Zebra Technologies Corporation

Report azionario NasdaqGS:ZBRA

Capitalizzazione di mercato: US$17.9b

Zebra Technologies Gestione

Criteri Gestione verificati 4/4

Zebra Technologies Il CEO è Bill Burns, nominato in Mar2023, e ha un mandato di 3.42 anni. la retribuzione annua totale è $ 13.89M, composta da 7.4% di stipendio e 92.6% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.07% delle azioni della società, per un valore di $ 12.46M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 3.9 anni e 6.3 anni.

Informazioni chiave

Bill Burns

Amministratore delegato

US$13.9m

Compenso totale

Percentuale dello stipendio del CEO7.38%
Mandato del CEO3.4yrs
Proprietà del CEO0.07%
Durata media del management3.9yrs
Durata media del Consiglio di amministrazione6.3yrs

Aggiornamenti recenti sulla gestione

Recent updates

Aggiornamento narrativa Aug 10

ZBRA: Q2 Execution And 2026 Guidance Will Support Margin Recovery

Analysts have raised the Zebra Technologies fair value estimate from $325.31 to $399.00, citing higher margin expectations, lower assumed future P/E multiples, and Street price target increases following Q2 results across retail, manufacturing, and healthcare customers. Analyst Commentary Recent Street commentary on Zebra Technologies points to a clear reset higher in valuation frameworks following the Q2 report.
Seeking Alpha Aug 04

Zebra Changed Its Stripes: The $460 Stampede Is Just Beginning

Summary Zebra Technologies Inc. (ZBRA) is upgraded from Hold to Strong Buy after Q2 removed the key obstacles behind my previous caution: weak asymmetry, limited catalysts, and an unclear growth narrative. The headline beat was only part of the story. Organic sales grew 9.2%, adjusted EPS reached $6.35, and management raised full-year guidance for sales, margins, earnings, and free cash flow. The most important read-through is that demand is running ahead of available supply. Pricing power, AI-enabled devices, machine vision, and frontline automation now support a more durable earnings story. Key risks include overemphasis on one-time margin gains, ongoing memory supply constraints, and the need to sustain high organic growth and value-adding tech integration. Read the full article on Seeking Alpha
Aggiornamento narrativa Jul 27

ZBRA: AI And Data Center Demand Tailwinds Will Drive Revaluation

The analyst price target for Zebra Technologies has moved from $284.00 to $292.02. This change reflects updated views from analysts who cite improving Q1 execution, early signs of a demand inflection, and secular tailwinds tied to AI and data center spending.
Aggiornamento narrativa Jul 13

ZBRA: Automation And Machine Vision Execution Will Shape Balanced Risk Reward

The analyst price target for Zebra Technologies has been updated from $267 to $284. This change reflects analysts' use of a slightly lower discount rate, marginally higher revenue growth and profit margin assumptions, and a higher future P/E multiple in response to recent research highlighting improving demand, execution, and sector support.
Aggiornamento narrativa Jun 29

ZBRA: Automation And AI Execution Will Test Fairly Balanced Risk Reward

Zebra Technologies' analyst fair value estimate has been trimmed by $7 to $267 as analysts factor in a higher discount rate and slightly softer revenue growth assumptions. At the same time, they highlight stronger execution, improving short-cycle demand trends, and higher Street price targets following recent Q1 and Q2 updates.
Aggiornamento narrativa Jun 15

ZBRA: Raised Guidance And Short Cycle Demand Inflection Should Drive Future Upside

Analysts have nudged Zebra Technologies' implied price target higher, with recent Street moves in the $284 to $345 range, supported by views that Q1 results, raised guidance, and improving short cycle demand are helping offset memory cost concerns. Analyst Commentary Bullish analysts have been responding to Zebra Technologies' Q1 update and guidance changes with a series of target revisions and rating moves that point to improving confidence in the company's execution.
Aggiornamento narrativa Jun 01

ZBRA: Improving Short Cycle Demand And Raised Guidance Should Support Future Upside

Narrative Update The Analyst Price Target for Zebra Technologies is updated to a range that reflects recent Street increases to $284, $305, $310 and $345, as analysts factor in stronger Q1 results, guidance that was raised, early signs of improving short cycle demand, and confidence in the company’s ability to manage higher memory costs. Analyst Commentary Recent updates from bullish analysts center on stronger than expected Q1 results, raised guidance, and more confidence in Zebra Technologies' ability to handle higher memory costs while supporting its growth plans.
Aggiornamento narrativa May 03

