Motorola Solutions Reports Strong Performance Amid Price Target Adjustment
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 23 2026
0mins
Should l Buy MSI?
Source: Yahoo Finance
- Strong Performance: Motorola Solutions reported a full-year non-GAAP EPS increase of 11% to $15.38 and a GAAP EPS rise of 38% to $12.75 for 2025, showcasing significant profitability improvements that bolster investor confidence.
- Revenue Growth: The company achieved $3.38 billion in revenue for Q4 2025, a 12% increase year-over-year, with an 8% rise in full-year revenue driven primarily by strong performance in Software and Services (up 15%) and Products and Systems Integration (up 11%), further solidifying its market position.
- Record Backlog: By the end of 2025, Motorola Solutions had a record backlog of $15.7 billion, which is $1 billion higher than the previous year, reflecting sustained market demand and the company's competitive strength in the industry.
- Effective Capital Management: In Q4 2025, the company reported operating cash flow of $1.3 billion, bringing the annual total to $2.8 billion, while also executing $182 million in dividend payments and $490 million in share repurchases, demonstrating strong capital management capabilities.
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Analyst Views on MSI
Wall Street analysts forecast MSI stock price to rise
9 Analyst Rating
9 Buy
0 Hold
0 Sell
Strong Buy
Current: 486.110
Low
436.00
Averages
486.75
High
525.00
Current: 486.110
Low
436.00
Averages
486.75
High
525.00
About MSI
Motorola Solutions, Inc. provides public safety and enterprise security. The Company offers safety and security technologies, which include land mobile radio communications (LMR), video security, and command center. Across technologies, it offers cloud-based and hybrid software solutions, and services such as cybersecurity subscription services and managed and support services. Its segments include Products and Systems Integration, and Software and Services. The Products and Systems Integration segment offers a portfolio of infrastructure, devices, accessories, video security devices and infrastructure, and the implementation and integration of such systems, devices, and applications. The Company's Software and Services segment provides a range of solution offerings for government, public safety and commercial customers. Its Software includes public safety and enterprise Command Center, unified communications applications, certain mobile video equipment, and video software solutions.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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