Motorola Solutions, Inc.

(New York Stock Exchange)

Top News rankings and signal summaries are processed using AI and may contain errors.

1
Very Bullish +78

Motorola Solutions stock nears its 52-week high at EUR 431.60

Earnings report AI-generated analysis

Motorola Solutions stock is trading near its 52-week high, reaching EUR 431.60 on October 26, 2026, which represents a 0.58% gain over the previous Xetra close. The company's market capitalization stands at USD 79.9 billion, with shares trading between EUR 247.80 and EUR 432.25 over...

Bullish Signals

  • Stock trades near 52-week high of EUR 432.25.
2
Very Bullish +85

Motorola Solutions Reports First-Quarter 2026 Financial Results

AI-generated analysis

Motorola Solutions (NYSE: MSI) reported strong first-quarter 2026 financial results, driving an upward revision to its full-year revenue and earnings guidance due to record orders and a robust backlog. The company generated sales of $2.7 billion, representing a 7% increase from the previous year, led...

Bullish Signals

  • Raised revenue and earnings guidance.
  • Q1 sales hit $2.7B, up 7%.
  • Software segment surged 18%.
  • Non-GAAP margin expanded to 28.8%.
  • Record Q1 backlog reached $15.7B.
  • Backlog grew 11% year-over-year.
  • Completed acquisitions for $90M.
  • Purchased $118M stock and paid dividends.
  • Won $148M federal P25 orders.
  • Raised 2026 revenue guidance to $12.8B.

Bearish Signals

  • Operating margin contracted to 19.3% due to increased liabilities and amortization.
  • Operating cash flow dropped to $451M amid higher inventory and tax payments.
  • Non-GAAP EPS of $3.37 masks underlying earnings with $1.19/share adjustments.
  • Acquisitions created $90M and pending $500M liabilities increasing debt pressure.
  • Total term loans rose to $1.3B showing reliance on high-debt financing.
  • $62M capex paired with dividends strained liquidity for growth initiatives.
3
Bullish +75

Motorola Solutions Reports First-Quarter 2026 Financial Results

AI-generated analysis

Motorola Solutions, Inc. (NYSE: MSI) reported its first-quarter 2026 financial results, declaring an outstanding start to the year with strong sales and earnings driven by record order volume. Company Chairman and CEO Greg Brown highlighted that robust, broad-based demand resulted in a record backlog, prompting...

Bullish Signals

  • Raised 2026 revenue and earnings guidance on record Q1 orders.
  • Delivered outstanding Q1 sales and earnings across all segments.
  • Record backlog shows resilient demand for company products.

Bearish Signals

  • Missed asset recognition for tariff refunds amid court uncertainty as of April 2026.
  • AI demand drives high memory costs and global supply chain volatility.
  • Dynamic tariffs and regulations increase material and component expenses.
  • Future results risk impact from unpredictable unavailable non-GAAP reconciling items.
4
Bullish +75

Motorola Solutions stock: record orders lift 2026 outlook

Earnings report Financial outlook AI-generated analysis

Motorola Solutions reported a robust third quarter with sales increasing 12 percent year over year to $3.4 billion, driven by strong demand across its safety and security portfolio. Record orders across all three technology segments lifted the company's total backlog to $16.6 billion, representing a...

Bullish Signals

  • Motorola Solutions sales rose 12% to $3.4B in Q3.

Bearish Signals

  • Operating margin fell to 23.0% due to Silvus earnout costs.
  • Memory costs, tariffs, and supply-chain risks pressure margins.
  • Inventory levels remain elevated to protect the supply chain.
5
Bullish +75

Motorola Solutions stock holds near highs after strong Q2 growth

Earnings report Guidance raised AI-generated analysis

Motorola Solutions reported strong second-quarter results for 2026, with revenue rising 13.3% year-over-year to $3.13 billion. This performance underscores robust demand for the company's safety and security solutions, particularly in mission-critical communications and video security sectors. The company exceeded analyst expectations by 4.4% on its...

Bullish Signals

  • Motorola Solutions Q2 2026 revenue grew 13.3% year-over-year to $3.13 billion, exceeding analyst expectations by 4.4%.
  • The company raised its full-year EPS guidance for 2026, indicating management confidence in continued earnings improvement.
  • Shares gained 20.6% year-to-date and rose an additional 6.1% following the positive Q2 earnings release.
6
Bullish +65

Zebra Tech to buy Motorola Solutions' enterprise business

AI-generated analysis

Zebra Technologies announced a definitive agreement to acquire the enterprise business unit of Motorola Solutions for $3.45 billion in cash. The target unit, which manufactures rugged mobile computers, tablets, and barcode scanners, represents approximately one-third of Motorola Solutions' total revenue. This strategic move allows Zebra...

