TickerTalks
Browse all tickers →
TickerTalks›$MSI
MSMSI

Motorola Solutions, Inc.

$MSI·$78B·Communication Equipment·Technology
$466.51+0.3%1Y+1.1%
Mentions · last 7 days
2026-08-07: 180 posts2026-08-08: 0 posts2026-08-09: 4 posts2026-08-10: 2 posts2026-08-11: 1 posts2026-08-12: 3 posts2026-08-13: 2 posts196-16%
Price updated 1d ago·X counts updated 2d ago
MSMSI
$MSIMotorola Solutions, Inc.
$466.51+0.32%196 posts-16%
AI analysisFundamentalsVoices on X
Loading…

AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $MSI, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersWinding up for a moveAI verdict · as of 2026-08-15

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Motorola Solutions is the public-safety comms compounder — Q2 beat by 15% but a fresh $1.5B stock offering caps the near-term upside.

Motorola Solutions is the dominant public-safety communications and command-center software vendor — land-mobile radio, body cameras, and increasingly video-analytics for police/fire/EMS. The Q2 print was strong, but a $1.5B secondary offering the same week reset the near-term setup.

  • Q2 was a big beat: EPS $4.41 vs $3.85 estimate (+15%) with revenue $3.1B grew 13% YoY at 54% gross and 26% op margin — the fourth consecutive beat, so the model is running ahead of consensus.
  • The $1.5B secondary offering is fresh dilution: filed August 6 (same week as earnings), at market pricing — funds general corporate purposes, likely to support future acquisitions in the video-analytics space.
  • Fundamentals are exceptional at scale: 4% FCF yield with high recurring subscription mix, and 3.6x debt/equity is high but well-supported by the government-customer base.
  • Position at 80% of 52w with stock +10% above the 50d MA — real trending move, but the $1.5B offering is likely why the tape is not extending further past the highs.

October 29 is the next print — a fifth consecutive beat plus commentary on how the $1.5B raise gets deployed extends the compounding; a soft government-spend guide or an acquisition that dilutes ROIC is the invalidator. The real risk is federal/state-budget slowdown hitting the public-safety software refresh cycle.

What to watch: October 29 Q3 print — deployment of $1.5B raise and government-spend commentary. A beat plus disciplined capital deployment extends the compounding; soft government-spend guide or ROIC-dilutive M&A is the invalidator.

On the calendar: 2026-10-29 — Q3 earnings

float missingrecent dilution

Read the AI verdict + X sentiment for $MSI

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
Free, forever. No credit card.

What it does

Plain-English summary of the business — what they sell and how they make money.

Mission-critical communications company supplying land mobile radio systems, video security, and command center software to public safety agencies.

Industry overviewAI analysisGenerated by AI from underlying data

Where Communication Equipment sits in its cycle right now — and what that implies for $MSI.

Communication Equipment · Technology

No material change from last week — Lumentum pre-breakout setup unchanged as hyperscaler 400G/800G AI rack buildout continues structurally consuming optical transceiver and DWDM capacity into 2H26.

Top industry ETF

$IYZiShares U.S. Telecommunications ETF
+27.1%YTD
+43.4%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
36.4How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
16.4%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
25.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
4.0%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
6.3Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
85.8%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
50.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
3.6Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 5, 2026$4.41$3.85+14.5%
Q1 2026May 7, 2026$3.37$3.24+4.0%
Q4 2025Feb 11, 2026$4.59$4.35+5.5%
Q3 2025Oct 30, 2025$4.06$3.85+5.5%
Next earningsThu, Oct 29·consensus EPS $4.41

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$3.1B+13.3%53.6%25.8%$3.36$803.0M
Q1 FY26$2.7B+7.4%47.4%21.9%$2.21$389.0M
Q4 FY25$3.4B+12.3%48.7%26.0%$3.90$1.1B
Q3 FY25$3.0B+7.8%49.9%26.0%$3.37$732.0M

Forward consensus

3-year forecast · up to 9 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$12.9B$12.9B – $13.0B$17.49$17.41 – $17.659
FY27$13.8B$13.6B – $14.2B$18.92$18.31 – $19.789
FY28$14.7B$14.3B – $15.1B$20.97$20.71 – $21.327

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.80%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+10.5%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+12.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

β0.875-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 12Ayanna HowardDirector685 sh$322KSellAug 7Katherine A MaherCVP and CAO1.8K sh$824K
+ 41 other (16 awards · 12 exempts · 12 inkinds · 1 gift) in window

See when $MSI insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

424B5Prospectus supplement (offering)Aug 6424B5
AI summary

MSI (MSI) filed a prospectus supplement (Form 424B5) on 2026-08-06 for an immediate offering of shares at disclosed pricing, raising approximately $1.5 billion. Use of proceeds: Use of Proceeds” in this prospectus supplement. This is dilutive capital activity happening now, distinct from a shelf registration — new shares will be issued. Investors should assess pricing relative to market and stated use of proceeds to evaluate dilution impact.

8-KShareholder voteMay 208-K — Item 5.07: Shareholder vote
3New insider — initial holdingsMar 163
8-KOfficer or director changeMar 128-K — Item 5.02: Officer or director change
+ 11 other (3 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Here's Why Motorola (MSI) is a Strong Momentum Stockzacks.com·2d ago3 Reasons Why Growth Investors Shouldn't Overlook Motorola (MSI)zacks.com·3d agoNew MSI Research Reveals Headwinds Challenging a Seemingly Stable Construction Marketbusinesswire.com·4d ago3 Stocks With Accelerating Sales Growth Worth Buying Nowzacks.com·5d agoMotorola Solutions Q2 Earnings Call Highlightsmarketbeat.com·7d ago

More in Communication Equipment

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$ONDS$LITE$AAOI$CSCO$NOK$AMPG$CIEN$HLIT
Voices on X · last 7 days

No standout posts about $MSI on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

PrivacyTermsSupport