• Earlier this week, Motorola Solutions reported fourth-quarter 2025 and full-year results showing revenue of US$3,380 million and US$11.68 billion, respectively, alongside higher net income and earnings per share than a year earlier.
• The company also updated investors that its long-running share repurchase program, launched in 2011, is now over 96% complete after buying back an additional 1,217,814 shares for US$490.05 million in late 2025.
• With record backlog, raised 2026 revenue guidance to about US$12.70 billion, and ongoing buybacks, we’ll assess how this reshapes Motorola Solutions’ investment narrative.

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Motorola Solutions Investment Narrative Recap

To own Motorola Solutions, you need to believe in long term demand for mission critical communications and public safety technology, and in the company’s ability to keep shifting toward higher margin software and services. The latest results, record backlog and raised 2026 revenue outlook support that thesis near term, while execution on acquisitions like Silvus remains a key risk that the quarter’s strength does not fully resolve.

The update that Motorola has now completed over 96% of its long running US$16.9 billion share buyback program sits alongside strong earnings and cash generation, reinforcing how management is using capital while the business leans into AI enabled video, cloud software and unmanned systems. For investors watching the main catalysts, that combination of record backlog, higher guidance and continuing capital returns helps frame how much of the public safety and security opportunity might already be reflected in today’s price.

Yet even with record results, investors should be aware that large acquisitions like Silvus still carry integration and balance sheet risks...

Motorola Solutions' narrative projects $13.8 billion revenue and $2.8 billion earnings by 2028. This requires 7.5% yearly revenue growth and about a $0.7 billion earnings increase from $2.1 billion today.

Uncover how Motorola Solutions' forecasts yield a $487.90 fair value, a 6% upside to its current price.

Exploring Other Perspectives

Four members of the Simply Wall St Community currently place Motorola Solutions’ fair value between US$378.76 and US$487.90, underlining how far opinions can spread. Set against the company’s record backlog and higher 2026 guidance, these differing views highlight why it helps to compare several perspectives before deciding how much of that growth you think is already priced in.

Explore 4 other fair value estimates on Motorola Solutions - why the stock might be worth 18% less than the current price!

Build Your Own Motorola Solutions Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Motorola Solutions research is our analysis highlighting 2 key rewards and 1 important warning sign that could impact your investment decision.
• Our free Motorola Solutions research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Motorola Solutions' overall financial health at a glance.

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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.