Motorola Solutions Jumps After Strong Q2 Results and Higher 2026 Outlook

Motorola Solutions (MSI) is up 8.1% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to a strong second-quarter earnings report that included double-digit revenue growth, higher profitability, record backlog, and another increase to full-year guidance. Investors also may be responding to signs of durable public-safety demand across the company’s core communications, software, video, and services businesses.

Details:

Second-quarter sales rose 13% year over year to $3.1 billion, while non-GAAP EPS increased 24% to $4.41.

The company raised its full-year 2026 outlook to about $12.975 billion in revenue and non-GAAP EPS of $17.62 to $17.72, up from prior guidance.

Backlog reached a record $15.6 billion, up 11% from a year earlier, with management highlighting strong orders and momentum heading into the second half.

Results were helped in part by a $60 million pre-tax benefit tied to IEEPA tariff refunds, while the company also announced a definitive agreement to acquire counter-drone specialist D-Fend for $1.5 billion.

Sources:

Motorola Solutions, SEC, Motorola Solutions Investor Relations

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$MSI Insider Trading Activity

$MSI insiders have traded $MSI stock on the open market 65 times in the past 6 months. Of those trades, 0 have been purchases and 65 have been sales.

Here’s a breakdown of recent trading of $MSI stock by insiders over the last 6 months:

GREGORY Q BROWN (Chairman and CEO) has made 0 purchases and 61 sales selling 171,635 shares for an estimated $80,529,870.
CYNTHIA YAZDI (SVP, COS to the Chairman & CEO) has made 0 purchases and 2 sales selling 14,260 shares for an estimated $6,776,741.
MAHESH SAPTHARISHI (EVP and CTO) sold 2,200 shares for an estimated $1,037,388
KENNETH D DENMAN sold 434 shares for an estimated $204,029

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

$MSI Hedge Fund Activity

We have seen 634 institutional investors add shares of $MSI stock to their portfolio, and 668 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

ARISTOTLE CAPITAL MANAGEMENT, LLC added 2,266,047 shares (+inf%) to their portfolio in Q1 2026, for an estimated $983,396,416
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO removed 1,182,266 shares (-99.2%) from their portfolio in Q1 2026, for an estimated $513,067,976
GOLDMAN SACHS GROUP INC added 916,689 shares (+55.4%) to their portfolio in Q1 2026, for an estimated $397,815,525
CAPITAL WORLD INVESTORS removed 682,415 shares (-77.7%) from their portfolio in Q1 2026, for an estimated $296,147,637
ALPHINITY INVESTMENT MANAGEMENT PTY LTD removed 663,728 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $275,639,601
ORBIS ALLAN GRAY LTD added 586,872 shares (+45.7%) to their portfolio in Q1 2026, for an estimated $254,684,841
VOLORIDGE INVESTMENT MANAGEMENT, LLC removed 567,395 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $246,232,408

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$MSI Government Contracts

We have seen $151,406,560 of award payments to $MSI over the last year.

Here are some of the awards which we have have seen pay out the most over the last year:

CNIC ELMR SUSTAINMENT SUPPORT: $42,331,824
ENTERPRISE RADIO CORE ASTRO 25 RADIO SYSTEMS UPGRADE AGREEMENT INFRASTRUCTURE REFRESH, SECURITY, AND SUPPOR...: $18,439,553
DEPARTMENT OF THE AIR FORCE ENTERPRISE LAND MOBILE RADIO (ELMR) LIFECYCLE MANAGEMENT AND SUSTAINMENT SERVICES: $7,154,142
VESTA-S CYBER SUPPORT-SIL: $7,109,911
REQUIREMENTS DEPARTMENT OF THE AIR FORCE ENTERPRISE LAND MOBILE RADIO (ELMR) LIFECYCLE MANAGEMENT AND SUSTA...: $6,846,026

To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.

$MSI Congressional Stock Trading

Members of Congress have traded $MSI stock 3 times in the past 6 months. Of those trades, 3 have been purchases and 0 have been sales.

Here’s a breakdown of recent trading of $MSI stock by members of Congress over the last 6 months:

SENATOR ALAN ARMSTRONG purchased up to $15,000 on 03/27.
REPRESENTATIVE JARED MOSKOWITZ has traded it 2 times. They made 2 purchases worth up to $30,000 on 03/23 and 0 sales.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.

$MSI Price Targets

Multiple analysts have issued price targets for $MSI recently. We have seen 4 analysts offer price targets for $MSI in the last 6 months, with a median target of $514.5.

Here are some recent targets:

Tim Long from Barclays set a target price of $509.0 on 05/11/2026
James Fish from Piper Sandler set a target price of $503.0 on 05/08/2026
Matthew Niknam from Truist Securities set a target price of $525.0 on 05/08/2026
Joseph Cardoso from JP Morgan set a target price of $520.0 on 02/12/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.