Zebra Technologies (ZBRA)
Equips frontline operations with data-capture devices, workflow software, automation, and services.
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Sells rugged mobile computers, barcode scanners, printers, RFID and location systems, machine vision, self-service touchscreens, workflow software, and services for frontline operations. Revenue spans Connected Frontline and Asset Visibility and Automation, with hardware sold primarily through distributors and channel partners.
Equips frontline workers and physical operations with rugged mobile computers, barcode scanners, specialty printers, RFID and real-time location systems, machine vision, self-service touchscreens, workflow software, and lifecycle services.
Connected Frontline combines mobile computing, Elo point-of-sale and kiosks, workflow optimization software, and related services. Asset Visibility and Automation covers printing and supplies, data capture, RFID and RTLS, fixed industrial scanning, machine vision, and related services. Customers span retail, manufacturing, transportation and logistics, healthcare, hospitality, and the public sector worldwide.
Execution centers on purpose-built products, industry workflow expertise, an extensive installed base, and a global partner network. Hardware assembly is outsourced mainly across Asia-Pacific and Mexico, while sales flow primarily through distributors and other channel partners and are concentrated among several distributors.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 15, 2026 | Needham | Reiterate | Rating: —Target: $370 | Target: $435 |
| Aug 5, 2026 | Truist Financial | Target | Target: $296 | Target: $355 |
| Aug 5, 2026 | Morgan Stanley | Target | Target: $323 | Target: $360 |
| Aug 5, 2026 | KeyBanc | Reiterate | Rating: —Target: $305 | Target: $430 |
| Aug 5, 2026 | Barclays | Reiterate | Rating: —Target: $346 | Target: $410 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jul 4, 2026Cash & short-term investments $157.0M · Total debt $2.96B · Total assets $8.64B · Shareholders' equity $3.44B
- Revenue
- $1.56B
- Operating income
- $321.0M
- Net income
- $233.0M
No dividends on record.
| Institutions | ≈ 106.04% | 50.17M shares | |
|---|---|---|---|
| 667 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 0.98% | 461.8K shares | |
| 21 holders · as of Aug 11, 2026 | |||
| Adds to | 107.02% | ||
47.31M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 107.02%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 7.00% | 3.31M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 6.58% | 3.11M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 5.64% | 2.67M | as of Jun 30, 2026 |
Boston PartnersInstitution | 5.53% | 2.62M | as of Jun 30, 2026 |
Jackson Square Partners, LLCInstitution | 5.50% | 2.60M | filed Oct 11, 2016 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 7, 2026 | Michael Cho | officer: Chief Strategy Officer | −3,500 | $375.20 |
| Aug 10, 2026 | Linda Connly | director | −500 | $377.68 |
| May 26, 2026 | Loizides Melissa Luff | officer: Chief People Officer | −500 | $253.95 |
| May 14, 2026 | Janice M. Roberts | director | −3,000 | $249.54 |
| Mar 12, 2026 | Satish Dhanasekaran | director | +200 | $205.40 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Zebra Technologies | $351.24 | +0.11% | $16.71B | 33.0 | 16.8 | 2.9 | +20.4% |
| Honeywell Technologies | $208.63 | +1.04% | $65.44B | 8.0 | 22.6 | 1.8 | −49.9% |
| Delta Air Lines | $82.92 | +0.51% | $54.25B | 13.7 | 10.8 | 0.8 | +18.7% |
| Cognex | $59.60 | −3.86% | $10.32B | 60.2 | 31.9 | 9.5 | +16.9% |
| Impinj | $184.72 | +0.37% | $5.62B | — | 74.9 | 15.1 | +10.7% |
| Avery Dennison | $170.35 | +0.60% | $12.95B | 18.5 | 16.3 | 1.4 | +10.9% |
| Diebold Nixdorf | $64.26 | +1.40% | $2.15B | 20.7 | 10.0 | 0.6 | +1.4% |
| Median | 18.5 | 19.5 | 1.6 | +10.8% |