ホームポートフォリオウォッチリストコミュニティ発見スクリーナー
NOT FOR DISTRIBUTION

Zebra Technologies Corporation

NasdaqGS:ZBRA 株式レポート

時価総額:US$16.3b

  • 会社概要
  • 評価
  • 将来の成長
  • 過去の実績
  • 財務の健全性
  • 配当金
  • マネジメント
  • 所有権
  • その他の情報
  • 株式コミュニティ

Zebra Technologies マネジメント

マネジメント 基準チェック /44

Zebra Technologiesの CEO はBill Burnsで、 Mar2023年に任命され、 の在任期間は 3.5年です。 の年間総報酬は$ 13.89Mで、 7.4%給与と92.6%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.07%を直接所有しており、その価値は$ 11.35M 。経営陣と取締役会の平均在任期間はそれぞれ4.5年と6.3年です。

主要情報

Bill Burns

最高経営責任者

US$13.9m

報酬総額

CEO給与比率7.38%
CEO在任期間3.5yrs
CEOの所有権0.07%
経営陣の平均在職期間4.5yrs
取締役会の平均在任期間6.3yrs

経営陣の近況

Recent updates

User avatar
ナラティブ更新 • Sep 07

ZBRA: AI And Data Center Tailwinds Will Test Execution And Supply Resilience

Analysts lifted the Zebra Technologies fair value estimate from $292.02 to $350.00. The change reflects updated views on Q2 results, broadening strength across key end markets, and refined assumptions for profit margins and future P/E levels cited in recent research.
User avatar
ナラティブ更新 • Aug 24

ZBRA: Supply Discipline And Broad End Market Demand Should Support Future Upside

Analysts raised the fair value estimate for Zebra Technologies to $455 from $393.84, citing Q2-driven price target increases across the Street and commentary that pointed to broad-based demand across key end markets, along with effective management of memory cost and supply risks into 2027. Analyst Commentary Recent research on Zebra Technologies points to a cluster of higher fair value views following the Q2 report.
User avatar
ナラティブ更新 • 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
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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.
分析記事 • 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...
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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.
分析記事 • 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...
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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.
分析記事 • 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...
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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

CEO報酬分析

Zebra Technologies の収益と比較して、Bill Burns の報酬はどのように変化したか?
日付総報酬給与会社業績
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

報酬と市場: Billの 総報酬 ($USD 13.89M ) は、 US市場 ($USD 14.74M ) の同様の規模の企業の平均とほぼ同じです。

報酬と収益: Billの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Bill Burns (59 yo)

3.5yrs
在職期間
US$13,890,301
報酬

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...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
William Burns
CEO & Director3.5yrsUS$13.89m0.070%
$ 11.4m
Nathan Winters
Chief Financial Officer6.1yrsUS$5.57m0.021%
$ 3.5m
Cristen Kogl
Chief Legal Officer8yrsUS$3.78m0.030%
$ 4.8m
Richard Hudson
Chief Revenue Officer2.8yrsUS$4.25m0.023%
$ 3.7m
Colleen O'Sullivan
Senior VP & Chief Accounting Officer10.1yrsデータなし0.015%
$ 2.5m
Tom Bianculli
Chief Technology Officer10yrsデータなしデータなし
Matt Ausman
Chief Information Officer4.5yrsデータなしデータなし
Michael Steele
Vice President of Investor Relationsno dataデータなしデータなし
Therese Van Ryne
Senior Director of External Communicationsno dataデータなしデータなし
Melissa Loizides
Chief People Officerless than a yearデータなし0.0077%
$ 1.3m
Michael Cho
Chief Strategy Officerno dataデータなし0.0096%
$ 1.6m
Tamara Froese
Chief Supply Chain Officer4.1yrsデータなし0.013%
$ 2.2m
4.5yrs
平均在職期間
57.5yo
平均年齢

