MSI · News · 20260806N

Market Demand Trends

Motorola Solutions, Inc. · 2026-08-06 · Importance 54 · Surprise 40

Motorola Solutions reported strong demand for mission-critical communications, software, video, and public-safety technology, with double-digit growth across both business segments and all three technologies. Record orders lifted backlog to $15.6 billion, the highest level reported for the second quarter. Demand was supported by public-safety customers, including state and local municipalities, with municipal budgets expected to grow faster for public safety and related software in 2027.

Key facts

• UBS raised its price target for MSI to $520 from $510 following the company's strong second-quarter performance and raised guidance. source
• Barclays raised its target price to $529 from $509 reflecting updated valuation after Q2 results. source
• Analysts' consensus 12-month price target average raised to $525 from $509.7 by 10 analysts (per TradingView report). source
• Stock rose 8.20% to $474.07 on Thursday. source
• Another report: stock rose about 8.2% higher in Thursday morning trading after delivering results. source