The Motley Fool on $ZBRA (Nov 6, 2026)
Despite a bad quarter and near-term memory-supply and cost issues, the speaker views Zebra as a great business with solid demand into 2027 and beyond; at about 15 times expected earnings and with warehouse automation a trend he believes in, he sees a buying opportunity.
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Dan, I'm looking at Zebra Technologies, ticker ZBr. And just to be clear, they are not called Zebra because they work with animals. Although, how cool would that be? And I definitely invest in that stock, but uh they are called Zebra because they make inventory tracking systems with barcodes, remember?
Like little zebras and a lot of other tech. Increasingly, that other tech is a lot of the warehouse automation, knowing where something is in your warehouse, uh watching it flow through the system.
There's a lot of they're there for this business. But the issue in the quarter, it was a bad quarter. It wasn't unique to them. A lot of it was noise related to memory. They can't get it.
It's higher price than than it has been in the past. So, they have some near-term issues. I still think that this is a great business, though. Uh, if you look, demand into 2027 and beyond looks solid.
I am a big believer in the warehouse automation trend and Zebra trading at about 15 times expected earnings. This looks like a buying opportunity for me, Dan.