Motorola Solutions (MSI) Upgrade Reflects Valuation Reset, Says Morgan Stanley Analyst

On December 17, Morgan Stanley expert Meta Marshall upgraded Motorola Solutions, Inc. (NYSE:MSI) to Overweight from Equal Weight. The steadfast acceptable a caller terms people of $436, down from $471. Even with the little target, Morgan Stanley said the banal present offers a much charismatic introduction point.

The expert described Motorola Solutions arsenic a profitable compounder. At existent levels, its valuation sits person to the S&P 500, which changes the risk-reward setup. Morgan Stanley besides sees country for maturation arsenic the institution keeps investing successful nationalist information exertion and integrates its Silvus acquisition.

Back successful May, Motorola Solutions, Inc. (NYSE:MSI) announced plans to bargain Silvus Technologies for $4.4 billion. The woody closed successful the 3rd 4th of 2025. Silvus makes wireless radios, and the acquisition strengthens Motorola’s presumption arsenic request for unafraid communications rises. That request has been picking up alongside higher geopolitical tensions and determination conflicts. Silvus besides adds extent to Motorola’s hardware portfolio. It gives the institution much tools to conscionable increasing orders for radios and related equipment, particularly from authorities and defence customers.

The equilibrium expanse stayed coagulated during the caller quarter. Motorola paid $182 cardinal successful currency dividends and repurchased $121 cardinal of its ain shares. It spent $66 cardinal connected superior expenditures and retired $70 cardinal of 6.5% debentures that came owed during the period.

Motorola Solutions, Inc. (NYSE:MSI) is simply a US-based exertion institution focused connected information and information products and services, serving customers crossed nationalist information and endeavor markets.

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Disclosure: None.