Northland Securities Brokers Cut Earnings Estimates for ISSC

Innovative Solutions and Support, Inc. (NASDAQ:ISSC) – Equities researchers at Northland Securities cut their Q2 2026 earnings per share (EPS) estimates for shares of Innovative Solutions and Support in a report issued on Friday, February 13th. Northland Securities analyst B. Brooks now expects that the aerospace company will earn $0.19 per share for the quarter, down from their prior forecast of $0.20. Northland Securities currently has a “Strong-Buy” rating on the stock. Northland Securities also issued estimates for Innovative Solutions and Support’s Q3 2026 earnings at $0.23 EPS, FY2026 earnings at $0.88 EPS, Q1 2027 earnings at $0.22 EPS, Q2 2027 earnings at $0.23 EPS, Q4 2027 earnings at $0.31 EPS and FY2027 earnings at $1.05 EPS.

Several other equities analysts have also recently commented on ISSC. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Innovative Solutions and Support in a research report on Thursday, January 22nd. Zacks Research raised Innovative Solutions and Support from a “hold” rating to a “strong-buy” rating in a report on Wednesday, December 24th. Wall Street Zen upgraded Innovative Solutions and Support from a “hold” rating to a “buy” rating in a report on Saturday, November 22nd. Jones Trading upgraded Innovative Solutions and Support to a “strong-buy” rating in a research note on Monday, January 5th. Finally, Craig Hallum began coverage on shares of Innovative Solutions and Support in a research report on Friday, December 5th. They issued a “buy” rating and a $16.00 price target on the stock. Four analysts have rated the stock with a Strong Buy rating, one has given a Buy rating and one has issued a Hold rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Strong Buy” and an average target price of $16.25.

Innovative Solutions and Support Price Performance

Shares of ISSC stock opened at $19.83 on Monday. The firm has a fifty day moving average of $18.24 and a two-hundred day moving average of $14.03. The firm has a market cap of $352.58 million, a P/E ratio of 18.89 and a beta of 0.64. Innovative Solutions and Support has a 1-year low of $5.30 and a 1-year high of $23.80. The company has a debt-to-equity ratio of 0.34, a current ratio of 3.04 and a quick ratio of 1.50.

Innovative Solutions and Support (NASDAQ:ISSC) last issued its quarterly earnings results on Thursday, February 12th. The aerospace company reported $0.25 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.10 by $0.15. The business had revenue of $21.81 million during the quarter, compared to analyst estimates of $18.82 million. Innovative Solutions and Support had a net margin of 21.02% and a return on equity of 31.80%.

Institutional Trading of Innovative Solutions and Support

A number of large investors have recently modified their holdings of ISSC. Stifel Financial Corp bought a new stake in shares of Innovative Solutions and Support during the 4th quarter worth about $5,529,000. Marshall Wace LLP increased its stake in shares of Innovative Solutions and Support by 57.4% during the fourth quarter. Marshall Wace LLP now owns 754,488 shares of the aerospace company’s stock valued at $14,290,000 after acquiring an additional 275,286 shares during the period. Palisades Investment Partners LLC bought a new stake in Innovative Solutions and Support during the third quarter worth approximately $2,927,000. Ancora Advisors LLC acquired a new stake in Innovative Solutions and Support in the third quarter worth approximately $2,031,000. Finally, Teton Advisors LLC acquired a new stake in Innovative Solutions and Support in the third quarter worth approximately $1,707,000. Institutional investors and hedge funds own 28.53% of the company’s stock.

Innovative Solutions and Support News Summary

Here are the key news stories impacting Innovative Solutions and Support this week:

• Positive Sentiment: Q1 beat on both EPS and revenue: ISSC reported $0.25 EPS vs. consensus ~$0.10 and revenue of $21.8M vs. ~$18.8M, confirming the quarter materially outperformed estimates. Innovative Solutions and Support, Inc. (ISSC) Q1 Earnings and Revenues Beat Estimates
• Positive Sentiment: Significant margin and profitability improvement: gross margin expanded (~54.5%) and operating income rose to ~$6.3M, driven by higher‑margin aftermarket sales and disciplined costs — supporting higher profitability going forward. Management reiterated long‑term targets ($250M revenue and 25–30% EBITDA margin). Innovative Solutions Q1 2026 Earnings Show Strong Growth Despite F-16 Timing Effects
• Neutral Sentiment: Earnings call/transcript and replay available for deeper color — useful for investors who want management’s detail on backlog, margins and timing. Innovative Aerosystems, Inc. (ISSC) Q1 2026 Earnings Call Transcript
• Neutral Sentiment: Comparative performance coverage: sector pieces note ISSC has outpaced some aerospace peers year‑to‑date, which may influence relative valuation discussions. Has Innovative Solutions and Support (ISSC) Outpaced Other Aerospace Stocks This Year?
• Negative Sentiment: Near‑term revenue timing risk: management said organic revenue is expected to be roughly flat year‑over‑year because certain F‑16 revenues were pulled forward, creating a timing headwind — this can pressure short‑term top‑line growth despite strong margins. Innovative Solutions Q1 2026 Earnings Show Strong Growth Despite F-16 Timing Effects
• Neutral Sentiment: Short‑interest data posted in market feeds looks erroneous (shows 0 shares and NaN changes); no clear evidence of a meaningful short squeeze or squeeze risk at present. (Data reliability note.)

About Innovative Solutions and Support

Innovative Solutions and Support, Inc (NASDAQ: ISSC) is a provider of technology solutions and mission support services to U.S. federal government agencies, with a focus on defense, intelligence, and national security programs. The company delivers integrated program management, systems engineering, and advanced IT infrastructure support designed to enhance operational readiness and maintain secure, scalable environments for mission-critical operations.

Its core service offerings include systems integration, custom software development, data analytics, cybersecurity, and logistics management.