acquisitions, disposals and currency, so the underlying business grows far slower than the headline. The stock repriced more than a quarter in one day and sits near the top of its six month range.
Reader Takeaway
When a company reports growth well above its industry, check how much of it was bought. The organic number is the one that has to repeat.
Continue the Research
Put ZBRA Back in Context
The stock page is one piece of the weekly research. Continue with the original issue, the full public ranking, or the method behind the analysis.
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