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AXON

Axon Enterprise, Inc.

AXON

NASDAQ·Industrials·Aerospace & Defense·Mkt cap $41.6B

$515.67

-4.18%

P/E

213.78

Mkt Cap

$41.6B

52-Wk Range

$339.01–$792.16

52-Week Range

$339.01 - $792.16

P/E

213.78

Fwd P/E

66.85

Beta

1.40

Div Yield

0.00%

Avg Vol

1.1M

Shares Out

80.6M

Mkt Cap

$41.6B

Price action

Price chart

Down 30.4% over the trailing year

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • First-mover advantage in law enforcement technology
  • Comprehensive integrated hardware and software solution
  • Strong government and law enforcement relationships
  • Continuous product innovation

Bear Case

2 risks

  • Average volatility.
  • High premium - requires strong execution

Growth

Moderate growth ahead

Increasing demand for police accountability

Value

High premium - requires strong execution

Momentum

Strong

+9.5% over 3m

Quality

Strong

Solid business

Dividend

None

No dividend

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Nov 3, 2026

Q3 26 RECAP

AUG 4, 2026

Reported EPS of $1.88 vs $1.84 consensus (+2.2% surprise). Revenue of $904.4M vs $876.4M expected (+3.2%). Beat on both top and bottom lines.

EPS beat +2.2%
Rev beat +3.2%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Estimate

Actual

Q3 26

+2.2%

Revenue trend · last 8Q

+34%

+31%

+33%

+31%

+39%

+34%

+35%

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

Q2 26

$544.3M

$575.1M

$603.6M

$668.5M

$710.6M

$796.7M

$807.3M

$904.4M

Margins · last 8Q

Gross

60.4%

Operating

5.2%

Profit

3.3%

Wall Street consensus

9 analysts · 89% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

8

89%

Hold

1

11%

Sell

0%

Median Price Target

Latest: Barclays · Aug 6, 2026

vs Industry

How AXON stacks vs Aerospace & Defense

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.