MU MU Micron Technology, Inc. 로딩 중... : 애널리스트의 강세 및 약세 의견

Zebra was executing price increases on deals before its official announcement, allowing it to realize price benefits in Q2 ahead of schedule and increasing its expected full-year pricing mitigation from memory costs to $90 million from a prior $60 million. — Zebra's successful pricing power indicates that memory suppliers have significant leverage to raise prices, and Zebra is passing those costs through to its own customers, impacting demand elasticity.

Despite the memory shortage and cost inflation, management has 'line of sight' to fully mitigate the 2-point margin headwind for the year, with the cost trajectory in line with prior guidance and less severe than spot market rates. — This suggests memory suppliers are prioritizing long-term direct customers over spot-market buyers, potentially shielding Zebra and similar partners from the worst of the price spike.

Zebra is facing a ~2-point gross margin headwind from memory price increases starting Q2, which it plans to fully offset through price increases and supply chain actions. — Indicates significant memory supply constraint and pricing power in the industry, impacting companies like Micron, and shows Zebra's confidence in passing costs to customers.