Bullish Signals

  • Zebra acquires Motorola enterprise business for $3.45 billion.
  • Analysts see deal as aggressive AIDC market play.
  • Acquisition expected to boost earnings immediately after year-end closing.
  • Shares rose 6% and 3.5% respectively post-announcement.

Bearish Signals

  • Quarterly results missed expectations due to lower North America government volumes.
  • Acquisition funded by $3.25 billion debt issuance increasing Zebra's leverage.
  • Integration challenges combining 4,500 new employees with existing operations.
7
Bullish +72

Evercore raises USD 550 target for Motorola Solutions stock

Analyst upgrade AI-generated analysis

Evercore ISI raised its price target for Motorola Solutions to USD 550.00 from USD 525.00 on October 8, 2026, citing strong financial performance and a robust operating picture. The analyst upgrade implies approximately 23.76 percent upside from the stock's trading price of USD 444.37 at...

Bullish Signals

  • Revenue grew 13.3% YoY to USD 3.13 billion.
  • EPS increased 24% to USD 4.41.
  • Products revenue expanded 15% in Q2.
  • Software revenue grew 10% with diversification.
8
Bullish +75

Motorola Solutions bets on counter-drone technology with $1.5B D-Fend Solutions purchase

AI-generated analysis

Motorola Solutions has entered into a definitive agreement to acquire D-Fend Solutions, a leading provider of counter-drone technology, in a transaction valued at approximately $1.5 billion. The deal is expected to close during the fourth quarter of 2026, pending regulatory approval and standard closing conditions....

Bullish Signals

  • Expands portfolio by acquiring D-Fend Solutions for $1.5 billion.
  • Acquisition expected to close Q4 2026 with strong investor confidence.
  • Positions MSI as key player in cybersecurity and public safety markets.

Bearish Signals

  • ~$1.5B acquisition costs burden short-term cash flow.
  • Deal closes Q4 2026; investors wait 2+ years for synergies.
  • Regulatory approval uncertainty risks delays or failed deal.
9
Bullish +65

Evercore raises target for Motorola Solutions stock to USD 550

Acquisition Earnings report New contract AI-generated analysis

Evercore ISI analyst Rafael MΓΌller raised his price target for Motorola Solutions from USD 525 to USD 550 on October 8, 2026. The firm maintains a bullish valuation stance based on the company's recent financial performance and strategic positioning within the public safety sector. Motorola...

Bullish Signals

  • Evercore ISI raised its price target for Motorola Solutions from USD 525 to USD 550, signaling strong analyst confidence in the company's valuation.
  • Second-quarter revenue surged to USD 3.13 billion, marking a 13.30% year-over-year increase driven by broad sales growth.
  • Adjusted earnings per share of USD 4.41 significantly exceeded the consensus estimate of USD 3.85, demonstrating superior profitability.
  • The company successfully closed its USD 1.50 billion acquisition of D-Fend Solutions, expanding its counter-drone technology portfolio.
  • Motorola secured a new contract to equip 29 Austrian prison facilities with V500 body cameras and VideoManager software.

Bearish Signals

  • $1.5B D-Fend acquisition adds integration complexity and financing demands.
  • Acquisition offsets some of the reported 13.30% Q2 revenue growth.
10
Bullish +65

Motorola Solutions stock holds gains after strong Q1 2026 figures

AI-generated analysis

Motorola Solutions (MSI) reported robust first-quarter 2026 financial results, generating USD 2.7 billion in sales, a 7% year-over-year increase. The company highlighted a significant strategic shift toward higher-margin recurring revenue, with Software and Services revenue climbing 18% compared to the prior year, while Products and...

Bullish Signals

  • Motorola Solutions generated Q1 2026 sales of USD 2.7 billion, marking a 7% year-over-year increase that builds on a record full-year 2025 performance.
  • The company achieved an 18% year-over-year growth in Software and Services revenue, demonstrating a clear mix shift toward higher-margin recurring offerings.
  • Management raised its full-year 2026 revenue and earnings outlook based on record first-quarter orders and backlog, signaling confidence in sustained momentum.
  • GAAP earnings per share reached USD 2.18 for Q1 2026, supported by a record fourth quarter where sales grew 12% to USD 3.4 billion.
  • The stock is trading near record levels as investors digest robust fundamentals and the company's successful transition to cloud-connected command center software.

Bearish Signals

  • CEO sold 14,200 shares for $6.9M in Sept 2026.
  • Senior insiders sold shares at $470-$477 in August.
  • High valuation risks scrutiny if growth slows or budgets drop.
11
Bullish +55

Motorola Solutions, Inc. (NYSE:MSI) Receives Average Recommendation of ...

AI-generated analysis

Motorola Solutions, Inc. (NYSE:MSI) has received an average 'Buy' recommendation from twelve brokerages covering the firm, with one hold rating and ten buy ratings including a strong buy. The consensus 1-year price target stands at $504.67. Recent analyst actions include Barclays raising its price objective...

