Buy Or Sell Opportunity • May 09
Now 31% overvalued after recent price rise Over the last 90 days, the stock has risen 3.6% to Mex$7,255. The fair value is estimated to be Mex$5,519, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 28% over the last 3 years. Earnings per share has grown by 13%. Revenue is forecast to grow by 70% in 2 years. Earnings are forecast to grow by 90% in the next 2 years. Ankündigung • May 09
Axon Enterprise, Inc. Raises Earnings Guidance for the Full Year 2026 Axon Enterprise, Inc. raised earnings guidance for the full year 2026. For the period, the company expects revenue growth in a range of 30% to 32%, an increase from 27% to 30% previously. Reported Earnings • May 07
First quarter 2026 earnings released: EPS: US$2.11 (vs US$1.14 in 1Q 2025) First quarter 2026 results: EPS: US$2.11 (up from US$1.14 in 1Q 2025). Revenue: US$807.3m (up 34% from 1Q 2025). Net income: US$169.3m (up 92% from 1Q 2025). Profit margin: 21% (up from 15% in 1Q 2025). Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Global Aerospace & Defense industry. Ankündigung • Apr 23
Axon Enterprise, Inc. to Report Q1, 2026 Results on May 06, 2026 Axon Enterprise, Inc. announced that they will report Q1, 2026 results After-Market on May 06, 2026 Ankündigung • Apr 17
Axon Enterprise, Inc., Annual General Meeting, May 28, 2026 Axon Enterprise, Inc., Annual General Meeting, May 28, 2026. Buy Or Sell Opportunity • Apr 14
Now 22% overvalued Over the last 90 days, the stock has fallen 42% to Mex$6,550. The fair value is estimated to be Mex$5,388, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 28% over the last 3 years. Earnings per share has grown by 20%. For the next 3 years, revenue is forecast to grow by 25% per annum. Earnings are also forecast to grow by 47% per annum over the same time period. Ankündigung • Apr 08
Axon Announces New AI-Powered Capabilities for Public Safety Technology Axon announced a new standard in real-time intelligence during Axon Week 2026, its annual user conference. New AI-powered capabilities enable agencies to detect incidents earlier, access critical information faster, and coordinate responses more effectively while maintaining security and data control across the full incident lifecycle. In the United States alone, more than 240 million 911 calls are placed each year, increasingly including video, images and telemetry. Simultaneously, body-worn and static cameras generate millions of hours of footage. This "data tax" means that vital context is frequently spread across systems, or critical moments can be missed, which slows response times and increases risk to both officers and their communities. Axon's latest technology brings unprecedented clarity, speed, and coordination across live video, 911 and reporting workflows. The enhanced AI platform connects data, devices, and workflows across the public safety ecosystem, reducing complexity for officers previously relying on separate systems, and helping agencies respond with more precision and speed. Building on a secure, compliant foundation that keeps agency data secure and interactions auditable, these updates extend that unified intelligence layer further across real-time video, mobile and emergency call workflows. Announcing Axon Vision: Real-Time Awareness from Live Video: With millions of CCTV cameras in the U.S. alone, Axon Vision uses AI to recognize critical activity in live video as it happens, helping operators cut through overwhelming volumes of footage and hone in on what matters most. When an alert appears, operators can verify what's happening using nearby cameras and determine the appropriate response. Powering New Workflows with the Secure, Privacy-First Axon Assistant: First introduced on body-worn cameras with a focused set of capabilities, Axon Assistant is now expanding with new features and will be accessible across the Axon Ecosystem. Axon Assistant provides secure, FBI Criminal Justice Information Services (CJIS) Security Policy-compliant access to data on Axon Evidence and the Axon App on mobile devices. Assistant combines the power of the latest AI models with secure access to an agency's environment to help officers complete daily tasks such as creating a Be On The Lookout (BOLO) alert, researching a case and, more broadly, enabling analysis and seamless coordination between the field and back office. Redefining Emergency Response with Axon 911: Following the acquisitions of Prepared and Carbyne, Axon 911 brings cloud-based infrastructure that sets the foundation for an AI-enabled center and helps redefine how 911 centers fundamentally operate. It brings emergency response data directly into the response work flows, giving responders critical context before they arrive on scene. Board Change • Apr 01
