DailyIQ
Last updated 6 minutes ago

AXON·Axon Enterprise, Inc.

$.
-. (-.%)
After Hours
High
$588.00
Open
$582.00
Market Cap
45.60B
52W High
$885.92
Low
$555.61
P. Close
$565.48
P/E
221.39
52W Low
$339.01
Fwd P/E
53.51
DailyIQ Est.
$717.63
Technical Score (1D)
82
BUY
News Sentiment
76
BULLISH
Zacks upgraded Axon to a Strong Buy, citing a Zacks Rank #1 and a bullish earnings outlook. The upgrade signals analysts now expect earnings growth that could support a higher valuation. This change is likely to lift short‑term sentiment as traders anticipate a positive earnings release. The upcoming earnings announcement will be the key confirmation point for the upgrade’s validity. In parallel, Zacks users have shown a sharp increase in search volume for Axon, indicating growing investor curiosity. The spike in online interest suggests that market participants are awaiting a catalyst, most likely the earnings report or a product update. If the earnings miss expectations, the recent bullish upgrade could quickly reverse, dampening momentum. Over the next 1–10 trading days, watch for the earnings call and any guidance that either confirms or contradicts the projected growth. Also monitor any subsequent analyst coverage changes that might adjust the rating or target price.
Earnings Summary
Axon Enterprise, Inc. is a technology provider focused on public safety solutions, serving law enforcement and first responders globally, operating through Software and Sensors and TASER segments that deliver integrated hardware and cloud‑based software. In the aerospace & defense sector, the company’s offerings center on body cameras, in‑car systems, and conducted energy devices, positioning it as a key player in the public‑safety technology market. In the most recent four quarters, Axon posted revenue growth each period, rising from $575.1 million in Q4 2024 to $710.6 million in Q3 2025, while EPS moved from $2.08 in Q4 2024 to $1.17 in Q3 2025; the company beat estimates in the first three quarters (Q4 2024, Q1 2025, Q2 2025) and missed in Q3 2025, reflecting a pattern of strong revenue expansion coupled with EPS volatility. Over the past year, revenue has climbed roughly 24 % YoY, yet EPS has declined from $2.08 to $1.17, underscoring that higher top‑line growth has not yet translated into consistent earnings gains; the company has consistently outperformed analyst EPS expectations in three of the last four quarters. Recent news highlights a record $807 million quarterly revenue driven by an AI‑powered public‑safety platform and a five‑year contract with Immigration and Customs Enforcement, as well as a doubling of Los Angeles Police Department spend, suggesting a strengthening pipeline of public‑safety contracts that could sustain revenue growth; however, the political dimension of the business and valuation concerns remain. Investors should watch for the Q2 2026 revenue estimate of $893 million, any guidance on bookings momentum, margin performance, and confirmation of the ICE contract and LA Police spending trends, as these factors will be key to assessing whether the company can convert top‑line momentum into earnings resilience.

EPS

EstBeatMiss
$1.03$1.34$1.65$1.95$2.26Q4'24Q1'25Q2'25Q3'25Q2'26
QtrEstActual+/−
Q2'26$1.83 - -
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$824M$922MQ4'24Q1'25Q2'25Q3'25Q2'26
QtrEstActual+/−
Q2'26$876M - -
Q3'25 - $711M -
Q2'25 - $669M -
Q1'25 - $604M -
Q4'24 - $575M -

Market Data

AXON Stock Snapshot

AXON is currently trading at $566.00, giving Axon Enterprise, Inc. a market cap of 45.60B and a P/E ratio of 221.4. Today's range spans $555.61–$588.00, with shares opening at $582.00 and moving up $0.52 (0.1%) from the prior close. DailyIQ's technical score sits at 82/100 (BUY) with a news sentiment reading of 76/100.

Over the past year AXON has traded between $339.01 and $885.92 - the current price is +67.0% off the 52-week low and -36.1% from the high. 30 analysts cover the stock with a Buy consensus and a mean 12-month target of $670.37 (range $409.68–$825.00), implying upside of +18.4%.

Axon Enterprise, Inc. (AXON) sits at $566.00 (in the lower half of its 52-week range within $339.01–$885.92), scoring 82/100 (BUY) with bullish sentiment at 76/100. At 45.60B in Industrials market cap (P/E: 221.4), this large-cap is right in the zone where buy-side analysts get excited and allocation committees approve new position additions. A bullish technical phase with sentiment confirmation is the green light most of them are looking for.

Earnings revision cycles in large-cap Industrials names tend to compound: when technicals confirm a BUY thesis (82/100) and news sentiment (76/100, bullish) supports the narrative, analyst upgrades follow price rather than lead it. At $566.00 (in the lower half of its 52-week range), AXON's position within the $339.01–$885.92 annual range suggests there's room for multiple expansion before the stock encounters meaningful technical resistance.