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GOVT-CONTRACT ·Filed Sep 15, 2026

MSI

Motorola Solutions, Inc.
BULLISH
Impact 5/10
Horizondays Processed1mo ago
Large government contract award ($500M+)
Actionable Insight ▲ Bullish

This award adds to MSI's backlog and demonstrates continued demand for its mission-critical communications systems from federal law enforcement. Monitor future task orders under the TACCOM II MAC for additional revenue visibility.

DirectionBullish
Confidencehigh
Horizondays
Latest settled — T+20d
MSI ▼ -1.91% at T+20d
LONG call ✗ call lost -1.91% · α vs SPY -3.97% · entry $460.53 → $451.73
Next anchor: T+60d in 6w
Latest observation: T+27 -3.19% FF3 residual α
Entry = T+0 close
Sep 16, 2026
via day close
T+1d
-0.18%
call -0.18% · α -1.32%
$459.68
settled 6w ago
T+5d
-0.02%
call -0.02% · α -1.84%
$460.44
settled 5w ago
T+20d
-1.91%
call -1.91% · α -3.97%
$451.73
settled 12d ago
T+60d
Pending
in 6w

Price Chart

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Executive Summary

Motorola Solutions, Inc. (MSI) was awarded a $139.6 million task order by the Department of Justice for an enterprise radio system project under the DHS TACCOM II MAC. This award represents approximately 1.3% of MSI's annualized revenue, reinforcing its strong competitive position in public safety communications.

Key Facts

  • Award amount: $139,567,423.80
  • Awarding agency: Department of Justice
  • Award date: September 15, 2026
  • Period of performance start: September 21, 2026
  • Contract type: Task order under DHS TACCOM II MAC
  • Award represents ~1.3% of MSI's annualized revenue ($10.856B)

Financial Impact

$139.6 million task order, approximately 1.3% of annualized revenue

revenuebacklog

Risk Factors

  • Funding risk from potential government shutdowns or continuing resolutions
  • Execution risk on large-scale radio system deployment
  • Competitive displacement risk from other vendors on the TACCOM II MAC

Investment Themes

Software & IT

Documents Analyzed

This report is based on 1 federal contract record from official U.S. government contract data.

DocumentAccession Number
GOVT-CONTRACT Data (Synthetic)contract-15BNAS26F00000249
13 reports for MSI
Performance horizon
67% Hit rate @ T+60 2 of 3 directional calls Went positive at some point 2 of 3 best @ T+60▲ +19.44%May 14, 2026
Filters
Rows
Reports for MSI — sortable, filterable
TypeNow
Oct 22, 2026
4d ago
Court Ruling
NEUTRAL ★ 1/10
$473.46awaiting T+60—$482.82 (+1.98%)
Oct 21, 2026
4d ago
Institutional Cluster
NEUTRAL ★ 3/10
$477.81awaiting T+60—$482.82 (+1.05%)
Sep 24, 2026
4w ago
GOVT-CONTRACT
NEUTRAL ★ 2/10
$456.88awaiting T+60—$482.82 (+5.68%)
Sep 15, 2026
5w ago
GOVT-CONTRACT
BULLISH ★ 5/10
$460.53awaiting T+60—$482.82 (+4.84%)
Aug 17, 2026
9w ago
8-K
NEUTRAL ★ 4/10
$469.50awaiting T+60—$482.82 (+2.84%)
Aug 14, 2026
10w ago
Insider Cluster
NEUTRAL ★ 2/10
$457.08awaiting T+60—$482.82 (+5.63%)
May 14, 2026
23w ago
Court Ruling
BULLISH ★ 5/10
$393.28 $469.74▲ +19.44%▲ +14.93%$482.82 (+22.77%)
May 7, 2026
24w ago
8-K
BULLISH ★ 7/10
$383.99 $442.85▲ +15.33%▲ +10.49%$482.82 (+25.74%)
Mar 30, 2026
30w ago
Court Ruling
NEUTRAL ★ 3/10
$426.78 $397.01▼ −6.98%▼ −23.47%$482.82 (+13.13%)
Feb 28, 2026
34w ago
Institutional Cluster
BULLISH ★ 8/10
$484.83 $410.48▼ −15.34%▼ −24.66%$482.82 (−0.41%)
Showing 10 of 13

US Market Status

Market Open — Closes in 3h 38m

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Report published Sep 15, 2026