Axon Enterprise (AXON) Aktienübersicht
Axon Enterprise, Inc. bietet Technologielösungen für die öffentliche Sicherheit in den Vereinigten Staaten und international an. Mehr Details
| Schneeflocken-Punktzahl | |
|---|---|
| Bewertung | 1/6 |
| Künftiges Wachstum | 6/6 |
| Vergangene Leistung | 1/6 |
| Finanzielle Gesundheit | 3/6 |
| Dividenden | 0/6 |
AXON Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$606.83
FV
24.7% unterbewertet intrinsischer Abschlag17.00%
Revenue growth p.a.
223
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Axon Enterprise, Inc. Wettbewerber
Preisentwicklung & Leistung
| Historische Aktienkurse | |
|---|---|
| Aktueller Aktienkurs | US$456.73 |
| 52-Wochen-Hoch | US$885.92 |
| 52-Wochen-Tief | US$339.01 |
| Beta | 1.42 |
| 1 Monat Veränderung | 18.32% |
| 3 Monate Veränderung | 1.39% |
| 1 Jahr Veränderung | -41.82% |
| 3 Jahre Veränderung | 134.71% |
| 5 Jahre Veränderung | 158.33% |
| Veränderung seit IPO | 79,911.14% |
Aktuelle Nachrichten und Updates
Seeking Alpha • Jun 24
Axon: Time To Pull The Trigger (Rating Upgrade)
Summary Axon Enterprise is upgraded to a buy as fundamentals and growth prospects have strengthened while valuation remains nearly unchanged. AI-driven full-stack solutions and robust international adoption, including 100%+ YoY international revenue growth, reinforce its global leadership. Q1 results showed 34% YoY revenue growth, a raised 2026 outlook, and strong demand with 44% YoY bookings growth and 125% net revenue retention. Tariff pressures persist, but resilient adjusted EBITDA margin and a brightened near-term outlook make current risk/reward attractive for investors. Read the full article on Seeking Alpha
Narrativ-Update • Jun 15
AXON: AI And Public Safety Platform Expansion Will Support Long Term Upside
Axon Enterprise's analyst price target has been reduced by $100 to $825, as analysts incorporate higher discount rates and a lower future P/E multiple, while still reflecting updated assumptions for revenue growth and profit margins. Analyst Commentary Recent Street research on Axon Enterprise has focused on recalibrating price targets, with several firms revising their assumptions around discount rates and future P/E multiples.Recent updates
Seeking Alpha • Jun 24
Axon: Time To Pull The Trigger (Rating Upgrade)
Summary Axon Enterprise is upgraded to a buy as fundamentals and growth prospects have strengthened while valuation remains nearly unchanged. AI-driven full-stack solutions and robust international adoption, including 100%+ YoY international revenue growth, reinforce its global leadership. Q1 results showed 34% YoY revenue growth, a raised 2026 outlook, and strong demand with 44% YoY bookings growth and 125% net revenue retention. Tariff pressures persist, but resilient adjusted EBITDA margin and a brightened near-term outlook make current risk/reward attractive for investors. Read the full article on Seeking AlphaNarrativ-Update • Jun 15
AXON: AI And Public Safety Platform Expansion Will Support Long Term Upside
Axon Enterprise's analyst price target has been reduced by $100 to $825, as analysts incorporate higher discount rates and a lower future P/E multiple, while still reflecting updated assumptions for revenue growth and profit margins. Analyst Commentary Recent Street research on Axon Enterprise has focused on recalibrating price targets, with several firms revising their assumptions around discount rates and future P/E multiples.
Narrativ-Update • Jun 01
AXON: AI Public Safety Platform And Recurring Revenue Will Support Future Repricing
Axon Enterprise's analyst price targets have been trimmed by around $46 per share as analysts incorporate slightly lower revenue growth and profit margin assumptions, a higher discount rate, and a modestly higher future P/E into their updated models. Analyst Commentary Recent Street research on Axon Enterprise has centered on recalibrating price targets, with several firms adjusting their models to reflect updated expectations for revenue growth, profit margins, discount rates, and future P/E assumptions.
