NYSE:MSI

Motorola (MSI)

463.66
+0.68 (0.15%)
as of Sep 9, 2026, 6:13:07 pm Market Open.
46 watching
0
Investor Insights
star iconSep 9, 2026, 12:00 am

This summary was created by AI, based on 4 opinions in the last 12 months.

Motorola (MSI-N) has shown resilience over the years, maintaining a strong position in the communications and security sectors. While the company's software management and AI-related challenges are a concern, two of its three primary business segments are performing well. Despite experiencing fluctuations in its stock price, the overall underlying business quality remains high. Analysts suggest that while the stock experienced a notable decline recently, especially as high-multiple growth stocks face pressures from rising long-term rates, the opportunity to buy on dips makes it an intriguing long-term investment. With a solid analyst price target set at $509.88, there is a general sense of optimism about the stock's future potential.

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Consensus
Buy
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Valuation
Fair Value
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Similar
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TOP PICK
They make cameras worn by police, an expanding market, among other devices. Basic technology will be more broadly used in society and MSI will benefit. (Analysts’ price target is $273.55)
PAST TOP PICK
(A Top Pick Jan 09/20, Up 10%) They handle communication networks for emergency services. They have done a good job of building an end-to-end solution. Some spending took a pause through COVID but now it seems like business momentum is starting to look better. She likes the mission-critical part of the business.
PAST TOP PICK
(A Top Pick Jan 09/20, Down 4%) Struggling recently. Mission-critical to first responders. Projects delayed. Needed infrastructure with political unrest. Business will pick up.
TOP PICK
Communication networks behind mission critical emergency response. They have expanded their addressable markets. She thinks they are very early on in this growth. (Analysts’ price target is $182.50)
DON'T BUY

The non-handset business that sells products, primarily to telephone and telecom companies. This is not a favourite space of his because it is super competitive. Customer base is not looking to spend new amounts of money.

HOLD
Splitting into 2 parts and this would unleash value but one part is going to be consolidated and he doesn’t know the details. Doing landmark sales right now but the consolidation makes him nervous.
DON'T BUY
Doesn’t like the company. They got too lazy and didn’t’ move forward. Didn’t generate enough free cash flow. In the long run they can’t grow and differentiate themselves.
DON'T BUY
Just split their 2 divisions. Has been under pressure for some time since the tech boom. Dropped the ball on the personal handset phone side. Better places to be.
TOP PICK
Droid phones are taking off. Just sold a division to Nokia (NOK-N) for $1.2 billion area and expected to pay down debt. Also planning on subdividing into 2 divisions, which should unleash shareholder value. One division, which has been losing money, is expected to break even while the other would be making a lot more money.
COMMENT
Has caught his attention in terms of the competition they are providing.
BUY
Likes this company a lot. They are splitting into two divisions. Still has problems and debt, but they are even cutting into Apple’s market. They could start firing on all cylinders after they split. Wont happen in the next year or two.
TOP PICK
Thinks it can triple/quadruple from this level. Losing money for years but have started to turn a profit. Their smart phones are starting to sell. Cash flow of about $450 million last quarter giving them $8.5 billion in the bank with about $3 billion of debt. Expect they will split into 2 in the next year, which could give some kick to the stock.
SELL
Doesn't like this company. Thinks their prospects are very difficult. Doesn't think they are making any money these days. Lost their edge on the new product side. Competition is destroying them.
WATCH
Probably the dark horse in the sector. If you want to be aggressive and play potential market share gains for that Droid in the smart phone space, maybe they will take some market share away from Apple (AAPL-Q) and RIM (RIM-T) but with their valuation he doesn't think he would go out on a limb and be aggressive.
DON'T BUY
(Market Call Minute.) Moving into developing phones using the android space. New phone, Click, is not quite on par with the iPhone.
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