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. 4 highly experienced directors. Independent Director Graham Smith was the last director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Recent Insider Transactions • Mar 17
President recently sold Mex$324m worth of stock On the 10th of March, Joshua Isner sold around 35k shares on-market at roughly Mex$9,357 per share. This transaction amounted to 23% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Joshua has been a net seller over the last 12 months, reducing personal holdings by Mex$828m. Ankündigung • Mar 14
Axon Enterprise, Inc. Announces Director - Julie Anne Cullivan, Notifies Not to Stand for Re-Election, Effective March 5, 2026 Axon Enterprise, Inc. announced that on March 5, 2026, Julie Anne Cullivan notified the Board of Directors that she will not stand for re-election as a director at the Company's 2026 Annual Meeting of Shareholders. Ms. Cullivan will continue to serve as a director until her term expires at the Annual Meeting. Effective date: March 5, 2026. Recent Insider Transactions • Mar 06
Insider recently sold Mex$18m worth of stock On the 27th of February, Isaiah Fields sold around 2k shares on-market at roughly Mex$9,205 per share. This transaction amounted to 6.2% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$201m. Insiders have been net sellers, collectively disposing of Mex$807m more than they bought in the last 12 months. New Risk • Feb 27
New minor risk - Earnings quality The company has large one-off items impacting its financial results. One-off items were 121% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (4.5% net profit margin). Significant insider selling over the past 3 months (Mex$241m sold). Reported Earnings • Feb 25
Full year 2025 earnings released: EPS: US$1.60 (vs US$4.98 in FY 2024) Full year 2025 results: EPS: US$1.60 (down from US$4.98 in FY 2024). Revenue: US$2.78b (up 34% from FY 2024). Net income: US$124.7m (down 67% from FY 2024). Profit margin: 4.5% (down from 18% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Global Aerospace & Defense industry. Ankündigung • Feb 25
Axon Enterprise, Inc. Provides Earnings Guidance for the Full Year 2026 Axon Enterprise, Inc. provided earnings guidance for the full year 2026. For the period, the company expects Revenue growth of 27% to 30% year over year. Ankündigung • Feb 11
Axon Enterprise, Inc. to Report Q4, 2025 Results on Feb 24, 2026 Axon Enterprise, Inc. announced that they will report Q4, 2025 results After-Market on Feb 24, 2026 Recent Insider Transactions • Dec 05
Chief Product Officer & CTO recently sold Mex$18m worth of stock On the 2nd of December, Jeffrey Kunins sold around 2k shares on-market at roughly Mex$9,865 per share. This transaction amounted to 1.5% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$28m. Insiders have been net sellers, collectively disposing of Mex$565m more than they bought in the last 12 months. Recent Insider Transactions • Nov 15
COO & CFO recently sold Mex$28m worth of stock On the 10th of November, Brittany Bagley sold around 3k shares on-market at roughly Mex$11,223 per share. This transaction amounted to 5.4% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Brittany has been a net seller over the last 12 months, reducing personal holdings by Mex$133m. Reported Earnings • Nov 07
Third quarter 2025 earnings released: US$0.028 loss per share (vs US$0.89 profit in 3Q 2024) Third quarter 2025 results: US$0.028 loss per share (down from US$0.89 profit in 3Q 2024). Revenue: US$710.6m (up 31% from 3Q 2024). Net loss: US$2.19m (down 103% from profit in 3Q 2024). Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Global Aerospace & Defense industry. Ankündigung • Oct 22
Axon Enterprise, Inc. to Report Q3, 2025 Results on Nov 04, 2025 Axon Enterprise, Inc. announced that they will report Q3, 2025 results After-Market on Nov 04, 2025 Ankündigung • Sep 30