Narrativ-Update • May 14
AXON: Sector Multiple Compression Will Meet Expanding AI Public Safety Platform
Narrative Update: Axon Enterprise Axon Enterprise's analyst price targets have been revised lower, with the model's fair value estimate moving from about $521 to about $420 as analysts temper revenue growth, margin, and future P/E assumptions following a broad wave of target cuts, even as many still highlight solid execution and long term opportunities. Analyst Commentary Recent Street research on Axon Enterprise points to a broad reset in expectations, with many firms trimming price targets even when they maintain positive ratings.Narrativ-Update • Apr 29
AXON: AI Data Moats And Recurring Revenue Will Support Future Sector Repricing
Axon Enterprise's updated analyst price target has been trimmed by about $10 to reflect slightly higher discount rate assumptions and sector wide multiple compression, even as analysts broadly highlight solid Q4 execution, long term growth opportunities, and recurring revenue strength as key supports for the outlook. Analyst Commentary Across recent research, analysts are broadly updating models for Axon Enterprise after Q4 results and fresh long term targets, with many trimming price targets to reflect sector wide multiple compression rather than company specific execution issues.Narrativ-Update • Apr 14
AXON: AI Advancements And Sector Repricing Will Extend Public Safety Reach
Axon Enterprise's analyst price target has been reset from $815 to $717.68, as analysts adjust their models to reflect sector wide multiple compression, while still highlighting solid Q4 execution, higher revenue and margin assumptions, and a view that recent share weakness may not align with the company's updated long term outlook. Analyst Commentary Recent research paints a mixed picture around Axon Enterprise, with many analysts trimming price targets after Q4 results while still pointing to solid execution, updated guidance, and sector wide multiple compression as the main drivers of the reset.Narrativ-Update • Mar 31
AXON: Sector Multiple Compression Will Confront AI Moats And Recurring Revenue
Axon Enterprise's updated fair value holds near $521, while the average analyst price target has been reset lower by roughly $50 to $100 per share to reflect sector wide multiple compression. Analysts continue to highlight solid Q4 results, stronger long term targets, and ongoing confidence in Axon's growth story and AI positioning.Narrativ-Update • Mar 17
AXON: Sector Multiple Compression Will Confront Recurring Revenue And AI Opportunity
Axon Enterprise's updated analyst price target has been reduced by $0, with analysts citing sector wide multiple compression and current sentiment, even as they highlight solid Q4 results, stronger long term targets, recurring revenue growth and potential AI advantages in their rationale. Analyst Commentary Recent Street research around Axon reflects a mix of confidence in the business model and caution around valuation and sector sentiment.
