QRFT0.040%
as of Jul 8
ZBRA
GrowthZEBRA TECHNOLOGIES CORPORATION
Zebra Technologies Corporation, together with its subsidiaries, operates in the automatic identification and data capture solutions industry worldwide. It operates in two segments, Connected Frontline, and Asset Visibility and Automation. The company designs, manufactures, and sells printers that produce labels, wristbands, tickets, receipts, and plastic cards; dye-sublimination thermal card printers that produce images, which are used for personal identification, access control, and financial transactions; radio frequency identification device (RFID) printers that encode data into passive RFID transponders; accessories and options for printers, including carrying cases, vehicle mounts, and battery chargers; stock and customized thermal labels, receipts, ribbons, plastic cards, and RFID tags for printers; and electronic sensors and temperature-monitoring labels.
Close · 3M
+23.81%
Held by 1 AI ETF
Signal performance
Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.
Buy signals4
Win rate100% (4/4)
Avg buy return+9.46%
QRFT · New entry · 1d
weight 0 → 0.030% (new)·stock up 12.0% in the 30 days before
Jun 2·entry $254.44·now $264.69Drifting
+4.03%
since Jun 2
QRFT · Exit · 1d
The AI ETF likely removed ZBRA due to its relatively high valuation metrics (PER 27.16, PBR 3.43) when compared to its moderate revenue growth (8.33%) and ROE (11.5%), suggesting the algorithm found better opportunities or determined ZBRA no longer offered optimal value within its investment parameters. For a retail investor, this signals a need to re-evaluate ZBRA’s fundamentals and current valuation against their own investment thesis, considering if the company still aligns with their personal growth expectations and risk tolerance given the AI’s quantitative assessment.
weight 0.030% → 0 (exited)·stock up 10.3% in the 30 days before
May 4·entry $223.73·now $264.69
+18.31%
since May 4
QRFT · New entry · 1d
weight 0 → 0.030% (new)·stock down 19.1% in the 30 days before
Mar 20·entry $203.62·now $264.69Chased
+29.99%
since Mar 20
AIEQ · Exit · 1d
ZBRA’s stock is currently priced at $243.63, representing 71% of its 52-week high, having returned -19.0% over the past year despite a 3.9% gain in the last 30 days. This fluctuating price context interacts directly with AIEQ’s strategy, which utilizes IBM Watson NLP to process news, filings, and social posts daily. The complete removal of ZBRA from the portfolio on May 30th, moving from a stable 0.58% weight to 0.00%, indicates that the AI detected a sudden and significant negative shift in sentiment or fundamental signals. Despite the company reporting 9.17% revenue growth and trading at a PER of 28.21, the fund’s high-turnover, daily rebalancing mechanism likely identified an emergent concern, triggering a swift exit from this position characteristic of AIEQ’s dynamic, sentiment-driven approach.
weight 0.570% → 0 (exited)·stock up 13.0% in the 30 days before
May 30·entry $249.96·now $264.69
+5.89%
since May 30
AIEQ · Weight decrease · 2d
Zebra Technologies displays a PER of 28.1, PBR of 3.43, revenue growth of 8.33%, and an ROE of 11.5%. These fundamental characteristics are assessed by AIEQ's IBM Watson NLP system, which, as part of its broad market, fundamentals + sentiment hybrid style, continually analyzes thousands of US equities. Following a +13.0% 30-day return that positioned ZBRA at 75% of its 52-week high, the system's daily ranking output likely indicated a shift in sentiment or a re-evaluation of its valuation around the May 19 peak weighting. This prompted EquBot's risk overlay to implement a consecutive decrease in the fund's ZBRA weighting, moving from 0.6000% on May 19 to 0.5500% by May 22, in line with its daily rebalancing across 140-180 US stocks.
weight 0.600% → 0.550% (-0.050 pp)·stock up 12.6% in the 30 days before
May 22·entry $255.55·now $264.69
+3.58%
since May 22
AIEQ · Weight increase · 3d
After a brief reduction in allocation, AIEQ swiftly began increasing its weight in ZBRA, moving from 0.49% on May 12th to 0.59% by May 17th in a series of stepped daily increments. This rapid, consecutive re-engagement aligns with the fund’s daily rebalancing and high-turnover characteristic, indicating its IBM Watson NLP system detected a significant shift in signals. The system likely registered positive sentiment or fundamental developments for ZBRA, an Information Technology company, at its current $259.35 price point, especially considering its 22.8% 30-day return while still trading at 76% of its 52-week high. These adjustments suggest AIEQ's hybrid strategy, weighing both ZBRA’s solid 8.33% revenue growth and 11.5% ROE alongside sentiment, identified a continuing positive trajectory for the stock.
weight 0.490% → 0.590% (+0.100 pp)·stock up 11.3% in the 30 days before
May 17·entry $260.06·now $264.69Fresh
+1.78%
since May 17
AIEQ · Weight increase · 2d
AIEQ has demonstrated a clear increase in its ZBRA allocation, moving from 0.49% to 0.58% over two consecutive trading days in mid-May, after a slight reduction earlier in the month. This rapid tactical accumulation is characteristic of AIEQ's daily rebalancing and its management by IBM Watson, which processes vast amounts of text for sentiment and fundamental shifts. The AI’s decision to increase exposure likely reflects a positive inflection detected in news, filings, or social posts, aligning with ZBRA's 22.8% return over the past 30 days. Despite this recent upward momentum, with the stock trading at $259.35, ZBRA is still at 76% of its 52-week high, suggesting the AI's risk overlay perceives further upside potential, supported by its 8.33% revenue growth.
weight 0.490% → 0.580% (+0.090 pp)·stock up 11.3% in the 30 days before
May 15·entry $259.35·now $264.69Drifting
+2.06%
since May 15
Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.
Buffett-style framework
Fails the frameworkas of May 18
The analysis yields a 'Fail' verdict for ZBRA, primarily due to financial health and margin of safety concerns, which contrasts with AIEQ's recent trend of increasing its position in the stock. Conversely, QRFT's recent exit aligns with the framework's cautious stance on the company at its current valuation and profitability levels.
- Circle of CompetenceZebra's focus on essential enterprise operational technology and data capture solutions across stable industries suggests its unit economics are sufficiently predictable for long-term projection.
- Economic MoatZebra possesses a durable economic moat derived from significant switching costs for integrated hardware and software solutions, an established brand, and scale advantages in its specialized niche.
- ManagementThe provided financial data is insufficient to assess management's candor, capital allocation decisions, or skin in the game.
- Financial HealthThe reported ROE of 11.5% falls short of the framework's demanding criterion for a 10-year average ROE of 15% or higher.
- Margin of SafetyThe current PER of 29.94 and EV/EBITDA of 17.95, particularly in light of an ROE below the framework's target, do not indicate a defensible margin of safety.
Zebra Technologies operates within a predictable circle of competence and benefits from a strong economic moat built on switching costs and scale. However, the company fails on critical financial health metrics, with its reported ROE not meeting the framework's stringent requirements. Additionally, current valuation multiples do not offer a sufficient margin of safety, leading to an overall 'Fail' verdict for a Buffett-style investment.
Educational interpretation generated by AI applying frameworks Warren Buffett documented in his shareholder letters and other public writings. Not a statement by Mr. Buffett or Berkshire Hathaway, and not investment advice.