ZBRA: 2026 Guidance And Portfolio Reshaping Will Support Margin Recovery

Analysts have trimmed the Zebra Technologies price target by about $8, reflecting slightly lower fair value and revenue growth assumptions, a modestly higher discount rate, and a somewhat lower future P/E multiple despite broadly mixed recent research updates. Analyst Commentary Recent research on Zebra Technologies has been split, with some firms increasing targets while others are trimming them.
Aggiornamento narrativa Apr 17

ZBRA: 2026 Automation Refocus And Buybacks Will Reset Risk Reward

The analyst price target for Zebra Technologies has been reduced by $18. Analysts attribute the change to updated assumptions around discount rates, future P/E multiples and Street research that includes both upward and downward revisions following recent quarterly updates.
Aggiornamento narrativa Apr 03

ZBRA: Industrial Automation And AI Adoption Will Support 2026 Margin Recovery

Zebra Technologies' updated analyst price target edges lower to $333 from $336 as analysts balance recent target cuts and raises, along with expectations that small tweaks to fair value, discount rate, revenue growth, profit margin and future P/E better reflect the current research mix. Analyst Commentary Recent research on Zebra Technologies reflects a mix of optimism and caution, with several firms adjusting price targets up and down as they reassess fair value, growth assumptions and execution risks around the company’s outlook.
Aggiornamento narrativa Mar 20

ZBRA: 2026 Automation Tailwinds And Buybacks Will Reshape Risk Reward

Zebra Technologies' analyst fair value estimate has shifted from $263.00 to $292.02, as analysts adjust their targets after recent research pointed to a 2026 growth reacceleration and sector tailwinds in areas like data centers, factory and warehouse automation, and semiconductors. Analyst Commentary Recent Street research on Zebra Technologies shows a mix of optimism around the 2026 outlook and caution around nearer term execution and growth visibility.
Aggiornamento narrativa Mar 05

ZBRA: Industrial Automation And AI Adoption Will Support Post 2025 Margin Recovery

The updated analyst price target for Zebra Technologies moves slightly lower to $336, as analysts balance modest tweaks to growth, margin and P/E assumptions with mixed recent Street targets that range from $323 to $368. Analyst Commentary Recent research on Zebra Technologies presents a split picture, with some firms lifting price targets and others trimming them.
Aggiornamento narrativa Feb 18

ZBRA: Automation And AI Solutions Will Support Future Upside

The updated analyst price target for Zebra Technologies reflects a small downward adjustment in fair value to about $398, along with slightly lower assumptions for revenue growth, profit margins, and future P/E, as analysts weigh mixed target moves from firms that are raising and lowering their views on the stock. Analyst Commentary Recent Street research on Zebra Technologies reflects a mix of higher and lower price targets, but the bullish commentators are emphasizing the long term story, particularly the company’s role in industrial technology and automation end markets.
Articolo di analisi Feb 15

Earnings Miss: Zebra Technologies Corporation Missed EPS By 19% And Analysts Are Revising Their Forecasts

It's been a good week for Zebra Technologies Corporation ( NASDAQ:ZBRA ) shareholders, because the company has just...
Aggiornamento narrativa Feb 04

ZBRA: Automation And Data Center Demand Will Support Future Upside

Zebra Technologies' fair value estimate has shifted from US$421.00 to US$400.00 as analysts factor in updated assumptions on revenue growth, profit margins and future P/E, in the context of Street research that includes a higher US$368 price target from Barclays for the broader industrial technology and distribution outlook. Analyst Commentary Bullish analysts are highlighting Zebra Technologies as a key beneficiary of themes tied to industrial technology and distribution, with attention on areas such as data centers, factory and warehouse automation, electronics, test and measurement, and semiconductors.
Aggiornamento narrativa Jan 21

ZBRA: Industrial Automation Tailwinds Will Support Post 2025 Margin Recovery

Narrative Update Analysts have modestly trimmed their blended price target on Zebra Technologies to about US$339 from roughly US$358, reflecting slightly lower fair value and P/E assumptions, even as they cite mixed signals around growth and margins following recent research updates from firms covering industrial technology and automation end markets. Analyst Commentary Recent research paints a mixed picture on Zebra Technologies, with some analysts lifting targets while others trim expectations following Q3 results and Q4 guidance.
Articolo di analisi Jan 07

Zebra Technologies (NASDAQ:ZBRA) May Have Issues Allocating Its Capital

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Aggiornamento narrativa Jan 07

ZBRA: Data Center Demand And Buybacks Will Support Future Upside

Our fair value estimate for Zebra Technologies has been raised from $410 to $421 as analysts adjust their targets following Q3 results, factoring in updated views on organic growth trends, Q4 guidance, and forward P/E assumptions reflected in recent price target revisions from Truist, Barclays, and Citi. Analyst Commentary Street research around the Q3 print shows a mix of caution and optimism, with price targets shifting but ratings generally holding steady.
Aggiornamento narrativa Dec 18

