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Axon Enterprise (GB:0HKE)
LSE:0HKE

Axon Enterprise (0HKE) Price & Analysis

9 Followers

0HKE Stock Chart & Stats

$603.84
-$0.27(-0.05%)
At close: 4:00 PM EDT
$603.84
-$0.27(-0.05%)

Bulls Say, Bears Say

Bulls Say
Integrated Recurring EcosystemAxon’s integrated hardware and cloud workflow can deepen customer reliance because agencies capture evidence on Axon devices and manage it in Axon’s platform. Multi-year bundled contracts support recurring revenue, retention, and expansion across an installed public-sector base.
Sustained Revenue GrowthRepeated growth above 30% and higher full-year guidance indicate broad demand rather than an isolated quarterly benefit. Continued expansion across software, devices, and platform solutions can strengthen scale, support investment, and improve Axon’s competitive position over the next several quarters.
Strong Recurring Revenue And RetentionARR growth of 39% and 126% net revenue retention show that Axon is expanding revenue within its existing customer base, not relying only on new agency wins. This supports greater predictability, higher customer lifetime value, and durable adoption of additional software and services.
Bears Say
Volatile ProfitabilityProfitability remains uneven despite strong gross margins, with modest current net margin and a recent operating loss. This volatility suggests operating leverage is not yet consistently durable, leaving earnings more sensitive to cost levels, product mix, and execution than the growth rate alone implies.
Weak Cash ConversionPositive cash generation is improving, but free cash flow converting at only about half of net income indicates that reported earnings are not yet translating consistently into cash. Low obligation coverage further limits resilience and could constrain internally funded investment during periods of heavier spending.
Debt And Muted ReturnsLeverage is manageable but the sizeable debt balance increases the capital commitments supported by the business. With ROE around 5.9%, recent returns have not fully kept pace with the expanded capital base, reducing financial efficiency and flexibility if profitability remains uneven.

Axon Enterprise News

0HKE FAQ

What was Axon Enterprise’s price range in the past 12 months?
Axon Enterprise lowest share price was $339.73 and its highest was $792.15 in the past 12 months.
    What is Axon Enterprise’s market cap?
    Axon Enterprise’s market cap is $41.89B.
      When is Axon Enterprise’s upcoming earnings report date?
      Axon Enterprise’s upcoming earnings report date is Nov 10, 2026 which is in 64 days.
        How were Axon Enterprise’s earnings last quarter?
        Axon Enterprise released its earnings results on Aug 05, 2026. The company reported $1.88 earnings per share for the quarter, beating the consensus estimate of $1.844 by $0.036.
          Is Axon Enterprise overvalued?
          According to Wall Street analysts Axon Enterprise’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Axon Enterprise pay dividends?
            Axon Enterprise pays a Notavailable dividend of $0.285 which represents an annual dividend yield of 0.24%. See more information on Axon Enterprise dividends here
              What is Axon Enterprise’s EPS estimate?
              Axon Enterprise’s EPS estimate is 1.93.
                How many shares outstanding does Axon Enterprise have?
                Axon Enterprise has 81,237,410 shares outstanding.
                  What happened to Axon Enterprise’s price movement after its last earnings report?
                  Axon Enterprise reported an EPS of $1.88 in its last earnings report, beating expectations of $1.844. Following the earnings report the stock price went down -14.257%.
                    Which hedge fund is a major shareholder of Axon Enterprise?
                    Currently, no hedge funds are holding shares in GB:0HKE
                    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

                      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 (0HKE) Earnings & Revenues

                      0HKE Company Deck

                      0HKE Earnings Call

                      Q2 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Positive
                      The call conveyed strong, broad-based growth across revenue, software, devices, bookings and international/enterprise markets, with notable product momentum (Dedrone > $100M, TASER 10, Axon Body deployments) and improved profitability metrics. Management raised revenue guidance and highlighted durable metrics (ARR +39%, NRR 126%). Headwinds are present—inventory-driven near-term free cash flow pressure, rising memory/component costs, tariff variability, product-mix impacts, and privacy/governance risks—that could compress margins in Q3 before normalization in Q4. Overall the positives —scale, accelerating software adoption (including AI), bookings momentum and raised guidance—significantly outweigh the transitory operational and mix challenges.View all GB:0HKE earnings summaries

                      0HKE 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

                      0HKE Stock 12 Month Forecast

                      Average Price Target

                      $719.55
                      ▲(19.16% Upside)
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21,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 1, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":472.92,"date":1769896800000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 22,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 1, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":576.84,"date":1772316000000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 22,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 1, \t&nbsp;</span>\n  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