Motorola Solutions, Inc.

(New York Stock Exchange)
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Bullish +65

Evercore raises target for Motorola Solutions stock to USD 550

Acquisition Earnings report New contract AI-generated analysis

📈 Evercore ISI raised its price target for Motorola Solutions from USD 525 to USD 550 on October 8, 2026.

💰 Second-quarter revenue reached USD 3.13 billion, up 13.30% year over year.

📊 Adjusted earnings per share of USD 4.41 beat the consensus estimate by USD 0.56.

🤝 Company completed a USD 1.50 billion acquisition of D-Fend Solutions to add counter-drone capabilities.

🇦🇹 Motorola signed a contract to equip 29 Austrian prison facilities with V500 body cameras and VideoManager software.

📅 The next earnings report is scheduled for October 29, 2026, to test the higher valuation.

💸 A quarterly dividend payment of USD 1.21 per share is set for October 15, 2026.

🏢 The company has a market capitalization of approximately USD 73.5 billion as of early October 2026.

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.
Risk Factors
  • The USD 1.50 billion acquisition of D-Fend Solutions adds significant integration complexity and financing demands that could offset some revenue growth.
  • Analysts note that the large acquisition creates material counterweights to the reported 13.30% revenue expansion in the second quarter.
Full Analysis
Evercore ISI analyst Rafael Müller 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 Solutions reported strong second-quarter results with revenue reaching USD 3.13 billion, representing a 13.30% year-over-year increase. Adjusted earnings per share hit USD 4.41, significantly exceeding the consensus estimate of USD 3.85 by USD 0.56, demonstrating robust operational execution. The company successfully closed its USD 1.50 billion acquisition of D-Fend Solutions in August 2026 to integrate counter-drone technology into its portfolio. Additionally, Motorola secured a new contract on October 5, 2026, to equip 29 Austrian prison facilities with V500 body cameras and VideoManager software. Despite the growth, the analyst notes that the D-Fend acquisition introduces integration and financing demands that act as counterweights to revenue expansion. The stock is currently trading around EUR 397.05, with the next earnings report scheduled for October 29, 2026, serving as a key test for the higher valuation.