Motorola Solutions (NYSE:MSI) Given New $530.00 Price Target at Piper Sandler

Key Points

• Piper Sandler raised Motorola Solutions’ price target from $503 to $530 and maintained an “overweight” rating, implying roughly 12% upside from the prior close. Analysts overall rate the stock “Buy,” with a consensus target of $511.
• Motorola reported strong quarterly results, with revenue rising 13.3% year over year to $3.13 billion and EPS of $4.41, surpassing expectations. Management also raised 2026 guidance, supported by a record $15.6 billion backlog.
• Shares climbed to $473.29, but the stock trades at an elevated valuation of about 38 times earnings. Investors should also note that quarterly results benefited from a nonrecurring $60 million tariff-refund benefit and that insider sales have outnumbered purchases.

Motorola Solutions (NYSE:MSI - Get Free Report) had its price objective increased by equities researchers at Piper Sandler from $503.00 to $530.00 in a report issued on Thursday,Benzinga reports. The firm currently has an "overweight" rating on the communications equipment provider's stock. Piper Sandler's price target points to a potential upside of 11.98% from the company's previous close.

MSI has been the topic of several other research reports. Weiss Ratings lowered shares of Motorola Solutions from a "buy (b-)" rating to a "hold (c+)" rating in a report on Thursday, July 23rd. Evercore restated an "outperform" rating on shares of Motorola Solutions in a research note on Monday, June 1st. Raymond James Financial reiterated an "outperform" rating and issued a $530.00 target price on shares of Motorola Solutions in a research note on Friday, May 8th. Truist Financial reduced their price target on Motorola Solutions from $540.00 to $525.00 and set a "buy" rating on the stock in a research report on Friday, May 8th. Finally, Zacks Research upgraded shares of Motorola Solutions from a "hold" rating to a "strong-buy" rating in a research note on Monday, July 20th. Two equities research analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating and one has assigned a Hold rating to the stock. According to data from MarketBeat.com, Motorola Solutions currently has an average rating of "Buy" and a consensus target price of $511.00.

Motorola Solutions Stock Performance

Shares of NYSE MSI traded up $35.15 during mid-day trading on Thursday, hitting $473.29. 972,106 shares of the company were exchanged, compared to its average volume of 1,096,405. The company has a quick ratio of 0.86, a current ratio of 1.07 and a debt-to-equity ratio of 3.28. The stock has a 50 day simple moving average of $414.45 and a 200-day simple moving average of $427.61. Motorola Solutions has a 1-year low of $359.36 and a 1-year high of $493.57. The firm has a market cap of $78.57 billion, a price-to-earnings ratio of 38.15, a price-to-earnings-growth ratio of 3.08 and a beta of 0.87.

Motorola Solutions (NYSE:MSI - Get Free Report) last issued its quarterly earnings data on Wednesday, August 5th. The communications equipment provider reported $4.41 earnings per share for the quarter, topping analysts' consensus estimates of $3.85 by $0.56. Motorola Solutions had a net margin of 17.61% and a return on equity of 100.13%. The business had revenue of $3.13 billion during the quarter, compared to analysts' expectations of $3 billion. During the same period last year, the company posted $3.57 EPS. The company's revenue was up 13.3% on a year-over-year basis. Motorola Solutions has set its Q3 2026 guidance at 4.390-4.440 EPS and its FY 2026 guidance at 17.620-17.720 EPS. On average, sell-side analysts forecast that Motorola Solutions will post 15.19 EPS for the current fiscal year.

Institutional Inflows and Outflows

Several institutional investors have recently modified their holdings of the stock. Revolve Wealth Partners LLC acquired a new position in Motorola Solutions during the fourth quarter valued at $208,000. Sivia Capital Partners LLC acquired a new stake in Motorola Solutions in the 2nd quarter worth approximately $210,000. HUB Investment Partners LLC raised its holdings in Motorola Solutions by 38.7% in the 2nd quarter. HUB Investment Partners LLC now owns 2,540 shares of the communications equipment provider's stock worth $1,068,000 after acquiring an additional 709 shares during the period. Peapack Gladstone Financial Corp lifted its holdings in shares of Motorola Solutions by 17.7% during the second quarter. Peapack Gladstone Financial Corp now owns 16,279 shares of the communications equipment provider's stock worth $6,845,000 after buying an additional 2,450 shares during the last quarter. Finally, Diversify Advisory Services LLC acquired a new stake in Motorola Solutions in the 2nd quarter worth $891,000. Institutional investors own 84.17% of the company's stock.

Key Headlines Impacting Motorola Solutions

Here are the key news stories impacting Motorola Solutions this week:

• Positive Sentiment: Second-quarter revenue rose 13.3% year over year to $3.13 billion, exceeding the roughly $3.0 billion consensus estimate. Non-GAAP EPS of $4.41 increased 24% from a year earlier and topped estimates near $3.85–$3.86. Motorola Beats Q2 Earnings and Revenue Estimates
• Positive Sentiment: Motorola Solutions raised its full-year 2026 forecast to approximately $12.98 billion in revenue and $17.62–$17.72 in adjusted EPS, above prior guidance and analyst expectations. Third-quarter EPS guidance of $4.39–$4.44 also exceeded consensus. Motorola Solutions Lifts Annual Guidance
• Positive Sentiment: Record backlog of $15.6 billion, up 11% year over year, signals strong order momentum and improved visibility into the second half. Management cited durable demand across communications, software, video and services used by public-safety customers.
• Positive Sentiment: The planned $1.5 billion acquisition of counter-drone technology provider D-Fend could broaden Motorola Solutions’ public-safety and security offerings.
• Neutral Sentiment: Results benefited partly from a $60 million pretax benefit related to IEEPA tariff refunds, which may not recur and makes some of the quarterly earnings strength less representative of underlying operations.
• Neutral Sentiment: Despite the positive outlook revision, the stock’s valuation remains elevated at approximately 37.6 times earnings, leaving less room for disappointment.
• Negative Sentiment: Insider-trading data show no reported open-market purchases and 65 sales during the past six months, including substantial sales by CEO Gregory Q. Brown. These transactions may weigh on sentiment, although they do not necessarily indicate a change in the company’s fundamentals.

About Motorola Solutions

Motorola Solutions, Inc is a provider of mission-critical communications and analytics solutions for public safety and commercial customers. The company designs, manufactures and supports a range of communications equipment and software aimed at enabling first responders, government agencies and enterprises to coordinate and operate reliably in high-pressure environments. Its offerings emphasize secure, resilient connectivity and situational awareness for organizations that require dependable voice, data and video communications.

Product lines include land mobile radio (LMR) systems and handheld and vehicle-mounted radios used by police, fire and emergency medical services; broadband push-to-talk and LTE-based solutions; command-and-control center software for incident management and records; and video security and analytics systems.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

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