NYSE:MSI

Motorola (MSI)

418.55
-5.67 (1.34%)
as of Jul 8, 2026, 1:34:00 pm Market Open.
46 watching
0
Investor Insights
star iconJul 7, 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 shown resilience in the communications and security sectors, maintaining a strong performance especially in government and military communications. Despite facing challenges from advances in AI impacting its software management segment, two of its three main business areas are thriving, with a consistent revenue stream supported by long-term contracts. Analysts indicate a positive long-term outlook, with opportunities for investment during market dips, although concerns have been raised due to high-interest rates affecting high-multiple growth stocks. Recent acquisitions are bolstering its market position, and the company's strategy appears centered around safety and connectivity, expecting steady earnings growth despite potential volatility.

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Consensus
Buy
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Valuation
Undervalued
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Similar
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DON'T BUY
Motorola (MOT-N), Nokia (NOK-N) and Ericsson (ERIC-Q) are suffering from a glut of cell phones. Too much competition and margins are low. Most of the money is coming from emerging markets, which are cheap bottom end phones.
DON'T BUY
Ina a bit of a consolidation mode after a big drop from October into November. Hard to tell right now what it is going to do. Doesn’t look entirely healthy.
BUY
Acquired Netopia (NTPA-Q) to compete with RIM (RIM-T). Traded well for a while, but has now come off its highs, probably due to profit taking. Likes it for the long-term for wireless companies. Biggest demand for cell phones is in Asia with low cost phones which will eventually move up.
WEAK BUY
Has done a good job of restructuring over the last several years. Some of their products have been very effective and have generated top line growth. Prefers Nokia (NOK-N) which is cheaper and has a better potential over the long term.
DON'T BUY
Fast approaching his model price of $25.50, which is 8% positive differential but he is finding value elsewhere.
DON'T BUY
Prefers Nokia (NOK-N). This is the weak cousin. Have good products, but are very challenged on being able to make the margins and keeping up with the competition.
BUY
Doing some very good things right now. Used to own the cell phone market. Lost it but has been coming back very strongly and is gaining market share. Likes what they are doing.
DON'T BUY
Spun out Freescale Semiconductor (FSL-N). Strong in the US, but haven't done as well in the emerging markets as their competition. Fair value.
WEAK BUY
Nokia (NOK-N) has been giving it to them, but they are coming out with a new product which might give them a little stability. An OK stock. Would prefer Nokia instead.
DON'T BUY
Growth in the handset business is set to accelerate from 10% to 15%. The problem with this company is that it is not gaining market share. (See his Top Pick Nokia.)
WATCH
He is a fan of this stock. It has done well. Likes the market, which is a growth market in the US.
BUY
His model price is $24.62 which is a positive 20% differential.
SELL
An excellent company with some hot products. The market it is selling into has competition and there is price squeezes. Not making much money on their cellphones.
BUY
Positively inclined towards this company. The cellphone business is a “HIT” business and right now, they have the “HIT”. Likes the space.
BUY
On the long term chart you can see the tech bear going into '03. Since then, have had one cycle running into ‘05. Have now started another cycle. There is a clear up trend now.
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