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MSI·Motorola Solutions, Inc.

$.
+. (+.%)
After Hours
High
$413.41
Open
$403.05
Market Cap
68.48B
52W High
$492.22
Low
$401.04
P. Close
$410.49
P/E
32.77
52W Low
$359.36
Fwd P/E
22.20
Mean Target
$506.55
Technical Score (1D)
23
SELL
News Sentiment
51
MIXED
Motorola Solutions is experiencing strong demand for its public safety and security solutions, as evidenced by record orders and an 11% year-over-year increase in its backlog to $15.7 billion. This growth is being fueled by strategic acquisitions, including Exacom and Hyper, which are enhancing the company's public safety platform with cloud-native recording and AI capabilities. Furthermore, AI integration is a key focus, with new AI-powered applications gaining traction within its Command Center offerings. These developments suggest continued upside potential as Motorola Solutions solidifies its market position within the growing public safety ecosystem. While recent price action shows MSI stock down 6% in the past month and 13% in the past three months, the company has demonstrated strong long-term total shareholder returns of 48.82% over three years and 112.36% over five years. This recent pullback raises questions about the current valuation and future growth prospects, making it a key area to watch. Investors should monitor the adoption rate of new AI-powered applications and the continued expansion of the public safety ecosystem for further insights into the company's trajectory.
Earnings Summary
Motorola Solutions, Inc. (MSI) is a key provider of critical communication and security solutions, serving public safety agencies and commercial enterprises through its Products and Systems Integration, and Software and Services segments. Within the Technology sector, specifically the Communication Equipment industry, MSI offers land mobile radio systems, video security, access control, and related software and services. The company's solutions are designed to enhance safety, security, and operational efficiency for clients in sectors such as transportation, healthcare, and manufacturing. In its recent earnings reports, Motorola Solutions has demonstrated a strong performance, consistently beating analyst estimates for both earnings per share (EPS) and revenue. For Q1 2026, the company reported actual EPS of $3.37 against an estimate of $3.2772, and revenue of $2.714 billion against an estimate of $2.723 billion, beating EPS and slightly missing revenue. This follows a significant beat in Q4 2025, where actual EPS was $4.59 versus an estimate of $3.24921, and revenue was $3.38 billion against an estimate of $2.759 billion. The prior quarters of Q3 2025 and Q2 2025 also showed strong beats, with actual EPS of $4.06 and $3.57, respectively, against estimates of $3.85016 and $3.36124, and revenue figures also exceeding expectations. This consistent pattern of exceeding EPS estimates, often by substantial margins, and generally strong revenue performance underscores the company's robust demand and effective execution. Recent news highlights an analyst upgrade from Piper Sandler with a raised price target to $503, following strong quarterly results and an increased full-year guidance. The company's technology has been deployed to modernize Jalisco's C5 command center, enhancing public safety. Conversely, a Q1 2026 report noted margin contraction, though full-year guidance remained positive. Investors will be watching for continued strong revenue and EPS performance, the impact of the Software and Services segment growth, the successful integration of new technologies like AI-powered video analytics, and any further commentary on margin trends and strategic direction, particularly following the J.P. Morgan Global Technology, Media and Communications Conference.

EPS

EstBeatMiss
$2.77$3.29$3.80$4.31$4.83Q1'25Q2'25Q3'25Q4'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$3.85 - -
Q1'26$3.28$3.37+2.8%
Q4'25$3.25$4.59+41.3%
Q3'25$3.85$4.06+5.5%
Q2'25$3.36$3.57+6.2%
Q1'25$3.01$3.18+5.7%

Revenue

EstBeatMiss
$2.4B$2.7B$3.0B$3.2B$3.5BQ1'25Q2'25Q3'25Q4'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$3.0B - -
Q1'26$2.7B$2.7B-0.3%
Q4'25$2.8B$3.4B+22.5%
Q3'25 - $3.0B -
Q2'25 - $2.8B -
Q1'25 - $2.5B -
Full Earnings BreakdownEstimates, actuals, guidance, and historical context
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Market Data

MSI Stock Snapshot

MSI is currently trading at $410.48, giving Motorola Solutions, Inc. a market cap of 68.48B and a P/E ratio of 32.8. Today's range spans $401.04–$413.41, with shares opening at $403.05 and moving down $0.01 (0.0%) from the prior close. DailyIQ's technical score sits at 23/100 (SELL) with a news sentiment reading of 51/100.

Over the past year MSI has traded between $359.36 and $492.22 - the current price is +14.2% off the 52-week low and -16.6% from the high. 21 analysts cover the stock with a Buy consensus and a mean 12-month target of $506.55 (range $470.00–$530.00), implying upside of +23.4%.

Motorola Solutions, Inc. (MSI) is at $410.48 (in the lower half of its 52-week range in $359.36–$492.22), carrying a SELL signal (23/100) and neutral sentiment (51/100). The current P/E ratio stands at 32.8. The 68.48B market cap in Technology means this name is well-covered by analysts who can accelerate the downside through rating cuts and target reductions - a feedback loop that smaller stocks with less coverage don't face to the same degree.

The current SELL phase for MSI (23/100) at $410.48 (in the lower half of its 52-week range) suggests that the market is discounting either a fundamental deterioration or a sector headwind that hasn't fully appeared in the earnings line yet. Sentiment at 51/100 (neutral) confirms that news flow is not providing a counternarrative. At 68.48B in Technology capitalization, MSI has the liquidity for institutional exits to be orderly — but orderly doesn't mean shallow within the $359.36–$492.22 range.