NYSE:MSI

Motorola (MSI)

406.80
-3.54 (0.86%)
as of Jun 8, 2026, 8:00:00 pm Market Open.
46 watching
0
Investor Insights
star iconJun 8, 2026, 12:00 am

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

Motorola Solutions, Inc. (MSI-N) has demonstrated robust performance in recent years, primarily through its strongholds in communications and security sectors. The company has successfully catered to government agencies and law enforcement, leveraging its expertise in radio systems and video surveillance. However, challenges loom in the software management segment, especially with the rise of AI, which poses questions regarding pricing power. Analysts mostly view Motorola favorably, emphasizing its long-term contracts and recurring revenue which support stable cash flows and profit margins. Despite headwinds from high-interest rates affecting growth stocks, the general sentiment suggests that investors might find this stock attractive for long-term holdings, particularly as there is potential upside amidst recent volatility.

consensus icon
Consensus
Buy
valuation icon
Valuation
Fair Value
review icon
Similar
Hewlett-Packard,HP
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.
HOLD
A fair bit of their growth is already in their stock price. Stock is fairly valued at these levels.
Showing 16 to 30 of 130 entries