Do You Believe in the Growth Potential of Motorola (MSI)?

2 weeks ago 14

Soumya Eswaran

Mon, January 19, 2026 astatine 8:20 AM CST 3 min read

Wedgewood Partners, an concern absorption company, released its fourth-quarter 2025 capitalist letter. The steadfast anticipates stronger marketplace volatility successful the coming years and has moderated its enthusiasm. A transcript of the missive tin beryllium downloaded here. The Wedgewood Composite returned -1.8% (net) successful the 4th fourth compared to the S&P 500’s 2.7%, the Russell 1000 Growth Index’s 1.1%, and the Russell 1000 Value Index’s 3.8% returns. YTD, the Composite gained 4.3% compared to 17.9%, 18.6%, and 15.9% returns for the indexes, respectively. Wedgewood Partners’ absorption connected high-quality stocks has historically worked since 1992, but not successful 2025. The missive highlighted mediocre banal selection, the portfolio’s beardown past performers owed for valuation correction, and being structurally underweight successful AI stocks drove the underperformance. The missive noted that successful 2026, crowded AI investments and stretched valuations make unit connected prudent concern decisions. In addition, you tin cheque the Fund’s apical 5 holdings to find its champion picks for 2025.

In its fourth-quarter 2025 capitalist letter, Wedgewood Partners highlighted stocks specified arsenic Motorola Solutions, Inc. (NYSE:MSI). Motorola Solutions, Inc. (NYSE:MSI) is simply a nationalist information and endeavor information solutions provider. The one-month instrumentality for Motorola Solutions, Inc. (NYSE:MSI) was 7.49%, and its shares mislaid 13.82% implicit the past 52 weeks. On January 16, 2026, Motorola Solutions, Inc. (NYSE:MSI) banal closed astatine $400.61 per share, with a marketplace capitalization of $66.743 billion.

Wedgewood Partners stated the pursuing regarding Motorola Solutions, Inc. (NYSE:MSI) successful its 4th fourth 2025 capitalist letter:

"Although Motorola Solutions, Inc. (NYSE:MSI) grew its revenues +8% and grew net per stock +9%, and expects to spot akin maturation successful 2026, contempt the headwinds of a authorities shutdown and dilution from their acquisition of aerial drone communications provider, Silvus Technologies, the banal was a mediocre performer successful 2025. However, we expect to spot accelerating maturation into 2026 arsenic integrated orders person accelerated to double-digits successful some products and services. As the banal sold disconnected during the quarter, it traded to what were much charismatic comparative and humanities guardant terms to net multiples; accordingly, we added to positions."

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

Motorola Solutions, Inc. (NYSE:MSI) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. As per our database, 51 hedge money portfolios held Motorola Solutions, Inc. (NYSE:MSI) astatine the extremity of the 3rd quarter, which was 55 successful the erstwhile quarter. While we admit the imaginable of Motorola Solutions, Inc. (NYSE:MSI) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.