Motorola Solutions (MSI)
NYSEInformation TechnologyCommunication EquipmentSnapshot 2026-07-08
$424.34+0.36%
Close 2026-07-07 · 1-day change
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Track MSI free→Motorola Solutions aims for $12.8 billion revenue in 2026. Software and Services sales grew 18% in Q1 2026. The company pays dividends and buys back stock regularly. Earnings per share guidance was recently raised.
Revenue growth could slow below 7% next year. Software segment growth may weaken. Capital allocation might become less disciplined.
The price is about 53% above our fair value near $278. Analysts expect about 10% revenue growth. We see the valuation as too high versus fundamentals.
Breaks if: Capital returned falls below $200 million per quarter
Continue disciplined capital allocation with dividends, share repurchases, and strategic acquisitions.
Stated in 2 of last 2 quarters. In 2026-Q1, the company paid $201 million in dividends and repurchased $118 million of stock, maintaining its capital allocation strategy. This consistent allocation supports management's stated priority.
Breaks if: EPS falls below $15 per share in FY26
Breaks if: Revenue falls below $11.65 billion in FY26
Management aims to achieve $12.8 billion in revenue for the fiscal year 2026.
Stated in 2 of last 2 quarters. Revenue guidance increased from $12.7 billion to $12.8 billion for 2026. Revenue grew from $11.65 billion in 2025 to $12.8 billion guidance for 2026, indicating progress towards the target.
Breaks if: Software sales growth falls below 15% YoY
Focus on growing the Software and Services segment, which showed significant growth.
Stated in 2 of last 2 quarters. Software and Services sales grew 18% in 2026-Q1, up from 15% in 2025-Q4. The segment's growth trajectory is delivering on management's expansion focus.
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“The company paid $201 million in cash dividends, repurchased $118 million of common stock and invested $62 million in capital expenditures.”
“Repurchased $490 million of shares and paid $182 million in dividends in Q4.”
“The company now expects revenue of approximately $12.8 billion, up from its prior guidance of $12.7 billion.”
“The company expects revenue of approximately $12.7 billion.”
“Software and Services sales grew 18% driven by growth in MCN, Command Center and Video.”
“Software and Services sales grew 15% in Q4; up 13% for full year.”