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Axon Enterprise, Inc. (CH:TCS)
NASDAQ:TCS

Axon Enterprise (TCS) Price & Analysis

2 Followers

TCS Stock Chart & Stats

$488.95
$62.24(14.59%)
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Bulls Say, Bears Say

Bulls Say
Recurring Software & RetentionHigh ARR growth and a 125% net revenue retention indicate durable, recurring revenue with strong upsell. This supports predictable cash flow and margin resilience over years, reducing revenue volatility and enabling reinvestment in product development and sales motion.
Integrated Device-Cloud EcosystemBundling hardware with cloud services creates customer lock-in and multi-year revenue visibility. The integrated capture-to-cloud workflow raises switching costs, supports cross-sell of higher-margin software, and strengthens long-term customer lifetime value and margin sustainability.
Large Backlog And New Growth VerticalsA sizable contracted bookings backlog and rapid AI/Dedrone adoption diversify revenue and provide multi-quarter visibility. Rapid traction in AI and counter-drone products expands total addressable market and offers new, potentially higher-growth revenue streams over the medium term.
Bears Say
Weakened Cash ConversionSharp deterioration in cash conversion limits financial flexibility: with FCF compressed, the company may struggle to fund inventory builds, acquisitions or offset rising SBC without more leverage or dilution. Persistent weak conversion would stress investments and capital allocation.
Higher Leverage And Lower ReturnsMaterial increase in debt from prior lows reduces balance-sheet optionality and raises interest and refinancing risk should conditions tighten. Coupled with a lower ROE, this suggests capital is generating less return, constraining long-term shareholder value creation.
Margin & Execution Risk In Nascent BusinessesLower-margin hardware mix (Dedrone/platform) and immature strategic offerings create margin pressure and execution risk. If scale and repeatability for these lines lag, overall profitability could remain volatile and delay expected operating-leverage benefits.

Axon Enterprise News

TCS FAQ

What was Axon Enterprise, Inc.’s price range in the past 12 months?
Axon Enterprise, Inc. lowest stock price was $392.84 and its highest was $495.95 in the past 12 months.
    What is Axon Enterprise, Inc.’s market cap?
    Axon Enterprise, Inc.’s market cap is CHF36.57B.
      When is Axon Enterprise, Inc.’s upcoming earnings report date?
      Axon Enterprise, Inc.’s upcoming earnings report date is Aug 11, 2026 which is in 40 days.
        How were Axon Enterprise, Inc.’s earnings last quarter?
        Axon Enterprise, Inc. released its earnings results on May 06, 2026. The company reported $1.302 earnings per share for the quarter, beating the consensus estimate of $1.292 by $0.011.
          Is Axon Enterprise, Inc. overvalued?
          According to Wall Street analysts Axon Enterprise, Inc.’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Axon Enterprise, Inc. pay dividends?
            Axon Enterprise, Inc. does not currently pay dividends.
            What is Axon Enterprise, Inc.’s EPS estimate?
            Axon Enterprise, Inc.’s EPS estimate is 1.48.
              How many shares outstanding does Axon Enterprise, Inc. have?
              Currently, no data Available
              What happened to Axon Enterprise, Inc.’s price movement after its last earnings report?
              Axon Enterprise, Inc. reported an EPS of $1.302 in its last earnings report, beating expectations of $1.292. Following the earnings report the stock price went same N/A.
                Which hedge fund is a major shareholder of Axon Enterprise, Inc.?
                Currently, no hedge funds are holding shares in CH:TCS
                What is the TipRanks Smart Score and how is it calculated?
                Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                  Company Description

                  Axon Enterprise, Inc.

                  Axon Enterprise, Inc., founded in 1993 and headquartered in Scottsdale, Arizona, was previously known as TASER International, Inc. until its rebranding in April 2017. The company specializes in the development, production, and sale of conducted energy devices (CEDs) marketed under its well-known TASER brand, catering to both domestic and international clients. Axon's operations are divided into two primary segments: TASER, and Software and Sensors. In addition to its signature TASER devices, such as the TASER 7, X26P, X2, and consumer models, along with their corresponding cartridges, Axon offers an extensive portfolio of hardware and cloud-based software. These solutions are designed to equip law enforcement agencies with the means to capture, securely archive, manage, share, and analyze video and other digital evidence. Key products in this category include on-officer body cameras, Axon Fleet in-car systems, the Axon Evidence digital evidence management platform, Axon Signal-enabled devices, extended hardware warranties, and vital accessories like docks, cartridges, and batteries. Axon distributes its offerings through multiple channels, including its dedicated direct sales force, various distribution partners, its online storefront, and authorized third-party resellers. Furthermore, the company has established a strategic partnership with Fusus, Inc. to enhance the functionality of Axon Respond and the Fusus Real Time Crime Center in the Cloud solution, providing agencies with real-time operational awareness and more efficient investigative processes.

                  Axon Enterprise (TCS) Earnings & Revenues

                  TCS Company Deck

                  TCS Earnings Call

                  Q1 2026
                  0:00 / 0:00
                  Earnings Call Sentiment|Positive
                  The call was strongly positive: broad-based double-digit growth across revenue (+34%), ARR (+35%) and NRR (125%), rapid AI and Dedrone adoption (AI bookings +140%, AI revenue +700% YoY, Dedrone bookings +500%, revenue +300%+), upgraded guidance (30%–32% revenue growth) and sizable backlog ($14.3B, +44%). Management also proactively invested in inventory and reiterated margin and FCF targets. Key near-term challenges relate to inflationary component costs, inventory-driven cash timing, lower early-stage hardware margins (platform solutions/Dedrone) and execution risk for nascent businesses (Axon 911, Outpost). On balance, the highlights significantly outweigh the lowlights, driven by accelerating product adoption, geographic expansion and strong bookings.View all CH:TCS earnings summaries

                  TCS Revenue Breakdown

                  32.88%32.88%14.28%9.57%43.27%
                  32.88% TASER
                  14.28% Personal Sensors
                  9.57% Platform Solutions
                  43.27% Software and Services
                  tipranks

                  TCS Stock 12 Month Forecast

                  Average Price Target

                  $542.58
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