BofA Adjusts Motorola Solutions, Inc. (MSI) PT on Backlog Timing Challenges

Motorola Solutions, Inc. (NYSE:MSI) is among the 9 Best Video Surveillance and Private Security Stocks to Buy.

Motorola Solutions, Inc. (NYSE:MSI) is among the best video surveillance stocks.

TheFly reported on February 12 that BofA Securities lowered its price target for MSI to $500 from $520 and gave it a Buy rating. Although the firm still anticipates improving demand patterns throughout the year, the modification accounts for difficulties associated with the backlog.

A day earlier, on February 11, Motorola Solutions, Inc. (NYSE:MSI) announced its fourth-quarter and full-year 2025 results, which demonstrate outstanding performance in terms of backlog, profitability, and revenue. The report notes that full-year non-GAAP EPS climbed 11% to $15.38, while GAAP EPS increased 38% to $12.75. Non-GAAP EPS for Q4 beat projections at $4.59, while GAAP EPS was $3.86, up 8% year-over-year.

Additionally, revenue for the quarter also increased by 12% from Q4 2024 to $3.38 billion. With a full-year revenue increase of 8%, the rise in Software and Services (15%) and Products and Systems Integration (11%) is the main driver of this income. By the end of 2025, the company had a record backlog of $15.7 billion, which was $1 billion more than the year before. For the fourth quarter of 2025, its operating cash flow was $1.3 billion, bringing its annual operating cash flow to $2.8 billion. Effective capital management was demonstrated throughout the quarter by the $182 million in dividend payments and the $490 million in share repurchases.

Motorola Solutions, Inc. (NYSE:MSI) provides video surveillance, communications, and security solutions for public safety and enterprise markets. It delivers advanced monitoring, analytics, and emergency response technologies to enhance security and protect communities worldwide.

While we acknowledge the potential of MSI as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

READ NEXT: 12 Unstoppable Dividend Stocks to Buy According to Analysts and Dividend Champions, Contenders and Challengers list: 15 Highest Yielding Stocks.

Disclosure: None.