All Stocks
$AXON · NASDAQ

Axon Enterprise, Inc.

🇺🇸 Industrials Aerospace & Defense
$422.89
▲ 1.34%
Market Cap$34.4B
P/E (TTM)175.47
52W Range$339.01 – $764.02
Volume941.5K
Beta1.44

Key Statistics

Revenue$3.2B35.3%
Net Income$199.3M-18.2%
Gross Margin59.5%
Net Margin6.2%
P/E Ratio175.47
Forward P/E40.11
PEG Ratio1.52
P/S Ratio10.7x

Financial Performance

EBITDA$165.1M
Free Cash Flow$222.2M
Operating Margin5.2%
ROE6.2%
Total Debt$1.9B
Total Cash$692.5M
Dividend Yield0.000%
EPS (TTM)$2.41

The Signal Report

PREMIUM
Edge Rating
🛡️ Strong Edge
★★★★☆
Switching Costs ●●○○○
Intangible Assets ●●●●○
Network Effect ●●●●○
Cost Advantage ●●●●○
Efficient Scale ●●●●●
Confidence: Medium
Fair Value
$704.11
+66.5% upside
Based on 19 analyst targets
🤖 Pulse AI Analysis

Based on our analysis, Axon Enterprise, Inc. demonstrates buy fundamentals. with revenue reaching $3.2B and growing at 35.3% year-over-year. Our fair value estimate of $704.11 suggests +70.3% upside from current levels of $413.35. The company maintains a competitive position in Industrials, supporte...

🔒 Members Only →
P/E (TTM)
175.47
Forward P/E
40.11
PEG Ratio
1.52
Analyst Consensus
buy

Wall Street Consensus

buy
Mean Target$704.11+66.5%
High$830.00
Low$440.00
Strong Buy
8
Buy
10
Hold
3

Total Returns

1 Year-39.8%
5 Year+150.5%
10 Year+1453.0%
Year to Date-24.9%

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 i

SectorIndustrials
IndustryAerospace & Defense
Employees5,100
HeadquartersScottsdale, AZ
ExchangeNasdaqGS
Income Statement
Total Revenues
Net Income
Period Ending:
Total Revenues
Gross Profit
Balance Sheet
Total Assets
Total Liabilities
Period Ending:
Total Assets
Total Liabilities
Earnings & Revenue Forecast

Axon Enterprise, Inc. reported earnings results for the periods shown below. 7 of the last 8 quarters have reported results.

2026/Q4 (Est) Forecast
Revenue Est $1.06B
EPS Est $1.94
2026/Q3 (Est) Forecast
Revenue Est $940.0M
2026-08 ✓ Beat
Revenue Actual $904.4M
EPS Actual $1.88
EPS Forecast $1.84
EPS Surprise +2.2%
2026-05 ✓ Beat
Revenue Actual $807.3M
EPS Actual $1.61
EPS Forecast $1.60
EPS Surprise +0.6%
2026-02 ✓ Beat
Revenue Actual $807.3M
EPS Actual $2.15
EPS Forecast $1.60
EPS Surprise +34.4%
2025-11 ✗ Miss
Revenue Actual $710.6M
EPS Actual $1.17
EPS Forecast $1.54
EPS Surprise -24.0%
2025-08 ✓ Beat
Revenue Actual $668.5M
EPS Actual $2.12
EPS Forecast $1.46
EPS Surprise +45.2%
2025-05 ✓ Beat
Revenue Actual $668.5M
EPS Actual $1.41
EPS Forecast $1.28
EPS Surprise +10.2%
Axon's Zero-Percent $1 Billion Is a War Chest, Not a Warning

Axon's Zero-Percent $1 Billion Is a War Chest, Not a Warning

Sep 15, 20264 min

Axon announced a $1 billion registered offering of 0% convertible senior notes due 2031, with up to $150 million more av…

Axon Won the Streets With TASERs. Now It's Selling AI Agents and Aiming at the Sky

Axon Won the Streets With TASERs. Now It's Selling AI Agents and Aiming at the Sky

Sep 5, 20265 min

Axon — the TASER and body-cam company that owns distribution into American public safety — just stacked its 10th straigh…

Axon's Moat Isn't the TASER — It's the Evidence Cloud

Axon's Moat Isn't the TASER — It's the Evidence Cloud

Aug 7, 2026

Axon's moat was never the TASER — it's the cloud evidence ecosystem that makes switching departments nearly impossible. …

Everyone's Obsessed With AI. Axon Already Put It In Every Cop Car in America.

Everyone's Obsessed With AI. Axon Already Put It In Every Cop Car in America.

Jul 14, 2026

Axon Enterprise is down 38% from its ATH despite 33% revenue growth, 80%+ body camera market share, and an AI revolution…

Axon Isn’t a Taser Company Anymore — It’s a $129B AI Monopoly Hiding in Plain Sight

Axon Isn’t a Taser Company Anymore — It’s a $129B AI Monopoly Hiding in Plain Sight

Jul 7, 20264 minutes

Axon isn't a taser company anymore — it's an AI platform with a 72% body camera monopoly, $14.3B in contracted future re…

The AI Monopoly Nobody's Talking About Just Dropped 50% — And It's Printing Cash

The AI Monopoly Nobody's Talking About Just Dropped 50% — And It's Printing Cash

Jun 26, 2026

Axon isn't a body cam company anymore. It's the de facto operating system for American policing — with software margins …

Axon Just Dropped a 34% Revenue Beat and the Market Punched It. That's Your Signal.

Axon Just Dropped a 34% Revenue Beat and the Market Punched It. That's Your Signal.

May 23, 20264 minutes

Axon Enterprise (AXON) reported a massive Q1 2026 earnings beat — $807M in revenue, 34% YoY growth, raised full-year out…

Why AXON is the Ultimate Unkillable Portfolio Diversifier

Why AXON is the Ultimate Unkillable Portfolio Diversifier

May 21, 2026

Axon Enterprise (AXON) crossed $1.5B in ARR with 125% NRR and AI revenue exploding 700% YoY. At $386 — nearly 50% off hi…

This Signal Report is for informational purposes only and does not constitute investment advice or a recommendation to buy or sell any security. Moat ratings reflect The Signal's independent analysis framework. The Signal may hold positions in securities covered. Past performance is not indicative of future results. Always conduct your own research before making investment decisions.