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- $51.0BMarket Cap
- -18.07%1-Year Change
- Aerospace & DefenseIndustry
AXON ENTERPRISE (AXON)
Key Performance
More- Earnings Score: 43
- Momentum Score: 73
- True Yield: N/A
- Financial Health Score: 11
Latest Research & News
Axon Enterprise has delivered exceptional long-term returns, turning a $10,000 investment from 2016 into approximately $329,000 today through a successful transformation from a weapons manufacturer to a software-focused public safety company. Despite strong Q2 results showing 35% revenue growth and 10 consecutive quarters above 30% growth, the stock has declined over 35% from its August 2025 peak of $870.97, primarily due to its high valuation multiple rather than fundamental deterioration. The analyst believes the business remains healthy with strong recurring revenue and future bookings, and suggests the stock price now offers a reasonable entry point for patient investors.
08/08/2026, 5:23 AM • The Motley Fool
Axon Enterprise vs. Booking: Which Stock Is a Better Buy in 2026?
The article compares Axon Enterprise and Booking Holdings as investment options for 2026. Axon Enterprise, a public safety technology company, has delivered 10 consecutive quarters of 30%+ growth with strong revenue retention and expanding international bookings. Booking operates a dominant global travel marketplace with steady profitability and robust free cash flow. While Booking offers stability with a more modest valuation, the author recommends Axon Enterprise for its superior growth trajectory and high-switching-cost platform stickiness, despite Booking being a solid hold for conservative investors.
08/06/2026, 11:15 AM • The Motley Fool
Airbnb vs. Axon Enterprise: Which Consumer Stock Is a Better Buy in 2026?
The article compares Airbnb and Axon Enterprise as investment options for 2026. Airbnb operates a global lodging marketplace with $12.2B in FY2025 revenue, 21% net margin, and strong free cash flow of $4.6B, trading at a Forward P/E of 29.1x. Axon Enterprise provides law enforcement hardware and software with $2.8B in FY2025 revenue and 33% growth, but trades at a much higher Forward P/E of 66.7x with only $75.1M in free cash flow. The author recommends Airbnb as the better buy due to faster growth, superior cash generation, and more attractive valuation multiples.
08/05/2026, 2:32 PM • The Motley Fool
Axon Enterprise vs. Beyond Meat: Which Stock Is a Better Buy in 2026?
Axon Enterprise, a public safety technology company with strong growth in law enforcement solutions, is positioned as the better investment choice compared to Beyond Meat, a struggling plant-based protein producer. Axon projects 2026 revenue growth to $3.7 billion with $447 million in free cash flow, while Beyond Meat faces declining sales, substantial debt, and negative free cash flow despite attempting a business pivot into functional beverages.
08/04/2026, 3:09 PM • The Motley Fool
5 Stocks to Buy If the Market Drops Again
The article discusses five stocks that investors should consider buying if the market experiences a pullback. The author identifies specific companies he would add to his portfolio during a market downturn, viewing it as an opportunity to purchase quality names at potentially lower valuations.
07/15/2026, 11:08 AM • The Motley Fool
2 Stocks Down Over 30% to Buy Right Now and Hold for the Next Decade
MercadoLibre and Axon Enterprise, both trading 33% below recent highs, are presented as attractive long-term buys. MercadoLibre leads Latin American e-commerce with 42% revenue growth and 84 million active buyers, while Axon Enterprise dominates public safety technology with a shift toward AI-powered software services generating $750 million in bookings.
07/08/2026, 4:25 AM • The Motley Fool
3 Magnificent Growth Stocks to Buy in July
The article recommends three growth stocks: Axon Enterprise, a law enforcement AI platform company with strong revenue growth and profitability; Dutch Bros, a rapidly expanding coffee chain with aggressive store expansion plans and accelerating sales; and MercadoLibre, Latin America's leading e-commerce and fintech platform showing exceptional growth metrics despite being down year-to-date.
07/05/2026, 3:05 AM • The Motley Fool
Will SpaceX Soar After It Joins the Nasdaq-100? History Offers a Compellingly Clear Answer.
SpaceX joins the Nasdaq-100 on July 7 under a new fast-track rule after its record $75+ billion IPO in June. While the index inclusion may trigger some buying activity, historical precedent suggests significant stock gains are not guaranteed. The article advises investors to focus on long-term fundamentals rather than short-term index inclusion effects.
07/02/2026, 5:05 AM • The Motley Fool
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
Peers
Statistics
MoreInformation as of 08/21/2026
Company Profile
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 (52.62%)
- Mutual Funds1.0B (47.16%)
- Insiders4.7M (0.22%)
- Other0 (0.00%)