Barclays analyst Tim Long boosts Motorola Solutions to Buy rating with $509 price target.

Motorola Solutions (MSI) has a strong analyst consensus of Strong Buy with a price target consensus of $505.71, a 7.32% upside from current levels. Barclays analyst Tim Long maintains a Buy rating and sets a price target of $509.00. Long has a 5-star rating with an average return of 15.8% and a 65.23% success rate. Corporate insider sentiment is negative, with 57 insiders selling their shares over the past quarter.

Motorola Solutions (MSI) continues to receive positive analyst sentiment, with a strong consensus of "Strong Buy" and a price target consensus of $505.71, a 7.32% upside from current levels. The latest ratings and price targets reflect the company's robust financial performance and optimistic long-term prospects.

Barclays analyst Tim Long, who has a 5-star rating with an average return of 15.8% and a 65.23% success rate, maintained a "Buy" rating on MSI, setting a price target of $509.00. Long's confidence in Motorola Solutions' long-term growth prospects is supported by the company's strong second-quarter results, which included adjusted earnings per share (EPS) of $3.57, surpassing analyst estimates of $3.35 [1]. Revenue climbed 5.2% year-over-year to $2.77 billion, and GAAP net income rose to $513 million from $443 million last year. The company's stock performance has been robust, with year-to-date returns of -1.19% but a 11.31% increase over the past year [1].

Despite the positive outlook, corporate insider sentiment is negative, with 57 insiders selling their shares over the past quarter. The latest insider activity includes the sale of 1,073.00 shares by KATHERINE A MAHER, the CVP and CAO of MSI, for a total of $449,243.64 in June 2025 [2]. This negative sentiment may indicate concerns about short-term risks, such as rising tariff-related costs, which could impact earnings consistency.

The acquisition of Silvus Technologies is seen as a key driver for future growth, expanding Motorola's offerings in unmanned systems and public safety technologies. However, integration risks and potential cost escalation remain a concern. The company's narrative projects $13.0 billion revenue and $2.7 billion earnings by 2028, requiring 5.9% yearly revenue growth and a $0.7 billion earnings increase from $2.0 billion today [3].

Analysts and investors should remain vigilant about potential short-term risks while continuing to monitor Motorola Solutions' strong software-driven revenue growth and secular demand in public safety and security. The company's ability to manage integration and cost risks from ongoing acquisitions will be crucial in determining its future performance.

References:
[1] https://coincentral.com/motorola-solutions-msi-stock-q2-earnings-beat-with-raised-full-year-outlook/
[2] https://www.theglobeandmail.com/investing/markets/stocks/MSI-N/pressreleases/34022494/new-buy-rating-for-motorola-solutions-msi-the-technology-giant/
[3] https://simplywall.st/stocks/us/tech/nyse-msi/motorola-solutions/news/how-investors-are-reacting-to-motorola-solutions-msi-raised