Motorola (MSI) Witnesses Momentum on Holistic Growth Model

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Since the beginning of 2018, shares of Motorola Solutions, Inc. MSI have recorded an uptrend buoyed by healthy growth dynamics. This communications equipment manufacturer’s stock is likely to continue moving north backed by a holistic growth model and a diligent execution of operational plans.

Motorola is a leading global provider of mission-critical communication infrastructure, devices, accessories, software and services that enable its customers to run businesses with increased efficiency and safety for their mobile workforce. The company has a global sales footprint in more than 100 countries based on its industry leading innovation and a deep portfolio of products and services. Motorola focuses on continued innovation in voice and data solutions spanning 12,500 systems across the world. These systems drive demand for additional device sales, software upgrades, infrastructure refresh and expansion, as well as additional services to maintain, monitor and manage these complex networks and solutions. The comprehensive suite of services ensures continuity and reduces risks for continued critical communications operations.

Motorola is poised to gain from robust organic growth, disciplined capital deployment and a favorable global macroeconomic environment. The company's growth-by-acquisition strategy has further broadened its product portfolio. In tune with this strategy, Motorola has completed the buyout of Plant Holdings from Airbus. The transaction has boosted Motorola’s command center software portfolio and its software enterprise. It has also completed the acquisition of Avigilon, in an all-cash transaction to expand its mission-critical communications technologies portfolio.

The earnings outlook of the company appears solid as estimates for the current year have been revised 19.1% upward since the beginning of 2018 to $6.80 per share at present. During the same time frame, Motorola has outperformed the industry with an average return of 27.8% compared with a rise of 2.4% for the latter.

With solid quarterly results and continued strength in order trajectory, management has raised the earlier guidance for 2018. Full-year adjusted earnings are currently anticipated to lie within the $6.70-$6.85 per share range, up from $6.50-$6.65 expected earlier on revenue growth of 14%, up from prior expectations of 10-11% growth.

Motorola currently sports a Zacks Rank #1 (Strong Buy). Other stocks in the broader industry worth mentioning include Comtech Telecommunications Corp. CMTL, sporting a Zacks Rank #1, and Corning Incorporated GLW and Ubiquiti Networks, Inc. UBNT, carrying a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

Comtech Telecommunications has a long-term earnings growth expectation of 5%. It surpassed estimates in each of the trailing four quarters with an average positive earnings surprise of 123.7%.

Corning has a long-term earnings growth expectation of 4%. It surpassed estimates in each of the trailing four quarters with an average positive earnings surprise of 4.4%.

Ubiquiti Networks has a long-term earnings growth expectation of 18.6%. It topped estimates thrice in the trailing four quarters with an average positive earnings surprise of 8.9%.

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