Motorola Solutions
MSINYSEUSD
- Source valuation snapshot. Not a live recalculation.
- Latest filed annual earnings; price snapshot date unavailable. Not forward P/E.
- Diluted earnings per share from the latest filed annual.
- $527.38 Prior regular-session close from the quote source.
- $524.45–$535.79 Regular-session low and high so far today.
- 881.4K Regular-session shares traded · Nov 11, 4:00 PM ET.
- Feb 10 projected Projected for 2027-02-10 from the company’s own results filings (SEC 8-K Item 2.02). The company has not confirmed the date.
- $359.36–$548.29 52-week trading low and high returned by the quote source.
Understand the Business
Why the Stock Moved
Period-matched expectations history is not yet available. Current metrics are not a substitute for a historical explanation.
The core investment thesis
Own MSI if Motorola Solutions converts a large, mission-critical installed base (LMR/MCN, video, command-center) into sticky, recurring software and services revenue and high cash margins by selling integrated safety systems that are hard and risky for customers.
MSI price history
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Investment thesis
What must happen next
Higher attach rates of software, cloud and managed services to Motorola’s installed MCN/Video base will sustain above-peer operating margins and convert sales into recurring, high-margin revenue streams.StrengtheningMateriality: High
Operating income increased from $1.661B (2023) to $2.688B (2024) to $2.988B (2025) (operating_income). If true, margins and cash flow remain structurally high and EPS can grow via both organic profit and capital return; if false, revenue growth will be more cyclical and margins will compress.
Watch: Hyperscalers or commercial-telecom vendors bundle cloud video+AI and undercut on price, reducing high-margin attach opportunities.
Supporting sources
Source notes are factual paraphrases; read the original disclosures below.
Operating income increased from $1.661B (2023) to $2.688B (2024) to $2.988B (2025) (operating_income).
Open source ↗Leadership in Mission Critical Networks (LMR, MANET, purpose-built radios) creates procurement stickiness and long replacement cycles that sustain device and systems revenue over time.StrengtheningMateriality: High
MCN (LMR/MANET/LTE) accounted for the majority of Products & Systems Integration net sales. Stable device/system replacement cycles provide a predictable base of hardware revenue and an opportunity to cross-sell services; if stickiness ends, cyclical equipment sales will expose revenue to commoditized competition.
Watch: Large-scale migration of public-safety agencies to commercial LTE/5G or alternative vendors that win procurement competitions (e.g., major telcos or non-traditional entrants).
Supporting sources
Source notes are factual paraphrases; read the original disclosures below.
MCN (LMR/MANET/LTE) accounted for the majority of Products & Systems Integration net sales.
Open source ↗Targeted acquisitions (e.g., Silvus) and embedding AI into video/command-center products can expand Motorola’s TAM into defense/tactical and higher-value analytics services, showing up as rising gross_profit and allowable price premium.HoldingMateriality: Medium
Motorola acquired Silvus in August 2025 and reclassified/expanded its MCN/LMR portfolio (business_text). Successful integration and differentiated AI features increase higher-margin software/service revenue and justify premium valuation; failed integration or undifferentiated AI would waste capital and pressure margins.
Watch: Failure to integrate Silvus or other acquisitions leading to execution issues or write-downs.
Supporting sources
Source notes are factual paraphrases; read the original disclosures below.
Motorola acquired Silvus in August 2025 and reclassified/expanded its MCN/LMR portfolio (business_text).
Open source ↗High operating cash flow conversion will allow Motorola to fund share repurchases and M&A that materially boost EPS even if organic revenue growth moderates.StrengtheningMateriality: Medium
Operating cash flow increased year-over-year from $2.044B (2023) to $2.391B (2024) to $2.837B (2025) (operating_cash_flow). If cash conversion remains strong, EPS can outpace organic revenue growth through buybacks and disciplined M&A; if cash generation weakens, EPS acceleration will stop and the premium multiple becomes vulnerable.
Watch: Material increase in capital spending, integration costs for acquisitions, or large debt-funded M&A that reduces free cash available for buybacks.
Supporting sources
Source notes are factual paraphrases; read the original disclosures below.
Operating cash flow increased year-over-year from $2.044B (2023) to $2.391B (2024) to $2.837B (2025) (operating_cash_flow).
Open source ↗
Full investment case & evidence
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Original research
Higher attach rates of software, cloud and managed services to Motorola’s installed MCN/Video base will sustain above-peer operating margins and convert sales into recurring, high-margin revenue streams. If true, margins and cash flow remain structurally high and EPS can grow via both organic profit and capital return; if false, revenue growth will be more cyclical and margins will compress.
Leadership in Mission Critical Networks (LMR, MANET, purpose-built radios) creates procurement stickiness and long replacement cycles that sustain device and systems revenue over time. Stable device/system replacement cycles provide a predictable base of hardware revenue and an opportunity to cross-sell services; if stickiness ends, cyclical equipment sales will expose revenue to commoditized competition.
