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/MSI
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Motorola Solutions Inc

Motorola Solutions Inc

MSI
$413.31USD↓-0.21%-0.88 today

MARKET CAP

68.6B

P/E (TTM)

26.5x

FWD P/E

23.3x

DAY RANGE

$411 – $421

52W RANGE

$359
$492

AI Summary

Stalk
TrimMedium

MSI is in a Stage 4 decline with a clear chain of lower highs and lower lows under declining EMAs, giving a medium-term bearish tradable side. The long-term uptrend remains intact on the 3-year view, but intermediate distribution pressures dominate. Short-term price action is oscillating around the 9/21/50 EMA zone with no clear timing edge. We will trim exposure on rallies into the EMA and prior resistance areas rather than chase further breakdowns.

  • ↑Q1 revenue rose 15% YoY to $700M, driven by video and command center sales
  • ↑Record backlog of $15.6B signals strong order visibility into 2026
  • ↓P/E of 32.3 and weak earnings yield point to overvaluation risk
Full analysis →

The case for & against

Bull & Bear analysis

Bullish

Motorola Solutions, Inc. (NYSE: MSI) is a leading provider of communication solutions primarily focused on public safety and enterprise customers. The company specializes in mission-critical communications technology and has a comprehensive portfolio that includes land mobile radio (LMR) systems, software applications, and innovative video solutions. As demand for integrated emergency response technology grows, Motorola is notably positioned within a vital sector that benefits from increased governmental investments and advancements in AI and automation.

Bull says

  • ↑Q1 revenue rose 15% YoY to $700M, driven by video and command center sales
  • ↑Record backlog of $15.6B signals strong order visibility into 2026
  • ↑High GF Score indicates strong long-term growth potential from AI solutions
  • ↑Robust government funding supports public safety demand despite market shifts
  • ↑Returned $118M via buybacks; $3B operating cash flow and low leverage risk
  • ↑Untapped Japan market adoption could drive additional upside

Bear says

  • ↓P/E of 32.3 and weak earnings yield point to overvaluation risk
  • ↓Tariff headwinds of ~$80–100M could erode profit margins this year
  • ↓LMR segment saw revenue decline on tough comparables, highlighting volatility
  • ↓Execution uncertainty around rapid rollout of ASSIST AI tech may delay benefits
  • ↓Potential public budget cuts could slow government contract growth
  • ↓High stock volatility and negative momentum may deter cautious investors

Investment themes with MSI

Networking & Connectivity Infrastructure↑ +0.56%

INTC · CIEN · MU
Telecommunications↑ +0.98%

CSCO · VZ · T
Quality↑ +0.54%

Companies with strong fundamentals and stability

NVDA · AAPL · MSFT

Earnings Call · Q1 2026 · Mgmt. Guidance

Updated 05-10-2026bullish

Transcript signals

Bull points

  • it was a strong start to the year for videos. You mentioned 16% growth. Growth drivers in there include body-worn cameras, ALPR, our Unity platform, and of course, Alta, which is our cloud-based platform, continuing to lead the way with growth.
  • command center technology with 27% growth. That was driven in part by some tier one cities coming online for our next generation 911, which Mahesh and team have delivered. Those customers have made some pretty significant commitments to us given the roadmap that Mahesh has.
  • Our double digit product orders growth inclusive of LMR is our fourth quarter in a row of capturing that level of demand and is anchored around our expectations for growth in the second half within MCN and LMR inclusive growth to accelerate, which is much like last year.
Read full transcript analysis ›