NYSEInformation TechnologyCommunication EquipmentSnapshot 2026-08-31
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Create your account →Intact: The reason to own it still holds.
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
Breaks if: EPS falls below $15 per share in FY26
Revenue falls below $11.65 billion in FY26
This is not a price target or investment advice.
A long-form read on the 1–3 year hold thesis. It updates when the weekly evidence changes.
This investment represents a durable compounder with a focus on consistent revenue growth and capital allocation. The current thesis state is intact, supported by recent earnings beats and a strong management commitment to growth.
The market currently prices MSI as relatively cheap compared to its peers, with an expectations gap indicating that some positive performance may not be fully reflected. The valuation has recently declined, suggesting that the market may be cautious about future growth.
Management is on track to meet its revenue target of approximately $12.975 billion for 2026, with a focus on expanding the Software and Services segment. However, there is an elevated risk due to the potential for guidance cuts, which could negatively impact sentiment.
The thesis hinges on the performance of sector bellwethers like CSCO, LITE, and NOK. If these companies continue to perform well, it could support MSI's growth. Conversely, any negative guidance from these peers could pose risks to MSI's momentum.
The most important moves since the prior daily snapshot.
Yes, our read has strengthened. The latest earnings beat supports increased revenue expectations for 2026. The company aims to reach approximately $12.975 billion in revenue this year. This positive outlook reinforces confidence in growth.
as of 2026-08-31
Review the evidence to watch, what would become a concern, and what would make it less concerning.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Management aims to achieve $12.8 billion in revenue for the fiscal year 2026.
Breaks if: Software sales growth falls below 15% YoY
Overall, MSI's fundamentals are strong, but the company faces risks from sector performance and guidance. Not investment advice.