Bullish Signals

  • EPS beat by $0.13 at $3.37 vs $3.24 consensus.
  • Revenue of $2.71B grew 7.4% year-over-year.
  • Net margin reached 17.61% with ROE of 100.13%.
  • Analysts rate 'Buy' with $504.67 price target.
  • Major brokerages reiterated positive ratings or raised targets.
  • Q2 2026 EPS guidance set between $3.82-$3.88.
12
Bullish +65

Corient Private Wealth LLC Sells 44,838 Shares of Motorola Solutions, Inc. $MSI - MarketBeat

AI-generated analysis

Corient Private Wealth LLC reduced its stake in Motorola Solutions (MSI) by 33.5% in the fourth quarter, selling 44,838 shares and retaining a position valued at approximately $34.2 million. Despite this institutional reduction, other major investors including Capital World Investors, Norges Bank, Morgan Stanley, Amundi,...

Bullish Signals

  • EPS beat estimates at $3.37 vs $3.24 consensus.
  • Revenue grew 7.4% YoY to $2.71 billion.
  • Institutional investors increased stakes in the stock.
  • Analysts maintain Buy rating with $504.67 price target.
  • Quarterly dividend declared at $1.21 per share.

Bearish Signals

  • Corient Private Wealth sold 45,000 shares, cutting position by 33.5%.
  • Truist Financial lowered price target from $540 to $525.
  • Weiss Ratings downgraded stock from 'buy (b)' to 'buy (b-)'.
13
Bullish +65

Campbell Newman Asset Management Inc. Acquires 79,533 Shares of Motorola Solutions, Inc. $MSI - MarketBeat

AI-generated analysis

Campbell Newman Asset Management Inc. significantly increased its stake in Motorola Solutions, Inc. (NYSE: MSI) during the first quarter by purchasing an additional 79,533 shares. This acquisition lifted the firm's total holdings to 81,673 shares, valued at approximately $35.4 million, representing a substantial boost of...

Bullish Signals

  • Acquired 79,533 shares, lifting holdings to 81,673 worth $35.4 million.
  • EPS of $3.37 beat consensus estimate of $3.24.
  • Revenue reached $2.71 billion, growing 7.4% year over year.
  • Q2 2026 EPS guidance between $3.82-$3.88.
  • Average price target is approximately $504.67 with Buy rating.
  • Piper Sandler raised target to $503; Raymond James set $530.
  • Quarterly dividend of $1.21 per share announced.
  • Institutional investors own 84.17% of the company's stock.

Bearish Signals

  • Wall Street Zen cut price target to $525 and downgraded to Hold.
  • Stock trades at elevated P/E of 31.90.
14
Bullish +65

Arrowstreet Capital Limited Partnership Purchases 96,751 Shares of Motorola Solutions, Inc. $MSI - MarketBeat

AI-generated analysis

Arrowstreet Capital Limited Partnership increased its stake in Motorola Solutions, Inc. (NYSE: MSI) by 15.9% during the fourth quarter, purchasing an additional 96,751 shares. This acquisition brought Arrowstreet's total holding to 706,588 shares, valued at approximately $270.8 million, representing about 0.43% of the company's outstanding...

Bullish Signals

  • Arrowstreet Capital increased position by 15.9%.
  • Beat earnings: EPS $3.37, Revenue $2.71B.
  • Optimistic guidance for Q2 and FY 2026.
  • Institutional investors like Vanguard increased holdings.
  • Dividend yield 1.2% with 39% payout ratio.
  • Analyst consensus Buy rating, target $504.67.

Bearish Signals

  • Wall Street Zen downgraded stock from Buy to Hold.
  • Stock trades below 52-week high of $492.22.
15
Bullish +65

Fund Update: 125,485 MOTOROLA SOLUTIONS (MSI) shares added to COMGEST GLOBAL INVESTORS S.A.S. portfolio - Quiver Quantitative

AI-generated analysis

COMGEST GLOBAL INVESTORS S.A.S. recently added 125,485 shares of Motorola Solutions (MSI) to its portfolio based on SEC 13F filings for the period ending March 31, 2026. This filing is part of a broader trend where 715 institutional investors increased their MSI holdings while 663...

Bullish Signals

  • D.E. Shaw added 1.2M shares, a 1384.5% portfolio increase.
  • Ameriprise increased holdings by 77.2%, adding 885K shares.
  • Top analysts Piper Sandler and Morgan Stanley rate stock 'Overweight'.
  • Median analyst price target is $509.
  • Congressman Jared Moskowitz bought up to $30,000 worth of shares.

