Highlights:

  • EPS of $4.59 beats consensus estimate by $0.24 for the quarter.
  • Revenue rises 12.3% year-over-year to $3.38 billion.
  • Stock closes at $453.44, up 7.67% on February 12, 2026.

Motorola Solutions Inc (NYSE:MSI) witnessed an impressive spike in stock activity this week, reflecting a combination of recent earnings results and analyst revisions. On February 12, 2026, shares surged 7.67% to close at $453.44, following a quarterly EPS report of $4.59, surpassing the $4.35 consensus estimate.

Record Revenue and Earnings Drive Growth

Motorola Solutions reported impressive fourth-quarter results, achieving $3.4 billion in sales, up 12% from the same period last year, while full-year revenue rose 8% to a record level. Products and Systems Integration sales grew 11% in Q4 and 5% for the full year, while Software and Services sales increased 15% in Q4 and 13% annually. GAAP earnings per share (EPS) reached $3.86 in Q4, up 8%, and $12.75 for the full year, marking a 38% increase. Non-GAAP EPS rose 14% in Q4 to $4.59 and 11% to $15.38 for the year, reflecting strong operational execution across business segments.

Cash Flow, Backlog, and Shareholder Returns

The company generated $1.3 billion of operating cash flow in Q4 and $2.8 billion for the full year, up 19% from 2024, supporting $490 million in share repurchases and $182 million in dividends during the quarter. Motorola Solutions ended the year with a record backlog of $15.7 billion, up $1 billion from the prior year, driven by robust order growth. “Our outstanding 2025 performance demonstrates the resilience and strength of our business,” said Greg Brown, chairman and CEO. “Our record sales, earnings, and cash flow, combined with strong backlog, give us continued momentum for another excellent year.”

Time to Buy?

Analyst activity has been notably active. JPMorgan Chase & Co. raised its price target from $515 to $520, suggesting a potential increase of 13.8% from the current share price. Barclays and Piper Sandler also revised their targets to $506 and $499 respectively. Northcoast Research upgraded its rating to "buy" with a $450 target, while Morgan Stanley and Weiss Ratings echoed similar upward adjustments. Overall, nine analysts currently rate the stock as "Buy," with one "Hold," and the consensus price target sits at $497.14.

As of February 12, 2026, EODHD/Others data shows BUY at a  price target of $487.89.

Motorola Solutions provides communications and analytics tools for public safety and commercial sectors. Its offerings include land mobile radio systems, handheld and vehicle-mounted radios, LTE-based solutions, incident management software, and video security systems. The company focuses on enabling operational coordination and situational awareness for organizations in high-pressure environments.