Get emailed when ZBRA changes direction
Insider selling: $4,050,631 sold by 20 insiders (30d)
Est. revisions:
-0.2%
(2 up, 2 down in 30d)
Backed by structured data (insider trades, analyst ratings, or filings)
Factor Model (net -0.1)
Factor Model
net -0.1 1.6 / 10
Est. Revisions
-0.0
Insider Activity
+0.0
Momentum
+0.0
Analyst Rev.
+0.0
Narrative Gap
+0.0
Analyst upgrades follow ZBRA's stronger 2026 outlook
Watch: Q1 2026 earnings delivery against that $1.48 billion guidance will be the acid test — any miss signals the upgrades were premature, while a beat could trigger fresh momentum and analyst revisions upward.
Morgan Stanley and UBS both raised price targets on Zebra Technologies in mid-February 2026, signaling confidence in the company's trajectory. Morgan Stanley lifted its target to $323 from $309 (maintaining Equal Weight), while UBS raised to $335 with a Buy rating. The upgrades follow Q1 2026 revenue guidance of $1.48 billion — above consensus of $1.43 billion — and FY2026 adjusted EPS guidance at $18. Q4 2025 showed strength across Asia Pacific and Latin America, with Europe returning to growth.
Back-to-back analyst upgrades paired with beat guidance suggests ZBRA's operational momentum is real and geographically broad. The company's ability to exceed revenue expectations while maintaining disciplined EPS targets indicates pricing power and margin control in a stabilizing market.
Evidence
7d ago
Truist Securities main ZBRA: Hold → Hold
14d ago
Citigroup main ZBRA: Neutral → Neutral
14d ago
Insider buy by GUSTAFSSON PER ANDERS (ZBRA): $1,000,243
14d ago
Insider buy by DHANASEKARAN SATISH (ZBRA): $233,118
14d ago
Insider buy by DHANASEKARAN SATISH (ZBRA): $112,625
14d ago
Insider buy by DHANASEKARAN SATISH (ZBRA): $41,080
1 older signals
Fundamentals & Data ▾
Zebra Technologies Corporation
Technology · Communication Equipment
Mkt Cap
$11B
P/E
27.0 fwd 11.0
Beta
1.66
52w Range
$199.05 - $352.66
Short Interest
2.2M 5.34%
Days to Cover
3.2 -4%
Technicals
downtrend
from 52w Hi
-4.0%
1w return
-2.9%
Insiders
selling
1B / 5S
Analysts
mixed
EPS Estimate
$4.25
-0.2% 30d
2up / 2dn
Est. Dispersion
4%
17 analysts
Analyst Target
$325
$256 - $400
Options P/C
0.48
Insider Cluster
buy cluster
2B / 9S
Financials
Revenue
$1.5B +11% YoY
FCF
$327M
Gross Margin
47%
Op Margin
15%
Momentum:
accelerating
Recent Filings & Data
insider trade
102
net selling
· $4,050,631 sold
· $1,387,066 bought
20 insiders · 102 transactions (30d)
Recent transactions
KOGL CRISTEN L · exercise · $49,636
GUSTAFSSON PER ANDERS · exercise · $1,813,493
DHANASEKARAN SATISH · buy · $41,080
KOGL CRISTEN L · sell · $34,178
KOGL CRISTEN L · exercise · $58,869
WINTERS NATHAN ANDREW · exercise · $6,769
ARMSTRONG ROBERT JOHN JR · sell · $2,068
ARMSTRONG ROBERT JOHN JR · exercise · $3,487
KOGL CRISTEN L · award
WINTERS NATHAN ANDREW · award
FROESE TAMARA DIONNE · award
ARMSTRONG ROBERT JOHN JR · award
HUDSON RICHARD EDWARD · award
O SULLIVAN COLLEEN M · award
CHO MICHAEL · award
BURNS WILLIAM · award
DHANASEKARAN SATISH · buy · $112,625
BURNS WILLIAM · award
