Motorola Solutions, Inc. (MSI) AI Stock Analysis

Motorola Solutions, Inc. delivers critical communications and advanced analytics solutions primarily to government, public safety, and commercial sectors globally. The company operates through two segments: Products and Systems Integration, and Software and Services. Products and Systems Integration supplies infrastructure, devices, accessories, and video security solutions, including land mobile radio communications systems, portable and vehicle-mounted radios, video cameras, and network management software. Software and Services provides repair, technical support, hardware maintenance, monitoring, software updates, cybersecurity solutions, public safety command center software, unified communications applications, and video software solutions.

Motorola Solutions grew annual revenue from $8.17B in FY2021 to $11.68B in FY2025, recording a 5-year revenue CAGR of 9.5% from FY2020 to FY2025. Annual net income expanded from $1.25B in FY2021 to $2.15B in FY2025, while operating margin rose from 20.4% to 25.1%. In FY2025, gross margin reached 50.2% and EPS reached $14.96. For the trailing twelve months ending June 30, 2026, revenue stood at $12.24B with a profit margin of 17.4% and EPS of $12.70. In the latest quarter, quarterly revenue grew 13.3% year-over-year, and quarterly earnings grew 9.5%.

As of June 30, 2026, Motorola Solutions held $710.0M in cash and short-term investments against total debt of $9.62B, resulting in net debt of $8.91B. Shareholders' equity was $2.67B, leading to a debt-to-equity ratio of 3.60, while the current ratio was 1.10. Operating cash flow reached $2.84B in FY2025. During FY2025, capital expenditures were $265.0M, share buybacks totaled $1.15B, and dividends paid were $728.0M.

Motorola Solutions trades at a trailing P/E of 36.5x and a forward P/E of 23.9x, compared to medians of 30.8x and 20.3x for its S&P 500 Technology peers. The enterprise value to EBITDA multiple is 22.9x, above the peer median of 19.5x, while its price-to-sales multiple of 6.3x matches the peer median. Over the past year, the stock returned 7.2%, trailing the S&P 500 return of 16.8%. Over a 5-year period, the stock gained 104.8%, outpacing the S&P 500 return of 83.0%.

Motorola Solutions pays a quarterly dividend with an annualized forward payout of $4.84, representing a dividend yield of 1.05%. The payout ratio is 30.3%, and the company has paid consecutive dividends for 16 years. Over the past five years, the dividend grew at an annualized rate of 11.2%. The last ex-dividend date was September 16, 2026.

Wall Street analysts hold 7 Strong Buy, 5 Buy, and 2 Hold ratings on MSI, with no Sell or Strong Sell ratings. The mean price target is $526.91, which sits 13.8% above the last close price of $463.15. For the fiscal year ending December 31, 2026, consensus estimates project revenue of $13.02B and EPS of $17.72, reflecting 15.2% EPS growth. The company beat EPS estimates in each of the last 4 quarters, and the next earnings date is October 29, 2026.

This page is an AI-written research summary of Motorola Solutions, Inc. (MSI). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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