Bearish Signals

  • Executives sold 65 times with zero buys in six months.
  • Northwestern Mutual exited completely, removing 1.18M shares (-99.2%).
  • Capital World Investors cut stake by 682k shares (-77.7%).
  • Morgan Stanley analyst targets $436, below median price.
16
Very Bullish +85

Motorola Solutions Q1 Earnings Call Highlights

AI-generated analysis

Motorola Solutions Inc. (NYSE:MSI) reported a strong first quarter in 2026, delivering record revenue and record orders that exceeded analyst expectations. Full-year guidance was raised, with the company now forecasting revenue of approximately $12.8 billion and non-GAAP earnings per share between $16.87 and $16.99, up...

Bullish Signals

  • Motorola Solutions delivered a strong Q1 with record revenue and record first-quarter.
  • reaching a backlog of $15.7 billion.
  • Revenue rose 7% year-over-year, while Software and Services grew by 18%.
  • The company raised full-year guidance forecasting approximately $12.8 billion in revenue.
  • Non-GAAP operating earnings improved by 9% to $781 million.
  • First-quarter orders increased 38%, contributing to a record first-quarter ending backlog.
  • Software and Services segment demonstrated strong performance with sales rising 18%.
  • Management highlighted specific wins including a $41 million five-year P25 services renewal.
  • CEO Greg Brown expressed confidence in the product backlog, noting it increased by $60 million.
  • The company secured $78 million of Silvus orders from a German unmanned systems provider.

Bearish Signals

  • GAAP earnings declined to $525M (19.3% of sales) vs 23%.
  • EPS fell to $2.18 from $2.53 due to $75M Silvus charge.
  • Products margins dropped to 24.8% of sales from 28.1%.
  • Backlog declined $60M due to U.K. Home Office revenue recognition.
  • Higher amortization and interest expense reduce GAAP profitability.
  • Revenue guidance increased only modestly to $12.8B vs prior expectations.
  • Reliance on $60M foreign exchange tailwinds risks future margins.
  • Silvus charge and higher costs weigh heavily on earnings.
17
Bullish +65

BCE selling land mobile radio network business to Motorola subsidiary - The Globe and Mail

AI-generated analysis

BCE Inc., the parent company of Bell Canada, has agreed to sell its land mobile radio network business to Motorola Solutions' subsidiary, MSI-N, for $675 million. This transaction is a key component of BCE's broader strategy to divest $7 billion in non-core assets aimed at...

Bullish Signals

  • Sells non-core assets for $675 million to reduce $34 billion debt.
  • Reinforces deleveraging commitment while preserving core customer relationships and spectrum.
  • Motorola Solutions as natural buyer ensures smooth transition with minimal disruption.
  • Reallocates capital from stable legacy asset to higher-return growth initiatives.

Bearish Signals

  • Lose ~$250M stable land mobile radio revenue upon divestiture.
  • Regulatory/third-party approval risks could delay or fail Q4 2026 close.
18
Bullish +75

From spill alerts to fire exits, Motorola targets safety gaps with AI - Stock Titan

AI-generated analysis

Motorola Solutions (NYSE: MSI) is showcasing its broadest platform expansion to date at ISC West 2026, introducing 'Agentic AI' solutions designed to move beyond passive monitoring into autonomous, orchestrated response. The company aims to shift the cognitive load from human operators to intelligent systems that...

Bullish Signals

  • Broadest platform expansion signals strong commitment to innovation.
  • 'Agentic AI' automates threat triaging faster than human monitoring.
  • SOPs in visual alerts streamline operations and reduce response times.
  • Blue Eye offers scalable 24/7 human-led remote video support.
  • Avigilon Intercom Touch combines camera, reader, and intercom functions.
19
Bullish +65

Motorola Solutions buys 911 call recorder to unify emergency evidence - Stock Titan

AI-generated analysis

Motorola Solutions (NYSE: MSI) announced the acquisition of Exacom, a leading provider of cloud-native voice and multimedia recording solutions for mission-critical communications. Based in Manchester, New Hampshire, Exacom specializes in consolidating call logs and recording 911 audio and radio traffic directly into cloud-based or on-premise...

Bullish Signals

  • Expands into cloud-native recording to strengthen digital evidence market position.
  • Combines audio logs with video data for comprehensive incident views.
  • Integrates with over 85 systems to reduce implementation friction.
  • Adds SecuLore cybersecurity expertise to enhance public safety network security.
20
Somewhat Bullish +50

Motorola Solutions stock faces Q3 results on November 4

Earnings report AI-generated analysis

Motorola Solutions is preparing to release its third-quarter 2026 financial results after the market close on Wednesday, November 4. Analyst consensus estimates project earnings per share of $4.42 and revenue of $3.25 billion, representing growth compared to the year-earlier quarter's figures of $4.06 per share...

Bullish Signals

  • Analysts expect Q3 EPS of $4.42 vs $4.06 prior year.
  • Revenue forecast at $3.25B, up from $3.01B last year.