AXON
AXON ENTERPRISE (AXON)
NASDAQ
$434.59+$24.56 (+5.99%)
Price as of Jun 23, 2026 2:27 PM EDT
  • $33.0B
    Market Cap
  • -47.65%
    1-Year Change
  • Aerospace & Defense
    Industry

Key Performance

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  • Earnings Score: 44
  • Momentum Score: 39
  • True Yield: N/A
  • Financial Health Score: 10
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Latest Research & News

From TASER to the Skies. Buy Axon Stock While It's Still Down 49%

Axon Enterprise is expanding into the law enforcement drone and robotics market, estimated at $20 billion. The company has partnered with Skydio and acquired Dedrone to build its drone solution. With existing relationships across U.S. public agencies, strong AI revenue growth (700% YoY), and $14.3 billion in future bookings, analysts project 30% annual earnings growth. The stock is trading 49% below its August 2025 high at a 54x 2026 earnings multiple.

06/16/2026, 12:15 PM • The Motley Fool

S&P 500 Rebound Looks Fragile as Chip Strength Masks Thin Breadth

U.S. equities rebounded Thursday driven by semiconductor strength, with Intel, Applied Materials, and Arm Holdings surging on AI chip demand. However, gains were narrow and fragile, masked by weak breadth as small-caps declined and Oracle tumbled on disappointing cloud revenue guidance. Hot inflation data (4.2% CPI, 6.5% PPI) reinforced expectations for Fed rate hikes, keeping the Russell 2000 under pressure and limiting broader market participation.

06/11/2026, 1:36 PM • Investing

SaaS Stocks Just Took Off. Is It Time to Chase the Rally or Take Profits?

SaaS stocks are experiencing a significant rally, with software companies showing strong performance. The article discusses whether investors should continue riding this momentum or take profits, highlighting a market rotation in the tech sector as we move through 2026.

06/04/2026, 2:17 PM • The Motley Fool

S&P 500 Hits Record Highs, Snowflake Jumps 37% On AI Boom: Stock Market Today

U.S. stocks reached record highs on Thursday following geopolitical news of a ceasefire extension. The S&P 500 advanced 0.5% to 7,557.85, driven by an AI software spending spree. Snowflake surged 37% after beating earnings estimates and announcing a $6 billion AWS partnership expansion. Other notable gainers included Best Buy (+18%), Dollar Tree (+17%), and Agilent Technologies (+17%). However, mixed economic data showed headline PCE inflation at 3.8% while core PCE and consumer spending remained subdued, prompting hawkish Fed commentary.

05/28/2026, 12:58 PM • Benzinga

I'm Buying the Stocks Everyone Else Is Selling Right Now

The article discusses four high-quality stocks that have recently experienced significant market declines. Despite the sell-off, the author argues that the fundamentals of these companies tell a different story, suggesting they may be oversold opportunities for investors.

05/18/2026, 9:30 AM • The Motley Fool

Axon Surged After Earnings and Is Still Down Over 50% From Highs

Axon Enterprise surged nearly 11% following strong Q1 2026 earnings with 34% YoY revenue growth to $807.3M and raised full-year guidance to 31% growth. Despite the post-earnings rally, the stock remains down over 50% from its August 2025 highs. The decline was partly justified by gross margin compression from tariffs, but the company's hardware-first business model and strong AI adoption (140% YoY growth in AI Era Plan bookings) provide protection against software competition. Analysts maintain a positive outlook with price targets implying 50-75% upside.

05/14/2026, 10:30 AM • Investing

Axon Shares Slip Despite Q1 Results Above Expectations

Axon Enterprise reported Q1 earnings of $1.61 per share, beating the consensus estimate of $1.60, with quarterly revenue of $807.35 million exceeding the Street estimate of $778.45 million. The company showed strong growth across multiple segments, including 35% growth in Software & Services revenue and over 700% growth in AI products. Despite raising its fiscal 2026 revenue outlook to $3.61-$3.67 billion, Axon's stock declined 2.81% to $375 in after-hours trading.

05/06/2026, 4:49 PM • Benzinga

2 Factors Dragging Down Axon Enterprise Stock: Should You Buy the Dip?

Axon Enterprise shares have dropped 30% in 2026 due to SaaS sector rotation fears and company-specific concerns. While AI disruption worries have faded following an earnings beat, investors remain concerned about the stock's lofty 53x forward earnings valuation and rising stock-based compensation expenses ($610M in 2025). The article suggests waiting for a better entry point rather than buying the current dip.

04/30/2026, 3:35 AM • The Motley Fool

This AI Stock Is Up 2,000% in 10 Years. It Could Still Soar 103%, Says a Wall Street Analyst (Hint: Not Nvidia or Palantir)

Axon Enterprise, a public safety technology leader, has surged 2,000% over the past decade and could climb another 103% according to Wall Street analysts. The company is integrating AI into its product ecosystem, including generative AI tools for report writing and evidence querying. With strong Q4 results, 43% booking growth, and a $159 billion addressable market, analysts see significant upside potential despite the stock's already impressive gains.