KOGL CRISTEN L · award
WINTERS NATHAN ANDREW · award
FROESE TAMARA DIONNE · award
ARMSTRONG ROBERT JOHN JR · award
HUDSON RICHARD EDWARD · award
O SULLIVAN COLLEEN M · award
CHO MICHAEL · award
DHANASEKARAN SATISH · buy · $233,118
CONNLY LINDA · sell · $356,454
MCDOWELL MARY THERESE · award · $179,810
MILLER KENNETH BRADLEY · award · $220,257
DHANASEKARAN SATISH · award · $220,257
CONNLY LINDA · award · $220,257
CONNORS NELDA J · award · $220,257
MODRUSON FRANK BLAISE · award · $220,257
ROBERTS JANICE M · award · $220,257
SMITH MICHAEL A · award · $220,257
MANIRE ROSS WAYNE · award · $220,257
GUSTAFSSON PER ANDERS · award · $220,257
BURNS WILLIAM · exercise · $341,618
GUSTAFSSON PER ANDERS · exercise · $1,568,092
WINTERS NATHAN ANDREW · exercise · $33,205
WHITE JOSEPH RAMSEY · exercise · $50,555
SCHMITZ JEFFREY F · award · $880,017
KOGL CRISTEN L · award · $1,000,298
WINTERS NATHAN ANDREW · award · $1,660,004
FROESE TAMARA DIONNE · award · $450,134
WHITE JOSEPH RAMSEY · award · $1,250,066
ARMSTRONG ROBERT JOHN JR · award · $470,079
HUDSON RICHARD EDWARD · award · $1,080,077
O SULLIVAN COLLEEN M · award · $230,130
CHO MICHAEL · award · $640,068
BURNS WILLIAM · award · $4,400,086
GUSTAFSSON PER ANDERS · buy · $1,000,243
BURNS WILLIAM · award
GUSTAFSSON PER ANDERS · award
SCHMITZ JEFFREY F · award
KOGL CRISTEN L · award
WINTERS NATHAN ANDREW · award
FROESE TAMARA DIONNE · award
WHITE JOSEPH RAMSEY · award
ARMSTRONG ROBERT JOHN JR · award
HUDSON RICHARD EDWARD · award
O SULLIVAN COLLEEN M · award
CHO MICHAEL · award
O SULLIVAN COLLEEN M · sell · $75,979
O SULLIVAN COLLEEN M · exercise · $51,153
CHO MICHAEL · sell · $119,483
CHO MICHAEL · exercise · $103,377
WHITE JOSEPH RAMSEY · sell · $623,567
HUDSON RICHARD EDWARD · sell · $435,889
SCHMITZ JEFFREY F · sell · $266,098
SCHMITZ JEFFREY F · exercise · $51,452
KOGL CRISTEN L · sell · $203,580
KOGL CRISTEN L · exercise · $149,663
ARMSTRONG ROBERT JOHN JR · sell · $359,317
GUSTAFSSON PER ANDERS · other
WINTERS NATHAN ANDREW · sell · $701,241
SCHMITZ JEFFREY F · sell · $341,690
BURNS WILLIAM · other
CHO MICHAEL · sell · $531,087
CHO MICHAEL · exercise · $97,219
DHANASEKARAN SATISH · award · $220,284
CONNLY LINDA · award · $220,284
CONNORS NELDA J · award · $220,284
MODRUSON FRANK BLAISE · award · $220,284
BURNS WILLIAM · exercise · $762,189
MILLER KENNETH BRADLEY · award · $220,284
ROBERTS JANICE M · award · $220,284
SMITH MICHAEL A · award · $220,284
MANIRE ROSS WAYNE · award · $220,284
GUSTAFSSON PER ANDERS · award · $220,284
KOGL CRISTEN L · exercise · $63,178
GUSTAFSSON PER ANDERS · exercise · $2,280,140
SCHMITZ JEFFREY F · award · $800,130
KOGL CRISTEN L · award · $900,263
WINTERS NATHAN ANDREW · award · $1,500,129
FROESE TAMARA DIONNE · award · $290,198
WHITE JOSEPH RAMSEY · award · $1,150,284
ARMSTRONG ROBERT JOHN JR · award · $310,286
HUDSON RICHARD EDWARD · award · $920,042
O SULLIVAN COLLEEN M · award · $200,264
CHO MICHAEL · award · $580,087
BURNS WILLIAM · award · $4,000,034
9 signals · latest 7d ago
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