Axon Unveils Axon Body Workforce Mini to Protect Frontline Workers and Businesses Amid Rising Violence and Theft Axon unveiled Axon Body Workforce Mini (ABW Mini), the newest addition to its enterprise-focused body camera line, purpose-built for retail, healthcare, and other frontline workers to better protect people and property. At under 100 grams, ABW Mini is 25% smaller and lighter than current Axon cameras, yet just as durable and packed with powerful capabilities. These include enhanced communications, extended battery life, and a front-facing LED matrix display for added transparency. Workplace violence and theft have escalated--especially in hospitals and retail-- while staffing shortages strain response times. Healthcare workers make up just 10% of the U.S. workforce yet suffer nearly half of all nonfatal workplace injuries from violence, according to the CDC's National Institute for Occupational Safety and Health. In retail, nearly 60% of security teams report witnessing workplace violence, according to Loss Prevention Magazine. A 2024 study of retailers using body-worn cameras, conducted by Adrian Beck, an emeritus professor at the University of Leicester, also found an average 37% drop in incidents of violence and verbal abuse. ABW Mini was developed in close partnership with frontline staff and industry leaders to meet these realities head-on. Major healthcare and retail leaders are among the first partners planning to deploy the device to strengthen frontline protection. Founder-led since 1993, Axon began with a mission to reimagine conflict in law enforcement and has grown into a global company serving everyone who takes on the responsibility of public safety, enterprise security, and national security -- from first responders and governments to companies, frontline workers, and communities. The trusted network connects TASER energy devices, cameras and sensors including body-worn, fixed and in-car cameras, drones and robotics, digital evidence and records management, real-time operations, immersive training, productivity tools, and AI-driven capabilities and insights. Designed to work seamlessly together, these solutions create a connected picture of safety that helps protect people and places with greater speed, clarity, and accountability. Ankündigung • Sep 24
Axon Enterprise, Inc. (NasdaqGS:AXON) signed a definitive agreement to acquire Invictus Apps, Inc. from a group of shareholders. Axon Enterprise, Inc. (NasdaqGS:AXON) signed a definitive agreement to acquire Invictus Apps, Inc. from a group of shareholders on September 23, 2025.
The transaction is subject to customary closing conditions and is expected to close in early Q4.
Morgan, Lewis & Bockius LLP acted as legal advisor for Axon Enterprise, Inc. Latham & Watkins LLP acted as legal advisor for Invictus Apps, Inc. Recent Insider Transactions • Sep 16
COO & CFO recently sold Mex$12m worth of stock On the 15th of September, Brittany Bagley sold around 870 shares on-market at roughly Mex$14,204 per share. This transaction amounted to 2.2% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$41m. Brittany has been a net seller over the last 12 months, reducing personal holdings by Mex$105m. Recent Insider Transactions • Aug 12
President recently sold Mex$41m worth of stock On the 7th of August, Joshua Isner sold around 3k shares on-market at roughly Mex$16,293 per share. This transaction amounted to 1.8% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth Mex$141m. Joshua has been a net seller over the last 12 months, reducing personal holdings by Mex$730m. Reported Earnings • Aug 06
Second quarter 2025 earnings released: EPS: US$0.46 (vs US$0.55 in 2Q 2024) Second quarter 2025 results: EPS: US$0.46 (down from US$0.55 in 2Q 2024). Revenue: US$668.5m (up 33% from 2Q 2024). Net income: US$36.1m (down 13% from 2Q 2024). Profit margin: 5.4% (down from 8.3% in 2Q 2024). Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Global Aerospace & Defense industry. Ankündigung • Aug 05
Axon Enterprise, Inc. Raises Earnings Guidance for the Full Year 2025 Axon Enterprise, Inc. raised earnings guidance for the full year 2025. For the year, the company expects revenue of $2.65 billion to $2.73 billion, representing approximately 29% annual growth at the midpoint. This is an increase from prior revenue guidance range of $2.60 billion to $2.70 billion. Ankündigung • Jul 22
Axon Enterprise, Inc. to Report Q2, 2025 Results on Aug 04, 2025 Axon Enterprise, Inc. announced that they will report Q2, 2025 results After-Market on Aug 04, 2025 Recent Insider Transactions • Jun 03
Chief Revenue Officer recently sold Mex$43m worth of stock On the 30th of May, Cameron Brooks sold around 3k shares on-market at roughly Mex$14,365 per share. This transaction amounted to 46% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$141m. Insiders have been net sellers, collectively disposing of Mex$1.5b more than they bought in the last 12 months. Recent Insider Transactions • May 28
President recently sold Mex$141m worth of stock On the 21st of May, Joshua Isner sold around 10k shares on-market at roughly Mex$14,272 per share. This transaction amounted to 9.3% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Joshua has been a net seller over the last 12 months, reducing personal holdings by Mex$690m. Recent Insider Transactions • May 17
