Zebra Technologies stock gains 2.60 percent as KC401 expands lineup

Zebra Technologies stock gained 2.60 percent to USD 371.02 on Nasdaq on September 23, 2026. The move came as Simply Wall St described Zebra's KC401 as a new self-service kiosk for routine customer inquiries and queue reduction.

KC401 broadens the product range

The KC401 targets retail, hospitality, manufacturing and healthcare, giving Zebra another point of contact with customers managing frontline workflows. The product adds to a portfolio that includes barcode printers, scanners, mobile computers, RFID systems and related software.

The kiosk launch is relevant because Zebra's business already connects physical activity with enterprise systems. A self-service device can extend that model from inventory and workforce management into customer-facing operations.

Q2 earnings beat consensus

Zacks reported that adjusted earnings reached USD 6.35 per share in the second quarter of 2026, compared with a USD 4.35 consensus estimate. The result was 46 percent above consensus and 75.9 percent above the USD 3.61 recorded in the year-ago quarter.

Revenue reached USD 1.56 billion in Q2 2026, up 20.4 percent year over year and 3.9 percent above the USD 1.50 billion consensus estimate. Connected Frontline revenue rose 25.9 percent to USD 903 million, while Asset Visibility and Automation revenue increased 13.5 percent to USD 654 million.

Guidance sets the next test

For fiscal 2026, Zebra expects adjusted EPS of USD 20.75 to USD 21.25, adjusted EBITDA margin of 23.5 percent to 24.0 percent and sales growth of 14 percent to 16 percent, according to MarketBeat. The company also expects free cash flow of at least USD 1 billion, making execution against the raised outlook the central financial measure.

MarketBeat also reported on September 15, 2026, that Needham raised its price target from USD 410.00 to USD 435.00 and maintained a Buy rating. The new target stands 17.2 percent above the September 23 stock price, a wider gap than the stock's daily move.

Stock remains below yearly high

Zebra Technologies stock stood at a closing price of USD 371.02 on Nasdaq on September 23, 2026, after gaining 2.60 percent. The price was 3.94 percent below the 52-week high of USD 386.23, while the market capitalization was USD 17,672,944,068.