ZBRA: Tariff Headwinds Will Ease After 2025 Supporting Margin Recovery

Analysts have modestly lowered their average price target on Zebra Technologies, trimming expectations by a few dollars per share to reflect concerns about slowing organic growth and a cautious extrapolation of the latest Q4 guidance into the medium term. Analyst Commentary Recent Street research on Zebra Technologies reflects a mixed but generally constructive stance, with pricing adjustments fine tuning expectations rather than signaling a wholesale change in the underlying thesis.
Aggiornamento narrativa Dec 04

ZBRA: Margin Pressures From Tariffs Will Ease After 2025 Supporting Profitability

Analysts have modestly reduced their price target on Zebra Technologies by about $19 per share, reflecting concerns over decelerating organic growth and cautious extrapolation of softer Q4 guidance into the medium term. Analyst Commentary Recent research notes present a mixed but generally balanced view of Zebra Technologies, with analysts updating price targets and recommendations in response to Q3 performance, tariff dynamics, and forward guidance.
Articolo di analisi Nov 21

What You Can Learn From Zebra Technologies Corporation's (NASDAQ:ZBRA) P/E After Its 25% Share Price Crash

The Zebra Technologies Corporation ( NASDAQ:ZBRA ) share price has fared very poorly over the last month, falling by a...
Aggiornamento narrativa Nov 20

ZBRA: Margin Pressures From Tariffs Will Ease After 2025 For Expanding Profitability

Analysts have slightly adjusted their price targets for Zebra Technologies, with the average target moving modestly lower. Concerns about decelerating organic growth and cautious Q4 guidance have offset more favorable long-term expectations.
Aggiornamento narrativa Nov 06

ZBRA: Margin Pressures From Tariffs Will Ease After 2025 For Expanding Profitability

Zebra Technologies' average analyst price target has decreased by approximately $14 to $358, as analysts express concerns about slowing organic growth and more cautious forward guidance. Analyst Commentary Analyst reactions to Zebra Technologies' latest performance and guidance reflect a mix of optimism and caution.
Aggiornamento narrativa Oct 22

Analysts Adjust Zebra Technologies Forecasts Amid Improving Growth Outlook and Strategic Initiatives

Zebra Technologies' fair value estimate has been raised slightly from $369.60 to $372.33, as analysts cite improved revenue growth expectations, resilient profit margins, and constructive updates on tariff headwinds and recent acquisitions as key factors behind the upward price target revisions. Analyst Commentary Recent Street research highlights a balanced yet nuanced analyst perspective on Zebra Technologies, with adjustments to price targets and ratings reflecting changing expectations on growth, profitability, and industry pressures.
Aggiornamento narrativa Oct 08

Digital Transformation And Automation Will Shape Global Industrial Supply Chains

The average analyst price target for Zebra Technologies has increased by approximately $5 to $369.60. Analysts are highlighting improved margin assumptions, resilient performance despite tariff headwinds, and an upgraded outlook following recent sector and company updates.
Articolo di analisi Sep 06

Zebra Technologies Corporation (NASDAQ:ZBRA) Not Flying Under The Radar

With a price-to-earnings (or "P/E") ratio of 29.1x Zebra Technologies Corporation ( NASDAQ:ZBRA ) may be sending very...
Aggiornamento narrativa Sep 04

Digital Transformation And Automation Will Shape Global Industrial Supply Chains

Despite stronger Q2 results and raised guidance driven by upward earnings revisions and sector optimism, analysts cite ongoing near-term pressures from mobile compute cycles and European weakness, resulting in the consensus price target for Zebra Technologies remaining unchanged at $364.67. Analyst Commentary Q2 earnings and FY guidance exceeded expectations, reflecting stronger operational performance.
Seeking Alpha Apr 16

Zebra Technologies: Great Business, Mediocre Growth

Summary Zebra has shown improving profitability and capital efficiency, with a strategic pivot towards higher-margin, recurring-revenue solutions, despite modest historical revenue growth. The company operates in high-growth sectors like automation, IoT, and enterprise mobility but has struggled with revenue growth due to legacy product dependence and external challenges. Zebra's consistent gross margin performance and disciplined cost control support its ability to sustain or expand profitability, positioning it well for future profit growth. Current valuation offers limited margin of safety, but potential upside exists if Zebra accelerates revenue growth or benefits from a lower cost of capital. Read the full article on Seeking Alpha

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Bill Burns rispetto agli utili di Zebra Technologies?
DataCompenso totaleStipendioUtili della società
Jul 04 2026n/an/a