President recently sold Mex$121m worth of stock On the 12th of May, Joshua Isner sold around 9k shares on-market at roughly Mex$13,419 per share. This transaction amounted to 7.8% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Joshua has been a net seller over the last 12 months, reducing personal holdings by Mex$548m. Reported Earnings • May 09
First quarter 2025 earnings released: EPS: US$1.14 (vs US$1.77 in 1Q 2024) First quarter 2025 results: EPS: US$1.14 (down from US$1.77 in 1Q 2024). Revenue: US$603.6m (up 31% from 1Q 2024). Net income: US$88.0m (down 34% from 1Q 2024). Profit margin: 15% (down from 29% in 1Q 2024). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Global Aerospace & Defense industry. New Risk • May 08
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 2.5% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Earnings are forecast to decline by an average of 2.5% per year for the foreseeable future. Minor Risk Large one-off items impacting financial results. Ankündigung • May 08
Axon Enterprise, Inc. Raises Earnings Guidance for the Full-Year 2025 Axon Enterprise, Inc. raised earnings guidance for the full-year 2025. For the year, the company expects revenue in a range of $2.6 billion to $2.7 billion or 27% annual growth at the midpoint. This is up from $2.55 billion to $2.65 billion or 25% growth. Ankündigung • Apr 25
Axon Enterprise, Inc. to Report Q1, 2025 Results on May 07, 2025 Axon Enterprise, Inc. announced that they will report Q1, 2025 results After-Market on May 07, 2025 Ankündigung • Apr 22
Axon Announces New Fixed ALPR Camera Solutions and Next-Gen AI Advancements to Expand Real-Time Public Safety Ecosystem Axon announced a wave of new products and partnerships, expanding its real-time network and public safety ecosystem: Axon Outpost and Axon Lightpost--two new fixed, intelligent ALPR cameras-- join Axon Fleet 3 to form a complete suite of fixed and mobile vehicle recognition solutions. Together, they go beyond traditional plate reads by capturing detailed vehicle attributes and extending real-time intelligence. Axon's partner ecosystem expands, connecting third-party cameras through a new Works With Axon certified partner program and creating the most interoperable, intelligent public safety network integrated through Axon Fusus. Axon Assistant, an AI voice companion, launches via Axon Body 4, giving officers hands-free access to real-time translation, policy guidance, and general information, useful facts, and answers from the internet. Axon announces plans to integrate with Ring, a leading smart security company; empowering Ring customers to share--on their terms--relevant video with law enforcement to help solve crimes faster and safeguard neighborhoods. Ankündigung • Apr 17
Axon Enterprise, Inc., Annual General Meeting, May 29, 2025 Axon Enterprise, Inc., Annual General Meeting, May 29, 2025. New Risk • Mar 04
New minor risk - Earnings quality The company has large one-off items impacting its financial results. One-off items were 227% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risks Large one-off items impacting financial results. Significant insider selling over the past 3 months (Mex$0 sold). Reported Earnings • Feb 26
Full year 2024 earnings released: EPS: US$4.98 (vs US$2.35 in FY 2023) Full year 2024 results: EPS: US$4.98 (up from US$2.35 in FY 2023). Revenue: US$2.08b (up 33% from FY 2023). Net income: US$377.0m (up 116% from FY 2023). Profit margin: 18% (up from 11% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Global Aerospace & Defense industry. Ankündigung • Feb 26
Axon Enterprise, Inc. Provides Earnings Guidance for the Full Year 2025 Axon Enterprise, Inc. provided earnings guidance for the full-year 2025. For the year, the company expects revenue of $2.55 billion to $2.65 billion, representing approximately 25% annual growth at the midpoint. Ankündigung • Feb 14
Axon Enterprise, Inc. to Report Q4, 2024 Results on Feb 25, 2025 Axon Enterprise, Inc. announced that they will report Q4, 2024 results After-Market on Feb 25, 2025 Recent Insider Transactions • Dec 11
Independent Director recently sold Mex$17m worth of stock On the 4th of December, Julie Cullivan sold around 1k shares on-market at roughly Mex$13,832 per share. This transaction amounted to 42% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$541m. Insiders have been net sellers, collectively disposing of Mex$1.6b more than they bought in the last 12 months. 
