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12:30
Aug 04
Nathan Winters CFO, Zebra Technologies Corporation ZBRA Q2 FY26 call
Zebra's Q2 results exceeded guidance because it was able to secure more memory supply than expected, but its guidance for Q3 and Q4 is still based on the potential for continued supply constraints, not on the strong demand signals. — Memory availability, not end-demand, is the primary variable capping Zebra's sales growth in the near term, indicating the DRAM market remains supply-constrained.
HXCL
MED

About HXCL Analyst Coverage

Buzzberg tracks HXCL across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 1 total trade idea tracked. Past 7 days: 1 watch. Latest voices: Nathan Winters.