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

4,679 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 Retention StrengthARR growth and 126% NRR show customers are expanding usage, while bundled devices and cloud workflows can raise switching costs. This recurring model improves revenue visibility and supports durable lifetime value as agencies digitize evidence and operations.
Broad-based Growth And Bookings VisibilityRevenue growth across software, devices and platform solutions, alongside raised guidance, indicates broad demand rather than reliance on one product. Continued bookings and contracted backlog provide visibility into execution over the next several quarters.
Strong Software Economics And Gross MarginsHigh gross margins and fast software expansion support a scalable business model as cloud, AI and digital evidence products grow. Greater software mix can improve recurring economics and provide resources for continued product development and market expansion.
Bears Say
Uneven Profitability And Modest ReturnsOperating profitability remains uneven: TTM net margin is about 6.2%, ROE about 5.9%, and the company recorded an operating loss in 2025. This limits evidence that strong gross margins will consistently translate into durable bottom-line returns.
Weak Cash Conversion And Working-capital NeedsTTM free cash flow of about $133M is only 50% of net income, while coverage is about 0.19. Inventory investment also produced a quarterly FCF outflow, so growth may continue to require working capital and constrain cash flexibility.
Privacy, Security And Governance ExposureAxon’s cloud, cameras and AI tools handle sensitive public-safety data, making privacy and security governance central to adoption. Misuse concerns or inadequate controls could damage trust, slow procurement and increase compliance costs across the platform.

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 $792.15 in the past 12 months.
    What is Axon Enterprise’s market cap?
    Axon Enterprise’s market cap is $46.03B.
      When is Axon Enterprise’s upcoming earnings report date?
      Axon Enterprise’s upcoming earnings report date is Nov 10, 2026 which is in 68 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 1.93.
              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 -14.279%.
                  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

                    $731.50
                    ▲(19.28% Upside)
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