Axon Enterprise, Inc. (AXON)

US — Industrials Sector
Peers: LHX  URI  FDX  CNI  TDG  CMI  HEI  PCAR  PWR 

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News

Axon Got Caught in the SaaS Crash—Its Earnings Say That Was a Mistake
AXON
Published: February 26, 2026 by: MarketBeat
Sentiment: Negative

After getting battered in the second half of 2025 and in early 2026, shares of defense company Axon Enterprise NASDAQ: AXON just roared back to life. After reporting its Q4 financial results on Feb. 24, Axon shares surged nearly 18% the next day.

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image for news Axon Got Caught in the SaaS Crash—Its Earnings Say That Was a Mistake
Taser Maker Axon Says Its Business Is Being ‘Supercharged by AI.' Its Stock Is Surging.
AXON
Published: February 25, 2026 by: Investopedia
Sentiment: Positive

Axon Enterprise (AXON) says its business is being "supercharged by AI." Investors are supercharging its stock Wednesday.

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image for news Taser Maker Axon Says Its Business Is Being ‘Supercharged by AI.' Its Stock Is Surging.
Axon's Q4 Earnings Top Estimates, Connected Devices' Sales Increase Y/Y
AXON
Published: February 25, 2026 by: Zacks Investment Research
Sentiment: Positive

AXON tops Q4 estimates as TASER 10 and software drive 39% revenue growth, with bold 2026 and 2028 targets signaling continued momentum.

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image for news Axon's Q4 Earnings Top Estimates, Connected Devices' Sales Increase Y/Y
Taser-maker Axon pops 18% as AI boosts demand for its software tools
AXON
Published: February 25, 2026 by: CNBC
Sentiment: Positive

Axon topped Wall Street's fourth-quarter estimates as new AI capabilities drive more adoption of its software tools. The company is aggressively infusing AI into more technology, including body cameras and license plate readers.

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image for news Taser-maker Axon pops 18% as AI boosts demand for its software tools
Axon Surges 16% as Blockbuster Bookings and AI Growth Silence the Bears
AXON
Published: February 25, 2026 by: 24/7 Wall Street
Sentiment: Positive

Axon Enterprise ( NASDAQ: AXON ) is surging roughly 19% in premarket trading this morning after the company posted a strong Q4 beat Tuesday evening.

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image for news Axon Surges 16% as Blockbuster Bookings and AI Growth Silence the Bears
Axon Surges 16% as Blockbuster Bookings and AI Growth Silence the Bears
AXON
Published: February 25, 2026 by: 24/7 Wall Street
Sentiment: Positive

Axon Enterprise ( NASDAQ: AXON ) is surging roughly 19% in premarket trading this morning after the company posted a strong Q4 beat Tuesday evening.

Read More
image for news Axon Surges 16% as Blockbuster Bookings and AI Growth Silence the Bears
Can Axon Stock Fall To $300?
AXON
Published: February 24, 2026 by: Forbes
Sentiment: Negative

Axon Enterprise (AXON) stock has dropped by 29.2% in under a month, from $613.14 on January 23, 2026, to $433.91 currently. What's next?

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image for news Can Axon Stock Fall To $300?
Axon Enterprise Earnings Preview: What Wall Street Is Watching
AXON
Published: February 24, 2026 by: 24/7 Wall Street
Sentiment: Neutral

Axon Enterprise (Nasdaq: AXON) reports its fourth-quarter 2025 results today after the market close, capping a year defined by aggressive ecosystem expansion and a stock that has pulled back sharply despite strong revenue growth.

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image for news Axon Enterprise Earnings Preview: What Wall Street Is Watching
Wall Street Analysts Think Axon (AXON) Is a Good Investment: Is It?
AXON
Published: February 24, 2026 by: Zacks Investment Research
Sentiment: Positive

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?

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image for news Wall Street Analysts Think Axon (AXON) Is a Good Investment: Is It?
Insights Into Axon (AXON) Q4: Wall Street Projections for Key Metrics
AXON
Published: February 19, 2026 by: Zacks Investment Research
Sentiment: Positive

Beyond analysts' top-and-bottom-line estimates for Axon (AXON), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended December 2025.

