News

ViaSat (VSAT) delivered earnings and revenue surprises of +70.00% and -3.55%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Its orders come from police budgets and counter-drone contracts rather than the economic cycle, yet the stock still falls harder than the market on down days.

GILT heads into Q2 earnings with defense and in-flight connectivity momentum, major orders and a planned acquisition, but execution risks remain in focus.

AKAM heads into Q2 2026 earnings with cybersecurity and cloud strength expected to lift revenues despite margin pressure from higher investments.

VSAT heads into Q1 fiscal 2027 earnings with expected revenue growth from aviation and government units, while satellite investments pressure profits and margins.

AST SpaceMobile (ASTS) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Beyond analysts' top-and-bottom-line estimates for Motorola (MSI), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended June 2026.

HUBS heads into Q2 2026 results with AI adoption, enterprise demand and pricing initiatives expected to drive revenue growth and strengthen recurring subscriptions.

LSCC heads into Q2 2026 earnings with expectations for higher revenues and EPS as demand for low-power FPGAs, AI servers and industrial markets supports growth.

MSI's Q2 revenues are expected to rise as mission-critical technology demand and new AI tools support both business segments.

Motorola Solutions (MSI) is attracting fresh attention ahead of its upcoming second quarter 2026 results, as investors focus on demand trends in land mobile radio, video security, and related software used in mission critical communications. See our latest analysis for Motorola Solutions. The recent build up of expectations around Motorola Solutions' second quarter 2026 update comes alongside solid momentum, with a 1 month share price return of 9.29% and a 5 year total shareholder return of...

Motorola Solutions has doubled investors' money over the past five years. At around US$423.80 per share, however, the stock now screens as expensive on both an intrinsic value estimate using a Discounted Cash Flow (DCF) approach and on market multiples, with each suggesting the shares trade at a premium. Motorola Solutions has returned about 101% over five years, which sets a high bar for any further gains to be justified by fundamentals. Winning new certifications, such as the recent NFPA...

Ondas has quietly assembled a counter-drone, loitering munitions, and agentic-AI portfolio that looks more like a prime contractor's missing puzzle piece than a standalone small-cap. Four defense giants are sizing it up, and the ranking of who fits best may surprise you.

Motorola (MSI) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Motorola Solutions is expected to announce its second-quarter results soon, and analysts predict a single-digit rise in the company’s bottom-line figure.

Business services providers use their specialized expertise to help enterprises streamline operations and cut costs. Still, investors are uneasy as firms face challenges from AI-driven disruptors and tightening corporate budgets. These doubts have certainly contributed to services stocks’ recent underperformance - over the past six months, the industry’s 8% gain has fallen behind the S&P 500’s 10.8% rise.

During the July 2015 CNBC Institutional Investor Delivering Alpha Conference, activist investor Carl Icahn criticized Larry Fink and BlackRock Inc. for backing corporate management over activist shareholders. Icahn said Fink’s annual letters to CEOs were effectively a “sales pitch” for...

Axon Enterprise — the maker of Tasers, body cameras and software for law enforcement — continued its resurgence on the stock market Monday. Needham hiked its Axon stock price target to 750 from 600, keeping a buy rating, according to The Fly investment news site. Axon Enterprise cited an expansion of the Los Angeles Police Department pact with Axon, which will more than double annual spending to $22 million.

Motorola Solutions recently expanded its Assist AI agents for 911 workflows, adding real-time call translation and live audio streaming integrated into its CAD and mobile platforms so first responders can access multilingual, transcribed call intelligence directly in the field. By pairing automated language detection with live audio and keyword highlights pushed simultaneously to real-time operations centers, Motorola Solutions is deepening its role in how public safety agencies coordinate...

The real reason for the stock's big jump on Monday wasn't found in a spreadsheet or a press release.

CMTL's Allerium puts it in the path of NG911 and cloud-native public-safety demand, but stronger bookings and execution remain key.

CMTL trades at a steep sales discount after a six-month slide, but debt, falling revenues and asset-sale execution keep its turnaround case unsettled.

Comtech's Allerium shift, pending S&S sale and public-safety focus sharpen its story, but weak sales and soft bookings keep the reset uneven.

Large-cap stocks are known for their staying power and ability to weather market storms better than smaller competitors. However, their sheer size makes it more challenging to maintain high growth rates as they’ve already captured significant portions of their markets.

MSI's Assist expands globally, bringing AI tools for faster emergency response, field support and digital investigations to Europe after U.S. deployment.

The end of the earnings season is always a good time to take a step back and see who shined (and who didn’t). Let’s take a look at how safety & security services stocks fared in Q1, starting with Motorola Solutions (NYSE:MSI).

AST SpaceMobile (ASTS) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Motorola Solutions recently agreed to acquire counter-drone specialist D-Fend Solutions, expanding its presence in drone security and public safety technology. This move places Motorola Solutions in more direct competition with Axon Enterprise (NasdaqGS:AXON) in areas such as integrated drone responses and airspace protection tools for law enforcement and critical infrastructure. Axon Enterprise is best known for its conducted energy devices and body cameras, but the company also invests in...

In early June 2026, Motorola Solutions introduced SafetyCam, an AI-powered wearable that combines video security, two-way communications, a panic button and conversational Assist AI to support safety and productivity for retail and other front-line teams. This launch highlights how Motorola Solutions is extending its mission-critical software and services ecosystem from public safety into enterprise environments, turning real-time operational data into actionable intelligence. Next, we’ll...

Motorola and Axon are quickly becoming the No. 1 and No. 2 investments in their public safety niche.