Market Cap
$17.7B
ZBRA
ZEBRA TECHNOLOGIES CORP
$378.26 ▲ +0.75%
Prev close $375.45Market cap$17.7B
ConsensusBuy
12-mo target$411.45 (+8.8%)
▲ Bullish
Analyst conviction 8/10
Insider Selling Cluster (2 insiders)High Impact Filing (8/10)33 New Institutional Positions17 Institutional Exits Robotics & Automation
Snapshot
The big-picture read on ZBRA right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Strong Buy (76%)
Inst. Holders
50 funds
Inst. Value
$10.3B
Inst. Activity
33 buys / 17 sells
Insider Activity
$41.1K buy / $2.4M sell
Insider Net $
-$2.3M
SEC Reports
4
Price chart 30d +7.7%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 7, 2026 dark_pool
Aug 12, 2026 SEC Dark Pool: ZBRA — 0.5M shares, 26,544 trades
Week starting 2026-09-07. Total ATS volume: 531,626 shares across 26,544 trades.
Two Zebra Technologies insiders (CSO Michael Cho and Director Linda Connly) sold a combined $1.50M in open-market sales
CLUSTER — Impact 3/10
Aug 10, 2026 Insider
Connly Linda sold 500 shares
Director @ $377.68 ($188.8K)
Aug 7, 2026 Insider
Aug 4, 2026 SEC Cho Michael sold 3,500 shares
Chief Strategy Officer @ $375.20 ($1.3M)
Zebra Technologies reported a record Q2 2026 with net sales of $1.557B (+20.4% YoY) and non-GAAP diluted EPS of $6.35, c
8-K — Impact 8/10
Aug 3, 2026 Insider
Luff Loizides Melissa surrendered for taxes 46 shares
Chief People Officer @ $291.64 ($13.4K)
Jun 30, 2026 Inst.
Boston Partners — ADD
2,617,838 shares ($689.1M)
Jun 30, 2026 Inst.
FULLER & THALER ASSET — DOUBLED
1,208,889 shares ($318.3M)
Analyst ratings buy % +5.6%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
76% rate it Buy or better · 25 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 15, 2026 | Needham | MAINTAIN | Buy | 50% |
| Aug 5, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Aug 5, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| Aug 5, 2026 | Truist Securities | MAINTAIN | Hold | 55% |
| Aug 5, 2026 | BNP Paribas | REITERATE | Outperform | — |
| Aug 5, 2026 | Keybanc | MAINTAIN | Overweight | 52% |
| Aug 5, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Aug 5, 2026 | Needham | MAINTAIN | Buy | 50% |
| Jul 13, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| Jul 2, 2026 | Truist Securities | MAINTAIN | Hold | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 6 | 13 | 6 | 0 | 0 | 76% | |
| Aug 1, 2026 | 6 | 12 | 7 | 0 | 0 | 72% | |
| Jul 1, 2026 | 6 | 13 | 7 | 0 | 0 | 73% | |
| Jun 1, 2026 | 6 | 13 | 7 | 0 | 0 | 73% | |
| May 1, 2026 | 6 | 12 | 8 | 0 | 0 | 69% | |
| Apr 1, 2026 | 6 | 13 | 7 | 0 | 0 | 73% | |
| Mar 1, 2026 | 6 | 13 | 7 | 0 | 0 | 73% | |
| Feb 1, 2026 | 6 | 13 | 7 | 0 | 0 | 73% |
Price targets
Where 15 covering analysts think ZBRA trades over the next 12 months.
$411.45 +8.8% upside Buy
Current$378.06 Low$350.00 Median$420.00 High$455.00 15 analysts
$350.00$455.00
Analyst rating Buy· 1.9/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
4 SEC filing reports analyzed · 2 bullish, 0 bearish, 0 mixed, 2 neutral · avg impact 5.3/10.
NEUTRALCLUSTER3/10
Two Zebra Technologies insiders (CSO Michael Cho and Director Linda Connly) sold a combined $1.50M i
Aug 12, 2026
BULLISH8-K8/10
Zebra Technologies reported a record Q2 2026 with net sales of $1.557B (+20.4% YoY) and non-GAAP dil
Aug 4, 2026
BULLISH8-K8/10
Zebra Technologies reported Q1 2026 results with net sales of $1.495B (+14.3% YoY) and non-GAAP dilu
May 12, 2026
NEUTRALDEFA14A2/10
Zebra Technologies filed a definitive proxy statement for its 2026 Annual Meeting, where shareholder
Apr 3, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 7, 2026
dark_pool
Dark Pool: ZBRA — 0.5M shares, 26,544 trades
Week starting 2026-09-07. Total ATS volume: 531,626 shares across 26,544 trades.
Aug 31, 2026
dark_pool
Dark Pool: ZBRA — 0.8M shares, 31,688 trades
Week starting 2026-08-31. Total ATS volume: 775,881 shares across 31,688 trades.
Aug 24, 2026
dark_pool
Dark Pool: ZBRA — 0.8M shares, 31,521 trades
Week starting 2026-08-24. Total ATS volume: 823,416 shares across 31,521 trades.
