Zebra TechnologiesZBRA
About: Zebra Technologies is a leading provider of automatic identification and data capture technology to enterprises. Its solutions include barcode printers and scanners, mobile computers, and workflow optimization software. The firm primarily serves the retail, transportation logistics, manufacturing, and healthcare markets, designing custom solutions to improve efficiency at its customers.
Employees: 9,900
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
67% more funds holding in top 10
Funds holding in top 10: 3 [Q1] → 5 (+2) [Q2]
38% more first-time investments, than exits
New positions opened: 110 | Existing positions closed: 80
12% more capital invested
Capital invested by funds: $12.9B [Q1] → $14.4B (+$1.56B) [Q2]
3.47% more ownership
Funds ownership: 88.85% [Q1] → 92.32% (+3.47%) [Q2]
2% more funds holding
Funds holding: 724 [Q1] → 738 (+14) [Q2]
7% more repeat investments, than reductions
Existing positions increased: 278 | Existing positions reduced: 259
60% less call options, than puts
Call options by funds: $58.6M | Put options by funds: $146M
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
6 analyst ratings
Morgan Stanley Meta Marshall | 7%downside $300 | Equal-Weight Maintained | 6 Aug 2025 |
Truist Securities Jamie Cook | 1%downside $319 | Hold Maintained | 6 Aug 2025 |
Needham James Ricchiuti | 7%upside $345 | Buy Maintained | 6 Aug 2025 |
Barclays Tim Long | 7%downside $301 | Equal-Weight Maintained | 5 Aug 2025 |
Citigroup Piyush Avasthy | 6%upside $342 | Neutral Maintained | 14 Jul 2025 |
Financial journalist opinion
Based on 13 articles about ZBRA published over the past 30 days









