Motorola Solutions (MSI) Lands Louisiana Deal, Is The 12% Undervaluation Still Convincing?

Motorola Solutions (MSI) reported record Q2 orders and expects double-digit growth in 2026, with expansions in mission-critical networks, video security, and command center software. The company is scaling its Silvus acquisition, targeting defense and drone security markets, and sees long-term opportunities in network refreshes and video security wins. MSI has also acquired D-Fend Solutions for counter-drone technology.

Motorola Solutions (MSI) secured a $139M, 10-year contract in Louisiana for public safety tech, including video, evidence management, and radio infrastructure. The deal aligns with MSI's growth strategy, with Q2 2026 revenues up 13% YoY. MSI's stock is down 1.7% YoY, trading at a lower forward P/E than its industry. Earnings estimates for 2026 and 2027 have risen in the past 60 days.

MSI is reportedly preparing a more affordable version of its Claw 8 EX AI+ handheld PC, according to leaks. The new model, called Claw 8 EX A+ CG3M, will use Intel's Arc G3 chip instead of the Arc G3 Extreme, and is listed at $1,499. The current model with the Arc G3 Extreme is priced at $1,854.31. The chips have minor differences in performance, with the Extreme version having slightly better graphics capabilities.

Motorola Solutions Inc. (NYSE:MSI) increased its share repurchase program by $2 billion, raising total authorization to $20 billion since 2011. The company may buy back shares in the open market or through private transactions, depending on conditions. MSI provides safety and security technology solutions.

Motorola Solutions increased its share repurchase authorization by $2 billion. The company's stock is currently trading at $459.89, with a year-to-date change of -6.38%. NorthCoast Research recently adjusted its price target to $525 from $510.

Motorola Solutions increased its share buyback program by $2.0 billion, totaling $20 billion with no expiration. As of July 4, 2026, the company had repurchased $17.4 billion under the program. Repurchases can occur in the open market or via private transactions, according to the company.