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Axon Enterprise (AXON)
NASDAQ:AXON
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Axon Enterprise (AXON) Price & Analysis

4,767 Followers

AXON Stock Chart & Stats

$613.26
$24.16(4.81%)
At close: 4:00 PM EDT
$613.26
$24.16(4.81%)

Bulls Say, Bears Say

Bulls Say
Recurring Revenue And RetentionRapid ARR growth and 126% net revenue retention show that Axon is expanding within its installed customer base, not relying only on new hardware sales. This recurring software foundation improves revenue visibility, supports multi-year agency relationships, and strengthens the platform’s durability over the next several quarters.
Broad Platform GrowthGrowth is broad across software, connected devices, and newer platform solutions, reducing reliance on any single product category. The combination of hardware adoption and expanding cloud, AI, and workflow offerings can deepen customer integration and create additional recurring revenue opportunities over time.
Federal And Critical-Infrastructure AdoptionFederal deployments and the DHS counter-drone selection expand Axon’s presence in government and critical-infrastructure use cases. These contracts validate the company’s integrated technology offering, diversify its customer base, and may support durable adoption across cameras, evidence management, and airspace security.
Bears Say
Volatile Operating ProfitabilityStrong revenue and gross-margin performance has not translated consistently into operating earnings. The history of an operating loss and only modest recent net margin indicates that cost control and operating leverage remain uneven, leaving earnings more sensitive to product mix, investment levels, and execution than the growth rate alone suggests.
Mixed Cash ConversionAxon is generating positive cash, but free cash flow converts only about half of reported net income and operating cash flow coverage remains low. This weaker conversion can constrain internally funded expansion, make cash outcomes more dependent on working-capital timing, and reduce the durability of reported profitability.
Higher Debt And Financing ComplexityThe convertible financing increases resources for growth and acquisitions but also adds senior unsecured obligations and potential future dilution. Combined with already sizable debt, the transaction makes the capital structure more complex and could limit flexibility if growth investments or operating results underperform expectations.

Axon Enterprise News

AXON FAQ

What was Axon Enterprise’s price range in the past 12 months?
Axon Enterprise lowest stock price was $339.01 and its highest was $764.02 in the past 12 months.
    What is Axon Enterprise’s market cap?
    Axon Enterprise’s market cap is $31.71B.
      When is Axon Enterprise’s upcoming earnings report date?
      Axon Enterprise’s upcoming earnings report date is Nov 10, 2026 which is in 23 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 does not currently pay dividends.
            What is Axon Enterprise’s EPS estimate?
            Axon Enterprise’s EPS estimate is 1.91.
              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 -14.279%.
                  Which hedge fund is a major shareholder of Axon Enterprise?
                  Currently, no hedge funds are holding shares in AXON
                  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 (AXON) Earnings & Revenues

                    AXON Company Deck

                    AXON 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 AXON earnings summaries

                    AXON 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

                    AXON Stock 12 Month Forecast

                    Average Price Target

                    $705.00
                    ▲(14.96% Upside)
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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":572.02,"date":1772323200000,"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":423.57,"date":1775001600000,"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 28,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 1, \t&nbsp;</span>\n  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                    Ownership Overview

                    5.14%27.41%1.20%32.97%
                    1.20% Other Institutional Investors
                    32.97% Public Companies and Individual Investors
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