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Axon Enterprise Community
NasdaqGS:AXON Community
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Axon Enterprise
AN
AnalystLowTarget
Consensus Narrative from 16 Analysts
Rising Regulation And Pricing Pressures Will Hinder Future Performance
Key Takeaways Growing competition and rapid technology commoditization threaten Axon's hardware and software margins, while evolving regulations and privacy requirements increase compliance costs and restrict product features. Heavy exposure to government contracts, unpredictable procurement cycles, and shifting law enforcement funding priorities heighten risks to revenue stability, growth, and profitability.
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US$579.32
FV
26.9% overvalued
intrinsic discount
21.44%
Revenue growth p.a.
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3 days ago
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Axon Enterprise
AN
AnalystHighTarget
Consensus Narrative from 16 Analysts
Digital Transformation And Mandatory Cameras Will Expand Public Safety
Key Takeaways Integration of advanced TASER, AI, and SaaS technologies is rapidly expanding Axon's market dominance and potential for long-term recurring revenue growth. Diversified product offerings and strong platform entrenchment are positioning Axon as the central infrastructure for global public safety transformation, supporting durable pricing power and customer retention.
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US$895.00
FV
17.9% undervalued
intrinsic discount
26.78%
Revenue growth p.a.
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3 days ago
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Axon Enterprise
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
International Demand For TASER 10 Will Drive Expansion, But Political Risks May Impact Profitability
Key Takeaways Expansion into AI-driven products and connected technologies is expected to enhance efficiency, engage new customers, and drive international revenue growth. International and enterprise bookings growth highlights significant opportunity beyond the U.S. market, supporting sustained revenue and earnings growth.
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US$756.46
FV
2.8% undervalued
intrinsic discount
22.48%
Revenue growth p.a.
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3 days ago
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Your Valuation for
AXON
AXON
Axon Enterprise
Your Fair Value
US$
Current Price
US$735.01
33.8% undervalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-54m
6b
2015
2018
2021
2024
2025
2027
2030
Revenue US$5.5b
Earnings US$820.3m
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