Axon Enterprise, Inc. (AXON)
NASDAQ:AXON
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AXON Stock Chart & Stats
$402.85
$7.89(1.40%)
At close: 4:00 PM EST
$402.85
$7.89(1.40%)
Day’s Range― - ―
52-Week Range$339.01 - $885.92
Previous CloseN/A
Volume178.94K
Average Volume (3M)1.25M
Market Cap
$34.13B
Enterprise Value$35.46B
Total Cash (Recent Filing)$718.92M
Total Debt (Recent Filing)$1.83B
Price to Earnings (P/E)164.5
Beta1.47
Next Earnings
Aug 11, 2026EPS Estimate
1.83Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)2.58
Shares Outstanding80,602,070
10 Day Avg. Volume1,015,583
30 Day Avg. Volume1,252,446
Financial Highlights & Ratios
PEG Ratio-5.39
Price to Book (P/B)14.08
Price to Sales (P/S)16.43
P/FCF Ratio608.15
Enterprise Value/Market Cap1.04
Enterprise Value/Revenue11.89
Enterprise Value/Gross Profit20.04
Enterprise Value/Ebitda91.82
Forecast
1Y Price Target
$670.47Price Target Upside66.43% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering16
EPS Forecast (FY)7.69
Revenue Forecast (FY)$3.66B
Bulls Say, Bears Say
Bulls Say
Recurring Revenue & RetentionA $1.5B ARR base growing 35% with 125% NRR signals durable subscription revenue and strong upsell within existing customers. This recurring backbone increases revenue visibility, supports steady cash flows, and reduces reliance on one‑time hardware sales across multi-year agency budgets.
Robust Backlog And BookingsA $14.3B contracted bookings backlog up 44% provides multi-year revenue visibility and lowers procurement timing risk. High bookings across public safety, international and enterprise indicate market demand breadth and support scaled deployment and recurring revenue conversion over coming quarters.
High And Stable Gross MarginsSustained ~59%–61% gross margins reflect favorable unit economics from software and differentiated hardware. These margins provide structural cushion to absorb component cost inflation, fund R&D/AI investments, and support targeted operating profitability even as the company scales.
Bears Say
Weakened Cash ConversionA sharp decline in FCF to ~$20M TTM and falling operating cash flow undermines balance sheet optionality. Lower cash conversion constrains reinvestment, M&A funding or shareholder returns, and makes execution on inventory and supply investments dependent on improving FCF conversion later in the year.
Rising LeverageDebt increasing to nearly $1.9B and a higher debt-to-equity ratio reduces financial flexibility versus prior years. With weaker cash conversion, elevated leverage raises refinancing and interest risks and limits the firm's capacity to fund strategic investments without further dilutive or debt actions.
Profitability Volatility And Margin PressureLarge swings in net margin reflect sensitivity to operating costs, inventory timing and lower-margin hardware initiatives (e.g., platform/Dedrone). This volatility hampers predictability of earnings and ROE, meaningful for long-term free cash flow and investor returns until margins stabilize.
Axon Enterprise News
AXON FAQ
What was Axon Enterprise, Inc.’s price range in the past 12 months?
Axon Enterprise, Inc. lowest stock price was $339.01 and its highest was $885.91 in the past 12 months.
What is Axon Enterprise, Inc.’s market cap?
Axon Enterprise, Inc.’s market cap is $34.13B.
When is Axon Enterprise, Inc.’s upcoming earnings report date?
Axon Enterprise, Inc.’s upcoming earnings report date is Aug 11, 2026 which is in 52 days.
How were Axon Enterprise, Inc.’s earnings last quarter?
Axon Enterprise, Inc. released its earnings results on May 06, 2026. The company reported $1.61 earnings per share for the quarter, beating the consensus estimate of $1.597 by $0.013.
Is Axon Enterprise, Inc. overvalued?
According to Wall Street analysts Axon Enterprise, Inc.’s price is currently Undervalued.
Does Axon Enterprise, Inc. pay dividends?
Axon Enterprise, Inc. does not currently pay dividends.
What is Axon Enterprise, Inc.’s EPS estimate?
Axon Enterprise, Inc.’s EPS estimate is 1.83.
How many shares outstanding does Axon Enterprise, Inc. have?
Axon Enterprise, Inc. has 80,602,070 shares outstanding.
What happened to Axon Enterprise, Inc.’s price movement after its last earnings report?
Axon Enterprise, Inc. reported an EPS of $1.61 in its last earnings report, beating expectations of $1.597. Following the earnings report the stock price went up 10.633%.
Which hedge fund is a major shareholder of Axon Enterprise, Inc.?
Currently, no hedge funds are holding shares in AXON
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
Axon Enterprise Stock Smart Score
Underperform
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Analyst Consensus
Strong Buy
Average Price Target:
$670.47 (66.43% Upside)
$670.47 (66.43% Upside)
Blogger Sentiment
Bullish
AXON Sentiment 70%
Sector Average ―
Sector Average ―
Hedge Fund Trend
Decreased
By 45.9K Shares
Last Quarter.
Last Quarter.
Insider Transactions
Sold Shares
Worth $11.4M over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Very Positive
Last 7 Days ▲ 0.1%
Last 30 Days ▲ 6.0%
Last 30 Days ▲ 6.0%
News Sentiment
Very Bullish
Bullish news 100%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Negative
20 days / 200 days
Momentum
-45.06%
12-Months-Change
Fundamentals
Return on Equity
6.58%
Trailing 12-Months
Asset Growth
16.17%
Trailing 12-Months
Company Description
Axon Enterprise, Inc.
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.
AXON Company Deck
AXON Earnings Call
Q1 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call was strongly positive: broad-based double-digit growth across revenue (+34%), ARR (+35%) and NRR (125%), rapid AI and Dedrone adoption (AI bookings +140%, AI revenue +700% YoY, Dedrone bookings +500%, revenue +300%+), upgraded guidance (30%–32% revenue growth) and sizable backlog ($14.3B, +44%). Management also proactively invested in inventory and reiterated margin and FCF targets. Key near-term challenges relate to inflationary component costs, inventory-driven cash timing, lower early-stage hardware margins (platform solutions/Dedrone) and execution risk for nascent businesses (Axon 911, Outpost). On balance, the highlights significantly outweigh the lowlights, driven by accelerating product adoption, geographic expansion and strong bookings.View all AXON earnings summariesAXON Revenue 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
$670.47
▲(66.43% Upside)
Technical Analysis
Ownership Overview
4.80% Insiders
27.87% Mutual Funds
21.84% Other Institutional Investors
11.91% Public Companies and Individual Investors