Axon Enterprise Inc. AXON

What the company does

Axon Enterprise Inc. is a large-cap company in the Industrials sector (Aerospace & Defense), with a market value of $34.1B, based in the USA.

It employs about 5,100 people and has been listed since Jun 07, 2001.

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.

Cheap or expensive? relatively expensive

Its price-to-earnings (P/E) is 174.4 versus 29.6 for the median of the Industrials sector in our universe (24 companies) — relatively expensive.

Revenue is growing 35% a year — the market is paying ahead for that growth. If it slows, the high multiple becomes the risk.

On analysts' next-year forecasts the multiple drops to 58.1 — they expect higher earnings.

The average analyst price target is 681.68, 62% above the current price (their view, not ours).

The stock sits at 19% of its one-year range (0% = the low, 100% = the high).

The risks

• • More cash leaves than comes in (negative free cash flow).
• • The stock is more volatile than average (beta 1.4) — big daily moves both ways.
• • The stock is 45% below its one-year high.
• • Quarterly report in 9 days (2026-11-03) — a day the stock can move a lot.

Strengths

• ✅ Profitable — 3 of every 100 dollars of revenue stays as profit.
• ✅ Most analysts rate it buy (18 vs 0).
• ✅ Revenue is growing 35% a year.

What changed this week

Over the past week the stock rose 7.7% (for comparison: S&P 500 -0.4%, sector ETF XLI -1.9%).

This week's news

• Axon Announces Body 5: Next-Generation Camera Built for the AI Era finance.yahoo.com · 2026-10-24
  What the article says

  Axon Body 5 delivers 25x the AI processing power of earlier-generation cameras, with upgraded connectivity, audio and battery life to support real-time situational awareness in the field SCOTTSDALE, Ariz., Oct. 24, 2026 /PRNewswire/ -- Axon (Nasdaq: AXON), the global leader in public safety technology, today announced… source ↗

• 2 S&P 500 stocks worth your attention and 1 we avoid finance.yahoo.com · 2026-10-23
  What the article says

  2 S&P 500 stocks worth your attention and 1 we avoid The S&P 500 (^GSPC) is often seen as a benchmark for strong businesses, but that doesn't mean every stock is worth owning. Some companies face significant challenges, whether it's stagnating growth, heavy debt, or disruptive new competitors. Even among blue-chip… source ↗

• Axon to Release Third Quarter 2026 Earnings on November 5, 2026 finance.yahoo.com · 2026-10-22
  What the article says

  SCOTTSDALE, Ariz., Oct. 22, 2026 /PRNewswire/ -- Axon (Nasdaq: AXON), the global public safety technology leader, today announced that it will report third quarter 2026 financial results after the market closes on November 5, 2026. Axon will host a live Zoom video webinar to discuss the company's financial results at… source ↗

• Why Axon Enterprise (AXON) Outpaced the Stock Market Today finance.yahoo.com · 2026-10-21
  What the article says

  Axon Enterprise (AXON) closed at $403.02 in the latest trading session, marking a +2.64% move from the prior day. The stock outperformed the S&P 500, which registered a daily gain of 0.58%. Meanwhile, the Dow gained 0.69%, and the Nasdaq, a tech-heavy index, added 1.05%. Prior to today's trading, shares of the maker… source ↗

• Gather AI Recognized as a 2026 Inc. Power Partner Award Honoree finance.yahoo.com · 2026-10-21
  What the article says

  Second straight win recognizes Gather AI's Physical AI platform for logistics, used by GEODIS, Barrett Distribution Centers, and Axon PITTSBURGH, October 21, 2026--(BUSINESS WIRE)--Gather AI, the Physical AI platform for logistics, has been named a 2026Inc.Power Partner Award honoree, recognized among the leading B2B… source ↗

• Axon Enterprise (AXON) Laps the Stock Market: Here's Why finance.yahoo.com · 2026-10-20
  What the article says

  Axon Enterprise (AXON) ended the recent trading session at $392.53, demonstrating a +2.46% change from the preceding day's closing price. This move outpaced the S&P 500's daily gain of 0.28%. Meanwhile, the Dow gained 1.02%, and the Nasdaq, a tech-heavy index, lost 0.02%. Prior to today's trading, shares of the maker… source ↗

What changed since last week

• New risk flag: earnings report coming up.

• The price rose 7.7% since the last summary.