Targeted acquisitions (e.g., Silvus) and embedding AI into video/command-center products can expand Motorola’s TAM into defense/tactical and higher-value analytics services, showing up as rising gross_profit and allowable price premium. Successful integration and differentiated AI features increase higher-margin software/service revenue and justify premium valuation; failed integration or undifferentiated AI would waste capital and pressure margins.
High operating cash flow conversion will allow Motorola to fund share repurchases and M&A that materially boost EPS even if organic revenue growth moderates. If cash conversion remains strong, EPS can outpace organic revenue growth through buybacks and disciplined M&A; if cash generation weakens, EPS acceleration will stop and the premium multiple becomes vulnerable.
All standing thesis claims
Original report summary
Motorola Solutions converts a large, mission-critical installed base (LMR/MCN, video, command-center) into sticky, recurring software and services revenue and high cash margins by selling integrated safety systems that are hard and risky for customers.
Bull case and bear case
Bull case and bear case for Motorola Solutions
Where the evidence on Motorola Solutions stands: Holding on the latest evidence (Nov 7, 2026). Of its 4 thesis points, 3 strengthening and 1 holding.
Bull case: what the evidence supports
Higher attach rates of software, cloud and managed services to Motorola’s installed MCN/Video base will sustain above-peer operating margins and convert sales into recurring, high-margin revenue streams.
Leadership in Mission Critical Networks (LMR, MANET, purpose-built radios) creates procurement stickiness and long replacement cycles that sustain device and systems revenue over time.
Targeted acquisitions (e.g., Silvus) and embedding AI into video/command-center products can expand Motorola’s TAM into defense/tactical and higher-value analytics services, showing up as rising gross_profit and allowable price premium.
High operating cash flow conversion will allow Motorola to fund share repurchases and M&A that materially boost EPS even if organic revenue growth moderates.
Bear case: what would count against it
Hyperscalers or commercial-telecom vendors bundle cloud video+AI and undercut on price, reducing high-margin attach opportunities.
Large-scale migration of public-safety agencies to commercial LTE/5G or alternative vendors that win procurement competitions (e.g., major telcos or non-traditional entrants).
Failure to integrate Silvus or other acquisitions leading to execution issues or write-downs.
Thesis-Break Engine
What has broken in Motorola Solutions’s thesis
Each break OptimistFi flagged on Motorola Solutions, dated — with what has historically followed the same kind of break across the market, not a forecast for Motorola Solutions.
- Insider-selling clustercondition set before this filing
Across all companies, this kind of break has happened 9,137 times before. Those stocks beat comparable companies by a median of 1% over the next six months, and 30% of them trailed it by 10 points or more.
MARKET + FINANCIAL SNAPSHOT
The numbers behind the thesis
What Changed
- MixedReported results of operations (earnings release).
Motorola Solutions filed an SEC 8-K on 2026-11-04: Reported results of operations (earnings release). It is a dated development that tests the current thesis.
- MixedOther material event.
Motorola Solutions filed an SEC 8-K on 2026-09-09: Other material event. It is a dated development that tests the current thesis.
- MixedOther material event.
Motorola Solutions filed an SEC 8-K on 2026-08-17: Other material event. It is a dated development that tests the current thesis.
Risks / falsifiers
What could break the thesis
- Hyperscalers or commercial-telecom vendors bundle cloud video+AI and undercut on price, reducing high-margin attach opportunities.
- Large-scale migration of public-safety agencies to commercial LTE/5G or alternative vendors that win procurement competitions (e.g., major telcos or non-traditional entrants).
- Failure to integrate Silvus or other acquisitions leading to execution issues or write-downs.
- Material increase in capital spending, integration costs for acquisitions, or large debt-funded M&A that reduces free cash available for buybacks.
MSI news
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Financial statements
MSI income statement
Annual filed results · USD · Oldest to newest. Margins are calculated from the reported figures.
MSI: quick answers
- When does Motorola Solutions (MSI) report earnings next?
- Motorola Solutions's next results are projected for February 10, 2027, from the dates of its own results filings with the SEC. The company has not confirmed the date. It last reported on November 4, 2026. Earnings calendar
- What is MSI's short interest?
- As of October 30, 2026, 3.5M MSI shares were sold short, 2.15% of its shares outstanding, up 8.1% from the count before. At the stock's average daily volume that is 3.7 days to cover. FINRA publishes the count twice a month. MSI short interest history
- Have members of Congress traded MSI?
- Reports made public in the last 90 days disclose 6 trades in MSI by 2 filers: 3 purchases and 3 sales. They are filed under the STOCK Act by members of Congress, the President and senior officials. Every disclosed MSI trade
- Which well-known investors own MSI?
- 1 of the 37 well-known funds tracked here reported MSI shares in their latest 13F filing. By share of the fund's portfolio: Maverick Capital, 0.0%. Fund portfolios
MSI in well-known investors’ portfolios
1 of 37 funds reported MSI shares in their latest 13F filing. A 13F shows quarter-end positions and arrives up to 45 days later.
| Fund | Of its portfolio | Value | Change | Quarter |
|---|---|---|---|---|
| Maverick Capital | 0.01% | $814K | New | Q2 2026 |