AXON Axon Enterprise, Inc.
$447.59▼ -1.09%
Industrials
Other
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Key Metrics & Fundamentals
Market Cap
$36.08B
P/E Ratio
179.8
Div Yield
–%
52W Range
339.01 - 885.92
% vs 50 MA
10.68%
% vs 200 MA
-18.60%
RSI-14
54.4
MACD Histogram
+5.8700
Beta (1Y vs SPY)
1.25
Free Cash Flow
-$54.64M
Gross Rev
$807.35M
Gross Profit
$477.29M
EBITDA
$70.30M
COGS
$330.06M
Operating Exp
$448.04M
Operating Income
$29.24M
EBIT
$29.24M
Pretax Income
$200.22M
Net Income
$169.31M
EPS (Diluted)
2.05
Price & Volume History
Volume (M)
Financial Overview - Income Statement
Quarterly
Mar 2026 (Quarterly)
Social Sentiment
Avg +0.34 · 58 posts
Axon continues the dump
r/stocks · Apr 9, 2026
The post describes a significant stock drop, uses terms like 'dump' and 'SaaS apocalypse,' and expresses disappointment with the company's performance. The overall sentiment is bearish.
negative
-0.60
JOYY's AdTech pivot and the algorithm "threshold", the case for a massive re-rating
r/stocks · Feb 18, 2026
The post highlights potential for margin expansion and a re-rate driven by AXON's technological advancements, suggesting a bullish outlook.
positive
+0.60
NewsPriceTargetDiscussionICE Has 4,400 Body Cams for 22,000 Agents as Nationwide DHS Rollout Could Be a Quiet Tailwind for AXON
r/wallstreetbets · Feb 4, 2026
Analysts are reiterating outperform ratings, directly benefiting Axon's stock.
very_positive
+0.80
NewsEarningsDiscussionPriceTargetIs Axon a good buy right now?
r/investing · Nov 14, 2025
The post highlights rising revenue, recurring customers, and a potential tariff reversal, indicating positive sentiment.
positive
+0.60
EarningsPriceTargetDiscussionWhat is going on with AXON!?
r/wallstreetbets · Nov 10, 2025
The post expresses concern about the stock's performance and decline, indicating a negative sentiment.
negative
+0.30
Page 1 of 12 (58 total)
AI Analysis
Generated May 27, 6:42 PM
Company Overview
Axon Enterprise, Inc. is a leading provider of conducted energy weapons (Tasers), body-worn cameras, and a cloud-based digital evidence management platform (Evidence.com) primarily for law enforcement and public safety agencies. The company holds a dominant competitive position through its integrated hardware and software ecosystem, creating high switching costs and strong brand loyalty within its niche market.
Bull Case
- Axon maintains a strong market leadership position in its core segments, benefiting from an integrated product ecosystem that creates high switching costs and recurring revenue streams through its software subscriptions.
- The company has significant runway for growth through international expansion and penetration into adjacent markets beyond traditional law enforcement, such as corrections, private security, and federal agencies.
- Continuous innovation in areas like AI-powered evidence analysis, drone integration, and advanced less-lethal solutions positions Axon to capture new market opportunities and maintain its technological edge.
- The increasing demand for transparency and accountability in public safety, coupled with digital transformation initiatives, provides a long-term tailwind for Axon's body camera and evidence management solutions.
Bear Case
- The stock's P/E ratio of 156.4 is exceptionally high, indicating extreme overvaluation relative to current earnings and suggesting that significant future growth is already priced in, making it vulnerable to any growth deceleration.
- Axon's revenue is heavily reliant on government and law enforcement agency budgets, which can be subject to political shifts, economic downturns, and unpredictable procurement cycles, leading to revenue volatility.
- The stock has experienced a significant price decline, trading over 56% below its 52-week high and well below its key moving averages, signaling a strong bearish trend and potential for further downside.
- Axon faces ongoing public and regulatory scrutiny regarding the use of its products and data privacy, which could lead to reputational damage, increased regulatory burdens, or legal challenges.
Recent Performance
Axon's stock has undergone a substantial correction, currently trading at $386.29, which is a significant 56.4% below its 52-week high. Despite a modest daily gain of +0.3%, the technical picture remains bearish, with the price trading 6.5% below its 50-day moving average and a pronounced 32.6% below its 200-day moving average. The RSI-14 at 44.3 suggests a lack of strong buying momentum, confirming the established downtrend.
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