Zebra Technologies (ZBRA) Earnings Analysis

Zebra Technologies (ZBRA) delivered mixed results in FY2026 on revenue of $46.7B versus the $45.5B estimate (+3.1% YoY) and EPS of $3.55. Below is the full Zebra Technologies earnings breakdown — the risk-adjusted verdict, price forecast, technicals, options and hedge-fund 13F holdings, decoded in plain English.

Zebra Technologies (ZBRA) Earnings Analysis — key stats

Latest reported quarterFY2026
Earnings verdictMixed
Institutional ownership72.5% (13F as of 2026-06-30)
Top 10 holders40.2% (of shares outstanding)
Insider activity8 buys / 4 sells (recent Form 4 filings)
Revenue$46.7B (vs $45.5B est · +2.7% surprise · +3.1% YoY)
EPS$3.55 (vs $3.52 est · +0.9% surprise · +6.8% YoY)
Share price$470.11 (+0.9%)
Market cap$960.0B

Top institutional holders

Holder% outstandingSharesValueQoQ change
Blackrock, INC.6.6%3.3M$871.8M-21.2%
Vanguard Capital Management LLC6.2%3.1M$819.9M-2.7%
Undisclosed filer5.3%2.7M$702.2M-4.8%
Boston Partners5.2%2.6M$689.1M+78.0%
State Street Corp3.7%1.9M$496.2M-12.7%
Invesco Ltd.3.5%1.8M$464.9M+15.5%
Geode Capital Management, LLC2.7%1.4M$355.2M+0.9%
Alyeska Investment Group, L.P.2.5%1.2M$328.7M-5.8%
Fuller & Thaler Asset Management, INC.2.4%1.2M$318.3M+392.2%
Nordea Investment Management Ab2.2%1.1M$277.4M-46.3%

Recent insider transactions

InsiderRoleDateTypeSharesValue
Connly Lindadirector2026-08-10Sell500$188840
Cho Michaelofficer: Chief Strategy Officer2026-08-07Sell4K$1.3M
Luff Loizides Melissaofficer: Chief People Officer2026-08-03Sell46$13415
Luff Loizides Melissaofficer: Chief People Officer2026-05-26Sell500$126975
Burns Billdirector, officer: Chief Executive Officer2026-02-04Buy12K
Kogl Cristen Lofficer: Chief Legal Officer2026-02-03Buy2K
O'Sullivan Colleen Mofficer: Chief Accounting Officer2026-02-03Buy532
Cho Michaelofficer: Chief Strategy Officer2026-02-03Buy2K

What you'll find

Frequently asked questions

When is Zebra Technologies's next earnings date?
Magnisto tracks Zebra Technologies's (ZBRA) earnings schedule and shows the confirmed next earnings date, the options-implied expected move and the estimates analysts are modeling into the print.
Did Zebra Technologies (ZBRA) beat or miss earnings?
In FY2026, Zebra Technologies (ZBRA) posted mixed results — revenue of $46.7B versus the $45.5B estimate (+2.7% surprise) and EPS of $3.55 versus $3.52 expected (+0.9% surprise). Magnisto decodes every Zebra Technologies (ZBRA) report into a clear Beat, Miss, In-line or Mixed verdict and checks whether guidance was raised, held or cut.
Who are the largest shareholders of Zebra Technologies?
Institutions hold about 72.5% of Zebra Technologies's (ZBRA) shares outstanding as of the 2026-06-30 13F quarter. Its largest institutional holders include Blackrock, INC. (6.6%), Vanguard Capital Management LLC (6.2%), Undisclosed filer (5.3%). Magnisto lists Zebra Technologies's (ZBRA) top 13F holders with each stake size and its quarter-over-quarter change.
Are insiders buying or selling Zebra Technologies (ZBRA)?
In the most recent Form 4 filings Magnisto tracks, Zebra Technologies (ZBRA) insiders recorded 8 purchases and 4 sales — net buying. Insider transactions are one signal among many and are often routine (option exercises or scheduled 10b5-1 sales), so Magnisto shows the raw feed for you to judge.
What is the forecast for Zebra Technologies (ZBRA) stock?
Magnisto blends analyst price targets, quantitative research, technical trend and options-implied moves into a scenario range for Zebra Technologies (ZBRA), anchored to the current $470.11 share price, so you can weigh the bull, base and bear cases for Zebra Technologies side by side.
Is Zebra Technologies (ZBRA) a buy right now?
Magnisto does not give buy or sell tips. It gives you the institutional-grade evidence — the verdict, valuation, risks, technicals and hedge-fund 13F flows — so you can decide whether Zebra Technologies fits your own thesis and risk profile. This is research, not investment advice.

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Educational research, not investment advice. Figures are illustrative and may be delayed.