MSI

Motorola Solutions (NYSE: MSI) agreed to acquire D-Fend Solutions, an Israeli counter-drone technology...

Published: Jun 1, 2026   |  Read Original Article ↗

Article Summary

HOLD
  • Motorola Solutions (NYSE: MSI) agreed to acquire D-Fend Solutions, an Israeli counter-drone technology company, for $1.5 billion, with the deal expected to close in the fourth quarter of 2026 subject to regulatory approvals.
  • The Israeli startup built its business around a technology that commandeers unauthorized drones while they are airborne by overriding their radio communications, avoiding signal disruption and physical destruction associated with jamming or kinetic takedowns.
  • EnforceAir, Motorola Solutions's primary product, has been put into service in upward of 30 nations including NATO member states, with customers on the federal side including the U.S.
  • Department of Homeland Security, Department of Defense, and Department of Justice.
  • The Safer Skies Act, passed as part of the fiscal year 2026 National Defense Authorization Act, authorizes trained and certified state and local law enforcement officers to detect, track, and neutralize drones that pose a public safety risk.
  • The acquisition extends Motorola Solutions' strategy set in motion with its $4.
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Growth Stock Metric Rating
MSI Rating
42.8
SELL

Growth Stock Scoring Breakdown

METRIC VALUE WEIGHT ANALYSIS
Sales Growth TTM ? 8.3% 25% 35.0 ptsBelow Screener (8.3%) - Weak growth
EPS Growth Next 5Y ? 9.5% 25% 20.0 ptsWeak (9.5%) - Low expectations
Target Price Upside ? 23.7% 20% 70.0 ptsGood Upside (23.7%) - Target: $509.20 vs Current: $411.58
Gross Margin % ? 49.1% 15% 60.0 ptsSolid (49.1%) - Decent margins
Drawdown from 52-Wk High ? -16.4% 15% 40.0 ptsMild Pullback (-16.4%) - Light entry opportunity
Disclaimer: This rating is for informational purposes only and is not financial advice. All data sourced from Finviz. Always conduct your own research and consult with a financial advisor before making investment decisions. Past performance does not guarantee future results.

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About MSI

Technology Communication Equipment 23,000 employees Chicago, United States
  • Motorola Solutions, Inc. provides public safety, government, defense, and enterprise security solutions in the United States, the United Kingdom, Canada, and internationally.
  • It operates in two segments, Products and Systems Integration, and Software and Services.
  • The Products and Systems Integration segment offers a portfolio of infrastructure, devices, accessories, and the implementation and integration of systems, devices, software, and applications for government, including defense, public safety, and enterprise customers who operate private communications systems and video security solutions, as well as manage a mobile workforce.
  • This segment also provides mission critical networks, and video security and access control technologies, including two-way portable and vehicle-mounted radios, video cameras, and accessories; communications network core and central processing software, base stations, consoles, and repeaters; and video analytics, network video management hardware and software, and access control solutions.
  • The Software and Services segment offers public safety and enterprise command center, unified communications applications, mobile video equipment, and video software solutions; repair, technical support, and maintenance services; and monitoring, software updates, and cybersecurity services to government, public safety, and commercial communications networks.
  • It serves hospitality; manufacturing; military and defence; police; air transportation; fire and rescue; stadium; emergency medical services; mining; oil and gas; transportation and logistics; utilities; education; retail; and healthcare industries.
  • The company was formerly known as Motorola, Inc. and changed its name to Motorola Solutions, Inc. in January 2011.
  • Motorola Solutions, Inc. was founded in 1928 and is headquartered in Chicago, Illinois.
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