Aug 17, 2026
dark_pool
Dark Pool: ZBRA — 1.0M shares, 34,381 trades
Week starting 2026-08-17. Total ATS volume: 957,416 shares across 34,381 trades.
Aug 14, 2026
short_interest_report
Short Interest: ZBRA down 29% to 1.9M shares
Settlement 2026-08-14 | Days to cover: 1.93 | ≈4.00% of shares outstanding (est.)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $4.90 | $4.79–$5.05 | 26.3% | +0.2% | 15↑ 0↓ | $1.6B | 15 |
| Next Q | $5.19 | $5.00–$5.69 | 19.8% | +0.1% | 15↑ 0↓ | $1.6B | 15 |
| Current FY | $21.04 | $19.68–$21.45 | 32.8% | -0.4% | 16↑ 0↓ | $6.2B | 16 |
| Next FY | $22.23 | $21.19–$22.88 | 5.7% | -0.1% | 16↑ 0↓ | $6.6B | 16 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $4.900 | — |
| 7d ago | $4.897 | +0.003 |
| 30d ago | $4.891 | +0.009 |
| 60d ago | $4.550 | +0.350 |
| 90d ago | $4.547 | +0.353 |
Institutional ownership
Which big funds own ZBRA (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $10.3B total value (38,861,021 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, VANGUARD. Net buying activity: 33 institutions added/increased vs 17 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 3,311,526 | $871.8M | 8.5% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 3,114,262 | $819.9M | 8.0% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2,667,369 | $702.2M | 6.8% | — |
| Boston Partners | 2,617,838 | $689.1M | 6.7% | ADD +78.0% |
| STATE STREET CORP | 1,884,644 | $496.2M | 4.8% | — |
| Invesco Ltd. | 1,765,967 | $464.9M | 4.5% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 1,351,501 | $355.2M | 3.5% | — |
| Alyeska Investment Group, L.P. | 1,248,478 | $328.7M | 3.2% | — |
| FULLER & THALER ASSET MANAGEMENT, INC. | 1,208,889 | $318.3M | 3.1% | DOUBLED +392.2% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1,066,696 | $280.8M | 2.7% | DOUBLED +113.1% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Boston Partners | ADD | 1,470,774 | 2,617,838 | +78.0% | $689.1M |
| FULLER & THALER ASSET MANAGEMENT, INC. | DOUBLED | 245,621 | 1,208,889 | +392.2% | $318.3M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | DOUBLED | 500,628 | 1,066,696 | +113.1% | $280.8M |
| NORDEA INVESTMENT MANAGEMENT AB | TRIM | 2,017,529 | 1,083,302 | -46.3% | $277.4M |
| MORGAN STANLEY | DOUBLED | 435,167 | 890,992 | +104.7% | $234.6M |
| DIMENSIONAL FUND ADVISORS LP | ADD | 686,335 | 870,883 | +26.9% | $229.2M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | 84,924 | 823,465 | +869.6% | $216.8M |
| FMR LLC | ADD | 495,414 | 792,836 | +60.0% | $208.7M |
| GOLDMAN SACHS GROUP INC | ADD | 497,109 | 723,222 | +45.5% | $190.4M |
| Focus Partners Wealth | TRIM | 1,134,158 | 574,893 | -49.3% | $151.3M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
19 insiders, 50 transactions. Net -$2.3M — $41.1K bought, $2.4M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 10, 2026 | Connly Linda | Director | SELL | 500 | $377.68 | $188.8K |
| Aug 7, 2026 | Cho Michael | Chief Strategy Officer | SELL | 3,500 | $375.20 | $1.3M |
| Aug 3, 2026 | Luff Loizides Melissa | Chief People Officer | TAX W/H | 46 | $291.64 | $13.4K |
| May 26, 2026 | Luff Loizides Melissa | Chief People Officer | SELL | 500 | $253.95 | $127.0K |
| May 19, 2026 | SMITH MICHAEL A | Director | AWARD | 951 | $247.15 | $235.0K |
| May 19, 2026 | MCDOWELL MARY T | Director | AWARD | 951 | $247.15 | $235.0K |
| May 19, 2026 | Connly Linda | Director | AWARD | 951 | $247.15 | $235.0K |
| May 19, 2026 | Connors Nelda J | Director | AWARD | 951 | $247.15 | $235.0K |
| May 19, 2026 | GUSTAFSSON ANDERS | Director | AWARD | 951 | $247.15 | $235.0K |
| May 19, 2026 | Miller Kenneth Bradley | Director | AWARD | 951 | $247.15 | $235.0K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for ZBRA.
Shares short
1,852,172
Settlement Sep 15, 2026
Change vs prior
-0.7%
Semi-monthly cycle
Days to cover
3.7
At avg daily volume
Of shares outstanding
≈3.9%
Estimate — not % of float
All ZBRA filing & press-release reports (4)
- CLUSTER reportAug 12, 2026
- 8-K reportAug 4, 2026
- 8-K reportMay 12, 2026
- DEFA14A reportApr 3, 2026