Motorola Solutions shares rose following strong fourth quarter 2025 earnings results. The company reported record revenue in both operating segments, record operating earnings, and record operating margins. Orders increased 26% in the quarter and backlog ended the year at record levels. Full-year 2025 net sales reached $11.68 billion, an 8% increase from 2024. Management raised its 2026 revenue guidance to approximately $12.70 billion. The company also announced its share repurchase program is over 96% complete. Following these results, multiple analysts raised their price targets: JPMorgan raised its target to $520.00 from $515.00, and Piper Sandler raised its target to $499 while reiterating an Overweight rating. Bank of America Securities reiterated a Buy rating. The stock gained approximately 7.67% in one day and 15.97% over 30 days.
Read full analysisMotorola Solutions shares rose following strong fourth quarter 2025 earnings results. The company reported record revenue in both operating segments, record operating earnings, and record operating margins. Orders increased 26% in the quarter and backlog ended the year at record levels. Full-year 2025 net sales reached $11.68 billion, an 8% increase from 2024. Management raised its 2026 revenue guidance to approximately $12.70 billion. The company also announced its share repurchase program is over 96% complete. Following these results, multiple analysts raised their price targets: JPMorgan raised its target to $520.00 from $515.00, and Piper Sandler raised its target to $499 while reiterating an Overweight rating. Bank of America Securities reiterated a Buy rating. The stock gained approximately 7.67% in one day and 15.97% over 30 days.
Motorola Solutions provides mission-critical communications equipment, software, and services primarily to public safety agencies and enterprises — think police radios, body cameras, and command center software. The company has been expanding into AI-driven video safety and analytics, which is a key growth driver highlighted in its latest results. Its record Q4 backlog and raised 2026 guidance reflect strong demand for these public safety and security solutions.