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GOVT-CONTRACT ·Filed Sep 24, 2026

MSI

Motorola Solutions, Inc.
NEUTRAL
Impact 2/10
Horizonmonths Processed1mo ago
Large government contract award ($500M+)
Actionable Insight • Neutral

The contract is too small to materially affect MSI's financials. Monitor for larger DHS or public safety radio infrastructure awards that could indicate a broader modernization cycle.

DirectionNeutral
Confidencehigh
Horizonmonths
Latest settled — T+20d
MSI ▲ +5.46% at T+20d
NEUTRAL call +5.46% · α vs SPY +6.94% · entry $456.88 → $481.83
Next anchor: T+60d in 8w
Entry = T+0 close
Sep 25, 2026
via day close
T+1d
-1.05%
call -1.05% · α -0.31%
$452.08
settled 28d ago
T+5d
-2.07%
call -2.07% · α -1.85%
$447.41
settled 24d ago
T+20d
+5.46%
call +5.46% · α +6.94%
$481.83
settled 3d ago
T+60d
Pending
in 8w

Price Chart

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Executive Summary

Motorola Solutions, Inc. (MSI) was awarded a $25.8 million contract by the Department of Homeland Security for land mobile radio infrastructure services. The award is a routine, small-value contract relative to MSI's annual revenue of approximately $10.9 billion.

Key Financial Metrics

Award Amount
$25.8M
Agency
Department of Homeland Security
Contract Type
new
Rev Impact
+0.2%

Key Facts

  • Award amount: $25,755,445
  • Awarding agency: Department of Homeland Security
  • Contract type: Land mobile radio infrastructure services
  • Award date: September 24, 2026
  • Period of performance start: September 30, 2026

Financial Impact

Award of $25.8 million represents approximately 0.24% of MSI's annualized revenue of $10.9 billion.

revenue

Risk Factors

  • Contract value is immaterial relative to MSI's revenue base
  • No information on competition or follow-on options provided

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-70B02C26F00000560
13 reports for MSI
Performance horizon
67% Hit rate @ T+60 2 of 3 directional calls Went positive at some point 2 of 4 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
$481.83awaiting T+60—$485.62 (+0.79%)
Oct 21, 2026
5d ago
Institutional Cluster
NEUTRAL ★ 3/10
$477.81awaiting T+60—$485.62 (+1.63%)
Sep 24, 2026
4w ago
GOVT-CONTRACT
NEUTRAL ★ 2/10
$456.88awaiting T+60—$485.62 (+6.29%)
Sep 15, 2026
5w ago
GOVT-CONTRACT
BULLISH ★ 5/10
$460.53awaiting T+60—$485.62 (+5.45%)
Aug 17, 2026
10w ago
8-K
NEUTRAL ★ 4/10
$469.50awaiting T+60—$485.62 (+3.43%)
Aug 14, 2026
10w ago
Insider Cluster
NEUTRAL ★ 2/10
$457.08awaiting T+60—$485.62 (+6.24%)
May 14, 2026
23w ago
Court Ruling
BULLISH ★ 5/10
$393.28 $469.74▲ +19.44%▲ +14.93%$485.62 (+23.48%)
May 7, 2026
24w ago
8-K
BULLISH ★ 7/10
$383.99 $442.85▲ +15.33%▲ +10.49%$485.62 (+26.47%)
Mar 30, 2026
30w ago
Court Ruling
NEUTRAL ★ 3/10
$426.78 $397.01▼ −6.98%▼ −23.47%$485.62 (+13.79%)
Feb 28, 2026
34w ago
Institutional Cluster
BULLISH ★ 8/10
$484.83 $410.48▼ −15.34%▼ −24.66%$485.62 (+0.16%)
Showing 10 of 13

US Market Status

Market Closed — Opens Tue (< 1m)

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Report published Sep 24, 2026