DailyIQ
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Last updated 1 hour ago

AXON·Axon Enterprise, Inc.

$.
-. (-.%)
High
$396.03
Open
$391.07
Market Cap
31.11B
52W High
$885.91
Low
$379.00
P. Close
$386.00
P/E
151.04
52W Low
$339.01
Fwd P/E
36.51
Mean Target
-
Technical Score (1D)
41
SELL
News Sentiment
72
BULLISH
Axon is successfully executing its strategy to become a comprehensive public safety technology provider, a shift highlighted by its AI Era Plan. This evolution is directly contributing to higher Average Revenue Per User, signaling strong underlying business momentum. Analysts are taking notice, with a significant majority issuing "Strong Buy" ratings, reflecting confidence in the company's trajectory. While this bullish sentiment is notable, it's important to remember that analyst recommendations alone do not guarantee future performance. Investors should monitor the continued execution of Axon's AI initiatives and their impact on ARPU for insights into near-term trading.
Earnings Summary
Axon Enterprise, Inc. is a technology provider focused on public safety solutions, serving law enforcement and first responders globally with integrated hardware and cloud-based software, alongside its well-known TASER products. Operating within the Industrials sector, specifically the Aerospace & Defense industry, Axon's business model emphasizes enhancing safety and efficiency through comprehensive technology offerings. In its most recent reported quarters, Axon demonstrated a mixed EPS performance against estimates, notably beating in Q4 2024 with an actual EPS of $2.08 against an estimate of $1.40 and in Q2 2025 with $2.12 versus an estimate of $1.46. However, Q3 2025 saw a miss, with actual EPS of $1.17 against an estimate of $1.54. Revenue figures, where available, showed consistent year-over-year growth, with Q1 2025 at $603.6 million and Q2 2025 at $668.5 million, indicating an upward trend in top-line performance. Historically, Axon has shown a strong revenue growth trajectory, though EPS beats have not been consistent across all periods, with Q3 2025 representing a notable deviation from prior positive EPS surprises. The company's recent news highlights a strategic shift towards becoming a public safety operating system, driven by significant growth in AI products and expansion into new markets like drone technology. This strategic pivot is supported by strong first-quarter 2026 results, which led to a raised full-year revenue growth guidance to 30%-32%, attributed to accelerating AI adoption and cloud platform usage. Investors will be watching for continued momentum in AI adoption and the successful integration of its expanded product suite to sustain this growth trajectory in upcoming quarters, as well as the impact of these developments on future contract wins and overall earnings consistency.

EPS

EstBeatMiss
$1.03$1.34$1.65$1.95$2.26Q4'24Q1'25Q2'25Q3'25Q4'25
QtrEstActual+/−
Q4'25$1.86 - -
Q3'25$1.54$1.17-24.1%
Q2'25$1.46$2.12+45.0%
Q1'25$1.28$1.41+10.3%
Q4'24$1.40$2.08+48.2%

Revenue

EstBeatMiss
$530M$628M$726M$825M$923MQ4'24Q1'25Q2'25Q3'25Q4'25
QtrEstActual+/−
Q4'25$878M - -
Q3'25 - $711M -
Q2'25 - $669M -
Q1'25 - $604M -
Q4'24 - $575M -
Full Earnings BreakdownEstimates, actuals, guidance, and historical context
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Market Data

AXON Stock Snapshot

AXON is currently trading at $382.53, giving Axon Enterprise, Inc. a market cap of 31.11B and a P/E ratio of 151.0. Today's range spans $379.00–$396.03, with shares opening at $391.07 and moving down $3.47 (0.9%) from the prior close. DailyIQ's technical score sits at 41/100 (HOLD) with a news sentiment reading of 72/100.

Over the past year AXON has traded between $339.01 and $885.91 - the current price is +12.8% off the 52-week low and -56.8% from the high.

For fundamental investors, AXON's neutral technical phase (41/100, HOLD) is an opportunity to assess valuation without the noise of trending price action. At 31.11B in Industrials market cap The current P/E ratio stands at 151.0., bullish sentiment (72/100) and a price of $382.53 (near 52-week lows) describe a stock where the primary value driver is fundamental rather than momentum. Annual range: $339.01–$885.91.

In neutral phases, large-cap Industrials names like AXON are often where sector rotation debates play out quietly — at 31.11B in capitalization, the stock receives incremental allocation from funds reducing mega-cap exposure without the volatility of a small-cap entry. The 41/100 (HOLD) and bullish sentiment (72/100) at $382.53 (near 52-week lows) describe a stock that is being considered rather than avoided.

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