Motorola Solutions, IncNYSE: MSI
Information Technology · Communications Equipment
$410.60
+2.59%
Vol: 51K
Research Digest
Monday, June 15, 2026
No significant overnight updates
No material news in the last 48 hours.
Previous Market Intelligence
13 daysJun 14No significant overnight updatesNeutral▶
No material news in the last 48 hours.
May 21Motorola Solutions CEO Greg Brown presents at J.P. Morgan TMC Conference on May 20 amid stock weakness following $100M Silvus Technologies expansion announcement.Mixed▶
Motorola Solutions Chairman and CEO Greg Brown participated in the J.P. Morgan Global Technology, Media and Communications Conference on May 20, 2026, providing investor visibility for the company's outlook. MSI shares have been weak, down roughly 11% over the past month despite a strong Q1 (revenue $2.7 billion, up 7% YoY) and raised FY26 guidance to revenue of $12.8 billion with non-GAAP EPS of $16.87-$16.99. On May 14, the company announced a $100 million plan to scale Silvus Technologies manufacturing with a new 165,000 sq ft facility in Salt Lake City creating 200 jobs to expand StreamCaster MANET radio production. Motorola also held its 2026 annual shareholder meeting on May 18. Analysts maintain a Buy consensus rating with an average 12-month price target of $506.55.
May 20Motorola Solutions declared a $1.21 quarterly dividend on May 19 and CEO Greg Brown is set to present at J.P. Morgan's TMT conference on May 20.Positive▶
On May 19, 2026, Motorola Solutions' board approved a regular quarterly dividend of $1.21 per share, payable July 15 to shareholders of record on June 17. CEO Greg Brown is participating in the J.P. Morgan Global Technology, Media and Communications Conference on May 20 at 8:00 a.m. ET. The dividend follows a strong Q1 with revenue up 7% to $2.7 billion and raised full-year guidance to roughly $12.8 billion. Analyst consensus is Strong Buy with an average 12-month price target around $504.
May 19No significant overnight updatesNeutral▶
No material news in the last 48 hours.
May 18Motorola Solutions announces $100M Silvus expansion on May 14 as Piper Sandler raises target to $503 on Q1 strength.Positive▶
On May 14, MSI announced a $100M plan to expand Silvus Technologies' tactical networking manufacturing, anchored by a new 165,000 sq ft facility in Salt Lake City. Q1 2026 results (reported May 7) showed revenue of $2.714B (+7% YoY) and adjusted EPS of $3.37 beating the $3.24 consensus, though net income fell to $366M from $430M due to margin compression. Management raised FY2026 revenue guidance to $12.8B (from $12.7B) and non-GAAP EPS to $16.87-$16.99 (from $16.70-$16.85). Piper Sandler raised the price target to $503 from $499 with an Overweight rating, sending shares up 2.7%. MSI also closed the Exacom and Hyper acquisitions for $90M combined and signed a definitive agreement to acquire Bell Canada's LMR networks business for approximately $500M (Q4 close). Shares trade at $393.76, 19.7% below the September 2025 high of $490.30.
May 15Motorola Solutions announced $100M Silvus Technologies expansion in Salt Lake City on May 14 with 200 new jobs; raised FY26 guidance and Piper Sandler boosted PT to $503.Positive▶
Motorola Solutions announced on May 14, 2026 a $100 million plan to expand Silvus Technologies manufacturing and supply chain through a new 165,000 sq-ft facility in Salt Lake City, anticipated to create 200 new roles. Q1 2026 results showed sales up 7% to $2.7 billion, non-GAAP EPS of $3.37 vs $3.18 prior-year, and record backlog of $15.7 billion (+11% YoY). Management raised full-year 2026 revenue guidance to ~$12.8 billion and non-GAAP EPS guidance to $16.87-$16.99. Piper Sandler raised its price target to $503 from $499 (Overweight), Barclays to $509 from $506, and Raymond James to $530 from $515. CEO Greg Brown will present at the JPMorgan TMT Conference on May 20.
May 14Motorola Solutions beats Q1, raises 2026 outlook on record $15.7B backlog, drawing analyst upgradesPositive▶
Motorola Solutions reported Q1 2026 sales of $2.71 billion on May 7, up 7% year over year, with non-GAAP EPS of $3.37 exceeding consensus by about 4%. Software and Services jumped 18% on growth in MCN, Command Center, and Video, while Products and Systems Integration rose 1%. The company raised full-year 2026 guidance to revenue of about $12.8 billion and adjusted EPS of $16.87-$16.99, supported by a record Q1 ending backlog of $15.7 billion (up 11% YoY) and a $750M Silvus contribution. Shares initially dropped about 10% on margin and supply-chain concerns before rebounding on analyst upgrades from Piper Sandler, Barclays (PT $509), and Raymond James (PT $530). Silvus also launched the FASST 6000 Spectrum Sensor, expanding beyond MANET radios into RF sensing.
May 13Motorola Solutions jumps as Piper Sandler raises price target to $503 following record Q1 backlog and guidance hike.Positive▶
Motorola Solutions shares jumped 2.7% on May 11, 2026 after Piper Sandler raised its price target to $503 from $499 with an Overweight rating, citing the company Q1 2026 beat and raised full-year guidance. Q1 revenue of $2.71B was up 7.4% YoY and the company hiked FY26 revenue guidance to $12.8B and EPS to $16.87-$16.99. Software and Services revenue grew 18% and Q1 orders set a record at 38% growth, building backlog to $15.7B. The company also closed Exacom/Hyper acquisitions for $90M combined and is set to acquire Bell Canada LMR business for $500M in Q4.
