In short: Rogers: leader in bar-code scanners, RFID, enterprise mobile computing, thermal printing; EPS growing double digits but AI-driven memory-chip cost fears compressed the P/E from >20x to ~14x. Managing it with pricing, advanced sourcing and product redesigns; demand growing on supply-chain-efficiency spend; 40% discount to his $390–400 private-market value.
Zebra makes the barcode scanners, RFID readers and rugged handhelds that run warehouses, stores and delivery fleets. Earnings are growing double digits — demand rises as retailers and logistics firms chase efficiency — but the stock's multiple collapsed from over 20x to ~14x on one fear: AI demand is sending memory-chip prices soaring, and chips go into everything Zebra sells. Rogers says the company is managing it (pricing, buying ahead, redesigns) and the stock now sits at a 40% discount to his $390–400 private-market value.
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