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Axon Enterprise (MX:AXON)
:AXON

Axon Enterprise (AXON) Price & Analysis

7 Followers

AXON Stock Chart & Stats

$10435.00
-$500.00(-5.48%)
At close: 4:00 PM EDT
$10435.00
-$500.00(-5.48%)

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 base, not relying solely on new customer wins. This recurring software momentum can improve revenue visibility, deepen workflow integration, and support durable customer lifetime value.
Broad-based Growth And GuidanceGrowth is broad across software, connected devices, and platform solutions, while management raised full-year revenue guidance. This combination indicates strong product demand and execution across the ecosystem, supporting continued scale and greater operating leverage over the coming quarters.
Integrated Public Safety EcosystemBundling cameras, TASER devices, evidence management, and operational software creates an integrated workflow that can raise switching costs and customer retention. Multi-year programs also align hardware adoption with recurring cloud usage, strengthening revenue durability across public-sector accounts.
Bears Say
Volatile ProfitabilityRecent profitability has not yet matched Axon's strong revenue growth, with modest TTM net margins and a prior operating loss. Uneven operating leverage suggests costs or product mix can materially affect earnings, leaving future profitability more sensitive to execution than growth metrics alone imply.
Weak Cash Conversion And CoverageAlthough Axon generates positive cash flow, free cash flow remains well below accounting earnings and coverage of obligations is low. This limits the durability of internally funded expansion and could constrain financial flexibility if investment needs remain elevated or operating conditions weaken.
Cost, Tariff, And Privacy PressuresRising component costs and tariff variability can compress margins as hardware and newer categories scale. Separately, privacy and data-security concerns could slow adoption or damage trust in public-sector workflows, making governance execution important to sustaining Axon's growth advantage.

Axon Enterprise News

AXON FAQ

What was Axon Enterprise’s price range in the past 12 months?
Axon Enterprise lowest stock price was $5917.00 and its highest was $18924.00 in the past 12 months.
    What is Axon Enterprise’s market cap?
    Axon Enterprise’s market cap is $711.15B.
      When is Axon Enterprise’s upcoming earnings report date?
      Axon Enterprise’s upcoming earnings report date is Nov 10, 2026 which is in 62 days.
        How were Axon Enterprise’s earnings last quarter?
        Axon Enterprise released its earnings results on Aug 05, 2026. The company reported $32.025 earnings per share for the quarter, beating the consensus estimate of $31.411 by $0.613.
          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 32.91.
              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 $32.025 in its last earnings report, beating expectations of $31.411. Following the earnings report the stock price went down -13.2%.
                  Which hedge fund is a major shareholder of Axon Enterprise?
                  Currently, no hedge funds are holding shares in MX: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 MX: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

                    $12,214.94
                    ▲(17.06% 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":8470,"date":1769904000000,"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":9922.42,"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   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