Motorola Solutions, Inc.

(New York Stock Exchange)
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Bullish +65

What Makes Motorola (MSI) a Strong Bet?

Acquisition Company update AI-generated analysis

πŸ“ˆ Wedgewood Partners identified Motorola Solutions as a key contributor to their Q3 2026 performance due to strong operational execution.

πŸ’° The company achieved a 13% revenue growth and a 24% increase in earnings per share driven by margin expansion.

🚁 Acquired drone communications developer Silvus has doubled its revenue since joining the Motorola Solutions portfolio.

πŸ“± Motorola is refreshing its Land Mobile Radio (LMR) statewide networks, expected to drive results for the next decade.

πŸ›οΈ The company's backlog grew by double digits to a record level, with 95% of orders coming from government customers.

πŸ“‰ Despite strong fundamentals, Wedgewood Partners believes the market currently underappreciates the stock's value.

πŸ“Š Motorola Solutions shares gained 3.28% over the past 52 weeks and closed at $463.15 per share in October 2026.

Bullish Signals
  • Wedgewood Partners highlighted Motorola Solutions as a significant contributor to their Q3 2026 performance due to strong revenue growth and margin expansion.
  • The company reported a 13% increase in revenues and a healthy 24% increase in earnings per share during the quarter.
  • Revenue from the recently acquired drone communications developer, Silvus, has doubled since joining the Motorola umbrella over the past year.
  • Motorola is in the early innings of refreshing its Land Mobile Radio (LMR) statewide networks, which should drive strong results for its core business well into the next decade.
  • The company's backlog grew by double digits to a record level, with 95% of that backlog coming from government customers.
Full Analysis
Wedgewood Partners included Motorola Solutions, Inc. (NYSE:MSI) as a significant contributor to its third-quarter 2026 performance in an investor letter released recently. The firm noted that the company delivered robust financial results driven by revenue growth and margin expansion, which collectively propelled earnings per share higher despite broader macroeconomic headwinds affecting rate-sensitive sectors. Motorola Solutions reported a 13% increase in revenues during the quarter, accompanied by a healthy 24% surge in earnings per share attributed to margin expansion. The stock closed at $463.15 per share on October 16, 2026, having gained 3.28% over the past 52 weeks, with a market capitalization of approximately $76.64 billion and trailing twelve-month revenue of $12.24 billion. The investment firm highlighted several strategic drivers for Motorola's long-term growth, including the early stages of refreshing its Land Mobile Radio (LMR) statewide networks, which are expected to sustain core business results for the next decade. Additionally, the company's recently acquired drone communications developer, Silvus, has doubled its revenue since joining the Motorola umbrella, while the overall backlog grew by double digits with 95% originating from government customers.