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Axon Enterprise (DE:TCS)
FRANKFURT:TCS

Axon Enterprise (TCS) Price & Analysis

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13 Followers

TCS Stock Chart & Stats

€432.30
€16.80(3.12%)
At close: 4:00 PM EST
€432.30
€16.80(3.12%)

Bulls Say, Bears Say

Bulls Say
AI Product AdoptionMeaningful traction in the company's AI product suite has driven a notable portion of bookings and establishes a growing high‑margin revenue stream.
Bookings MomentumBookings growth materially exceeded management guidance, signaling accelerating revenue and improved profitability under the updated multi‑year financial model.
Large Customer Wins And Cross‑sellingMultiple large municipal and enterprise wins show customers are expanding spending by adding software subscriptions to existing hardware, strengthening recurring revenue and retention.
Bears Say
Federal Procurement UncertaintyNear‑term revenue growth depends on federal funding appropriations and long procurement timelines, which could delay sizable agency purchases.
Margin PressuresDevice gross margins have been pressured by tariffs, unfavorable product mix, and higher memory costs, creating near‑term margin risk.
Valuation And Market Sentiment RiskA broader software and AI‑sector selloff has compressed valuation multiples, lowering the stock's target multiple independently of operational strength.

Axon Enterprise News

TCS FAQ

What was Axon Enterprise’s price range in the past 12 months?
Axon Enterprise lowest stock price was €334.20 and its highest was €760.60 in the past 12 months.
    What is Axon Enterprise’s market cap?
    Axon Enterprise’s market cap is €34.84B.
      When is Axon Enterprise’s upcoming earnings report date?
      Axon Enterprise’s upcoming earnings report date is May 12, 2026 which is in 57 days.
        How were Axon Enterprise’s earnings last quarter?
        Axon Enterprise released its earnings results on Feb 24, 2026. The company reported €1.823 earnings per share for the quarter, beating the consensus estimate of €1.356 by €0.467.
          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 1.36.
              How many shares outstanding does Axon Enterprise have?
              Axon Enterprise has 80,397,675 shares outstanding.
                What happened to Axon Enterprise’s price movement after its last earnings report?
                Axon Enterprise reported an EPS of €1.823 in its last earnings report, beating expectations of €1.356. Following the earnings report the stock price went up 20.738%.
                  Which hedge fund is a major shareholder of Axon Enterprise?
                  Currently, no hedge funds are holding shares in DE:TCS
                  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. 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.

                    Axon Enterprise (TCS) Earnings & Revenues

                    TCS Company Deck

                    TCS Earnings Call

                    Q4 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call emphasized broad and accelerating commercial momentum—record bookings (~$7.4B, +~46%), strong revenue growth (+39% to $797M), expanding ARR and NRR, and meaningful AI and international traction. Management also laid out ambitious 2026 guidance (27%–30% revenue growth) and 2028 targets (~$6B revenue, 28% adjusted EBITDA margin). Near‑term challenges include tariff impacts, product‑mix margin volatility, inventory and collection timing that reduced free cash flow conversion in 2025, and elevated investments that increased operating expenses. Regulatory/privacy risks and some timing variability from large deals were called out as risks. On balance, the positives—accelerating bookings, software/AI adoption, international expansion, and clear long‑term targets—outweigh the near‑term and operational headwinds.View all DE:TCS earnings summaries

                    TCS 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

                    TCS Stock 12 Month Forecast

                    Average Price Target

                    €629.61
                    ▲(45.64% Upside)
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31,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 3, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":653.4,"date":1754006400000,"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 31,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 10, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":644.4,"date":1756684800000,"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 37,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 19, \t&nbsp;</span>\n  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