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ZBRA

ZEBRA TECHNOLOGIES CORP

At today's price, ZEBRA TECHNOLOGIES CORP (ZBRA) is priced for +23.5% growth. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.

Live priced in
+23.5% growth
Priced In
elevated

Key Takeaways

• Zebra makes the barcode scanners, mobile computers, RFID systems, and machine-vision tools that track goods through warehouses, stores, and hospitals, and it is riding technology transitions the 10-K names as ⟦"WiFi 7, the 5th generation mobile network (5G) and Android"⟧ operating systems. • The defining risk is cyclicality and input costs: demand for enterprise hardware swings with corporate capital budgets, and management flagged a roughly two-point gross-margin headwind from memory-chip pri

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Institutional ownership

610 institutional managers reported holding ZBRA in 13F filings for the quarter ended 2026-03-31. Together they hold about 93% of the company; the top 10 hold 46%. 59 opened new positions that quarter. Held by Vanguard Group, BlackRock, State Street, among others. On the short side, 4.6M shares were sold short as of the 2026-06-15 count, about 9% of shares outstanding (5 days of typical volume to cover).

Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.

Capital returns

ZBRA has cut its share count 8.3% over the past five years, spending $1.77B on repurchases. It pays no dividend. Cash returned over the past three years: $934.00M in repurchases.

Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.

Insider activity

Open-market insider buys at ZBRA over the trailing three years: 2023: 8 buys totaling $2.11M; 2025: 4 buys totaling $1.23M; 2026: 2 buys totaling $154k. 21 officers and directors are on file.

Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.

Earnings reactions

ZBRA's recent reports: the day-one move, then what the following quarter actually did.

reportday onenext quarter
2023-08-02-21.6%-4.3%
2023-11-01-5.8%+27.7%
2024-02-16+8.9%-2.7%
2024-05-01+2.9%+1.3%

Day-one is the close-to-close move around the filing. Nothing here is investment advice.

Recent filings

ZBRA's latest 8-K filings: 2026-05-26 (items 5.02, 5.07, 9.01); 2026-05-12 (items 2.02, 9.01); 2026-02-12 (items 2.02, 8.01, 9.01); 2025-12-15 (items 2.05, 2.06, 9.01); 2025-11-24 (items 5.02, 9.01).

Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.

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Last analyzed: June 28, 2026

For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.