May 12Motorola Solutions Q1 record revenue $2.71B beats; raises FY26 EPS guidance to $16.87-$16.99; Piper Sandler lifts PT to $503.Positive▶
Motorola Solutions reported record Q1 2026 revenue of $2.71B and non-GAAP EPS of $3.37, both exceeding estimates. Software and Services grew 18% driven by Mission Critical Networks, Command Center and Video, while Products and Systems Integration grew 1%. Record orders growth of 38% drove ending backlog to $15.7B (up 11%). The company raised full-year revenue guidance to about $12.8B and lifted its non-GAAP EPS range to $16.87-$16.99 from $16.70-$16.85. Piper Sandler raised its PT to $503 from $499 (Overweight). Shares jumped 2.7% on the upgrade and traded $385-$399.59 on May 12. Headwinds include higher memory costs from AI-driven demand and elevated supply chain volatility.
May 11Motorola Solutions beat Q1 with $2.71B revenue (+7%) and $3.37 EPS, raised full-year 2026 revenue guidance to $12.8B and EPS to $16.87-$16.99 on record backlog and 18% Software & Services growth.Positive▶
On May 7, 2026, Motorola Solutions reported Q1 2026 revenue of $2.71B (up 7.4% YoY) and non-GAAP EPS of $3.37, beating consensus by 3.8%. The Software and Services segment grew 18% on Mission Critical Networks, Command Center and Video, while Products and Systems Integration was up 1%. CEO Greg Brown highlighted a record first-quarter backlog. Management raised full-year 2026 revenue guidance to $12.8B (vs. $12.7B prior/consensus) and EPS to $16.87-$16.99 (vs. $16.48 consensus). Piper Sandler lifted its target to $503 from $499 with an Overweight rating. Risk: shares fell 3.3% to $419.05 immediately after the report on cautious Q2 commentary and rising memory costs tied to AI-driven supply pressure.
May 8Motorola Solutions raises 2026 full-year guidance to $12.8B revenue and $16.87-$16.99 EPS after strong Q1Positive▶
Motorola Solutions reported strong Q1 2026 results on May 7 with revenue of $2.714 billion (up 7% YoY, beat $2.7B estimate) and non-GAAP EPS of $3.37 (beat $3.24 estimate). Management raised full-year 2026 revenue guidance to $12.8 billion from $12.7 billion and EPS guidance to $16.87-$16.99 from $16.70-$16.85. Software & Services segment grew 18% to $1.155 billion. Record Q1 backlog driven by robust demand with record orders of $15.7 billion (up 11% YoY). The company completed acquisitions of Exacom and Hyper for $90 million net of cash, and entered definitive agreement to acquire Bell Canada's LMR network services. Motorola faces higher memory costs due to AI demand and elevated supply chain volatility.
May 6Motorola Solutions acquires HyperYou Inc. for agentic AI in 911 response; raises dividend 10% to $1.21; Q1 revenue up 6.8% YoY.Positive▶
Motorola Solutions announced on April 9, 2026, the acquisition of HyperYou, Inc., a leader in conversational agentic AI designed to handle non-emergency 911 calls and reduce burden on understaffed public safety answering points (PSAPs). The company also acquired Exacom in March 2026 for voice/multimedia recording, unifying its digital evidence management. MSI raised its quarterly dividend 10% to $1.21 per share, signaling strong cash flow. Q1 2026 revenue is expected at $2.7 billion (up 6.8% YoY). The stock trades at $427.98 with market cap of $71.2 billion; analyst consensus shows Strong Buy with PT of $505.14 (15.36% upside).
May 5Motorola Solutions acquires HyperYou AI, launches FASST 6000 Spectrum Sensor, Q1 earnings May 7Positive▶
Motorola Solutions acquired HyperYou Inc., a conversational AI leader reducing understaffing burden. Silvus Technologies subsidiary launched FASST 6000 Spectrum Sensor. Company scheduled to report Q1 2026 earnings after close May 7 with expectations of $2.7B revenue and $3.25 EPS. Current stock $437.59 with average analyst rating "Strong Buy" and $505.14 price target (+15.75% upside). Analyst fair value estimate $487.90. Stock up 8.29% over 90 days, 132.39% over 5 years.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| CSCOCISCO | $121.06 | +2.42% | -0.6% | 24.8x | 0.91 | $465.9B |
| ANETARISTA | $165.32 | +11.26% | +4.8% | 33.4x | 1.67 | $187.1B |
| CIENCIENA | $451.66 | -23.09% | +11.9% | 67.2x | 1.25 | $83.0B |
| MSIMOTOROLA | $410.60 | +2.59% | -2.4% | 21.6x | 0.94 | $66.4B |
| FFIVF5 | $401.61 | +4.67% | +1.0% | 21.9x | 1.00 | $21.6B |
| NVDANVIDIA | $208.96 | -4.81% | -1.3% | 18.9x | 2.24 | $5.32T |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price below 200d MA — bearish structure.