US$539m

Apr 04 2026n/an/a

US$418m

Dec 31 2025US$14mUS$1m

US$419m

Sep 27 2025n/an/a

US$512m

Jun 28 2025n/an/a

US$548m

Mar 29 2025n/an/a

US$549m

Dec 31 2024US$13mUS$1m

US$528m

Sep 28 2024n/an/a

US$382m

Jun 29 2024n/an/a

US$230m

Mar 30 2024n/an/a

US$261m

Dec 31 2023US$11mUS$946k

US$296m

Sep 30 2023n/an/a

US$465m

Jul 01 2023n/an/a

US$650m

Apr 01 2023n/an/a

US$408m

Dec 31 2022US$4mUS$667k

US$463m

Oct 01 2022n/an/a

US$468m

Jul 02 2022n/an/a

US$497m

Apr 02 2022n/an/a

US$814m

Dec 31 2021US$4mUS$558k

US$837m

Oct 02 2021n/an/a

US$845m

Jul 03 2021n/an/a

US$762m

Apr 03 2021n/an/a

US$643m

Dec 31 2020US$2mUS$514k

US$504m

Sep 26 2020n/an/a

US$474m

Jun 27 2020n/an/a

US$494m

Mar 28 2020n/an/a

US$518m

Dec 31 2019US$2mUS$496k

US$544m

Compensazione vs Mercato: La retribuzione totale di Bill ($USD 13.89M ) è circa la media per le aziende di dimensioni simili nel mercato US ($USD 14.39M ).

Compensazione vs guadagni: La retribuzione di Bill è stata coerente con le performance aziendali dell'ultimo anno.


AMMINISTRATORE DELEGATO

Bill Burns (59 yo)

3.4yrs
Mandato
US$13,890,301
Compensazione

Mr. William J. Burns, also known as Bill, is Chief Executive Officer and Director of Zebra Technologies Corporation since March 01, 2023 and was its Chief Product & Solutions Officer from February 2018 to...


Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
William Burns
CEO & Director3.4yrsUS$13.89m0.070%
$ 12.5m
Nathan Winters
Chief Financial Officer6yrsUS$5.57m0.021%
$ 3.8m
Cristen Kogl
Chief Legal Officer7.9yrsUS$3.78m0.030%
$ 5.3m
Jeffrey Schmitz
Senior Vice Presidentless than a yearUS$3.32m0.012%
$ 2.1m
Richard Hudson
Chief Revenue Officer2.8yrsUS$4.25m0.023%
$ 4.1m
Colleen O'Sullivan
Senior VP & Chief Accounting Officer10yrsNessun dato0.015%
$ 2.8m
Tom Bianculli
Chief Technology Officer9.9yrsNessun datoNessun dato
Matt Ausman
Chief Information Officer4.4yrsNessun datoNessun dato
Michael Steele
Vice President of Investor Relationsno dataNessun datoNessun dato
Therese Van Ryne
Senior Director of External Communicationsno dataNessun datoNessun dato
Robert Armstrong
Chief Marketing Officer3.4yrsNessun dato0.015%
$ 2.7m
Melissa Loizides
Chief People Officerless than a yearNessun dato0.0077%
$ 1.4m
3.9yrs
Durata media
58.5yo
Età media

Gestione esperta: Il team dirigenziale di ZBRA è considerato esperto (durata media dell'incarico 3.9 anni).


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
William Burns
CEO & Director3.4yrsUS$13.89m0.070%
$ 12.5m
Janice Roberts
Independent Director12.8yrsUS$345.26k0.015%
$ 2.7m
Ross Manire
Independent Director23.1yrsUS$355.26k0.035%
$ 6.3m
Michael Smith
Lead Independent Director35.1yrsUS$386.26k0.025%
$ 4.4m
Mary McDowell
Independent Director1.1yrsUS$225.46k0.0032%
$ 574.6k
Anders Gustafsson
Chair of the Board18.9yrsUS$410.26k0.48%
$ 86.4m
Nelda Connors
Independent Director4.5yrsUS$325.26k0.0087%
$ 1.6m
Frank Modruson
Independent Director12.5yrsUS$344.26k0.034%
$ 6.2m
Kenneth Miller
Independent Director2.3yrsUS$338.76k0.0053%
$ 939.8k
Satish Dhanasekaran
Independent Director3.3yrsUS$325.26k0.011%
$ 1.9m
Linda Connly
Independent Director6.3yrsUS$335.26k0.0089%
$ 1.6m
6.3yrs
Durata media
62yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di ZBRA sono considerati esperti (durata media dell'incarico 6.3 anni).


Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/08/13 10:05
Prezzo dell'azione a fine giornata2026/08/13 00:00
Utili2026/07/04
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Zebra Technologies Corporation è coperta da 37 analisti. 16 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Robert MasonBaird
Quinn FredricksonBaird
Guy HardwickBarclays