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Axon Enterprise (CH:TCS)
:TCS

Axon Enterprise (TCS) Price & Analysis

2 Followers

TCS Stock Chart & Stats

CHF439.40
CHF12.40(2.90%)
At close: 4:00 PM EDT
CHF439.40
CHF12.40(2.90%)

Bulls Say, Bears Say

Bulls Say
Recurring Revenue & RetentionStrong ARR growth and a 126% net revenue retention indicate durable, expanding subscription economics. High NRR means existing customers are increasing spend, which supports predictable recurring revenue, lowers churn sensitivity, and amplifies lifetime value over multiple years.
High & Expanding Gross MarginsConsistently high gross margins (near 60%) and recent improvement to 62.9% show the core business captures strong unit economics. Durable gross-profitability gives headroom to invest in R&D and sales while sustaining operating margins as software mix grows, supporting long-term margin resilience.
Large Contracted Bookings And Ecosystem Lock-inA >40% YoY lift in contracted bookings to $15.1B provides multiyear revenue visibility. Bundled hardware+cloud contracts and a broad device+software ecosystem increase switching costs and drive program-level retention, strengthening predictable revenue conversion over several years.
Bears Say
Weak Cash ConversionFree cash flow is improving but remains only about half of reported net income and coverage is low, which limits internal funding for growth, increases reliance on external financing, and reduces margin of safety if revenues or margins soften over the medium term.
Substantial LeverageA sizable debt load (~$1.8B) even with improving leverage constrains financial flexibility. Debt servicing and covenant risk can limit capital allocation choices for M&A, R&D, or buybacks during downturns, and makes the firm more sensitive to interest-rate and liquidity environment changes.
Profitability VolatilityEarnings have swung materially, including an operating loss in 2025 and only mid-single-digit TTM net margins. That volatility suggests operating leverage and product-mix exposure could compress profits if supply costs, hardware mix, or large contract timing shift, raising execution risk.

Axon Enterprise News

TCS FAQ

What was Axon Enterprise’s price range in the past 12 months?
Axon Enterprise lowest stock price was CHF392.84 and its highest was CHF521.20 in the past 12 months.
    What is Axon Enterprise’s market cap?
    Axon Enterprise’s market cap is CHF40.51B.
      When is Axon Enterprise’s upcoming earnings report date?
      Axon Enterprise’s upcoming earnings report date is Nov 10, 2026 which is in 86 days.
        How were Axon Enterprise’s earnings last quarter?
        Axon Enterprise released its earnings results on Aug 05, 2026. The company reported CHF1.53 earnings per share for the quarter, beating the consensus estimate of CHF1.501 by CHF0.029.
          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 1.57.
              How many shares outstanding does Axon Enterprise have?
              Currently, no data Available
              What happened to Axon Enterprise’s price movement after its last earnings report?
              Axon Enterprise reported an EPS of CHF1.53 in its last earnings report, beating expectations of CHF1.501. Following the earnings report the stock price went down -5.377%.
                Which hedge fund is a major shareholder of Axon Enterprise?
                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

                  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

                  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 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

                  CHF595.16
                  ▲(35.45% Upside)
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<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 26,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 2, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":392.838,"date":1756684800000,"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 31,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 2, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":392.838,"date":1759276800000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n       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