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

Motorola Solutions, Inc. (NYSE:MSI) is included among the 13 Top Tech Stocks Paying Consistent Dividends.

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

On December 17, Morgan Stanley analyst Meta Marshall upgraded Motorola Solutions, Inc. (NYSE:MSI) to Overweight from Equal Weight. The firm set a new price target of $436, down from $471. Even with the lower target, Morgan Stanley said the stock now offers a more attractive entry point.

The analyst described Motorola Solutions as a profitable compounder. At current levels, its valuation sits closer to the S&P 500, which changes the risk-reward setup. Morgan Stanley also sees room for growth as the company keeps investing in public safety technology and integrates its Silvus acquisition.

Back in May, Motorola Solutions, Inc. (NYSE:MSI) announced plans to buy Silvus Technologies for $4.4 billion. The deal closed in the third quarter of 2025. Silvus makes wireless radios, and the acquisition strengthens Motorola’s position as demand for secure communications rises. That demand has been picking up alongside higher geopolitical tensions and regional conflicts. Silvus also adds depth to Motorola’s hardware portfolio. It gives the company more tools to meet growing orders for radios and related equipment, especially from government and defense customers.

The balance sheet stayed solid during the recent quarter. Motorola paid $182 million in cash dividends and repurchased $121 million of its own shares. It spent $66 million on capital expenditures and retired $70 million of 6.5% debentures that came due during the period.

Motorola Solutions, Inc. (NYSE:MSI) is a US-based technology company focused on safety and security products and services, serving customers across public safety and enterprise markets.

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