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image for news Insights Into Axon (AXON) Q4: Wall Street Projections for Key Metrics
Axon Enterprise, Inc (AXON) Is a Trending Stock: Facts to Know Before Betting on It
AXON
Published: February 19, 2026 by: Zacks Investment Research
Sentiment: Positive

Zacks.com users have recently been watching Axon (AXON) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

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image for news Axon Enterprise, Inc (AXON) Is a Trending Stock: Facts to Know Before Betting on It
Here Are The Most Overvalued And Undervalued U.S. Tech Stocks
ADBE, AXON, CHTR, CMCSA, CRWD, CTSH, INTC, KHC, MU, NVDA, PAYX, PLTR, PYPL, TSLA
Published: February 11, 2026 by: Seeking Alpha
Sentiment: Neutral

My methodology blends forward P/E ratios, company size, and default risk to rank Nasdaq 100 constituents by valuation. TSLA, INTC, AXON, PLTR, and CRWD are the most overvalued; PYPL, CTSH, ADBE, KHC, and PAYX are the most undervalued. Despite a $2.3trn market cap for the top 5 overvalued stocks, analysts expect higher earnings growth from the undervalued group.

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image for news Here Are The Most Overvalued And Undervalued U.S. Tech Stocks
Axon (AXON) Is Considered a Good Investment by Brokers: Is That True?
AXON
Published: February 06, 2026 by: Zacks Investment Research
Sentiment: Positive

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?

Read More
image for news Axon (AXON) Is Considered a Good Investment by Brokers: Is That True?
Investors Heavily Search Axon Enterprise, Inc (AXON): Here is What You Need to Know
AXON
Published: February 05, 2026 by: Zacks Investment Research
Sentiment: Positive

Axon (AXON) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

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image for news Investors Heavily Search Axon Enterprise, Inc (AXON): Here is What You Need to Know
AppLovin: Axon Ignites A New Growth Flywheel
APP, AXON
Published: January 28, 2026 by: Seeking Alpha
Sentiment: Positive

I reiterate a Strong Buy on AppLovin, driven by Axon Ads' accelerating network effects and AI-powered self-serve platform expansion. Axon's rapid onboarding of e-commerce advertisers, with 50% weekly spend growth, signals a powerful new growth engine beyond gaming. Prospecting campaigns and AI-generated creatives address key advertiser needs, boosting incremental sales and lowering barriers for smaller clients.

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image for news AppLovin: Axon Ignites A New Growth Flywheel
Here is What to Know Beyond Why Axon Enterprise, Inc (AXON) is a Trending Stock
AXON
Published: January 22, 2026 by: Zacks Investment Research
Sentiment: Positive

Zacks.com users have recently been watching Axon (AXON) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

Read More
image for news Here is What to Know Beyond Why Axon Enterprise, Inc (AXON) is a Trending Stock
Is Trending Stock Axon Enterprise, Inc (AXON) a Buy Now?
AXON
Published: January 09, 2026 by: Zacks Investment Research
Sentiment: Positive

Axon (AXON) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

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image for news Is Trending Stock Axon Enterprise, Inc (AXON) a Buy Now?
Axon: AI Implementation Growth With A Strong Moat
AXON
Published: January 05, 2026 by: Seeking Alpha
Sentiment: Positive

Axon remains a wide-moat, high-quality compounder with robust growth prospects despite a recent 35% pullback from highs. Short-term margin compression from tariffs and R&D spending is manageable; AXON raised full-year revenue guidance to $2.74B and reaffirmed 25% EBITDA margin. AXON's integrated AI-driven ecosystem, sticky software, and large proprietary datasets underpin its competitive advantage and long-term value creation.

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image for news Axon: AI Implementation Growth With A Strong Moat
Is Axon (AXON) a Buy as Wall Street Analysts Look Optimistic?
AXON
Published: December 26, 2025 by: Zacks Investment Research
Sentiment: Positive

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?

Read More
image for news Is Axon (AXON) a Buy as Wall Street Analysts Look Optimistic?
Here's How Axon Shares Can Hit $900 in 2026
AXON
Published: December 21, 2025 by: 24/7 Wall Street
Sentiment: Negative

Axon (NASDAQ: AXON) has had a turbulent 2025.

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image for news Here's How Axon Shares Can Hit $900 in 2026
Axon vs. Woodward: Which Aerospace & Defense Stock Should You Bet On?
AXON, WWD
Published: December 19, 2025 by: Zacks Investment Research
Sentiment: Positive

WWD appears better positioned than AXON, with stronger stock performance, improving estimates and a more attractive valuation in aerospace and defense.

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image for news Axon vs. Woodward: Which Aerospace & Defense Stock Should You Bet On?
Strength in Software & Services Unit Drives Axon: Can It Sustain?
AXON
Published: December 16, 2025 by: Zacks Investment Research
Sentiment: Positive

AXON's Software & Services revenues jump 39.6% in the first nine months of 2025 as subscriptions, add-ons and ARR growth fuel a higher outlook guidance.

