Core Insights - Motorola Solutions, Inc. (NYSE:MSI) is recognized as one of the best video surveillance and private security stocks to invest in [1][2] - BofA Securities has adjusted its price target for MSI from $520 to $500 while maintaining a Buy rating, citing backlog timing challenges [2] - The company reported strong fourth-quarter and full-year 2025 results, with significant increases in both profitability and revenue [3][4] Financial Performance - Full-year non-GAAP EPS rose by 11% to $15.38, while GAAP EPS increased by 38% to $12.75 [3] - Q4 non-GAAP EPS was $4.59, exceeding projections, and GAAP EPS was $3.86, reflecting an 8% year-over-year increase [3] - Revenue for Q4 2025 increased by 12% year-over-year to $3.38 billion, with a full-year revenue growth of 8% driven by Software and Services (15%) and Products and Systems Integration (11%) [4] Backlog and Cash Flow - By the end of 2025, Motorola Solutions achieved a record backlog of $15.7 billion, which is $1 billion higher than the previous year [4] - The company's operating cash flow for Q4 was $1.3 billion, contributing to an annual total of $2.8 billion [4] - Effective capital management was highlighted by $182 million in dividend payments and $490 million in share repurchases during the quarter [4] Business Overview - Motorola Solutions provides video surveillance, communications, and security solutions aimed at public safety and enterprise markets [5] - The company focuses on delivering advanced monitoring, analytics, and emergency response technologies to enhance security globally [5]

Core Insights - MSA Safety Incorporated is recognized as one of the best video surveillance and private security stocks to invest in [1][2] Financial Performance - In Q4 2025, MSA reported net sales of $511 million, reflecting a 2% increase on a GAAP basis but a 3% decrease organically, primarily due to delays in the fire service business [4] - For the full year, MSA achieved net sales of $1.9 billion, with 1% organic growth and 4% GAAP growth; GAAP EPS was $7.09, while adjusted EPS was $7.93 [5] - Adjusted earnings per share for Q4 were $2.38, with GAAP EPS at $2.21 [4] Market Position and Growth Outlook - DA Davidson raised its price target for MSA to $235 from $186, maintaining a Buy rating after the company's Q4 earnings exceeded expectations; the firm noted improved organic growth expectations to mid-single digits as NFPA-related issues ease [3][9] - MSA is viewed as a high-quality compounder with a strong competitive position and an expanding recurring revenue base [3] Business Overview - MSA Safety Incorporated specializes in safety, detection, and security solutions, including video surveillance and protective equipment, serving industrial and security markets [6]