Axon Enterprise (AXON) Price & Analysis
AXON Stock Chart & Stats
- Day’s Range
- MXN 7,729.81 - MXN 8,324.39
- 52-Week Range
- MXN 5,917.00 - MXN 13,691.99
- Previous Close
- MXN 7,866.70
- Volume
- 120
- Average Volume (3M)
- 10
- Market Cap
- MXN 652.83B
- Enterprise Value
- MXN 47.40B
- Total Cash (Recent Filing)
- MXN 692.53M
- Total Debt (Recent Filing)
- MXN 1.83B
- Price to Earnings (P/E)
- 172.3
- Beta
- -0.18
- Next Earnings
- Nov 05, 2026
- EPS Estimate
- 35.47
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- N/A
Bulls Say, Bears Say
Bulls Say
Recurring Revenue And Retention
Rapid 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 supports more predictable subscription revenue, stronger customer economics, and durable platform adoption over the coming quarters.
Broad-based Revenue Growth
Growth is broad enough to support a durable expansion thesis: quarterly revenue rose 35%, the company cited a tenth consecutive quarter above 30% growth, and management raised its annual outlook. This indicates continued demand across Axon’s public safety platform.
Platform Expansion And Strong Margins
Axon is extending beyond core devices into software and newer platform offerings, while maintaining a high gross-margin profile. Greater software penetration and category diversification can deepen customer integration, improve revenue quality, and support operating leverage as offerings scale.
Bears Say
Uneven Operating Profitability
Despite strong revenue and gross-profit growth, operating profitability has not been consistently stable. The prior operating loss and modest trailing net margin indicate that expenses or product mix can absorb substantial revenue gains, creating execution risk for sustained earnings improvement.
Weak Cash Conversion And Coverage
Axon is generating positive cash, but the conversion gap means accounting earnings are not yet translating into cash at a comparable rate. Low obligation coverage also reduces the durability of internally funded growth and leaves less flexibility if investment needs remain elevated.
Higher Debt Burden
Leverage is described as manageable, but debt has increased versus earlier years and remains substantial relative to the equity base. This raises fixed financial commitments and can constrain future capital allocation, particularly if profitability or cash conversion remains uneven.
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Axon Enterprise Stock Smart Score
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.
- Sector
- Industrials
- Industry
- Aerospace & Defense
- CEO
- Patrick W. Smith
- Employees
- 5,100
- Website
- www.axon.com
- Address
- 17800 North 85th Street, Scottsdale, AZ, 85255, US
Axon Enterprise (AXON) Earnings & Revenues
AXON Company Deck
AXON Earnings Call
Earnings Call SentimentPositive
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 summariesAXON Net sales Breakdown
- 32.88% TASER
- 14.28% Personal Sensors
- 9.57% Platform Solutions
- 43.27% Software and Services
AXON Stock 12 Month Forecast
Average Price Target
Technical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 9 | 4 | 9 |
| Technical Analysis | 3 | 4 | 3 |
| Moving Averages | 6 | 0 | 6 |