Morgan Stanley has upgraded Motorola Solutions Inc (MSI) to Overweight from Equal-Weight, reflecting a more optimistic outlook on the company's future. This change, effective December 16, 2025, comes as Motorola Solutions continues to demonstrate strong fundamentals in the communications industry.
Headquartered in Chicago, Illinois, Motorola Solutions engages in providing communication infrastructure, devices, software, and services, employing approximately 21,000 full-time staff. The firm specializes in safety and security technologies, including land mobile radio communications, video security, and command center solutions. Its diverse offerings encompass both cloud-based and hybrid software solutions, alongside services such as cybersecurity subscriptions and managed support.
Currently priced at $374.17, Motorola Solutions boasts a market capitalization of $60.8 billion, a P/E ratio of 28.72, and an impressive dividend yield of 132.7%. The company has consistently exceeded earnings expectations, with its Q3 2025 EPS reported at $4.06, surpassing estimates by 4.4%. Upcoming earnings are anticipated on August 5, 2026, with an EPS estimate of $3.82 and revenue expectations of $3.1 billion.
Analyst ratings, such as this upgrade, serve as professional opinions founded on extensive research and financial models. While they can provide valuable insights, investors should consider multiple factors, including company fundamentals and industry trends, when making decisions. As of December 1, 2025, the consensus among analysts stands at 4 Strong Buy, 9 Buy, and 5 Hold, indicating a generally favorable view of Motorola Solutions' prospects.
The move underscores increasing confidence in Motorola Solutions' strategic direction and business performance as it navigates the evolving communications landscape.