Motorola Solutions (NYSE:MSI) Stock Price Expected to Rise, Truist Financial Analyst Says

Key Points

• Truist Financial raised its Motorola Solutions price target to $545 from $525 and maintained a “buy” rating, implying 14.85% potential upside. The broader analyst consensus remains “Buy,” with an average target of $516.67.
• Motorola reported strong quarterly results: revenue rose 13.3% year over year to $3.13 billion and EPS of $4.41 exceeded the $3.85 consensus estimate. The company also raised its 2026 outlook and reported a record $15.6 billion backlog.
• Investors should note that results benefited from a potentially nonrecurring $60 million tariff-refund benefit, while the planned $1.5 billion D-Fend acquisition could add integration costs. Institutional investors own approximately 84.17% of the company.

Motorola Solutions (NYSE:MSI - Get Free Report) had its price objective increased by research analysts at Truist Financial from $525.00 to $545.00 in a research report issued to clients and investors on Friday,Benzinga reports. The firm currently has a "buy" rating on the communications equipment provider's stock. Truist Financial's price target would indicate a potential upside of 14.85% from the company's previous close.

A number of other analysts have also issued reports on the stock. Bank of America reissued a "buy" rating on shares of Motorola Solutions in a research report on Thursday. Barclays increased their target price on shares of Motorola Solutions from $509.00 to $529.00 and gave the stock an "overweight" rating in a research report on Thursday. Wall Street Zen cut shares of Motorola Solutions from a "buy" rating to a "hold" rating in a report on Sunday, April 26th. Morgan Stanley reiterated an "overweight" rating and set a $476.00 price objective on shares of Motorola Solutions in a report on Thursday. Finally, Evercore reissued an "outperform" rating on shares of Motorola Solutions in a research report on Monday, June 1st. Two investment analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating and one has given a Hold rating to the stock. According to MarketBeat, the stock currently has an average rating of "Buy" and a consensus target price of $516.67.

Motorola Solutions Stock Performance

Shares of Motorola Solutions stock opened at $474.51 on Friday. Motorola Solutions has a 12 month low of $359.36 and a 12 month high of $493.57. 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 market cap of $78.77 billion, a PE ratio of 37.48, a price-to-earnings-growth ratio of 3.05 and a beta of 0.87. The business has a fifty day simple moving average of $415.73 and a 200-day simple moving average of $428.13.

Motorola Solutions (NYSE:MSI - Get Free Report) last posted its quarterly earnings results on Wednesday, August 5th. The communications equipment provider reported $4.41 earnings per share for the quarter, beating the consensus estimate of $3.85 by $0.56. Motorola Solutions had a return on equity of 100.67% and a net margin of 17.44%.The firm had revenue of $3.13 billion for the quarter, compared to analyst estimates of $3 billion. During the same period in the previous year, the firm earned $3.57 earnings per share. Motorola Solutions's quarterly 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 anticipate that Motorola Solutions will post 15.19 EPS for the current fiscal year.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently modified their holdings of the business. Gunpowder Capital Management LLC dba Oliver Wealth Management acquired a new position in Motorola Solutions during the fourth quarter worth $27,000. Whipplewood Advisors LLC increased its holdings in shares of Motorola Solutions by 1,966.7% during the 1st quarter. Whipplewood Advisors LLC now owns 62 shares of the communications equipment provider's stock valued at $27,000 after acquiring an additional 59 shares during the last quarter. Western Wealth Management LLC bought a new position in shares of Motorola Solutions in the 1st quarter valued at approximately $27,000. MidAtlantic Capital Management Inc. acquired a new stake in Motorola Solutions in the 4th quarter worth approximately $28,000. Finally, Physician Wealth Advisors Inc. lifted its holdings in Motorola Solutions by 540.0% in the 1st quarter. Physician Wealth Advisors Inc. now owns 64 shares of the communications equipment provider's stock worth $28,000 after purchasing an additional 54 shares during the last quarter. Institutional investors own 84.17% of the company's stock.

Key Motorola Solutions News

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

• Positive Sentiment: Strong Q2 results: Revenue rose 13.3% year over year to $3.13 billion, exceeding the approximately $3.0 billion consensus estimate, while adjusted EPS increased 24% to $4.41 and beat expectations near $3.85–$3.86. Motorola beats Q2 earnings and revenue estimates
• Positive Sentiment: Higher 2026 guidance: MSI now expects approximately $12.98 billion in full-year revenue and adjusted EPS of $17.62–$17.72, above prior guidance and analyst expectations. Third-quarter adjusted EPS guidance of $4.39–$4.44 also exceeds consensus of about $4.34. Motorola Solutions lifts annual guidance
• Positive Sentiment: Record backlog and broad-based growth: Backlog reached an all-time high of $15.6 billion, up 11% year over year. Both Products & Systems Integration and Software & Services posted solid growth, supporting the view that demand is durable rather than limited to a single product line. MSI Q2 deep dive
• Positive Sentiment: More bullish analyst views: Piper Sandler raised its target to $530 and JPMorgan increased its target to $545, with both maintaining overweight ratings. Seeking Alpha also upgraded MSI to Buy, citing accelerating growth, margin expansion and improved valuation. Motorola Solutions future return potential
• Neutral Sentiment: MSI agreed to acquire counter-drone specialist D-Fend for $1.5 billion, potentially expanding its public-safety technology portfolio but adding execution and integration costs.
• Neutral Sentiment: A $60 million pretax benefit from IEEPA tariff refunds supported quarterly results and appears nonrecurring. Investors may therefore focus on underlying operating growth in subsequent quarters.
• Negative Sentiment: Quiver Quantitative reported substantial insider selling over the past six months, including sales by CEO Gregory Q. Brown. Such activity may temper enthusiasm, although it does not offset the strong earnings-driven catalyst.

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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