Motorola Solutions (MSI) Valuation Check as New 911 Live-Video Collaboration with Google Gains Attention

Motorola Solutions (MSI) is back in the spotlight after teaming up with Google to let Android users stream live video directly to 911 call handlers, a practical upgrade to its already entrenched public safety platform.

See our latest analysis for Motorola Solutions.

That kind of real world innovation is arriving just as sentiment is resetting. The latest 1 day share price return of 2.93 percent has lifted Motorola Solutions to 374.49 dollars after a tough stretch that has seen a 90 day share price return of negative 21.36 percent, but a still impressive 51.62 percent three year total shareholder return and 136.23 percent five year total shareholder return. This suggests long term momentum is intact even as shorter term enthusiasm has cooled.

If this public safety upgrade has you thinking more broadly about digital infrastructure, it could be worth exploring other high growth tech and AI names via high growth tech and AI stocks.

Yet with earnings still growing, the stock sitting nearly 31 percent below the average analyst target and only a hair above some intrinsic value estimates, investors now face a harder question: is this a buying opportunity, or is future growth already priced in?

Most Popular Narrative: 24.1% Undervalued

With Motorola Solutions last closing at $374.49 against a narrative fair value near $494, the gap hinges on a few powerful growth levers.

The transition toward a greater mix of software and managed/recurring services, especially in command center and video solutions, continues to drive operating leverage and net margin expansion. This shift is further supported by strong attachment rates on new hardware (e.g., APX NEXT and SVX) and growing international SaaS/cloud deployments, boosting long term earnings growth.

Read the complete narrative.

Want to see the math behind that confidence gap? The narrative leans on steadily rising revenues, expanding margins, and a premium earnings multiple that rivals sector leaders. Curious how those moving parts stack up into a near five hundred dollar fair value? Dive in to see which assumptions really carry the story.

Result: Fair Value of $493.60 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, that upside depends on smooth execution, and any prolonged slowdown in government budgets or weaker adoption of software services could undercut the thesis.

Find out about the key risks to this Motorola Solutions narrative.

Another View: What Multiples Are Saying

Price signals tell a more cautious story. At 29.5 times earnings, Motorola Solutions trades slightly below the US Communications industry at 30.7 times and below peers at 34.5 times, yet above its 25.5 times fair ratio, which hints that any stumble could hit the share price hard.

See what the numbers say about this price — find out in our valuation breakdown.

Build Your Own Motorola Solutions Narrative

If you see the story differently or want to stress test these assumptions with your own inputs, you can build a fresh view in minutes: Do it your way.

A great starting point for your Motorola Solutions research is our analysis highlighting 4 key rewards and 1 important warning sign that could impact your investment decision.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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