Is Zebra (ZBRA) Quietly Turning Hardware Partnerships Into a Stickier Software Ecosystem Advantage?

Simply Wall St.01-16

In recent days, Datex announced it successfully completed Zebra Technologies’ Enterprise Testing Program for its Footprint WMS, confirming reliable performance and interoperability with Zebra’s mobile...

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This certification, alongside Zebra’s broader AI-powered retail and supply chain solutions, highlights how tightly integrated partner software can deepen the usefulness of Zebra’s hardware platform across real-time, data-intensive workflows. We’ll now examine how this deeper hardware–software integration, highlighted by Datex’s certified Footprint WMS, affects Zebra Technologies’ broader investment narrative. Outshine the giants: these 24 early-stage AI stocks could fund your retirement.AdvertisementZebra Technologies Investment Narrative RecapTo own Zebra Technologies, you need to believe that long term demand for real time data capture and automation across retail, logistics, and manufacturing will keep anchoring its barcode, RFID, and AI driven workflows. The Datex Footprint WMS certification reinforces Zebra’s partner centric, hardware plus software positioning, but it does not materially change the near term focus on reigniting organic growth or the key risk that the shift toward higher margin, recurring software and services remains slower than many investors would like. Among the recent updates, Zebra’s NRF 2026 showcase of its Frontline AI Suite and new TC501 and TC701 handhelds is most relevant here, because it underlines how the company is trying to turn its installed hardware base into an AI capable platform that partner software like Datex’s can plug into. Together, these announcements speak directly to the main positive catalyst for the stock: deeper integration of IoT, edge computing, and AI tools into mission critical workflows across retail and warehouse settings. Yet behind these technology wins, the risk that Zebra still relies heavily on hardware sales and a slower than hoped shift to SaaS is something investors should be aware of... Read the full narrative on Zebra Technologies (it's free!)Zebra Technologies' narrative projects $6.2 billion revenue and $855.4 million earnings by 2028. This requires 6.0% yearly revenue growth and about a $307 million earnings increase from $548.0 million today.Uncover how Zebra Technologies' forecasts yield a $358.47 fair value, a 38% upside to its current price.Exploring Other PerspectivesZBRA 1-Year Stock Price Chart Five fair value estimates from the Simply Wall St Community span roughly US$244 to US$421 per share, underlining how far apart individual views can be. Set against this wide range, Zebra’s reliance on hardware and only gradual growth in recurring software and services leaves plenty of room for readers to weigh how that risk might influence the company’s longer term performance.Explore 5 other fair value estimates on Zebra Technologies - why the stock might be worth as much as 63% more than the current price!Build Your Own Zebra Technologies NarrativeDisagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.A great starting point for your Zebra Technologies research is our analysis highlighting 5 key rewards that could impact your investment decision.Our free Zebra Technologies research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Zebra Technologies' overall financial health at a glance.Curious About Other Options?These stocks are moving-our analysis flagged them today. Act fast before the price catches up:AI is about to change healthcare. These 108 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early.Uncover the next big thing with financially sound penny stocks that balance risk and reward.These 13 companies survived and thrived after COVID and have the right ingredients to survive Trump's tariffs. Discover why before your portfolio feels the trade war pinch.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if Zebra Technologies might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. 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