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Despite moving most of its supply chains and sourcing out of China, a costly operation, the company produced good Q3 results. Zebra Technologies is well-positioned to benefit from increased digitalization of business and the increasing importance of software and AI solutions underpinning this. This shift and the company’s cost discipline generate considerable leverage, with earnings […]

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Zebra Technologies enjoys powerful tailwinds with the increasing digitalization of business. Even in a soft economy the company can keep growing as its solutions enable its customers to cut cost and increase productivity and inform decision making. Operational leverage, strong cash generation and reducing debt will ensure earnings growth well ahead of revenue growth. Source: […]

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The company is powered ahead by some favorable long-term trend, as its clients require more operational visibility. The booming sales powers margin expansion and boosts cash flow, which is invested in R&D and acquisitions, reinforcing its position. There is another pay-off, which is a strong reduction in leverage, and we think this will be followed […]

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The shares are at an all-time high but we think there is some more gas in the tank if the world economy doesn’t slow down too much. We see further revenue upside, some operational leverage and large free cash flow as attractive features with a gradual shift to software as a longer-term lure. An escalation […]

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