Axon Enterprise, Inc.

Axon Enterprise, Inc.

AXONยทNASDAQ

$481.48

-1.8%
IndustrialsAerospace & Defense

Axon Enterprise, Inc. develops, manufactures, and sells conducted energy devices (CEDs) under the TASER brand in the United States and internationally. It operates through two segments, TASER, and Software and Sensors. The company also offers hardware and cloud-based software solutions that enable law enforcement to capture, securely store, manage, share, and analyze video and other digital evidence. Its products include TASER 7, TASER X26P, TASER X2, TASER Consumer devices, and related cartridges; on-officer body cameras, Axon Fleet in-car systems, and other devices; Axon Evidence digital evidence management software; Axon Signal enabled devices, as well as hardware extended warranties; and Axon docks, cartridges, and batteries. It sells its products through its direct sales force, distribution partners, online store, and third-party resellers. Axon Enterprise, Inc. has a strategic partnership with Fusus, Inc. to expand the capabilities of Axon Respond and the Fusus Real Time Crime Center in the Cloud solution to provide agencies real-time operations situational awareness, including streamlined investigative workflows. The company was formerly known as TASER International, Inc. and changed its name to Axon Enterprise, Inc. in April 2017. Axon Enterprise, Inc. was incorporated in 1993 and is headquartered in Scottsdale, Arizona.

At a Glance

Live Snapshot
Market Cap$38.81B
EPS1.6000
P/E Ratio300.93
Earnings Date08/03/2026
axon

Axon Enterprise, Inc. Street Expectations Map

AXON ยท NASDAQ

Wall Street analysts project that AXON stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 653.89, with estimates ranging from a low of 440.00 to a high of 820.00.

Lowest Target
440.00
-8.62%
Consensus Target
653.89
35.81%
Highest Target
820.00
70.31%

The consensus 1-year price target stands at 653.89, with estimates ranging from a low of 440.00 to a high of 820.00.

Analyst Consensus Analysis

Upside Potential

+35.8%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

58.1% spread

Mixed analyst views. Wide target range suggests differing opinions on key value drivers, growth prospects, or risk factors.

Risk-Reward Profile

8.16x

Favorable risk-reward. Potential upside significantly exceeds downside risk, offering asymmetric return profile attractive for risk-tolerant investors.

Analyst Conviction

Low

Bearish or uncertain outlook. Limited upside or poor consensus suggests challenges ahead or fundamental concerns.

Market Sentiment Insight

High risk, high reward: Substantial upside potential exists, but wide analyst disagreement signals execution risk or unclear catalysts. Thorough due diligence essential before committing capital.

axon

Axon Enterprise, Inc. Forward Estimates of Revenue

AXON ยท NASDAQ
Latest Revenue
2.78B
FY 2025
Avg Estimate
3.43B
FY 2026
Estimate Range
3.40B - 3.50B
Analyst Spread

Forward Growth Analysis

Projected Growth+23.6%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage13 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

axon

Axon Enterprise, Inc. Forward Estimates of Net Income

AXON ยท NASDAQ
Latest Net Income
124.91M
FY 2025
Avg Estimate
602.19M
FY 2026
Estimate Range
493.79M - 710.59M
Analyst Spread

Forward Growth Analysis

Projected Growth+382.1%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage13 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread36%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

axon

Axon Enterprise, Inc. Forward Estimates of EPS

AXON ยท NASDAQ
Latest EPS
1.60
FY 2025
Avg Estimate
$7.59
FY 2026
Estimate Range
$6.29 - $9.05
Analyst Spread

Forward Growth Analysis

Projected Growth+374.5%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage11 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread36%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

axon

Axon Enterprise, Inc. Forward Estimates of EBIT

AXON ยท NASDAQ
Latest EBIT
113.21M
FY 2025
Avg Estimate
195.13M
FY 2026
Estimate Range
192.86M - 199.09M
Analyst Spread

Forward Growth Analysis

Projected Growth+72.4%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage13 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

axon

Axon Enterprise, Inc. Forward Estimates of EBITDA

AXON ยท NASDAQ
Latest EBITDA
196.37M
FY 2025
Avg Estimate
269.45M
FY 2026
Estimate Range
266.33M - 274.92M
Analyst Spread

Forward Growth Analysis

Projected Growth+37.2%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage13 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

axon

Axon Enterprise, Inc. Forward Estimates of SG&A Expense

AXON ยท NASDAQ
Latest SG&A Expense
1.03B
FY 2025
Avg Estimate
1.40B
FY 2026
Estimate Range
1.39B - 1.43B
Analyst Spread

Forward Growth Analysis

Projected Growth+35.8%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage13 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

axon

Axon Enterprise, Inc. Insider Positioning

AXON ยท NASDAQ

During the last 12 months, insiders have purchased $1.00M and sold $25.47M worth of AXON shares, resulting in $24.47M of net selling activity.

3 Months

Bought

0

0.00

Sold

10.2K

5.09M

Net Activity

-5.1M

-$5.09M

3-6 Months

Bought

0

0.00

Sold

18.5K

9.77M

Net Activity

-9.8M

-$9.77M

6-9 Months

Bought

0

0.00

Sold

6.5K

4.18M

Net Activity

-4.2M

-$4.18M

9-12 Months

Bought

1.4K

1.00M

Sold

8.3K

6.43M

Net Activity

-5.4M

-$5.43M

Top Buyers

1
PH

Partovi Hadi

Director

1.4K sharesโ€ข1 transactions

$1.00M

Top Sellers

1
IJ

Isner Joshua

Officer: President

9.9K sharesโ€ข5 transactions

$5.85M

2
SPW

Smith Patrick W

Director, Officer: Chief Executive Officer

10.9K sharesโ€ข7 transactions

$5.56M

3
GM

Garnreiter Michael

Director

5.9K sharesโ€ข1 transactions

$4.49M

4
BB

Bagley Brittany

Officer: Coo & Cfo

6.9K sharesโ€ข5 transactions

$4.39M

5
MJH

Mak Jennifer H

Officer: Chief Accounting Officer

3.8K sharesโ€ข6 transactions

$2.20M

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $24.47M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.04:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$5.09M

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

5 insider sellers vs. 1 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.