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image for news Strength in Software & Services Unit Drives Axon: Can It Sustain?
Axon Enterprise, Inc (AXON) is Attracting Investor Attention: Here is What You Should Know
AXON
Published: December 11, 2025 by: Zacks Investment Research
Sentiment: Positive

Recently, Zacks.com users have been paying close attention to Axon (AXON). This makes it worthwhile to examine what the stock has in store.

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image for news Axon Enterprise, Inc (AXON) is Attracting Investor Attention: Here is What You Should Know
Scrooge: 5 Stocks That Could Ruin Your Santa Rally
AXON, BAH, BAX, SG, WLK
Published: December 10, 2025 by: Seeking Alpha
Sentiment: Negative

Investors are hoping for a Santa Rally — the seasonal year-end surge that has historically delivered positive returns. Although macro conditions - including rate cuts and easing inflation - are supportive of a rally, holiday euphoria could put gains at risk if investors bet on weak stocks. Seeking Alpha's Quant Ratings provide data-driven, unemotional assessments of stocks, which can help prevent investors from getting hurt by holiday excesses.

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image for news Scrooge: 5 Stocks That Could Ruin Your Santa Rally
Brokers Suggest Investing in Axon (AXON): Read This Before Placing a Bet
AXON
Published: December 10, 2025 by: Zacks Investment Research
Sentiment: Negative

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.

Read More
image for news Brokers Suggest Investing in Axon (AXON): Read This Before Placing a Bet
Can Axon Sustain Connected Devices Momentum With Solid Market Demand?
AXON
Published: December 09, 2025 by: Zacks Investment Research
Sentiment: Positive

AXON rides on demand for TASER 10, Axon Body 4 and counter-drone tech as Connected Devices growth accelerates.

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image for news Can Axon Sustain Connected Devices Momentum With Solid Market Demand?
Why Is Axon (AXON) Down 15% Since Last Earnings Report?
AXON
Published: December 04, 2025 by: Zacks Investment Research
Sentiment: Negative

Axon (AXON) reported earnings 30 days ago. What's next for the stock?

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image for news Why Is Axon (AXON) Down 15% Since Last Earnings Report?
Axon Plunges 31.1% in 6 Months: Should You Hold or Fold the Stock?
AXON
Published: December 04, 2025 by: Zacks Investment Research
Sentiment: Negative

AXON's 31% slide contrasts with strong device and software growth as rising costs, debt and valuation cloud near-term sentiment.

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image for news Axon Plunges 31.1% in 6 Months: Should You Hold or Fold the Stock?
Axon Stock Faces Steep Valuation Risk: Could It Fall Another 30%?
AXON
Published: December 03, 2025 by: Forbes
Sentiment: Negative

Axon Enterprise (AXON) shares have dropped by 26.6% within a month, falling from $732.23 on October 31, 2025, to $537.75 currently. What lies ahead?

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image for news Axon Stock Faces Steep Valuation Risk: Could It Fall Another 30%?
Can Axon Enterprise Stock Drop 30%?
AXON
Published: December 03, 2025 by: Forbes
Sentiment: Negative

Axon Enterprise (AXON) shares have dropped by 26.6% within a month, falling from $732.23 on October 31, 2025, to $537.75 currently. What lies ahead?

Read More
image for news Can Axon Enterprise Stock Drop 30%?

About Axon Enterprise, Inc. (AXON)

  • IPO Date 2001-06-19
  • Website https://www.axon.com
  • Industry Aerospace & Defense
  • CEO Patrick W. Smith
  • Employees 4100

Axon Enterprise, Inc. develops, manufactures, and sells conducted energy devices (CEDs) under the TASER brand in the United States and internationally. It operates through two segments, TASER, and Software and Sensors. The company also offers hardware and cloud-based software solutions that enable law enforcement to capture, securely store, manage, share, and analyze video and other digital evidence. Its products include TASER 7, TASER X26P, TASER X2, TASER Consumer devices, and related cartridges; on-officer body cameras, Axon Fleet in-car systems, and other devices; Axon Evidence digital evidence management software; Axon Signal enabled devices, as well as hardware extended warranties; and Axon docks, cartridges, and batteries. It sells its products through its direct sales force, distribution partners, online store, and third-party resellers. Axon Enterprise, Inc. has a strategic partnership with Fusus, Inc. to expand the capabilities of Axon Respond and the Fusus Real Time Crime Center in the Cloud solution to provide agencies real-time operations situational awareness, including streamlined investigative workflows. The company was formerly known as TASER International, Inc. and changed its name to Axon Enterprise, Inc. in April 2017. Axon Enterprise, Inc. was incorporated in 1993 and is headquartered in Scottsdale, Arizona.