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Research Alert: CFRA Maintains Buy Opinion On Shares Of Motorola Solutions, Inc.

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CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:

We trim our 12-month target price by $50 to $450, 26.5x our 2026 EPS estimate, in line with its five-year forward average P/E of 26.4x. We raise our 2026 EPS estimate by $0.19 to $16.97 and increase 2027's by $0.38 to $18.49. MSI is experiencing high supply chain costs, including rising memory costs, which are expected to more than double in 2026 compared to the previous year. It is taking actions to mitigate these costs, but they remain a headwind. In addition, there are ongoing tariff headwinds, with projected impacts of $60 million for the year, primarily in the first half. This is due to new tariffs replacing previous ones, and there is continued uncertainty around the broader tariff framework. On the positive side, MSI continues to see sustained global prioritization of public safety, enterprise security, and defense spending, positioning it well for the remainder of the year.

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Research Alert: Csu Beats On Top And Bottom Lines As Acquisitions Fuel Growth

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:CSU delivered strong Q1 results, with revenue of $3.18B (+20% Y/Y), beating consensus by $40M, driven primarily by acquisitions with organic growth of 6% (2% FX-adjusted). Net income surged 170% to $367M ($17.32 EPS) versus $136M ($6.41 EPS) in the prior year, well above consensus of $9.95, benefiting from revenue growth, operational leverage, and favorable non-operating items including a $76M IRGA/TSS membership liability revaluation gain. The company continued executing its acquisition-driven growth strategy, deploying $809M in Q1, with an additional $786M committed post-quarter. The recurring revenue model demonstrated strength, with maintenance and other recurring revenue growing 22% to $2.44B, representing 77% of total revenue. Free cash flow available to shareholders jumped 44% to $733M, reflecting improved working capital management and operating leverage, while the balance sheet remained solid, with $3.01B in cash.

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Research Alert: CFRA Maintains Buy Rating On Shares Of Jfrog Ltd.

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We increase our target price to $79 from $61. This is based on a forward EV/S multiple of 13x our 2027 sales projection of $741M, above its three-year average. We raise our 2026 EPS view to $0.97 from $0.92 and our 2027 EPS forecast to $1.12 from $1.10. FROG reported solid Q1 beats, with total revenue of $154M, up 26% Y/Y and exceeding expectations, driven by cloud revenue of $78.9M (up 50% Y/Y), which crossed 51% of total revenue for the first time. Self-managed revenue grew 8% to $75.1M. The company is benefitting from AI tailwinds through accelerating cloud adoption and expanding enterprise relationships, evidenced by 120% net dollar retention during the quarter. Despite competitive risks, we believe FROG's platform remains highly relevant in an AI environment as a system of record managing both legacy binaries and AI-generated artifacts. FROG also announced its first $300M share repurchase authorization.

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Research Alert: CFRA Maintains Strong Buy Opinion On Shares Of Rocket Lab Corporation

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We raise our 12-month target price by $40 to $140, applying an EV/revenue multiple of 62.7x to our 2027 estimate, a premium to its five-year historical average at 43.1x. We trim our 2026 loss estimate by $0.02 to -$0.13 and lower 2027's by $0.06 to a loss of -$0.01. RKLB secured a record number of launches in backlog, with more than 70 scheduled launches, and is on track to surpass its previous annual launch record, indicating strong demand and operational cadence for its launch vehicles. RKLB is recognized as a preferred supplier across the space industry, with its components and platforms being selected for flagship missions such as Artemis, Mars rovers, and the International Space Station resupply, as well as for national security programs. Strong customer confidence and demand for the Neutron launch vehicle was evidenced by significant pre-launch bookings and the largest contract in company history, with pricing maintained at healthy commercial levels.

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