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MSMSI

Motorola Solutions, Inc.

$MSI·$76B·Communication Equipment·Technology
$452.08-1.1%YTD+17.9%1Y-0.5%
Price updated 6h ago·X counts updated 1d ago
MSMSI
$MSIMotorola Solutions, Inc.
$452.08-1.05%30 posts0.9×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $MSI on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

30X posts · last 7 days
Sep 11Sep 27
Chatter Meter
0.9×
QuietNormal · 1×Loud

How loud $MSI's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $MSI — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-09-28

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

Motorola Solutions is up 19% YTD at 72% of the 52-week range — $2B buyback increase plus Silvus defense-drone-security scaling on the public-safety franchise.

Motorola Solutions is the public-safety-and-enterprise mission-critical franchise (LMR radio, video security, command-center software) — a business now expanding into defense/drone-security via the Silvus acquisition. The stock is roughly flat over 12 months.

  • Q2 beat well: EPS $4.41 vs $3.85 estimate (+15%), revenue $3.13B (+13% YoY) at 26% op margin — legitimate acceleration off the Silvus scaling and AI-powered public-safety demand.
  • The Sept 9 $2B buyback authorization increase (now $20B cumulative, $2.6B remaining capacity) is the specific capital-return signal — real free-cash-flow deployment discipline.
  • The Silvus defense/drone-security angle plus multiple September conferences (Piper Sandler, Truist, Barclays) confirm the AI-and-defense-adjacent positioning, though CEO Brown's $6.9M sale on Sept 2 (via M-Exempt exercise) is meaningful officer distribution.

Q3 earnings on Oct 29 is the confirmation — a beat plus firm Silvus and AI-public-safety attribution extends the leg; a soft LMR product-cycle print or a Silvus integration hiccup and the tape stays coiled.

What to watch: Q3 earnings on Oct 29 — a beat plus firm Silvus and AI-public-safety attribution extends the leg; a soft LMR product-cycle print or a Silvus integration hiccup and the tape stays coiled.

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

no sentiment2b buyback increasesilvus defense drone

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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 — AI data-center optical interconnects dominate capex.

What this means for $MSI

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

Top industry ETF

$IYZiShares U.S. Telecommunications ETF
+20.7%YTD
+28.5%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 5 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$13.0B$12.9B – $13.0B$17.71$17.66 – $17.775
FY27$13.8B$13.6B – $14.1B$19.18$18.45 – $19.945
FY28$14.8B$14.6B – $14.9B$21.23$20.79 – $21.994

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.0.6×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.68%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.-1.3%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.+5.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

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

SellSep 2Gregory Q BrownCEO14.2K sh$6.9MSellAug 21Kathryn A MooreSVP, HUMAN RESOURCES1.0K sh$479KSellAug 12Ayanna HowardDirector685 sh$322KSellAug 7Katherine A MaherCVP and CAO1.8K sh$824K
+ 16 other (10 awards · 3 exempts · 2 gifts · 1 inkind) 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
+ 12 other (2 routine 8-Ks · 2 10-Qs · 2 earnings 8-Ks · 2 13Gs) in window

Recent news

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

MSI Gains From Strong Order Bookings: Is Growth Set to Continue?zacks.com·16h agoMotorola Solutions Eyes Defense, Drone Security Growth as Silvus Scalesdefenseworld.net·9d agoMotorola Solutions Eyes Defense, Drone Security Growth as Silvus Scalesmarketbeat.com·10d agoMotorola Solutions Highlights AI-Powered Public Safety Growth at Conferencemarketbeat.com·10d agoMotorola Solutions, Inc. (MSI) Presents at Piper Sandler 5th Annual Growth Frontiers Conference Transcriptseekingalpha.com·13d ago

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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.

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