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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Joe Giordano | TD Cowen | 12 | 0% |
| Tom Moll | Stephens | 11 | 0% |
| Piyush Avasthy | Citigroup | 11 | 0% |
| Brad Hewitt | Wolfe Research | 11 | 9% |
| Keith Housum | Northcoast Research | 10 | 20% |
| Guy Hardwick | Barclays | 9 | 0% |
| Rob Mason | Robert W. Baird | 9 | 0% |
| Andy Buscaglia | BNP Paribas | 9 | 22% |
| Jim Ricchiuti | Needham | 6 | 0% |
| Brian Drab | William Blair | 6 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| TD Cowen | 1 | 12 | 0% |
| Stephens | 1 | 11 | 0% |
| Wolfe Research | 1 | 11 | 9% |
| Citigroup | 1 |
| 11 |
| 0% |
| Barclays | 2 | 10 | 0% |
| Northcoast Research | 1 | 10 | 20% |
| BNP Paribas | 1 | 9 | 22% |
| Robert W. Baird | 1 | 9 | 0% |
Zebra delivered Q1 total company sales growth of 14.3% (4.3% organic) with non-GAAP EPS of $4.75 up 18% and record gross margin of 50.4% up 80 basis points. Full-year guidance was raised with EPS midpoint lifted to $18.50 as manufacturing and machine vision reached an inflection point. The Elo integration progressed with first wins in new geographies and the frontline AI suite launched with paid pilots underway, while aggressive capital returns included $500M in year-to-date repurchases.
Demand | Trade Tariffs | Guidance Reliability | Supply Chain | Margin | M&A | Innovation & R&D | Cloud & AI | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 11 | 5 | 3 | 3 | 2 | 1 | 2 | 2 |
| 2025Q1 | 9 | 9 | 2 | 4 | 2 | 1 | 3 | |
| 2025Q2 | 7 | 2 | 2 | 1 | 2 | 11 | 2 | |
| 2025Q3 | 14 | 2 | 6 | 1 | 4 | 2 | 2 | 3 |
| 2025Q4 | 10 | 1 | 3 | 4 | 1 | 2 | 1 | |
| 2026Q1 | 6 | 2 | 1 | 2 | 3 | 4 | 4 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 11 | 9 | 7 | 14 | 10 | 6 |
| Trade Tariffs | 5 | 9 | 2 | 2 | 1 | 2 |
| Guidance Reliability | 3 | 2 | 2 | 6 | 3 | 1 |
| Supply Chain | 3 | 4 | 1 | 1 | 4 | 2 |
| Margin | 2 | 2 | 2 | 4 | 1 | 3 |
| M&A | 1 | 11 | 2 | |||
| Innovation & R&D | 2 | 1 | 2 | 2 | 2 | 4 |
| Cloud & AI | 2 | 3 | 3 | 1 | 4 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
ZBRA Zebra Technologies | 8 | +14.3% | |
| CIEN Ciena Corporation | 10 | +33.1% | |
| CSCO Cisco Systems, Inc. | 9 | +12.0% | |
| HPE Hewlett Packard Enterprise | 8 | +19.1% | |
| LITE Lumentum Holdings Inc. | 9 | +90.1% | |
| MSI Motorola Solutions | 7 | +7.4% | |
| SATS EchoStar Corporation | 4 | -4.3% |