経験豊富な経営陣: ZBRAの経営陣は 経験豊富 であると考えられます ( 4.5年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
William Burns
CEO & Director3.5yrsUS$13.89m0.070%
$ 11.4m
Janice Roberts
Independent Director12.9yrsUS$345.26k0.015%
$ 2.5m
Ross Manire
Independent Director23.2yrsUS$355.26k0.035%
$ 5.8m
Michael Smith
Lead Independent Director35.2yrsUS$386.26k0.025%
$ 4.0m
Mary McDowell
Independent Director1.2yrsUS$225.46k0.0032%
$ 523.7k
Anders Gustafsson
Chair of the Board19yrsUS$410.26k0.48%
$ 78.8m
Nelda Connors
Independent Director4.6yrsUS$325.26k0.0087%
$ 1.4m
Frank Modruson
Independent Director12.6yrsUS$344.26k0.034%
$ 5.6m
Kenneth Miller
Independent Director2.3yrsUS$338.76k0.0053%
$ 856.5k
Satish Dhanasekaran
Independent Director3.3yrsUS$325.26k0.011%
$ 1.7m
Linda Connly
Independent Director6.3yrsUS$335.26k0.0078%
$ 1.3m
6.3yrs
平均在職期間
62yo
平均年齢

経験豊富なボード: ZBRAの 取締役会 は 経験豊富 であると考えられます ( 6.3年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/09/10 23:06
終値2026/09/10 00:00
収益2026/07/04
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
  • SECフォーム10-K
  • SECフォーム10-Q
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
  • アナリストリサーチレポート
  • Blue Matrix
市場価格30年
  • 株価
  • 配当、分割、措置
  • ICEマーケットデータ
  • SECフォームS-1
所有権10年
  • トップ株主
  • インサイダー取引
  • SECフォーム4
  • SECフォーム13D
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
  • SECフォーム10-K
  • SECフォームDEF 14A
主な進展10年
  • 会社からのお知らせ
  • SECフォーム8-K

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した ご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Zebra Technologies Corporation 16 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。38

アナリスト機関
Robert MasonBaird
Quinn FredricksonBaird
Guy HardwickBarclays

どこでもより良い投資判断を

スキャンしてダウンロード
App Store を開くGoogle Play を開く
Chrome ウェブストア
Level 5, 320 Pitt Street, Sydney
Financial Data provided by S&P Global Market Intelligence LLC, analysis provided by Simply Wall Street Pty Ltd. Copyright © 2026, S&P Global Market Intelligence LLC. All rights reserved.
データソースを見る
市場
  • US: NYSE & NASDAQ
  • UK: FTSE
  • Australia: ASX
  • India: NIFTY
  • Canada: TSX
  • South Africa: JSE
  • Japan: NIKKEI
  • South Korea: KOSPI
  • Germany: DAX
投資のアイデア
  • 割安企業
  • 配当優良企業
  • インサイダー買い
  • 原子力
  • 自律走行車
  • 人工知能
  • 暗号資産とブロックチェーン
  • サイバーセキュリティ
  • さらにアイデア
株価コミュニティ
  • AstraZeneca
  • HSBC Holdings
  • Shell
  • Unilever
  • Diageo
  • Rio Tinto Group
  • RELX
  • BP
  • Barclays
機能とツール
  • ポートフォリオ・トラッカー
  • ストックスクリーナー&アラート
  • 語りと公正な値
  • 配当金計算機
ニュース & 発見
  • 最新の在庫ニュース
  • グローバルマーケットインサイト
  • The Foxhole ブログ
  • 投資のアイデア
  • コミュニティの物語
  • 新着情報
Simply Wall St
  • プランと料金
  • 広告
  • 会社概要
  • お問い合わせ
  • 採用情報
  • ヘルプセンター
  • 株式投資を学ぶ
  • アフィリエイト・プログラム
  • ビジネス
  • Charlie AI
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.
© 2026 Simply Wall Street Pty Ltd, US Design Patent #29/544/281, Community and European Design Registration #2845206
  • ご利用条件
  • プライバシーポリシー
  • AI利用規約
  • 金融サービスガイド