| MSI |
Report |
Q2 2026 Revenue |
BEAT |
pred ~$3.03B vs. cons $3.00B |
MEDIUM |
| MSI |
Report |
Q2 2026 Non-GAAP EPS |
BEAT |
pred ~$3.92 vs. cons $3.86 |
HIGH |
| MSI |
Report |
Q2 2026 Non-GAAP Operating Margin Expansion (bps y/y) |
MISS |
pred ~+80bps vs. cons ~+100bps |
MEDIUM |
| MSI |
Guide |
FY2026 Revenue Guidance |
BETTER |
guide ~$12.85B vs. cons $12.80B (FY2026) |
MEDIUM |
| MSI |
Guide |
FY2026 Non-GAAP EPS Guidance |
BETTER |
guide ~$17.00-$17.10 (mid $17.05) vs. cons $16.93 (FY2026) |
MEDIUM |
| MSI |
Guide |
FY2026 Operating Margin Expansion Outlook |
LOWER |
guide ~+80-90bps vs. cons/prior guide of ~+100bps (FY2026) |
MEDIUM |
| MSI |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.0% |
— |
LOW |
| MSI |
Return |
5-day cumulative residual |
-2.5% (FOLLOW-THROUGH) |
Even with a top/bottom-line beat, commentary reiterating or trimming the full-year ~100bps margin-expansion target (memory costs doubling, tariff drag) implies analysts must shave H2/FY2027 EPS estimates, echoing the Q1 pattern where a strong print still sold off on margin/cost fears; with the stock near all-time highs and elevated buy-side expectations already priced in, initial softness likely extends over the week as sell-side models get trimmed rather than stabilizing. |
LOW |