BILL ANALYSIS

HR7813

BULLISH

NOAA Weather Radio Modernization Act

HR7813 (NOAA Weather Radio Modernization Act) has been assessed with a bullish outlook for investors. This legislation directly affects $MSI. The primary sectors impacted are Technology, Telecommunications and Infrastructure. View the full bill text on Congress.gov.

bullish

Market Sentiment

Affected Stocks

Sectors Impacted

Key Takeaways for Investors

Bill authorizes NO specific funding — actual spending requires future appropriations

Motorola Solutions is the clearest structural beneficiary as dominant government comms supplier

Tower REITs and carriers (CCI, AMT, VZ, T) are tangentially affected at best

Bill is early-stage (awaiting House floor vote) with low near-term market impact

Revenue impact for MSI is modest ($20-100M/yr) relative to company scale

How HR7813 Affects the Market

Motorola Solutions ($MSI at $434.85) is the only exposed ticker with a clear causal link. The market has not reacted to this bill — MSI is flat over 30 days (+0.2%) and down slightly over 7 days (-0.78%). This is rational given the bill authorizes no funding and remains in early legislative stages. No actionable trading catalyst exists until a floor vote and subsequent appropriations bill appear. CCI ($87.65, +1.52% 7-day), AMT ($180.71, +1.4% 7-day), VZ ($47.70, +2.82% 7-day), and T ($26.22, +0.08% 7-day) show no correlation to this legislation — their movements reflect broader sector dynamics, not NOAA radio policy.

Bill Details

Metric	Value
Bill Number	HR7813
Market Sentiment	bullish
Event Date	March 18, 2026
Affected Sectors	Technology, Telecommunications, Infrastructure
Affected Stocks	$MSI
Source	View on Congress.gov →

Summary

The NOAA Weather Radio Modernization Act (HR7813) creates a procurement pipeline for critical communications equipment but authorizes no specific funding. Motorola Solutions is the clearest structural beneficiary as the dominant supplier of government-grade radio infrastructure, though the actual revenue impact is small relative to MSI's scale and depends on future appropriations. Tower REITs and carriers are tangential at best.

Full AI Market Analysis

The NOAA Weather Radio Modernization Act (HR7813) advanced out of the House Science, Space, and Technology Committee on March 18, 2026, via voice vote. The bill is currently awaiting floor action in the House. The bill directs the Under Secretary of Commerce to expand and modernize NOAA Weather Radio, including maintaining existing systems, improving reliability, and implementing resilient communications infrastructure. Critically, this bill is an authorization bill — it establishes policy and mandates action but authorizes NO specific dollar amount. Actual contract spending requires a separate appropriations bill. This significantly constrains the near-term market impact. The bill text does not specify funding levels, procurement quantities, or deployment timelines. The money trail runs through NOAA's procurement budget for communications equipment. Motorola Solutions ($MSI) is the dominant supplier of government-grade critical communications gear, including P25 radio systems, transmitter site equipment, and network monitoring platforms. MSI already has extensive contracts with federal, state, and local public safety agencies. This bill formalizes a modernization pipeline that MSI is best positioned to serve. However, the revenue opportunity is modest — likely $20-100M annually — relative to MSI's ~$10B+ annual revenue base. Tower REITs Crown Castle ($CCI) and American Tower ($AMT), along with carriers Verizon ($VZ) and AT&T ($T), are sometimes mentioned as beneficiaries of backhaul and colocation revenue, but the impact is negligible relative to their size. NOAA weather radio uses dedicated VHF transmitter sites, not cellular towers. These tickers should not be overweighted on this legislation. Real market data for MSI shows the stock at $434.85, near the midpoint of its 52-week range ($359.36 – $492.22). The 7-day change is -0.78% and 30-day change is +0.2%, indicating the market has not priced in any material catalyst from this bill — consistent with the analysis that the bill is small, authorization-only, and early-stage.

Understand the Terms

What is a Bill?Market Sentiment Committee Action Full Glossary →

Track Bills Like HR7813 Daily

Get AI-analyzed alerts when Congress moves markets.

Get Started →