Northland Capmk Issues Negative Estimate for ISSC Earnings

Innovative Solutions and Support, Inc. (NASDAQ:ISSC) – Research analysts at Northland Capmk reduced their Q2 2026 earnings estimates for Innovative Solutions and Support in a report issued on Monday, December 22nd. Northland Capmk analyst B. Brooks now expects that the aerospace company will post earnings of $0.20 per share for the quarter, down from their previous forecast of $0.22. Northland Capmk has a “Strong-Buy” rating on the stock. Northland Capmk also issued estimates for Innovative Solutions and Support’s Q3 2026 earnings at $0.24 EPS, Q4 2026 earnings at $0.29 EPS and FY2026 earnings at $0.83 EPS.

Several other brokerages also recently issued reports on ISSC. Craig Hallum started coverage on shares of Innovative Solutions and Support in a research note on Friday, December 5th. They issued a “buy” rating and a $16.00 price objective for the company. Wall Street Zen raised Innovative Solutions and Support from a “hold” rating to a “buy” rating in a research report on Saturday, November 22nd. Northland Securities assumed coverage on shares of Innovative Solutions and Support in a research note on Friday, November 21st. They set an “outperform” rating and a $16.50 target price for the company. Finally, Weiss Ratings reissued a “hold (c+)” rating on shares of Innovative Solutions and Support in a research report on Wednesday, October 8th. Two equities research analysts have rated the stock with a Strong Buy rating, two have assigned a Buy rating and one has given a Hold rating to the stock. According to MarketBeat, Innovative Solutions and Support has a consensus rating of “Buy” and an average target price of $16.25.

Innovative Solutions and Support Price Performance

ISSC stock opened at $19.41 on Tuesday. The stock has a market cap of $342.30 million, a PE ratio of 22.30 and a beta of 0.77. Innovative Solutions and Support has a 12 month low of $5.30 and a 12 month high of $20.00. The company has a 50-day moving average price of $10.58 and a 200 day moving average price of $12.48. The company has a current ratio of 3.53, a quick ratio of 1.69 and a debt-to-equity ratio of 0.41.

Hedge Funds Weigh In On Innovative Solutions and Support

Several institutional investors have recently bought and sold shares of the business. Palisades Investment Partners LLC purchased a new position in shares of Innovative Solutions and Support in the 3rd quarter valued at $2,927,000. Marshall Wace LLP lifted its stake in shares of Innovative Solutions and Support by 65.3% during the 3rd quarter. Marshall Wace LLP now owns 479,202 shares of the aerospace company’s stock worth $5,985,000 after purchasing an additional 189,375 shares during the last quarter. Ancora Advisors LLC bought a new stake in Innovative Solutions and Support during the third quarter valued at about $2,031,000. Teton Advisors LLC bought a new stake in Innovative Solutions and Support during the third quarter valued at about $1,707,000. Finally, Arrowstreet Capital Limited Partnership grew its stake in Innovative Solutions and Support by 415.2% in the second quarter. Arrowstreet Capital Limited Partnership now owns 157,250 shares of the aerospace company’s stock valued at $2,183,000 after purchasing an additional 126,729 shares during the last quarter. 28.53% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting Innovative Solutions and Support

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

• Positive Sentiment: Q4 earnings beat: ISSC reported stronger‑than‑expected Q4 results (reported EPS $0.34 vs. $0.12 expected), which is a clear near‑term catalyst for the stock. Earnings Call Transcript
• Positive Sentiment: Analyst endorsement and FY lift: Northland Capital Markets kept a “Strong‑Buy” and raised its FY2026 EPS view to $0.83 (from $0.79) and increased its Q4 estimate — a supportive upgrade that boosts investor confidence. MarketBeat coverage
• Positive Sentiment: Momentum coverage and price action: Zacks published a momentum piece noting a near‑10% one‑day jump and suggesting further upside based on earnings‑estimate revision trends — reinforcing bullish sentiment and attracting trading interest. Zacks article
• Positive Sentiment: Broader analyst interest: A roundup piece highlighted ISSC among bullish industrial/aerospace names, which can help attract institutional and retail attention. Globe & Mail
• Neutral Sentiment: Earnings‑call highlights published: A recap of the Q4 call is available (useful for fundamentals but largely reiterative of the beat). Earnings call highlights
• Neutral Sentiment: Short‑interest data looks inconsistent: a December report shows a reported increase but the data fields read as zero/NaN, so there’s no clear evidence of rising short pressure — treat as uncertain until clean data is released.
• Negative Sentiment: Near‑term estimate cuts: Northland trimmed Q2 and Q3 2026 EPS views slightly (e.g., Q2 to $0.20 from $0.22; Q3 to $0.24 from $0.25), indicating some moderation in near‑term growth expectations which could cap upside if momentum fades. MarketBeat coverage

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.