$ZBRA

The article suggests investors consider robotics stocks Teradyne (TER), Zebra Technologies (ZBRA), and Rockwell Automation (ROK) instead of Tesla (TSLA) for near-term robotics growth. Teradyne focuses on manufacturing robots, Zebra on machine vision, and Rockwell on AI-driven automation. All three companies are expanding their robotics offerings and seeing strong demand. TSLA's robotics efforts are still in development.

Zebra Technologies (ZBRA) is a large-cap tech company with a $20.4B market cap, offering automation and digitization solutions. Its stock is 9.2% below its 52-week high but up 48.7% over three months, outperforming the Dow. ZBRA's 2026 performance lags the Dow, but it's trading above key moving averages. The company recently launched a self-service kiosk, and analysts give it a 'Moderate Buy' rating with a $417.50 price target, suggesting 19% upside.

The ALPS Electrification Infrastructure ETF (ELFY) rebalanced its holdings, adding X-Energy and Core Natural Resources, and removing five companies, including NuScale Power and Plug Power. Forgent Power Solutions became the top holding. ELFY has returned 12.3% YTD and focuses on electrification, including data center infrastructure, positioning it as an AI trend ETF.

Zebra Technologies Corp. Cl A (ZBRA) shares rose 1.82% to $357.50 on Thursday, outperforming broader market gains. This follows a second consecutive day of gains for the stock.

Zebra Technologies (ZBRA) shares fell 4.9% since last earnings report. Q2 2026 earnings beat estimates at $6.35 per share, up 75.9% YoY. Revenue rose 20.4% YoY to $1.56B. Guidance raised for Q3 and full year 2026. Analysts revised estimates upward, giving ZBRA a Zacks Rank #1 (Strong Buy).

Cognex (CGNX) reported Q2 revenue of $291.3M, up 16.9% YoY, missing estimates by 0.7%. Despite strong guidance, its stock fell 15.1%. Specialized tech stocks collectively beat revenue estimates by 1.4% but declined 2.3% on average. Other companies mentioned: NSSC, OSIS, PAR, ZBRA.

Napco (NSSC) reported Q2 revenue of $55.81M, up 10% YoY, beating estimates. OSI Systems (OSIS) reported $484.1M, down 4.1% YoY, missing expectations. Arlo (ARLO) reported $155.9M, up 20.5% YoY, beating estimates. Zebra (ZBRA) reported $1.56B, up 20.4% YoY, beating estimates. Stocks reacted mixedly post-earnings.

Zebra Technologies (ZBRA) reported Q2 FY2026 earnings with net sales of $1.56B, up 20.4% YoY, and raised full-year guidance. Shares rose 26.5% post-earnings. Analysts rate ZBRA a 'Strong Buy' with a mean price target of $418.67, implying 16.1% upside. The stock has gained 48.5% YTD, outperforming the S&P 500 and XLK ETF.

Connly Linda sold 500 shares of ZEBRA TECHNOLOGIES CORP (ZBRA) at $377.68 ($0.19M total) on 2026-08-10.

Cho Michael (Chief Strategy Officer) sold 3,500 shares of ZEBRA TECHNOLOGIES CORP (ZBRA) at $375.20 ($1.31M total) on 2026-08-07.