04/23/2026, 4:24 AM • The Motley Fool

Why Axon Stock Bounced Back After Falling 10% Yesterday

Axon Enterprise stock rebounded 10.7% after plunging 10% the previous day, with no clear cause for the initial decline. Multiple Wall Street analysts issued bullish notes during the company's Axon Week conference, including TD Cowen, Morgan Stanley, and Goldman Sachs, all recommending investors buy the stock on weakness. The company's price-to-sales ratio has fallen to near 10, its lowest since 2023, making the stock appear attractively valued.

04/08/2026, 2:31 PM • The Motley Fool

2 Tech Stocks That Could Help Make You a Fortune

The Trade Desk and Axon Enterprise are positioned as undervalued tech stocks with significant growth potential. The Trade Desk operates in the $950 billion digital advertising market with high customer retention, while Axon Enterprise is expanding its AI-driven law enforcement platform. Both stocks are trading below recent highs, presenting potential long-term investment opportunities for patient investors.

03/22/2026, 3:15 AM • The Motley Fool

Carahsoft and Partners Showcase Security Solutions at ISC WEST in Las Vegas, Nevada, March 23-27, 2026

Carahsoft Technology Corp. will showcase security solutions alongside 14 technology partners at ISC West 2026 in Las Vegas, featuring demonstrations of cybersecurity, identity verification, and advanced security technologies. The event is expected to attract over 29,000 security professionals from 80+ countries with 750+ exhibitors.

03/19/2026, 3:00 PM • GlobeNewswire

1 Millionaire-Maker Artificial Intelligence (AI) Stock To Buy

Axon Enterprise is highlighted as a promising AI stock with strong growth potential despite being down 40% from recent peaks. The company reported 33% revenue growth to $2.8 billion in 2025 and is launching innovative AI products including Draft One (police report writing tool) and Axon Assistant (voice-activated AI companion). With plans to reach $8 billion in revenue by 2028, Axon is positioned as a potential millionaire-maker stock in the AI boom.

03/11/2026, 10:30 PM • The Motley Fool

Fund Discloses New $6 Million Bet on Calix Amid 55% Stock Surge

4D Advisors disclosed a new $6.09 million position in Calix (115,000 shares), representing 3.34% of its AUM. Calix shares have surged 55% over the past year, driven by record quarterly revenue of $272 million (32% YoY growth) and a strategic shift toward recurring cloud-based subscriptions for broadband service providers.

03/04/2026, 3:10 PM • The Motley Fool

PayPal Buyout Rumors

PayPal faces acquisition rumors as the company trades at historically low valuations (down 84% from all-time highs). While not a distressed asset, the profitable but low-growth business could attract private equity or strategic buyers like Stripe or Adyen. Analysts debate whether a sale makes sense given the new CEO's turnaround plans, with one predicting nothing will happen in 2026.

03/02/2026, 1:06 PM • The Motley Fool

Peers

Statistics

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Day Range
$403.79
$419.03
$410.03
1-Year Range
$345.94
$870.97
$410.03
Latest Close$410.03
Change
-$13.37 (-3.26%)
Volume907,128
Market Cap$33.0B
Shares Outstanding80.6M
P/E (TTM)164.45
Diluted EPS (TTM)$2.49
Enterprise Value$34.3B

Information as of 06/22/2026

Company Profile

AXON ENTERPRISE INC
AXON ENTERPRISE INC
https://www.axon.com
$33.0B
Market Cap
$206.0M
Net Income
Sector: Industrials
Industry: Aerospace & Defense
17800 North 85th Street, Scottsdale, AZ, United States, 85255
480 991 0797

Axon Enterprise, Inc. provides public safety technology solutions in the United States and internationally. The company operates in two segments, Software and Services, and Connected Devices. The Software and Services segment develops, manufactures, and sells cloud-based software-as-a-service solutions to capture, store, manage, share, and analyze video and other digital evidence. This segment also offers Axon Evidence, Draft One, Axon Records, Axon Standards, Axon Fusus, Axon Assistant, and others. The Connected Devices segment engages in the development, manufacture, and sale of integrated hardware solutions, such as conducted energy devices under the TASER brand, body cameras, fixed and in-car cameras, drone and counter-drone technologies, accessories, extended warranties, and related hardware products, as well as virtual reality training hardware. The company serves first responders across international, federal, state, and local governments, international governmental entities, commercial enterprises, and consumers through direct sales, distribution partners, and third-party resellers. 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.

Key Executives

  • Cameron Brooks
  • Brittany Bagley
  • Jeffrey C. Kunins
  • Joshua Isner
  • Patrick W. Smith

Current Ownership Distribution

  • Institutions1.1B (52.09%)
  • Mutual Funds964.6M (47.68%)
  • Insiders4.6M (0.23%)
  • Other0 (0.00%)