Neues Narrativ • Mar 12
From Tasers to SaaS: Axon’s Quiet Platform Transformation
One company I find particularly interesting is Axon Enterprise. Many investors still associate the company primarily with TASER devices, but I think the more compelling part of the story is how Axon has quietly transformed itself into a software and data platform for public safety.Narrativ-Update • Mar 03
AXON: Sector Multiple Pressure Will Test Long Term Public Safety Expansion
The analyst price target underpinning our Axon Enterprise fair value has been revised to reflect a lower implied valuation, with fair value moving from about $639.60 to roughly $521.24 as analysts factor in sector wide multiple compression, alongside ongoing confidence in Axon's growth, recurring revenue profile, and long term product expansion. Analyst Commentary Across recent research updates, most firms have trimmed their Axon price targets, even as they reiterate broadly constructive views on the business model and product roadmap.Narrativ-Update • Feb 17
AXON: Upgraded Rating And Higher Future P/E Support Long Term Upside
Analysts have lifted their Axon Enterprise price target to $742, citing updated views on discount rates, revenue growth, profit margins, and expectations for a higher future P/E multiple that support a more constructive outlook on the shares. Analyst Commentary Bullish analysts are highlighting Axon Enterprise's refreshed valuation case, pointing to the new US$742 price target as evidence of confidence in the company’s ability to support a higher P/E multiple over time.Analyseartikel • Feb 11
Axon Enterprise, Inc. (NASDAQ:AXON) Shares Slammed 29% But Getting In Cheap Might Be Difficult Regardless
Axon Enterprise, Inc. ( NASDAQ:AXON ) shareholders won't be pleased to see that the share price has had a very rough...Narrativ-Update • Feb 03
AXON: Expanding Public Safety Market Will Test Execution On New Cross Sell Opportunities
Analysts trimmed their Axon Enterprise fair value estimate by about US$3 to roughly US$640, reflecting updated assumptions for revenue growth, margins, and future P/E that incorporate recent ratings changes and mixed reactions to quarterly results. Analyst Commentary Recent research views on Axon Enterprise show a split between more optimistic and more cautious voices, with mixed reactions to the latest quarter feeding through to valuation updates and ratings changes.Narrativ-Update • Jan 20
AXON: AI And Drones Will Extend Public Safety Market Reach
Axon Enterprise's analyst fair value estimate has inched lower from $822.50 to $815.00 as analysts factor in mixed Q3 orders, a slightly higher discount rate, and a blend of cautious and constructive views reflected in recent price target changes ranging from $610 to $860. Analyst Commentary Recent research highlights a split between bullish analysts focused on Axon Enterprise's longer term growth path and more cautious voices reacting to mixed Q3 orders and valuation questions.Narrativ-Update • Jan 06
AXON: Large Public Safety Market Exposure Will Support Robust Recurring Cash Flows
Analysts have lifted their fair value estimate for Axon Enterprise from $895 to $925. This reflects updated assumptions around revenue growth, profitability, discount rate and future P/E after weighing recent research that highlights both sustained demand potential and mixed near term order trends.Narrativ-Update • Dec 21
AXON Will Balance Expanding Safety Market Opportunities With Execution And Competitive Risks
Analysts have raised their price target on Axon Enterprise by roughly $60 to reflect stronger expected revenue growth and the company’s expanding addressable market, even as they temper long term margin and valuation assumptions. Analyst Commentary Recent research updates highlight a generally constructive view on Axon’s long term growth prospects, but they also surface a set of more cautious perspectives around valuation, execution, and the durability of current growth rates.Narrativ-Update • Dec 07
AXON: AI And Drones Will Expand Long-Term Frontline Worker Market Reach
Axon Enterprise's analyst price target has been nudged higher toward the mid to upper $800s per share. Analysts point to sustained roughly 25% revenue growth, expanding product innovation in areas such as artificial intelligence and drones, and a large, underpenetrated addressable market that together support a premium valuation multiple despite some near term order volatility.Narrativ-Update • Nov 23
AXON: Expanding Into AI And Drones Will Drive Market Share Gains
Axon Enterprise's analyst price target has edged lower by approximately $1 to $822.50. Analysts cite sustained revenue growth and continued expansion opportunities, although recent results have led to more measured expectations.Narrativ-Update • Nov 07
AXON: Expanding Into AI And Drones Will Drive Future Market Leadership
Axon Enterprise’s analyst price target has been lowered from $884.69 to $823.67, as analysts cite a mixed quarterly report and concerns over recent order trends. These concerns are balanced by continued confidence in the company’s innovation and market opportunities.Narrativ-Update • Sep 02
Next-generation AI And Drones Will Transform Public Safety
Despite continued bullish sentiment around Axon's management strength, robust earnings outlook, and sector tailwinds in security and defense, analysts view much of this optimism as already priced in, resulting in a slight consensus price target reduction from $868.94 to $860.01. Analyst Commentary Bullish analysts highlight Axon's strong management team and robust earnings outlook, with ongoing high demand for its products and solutions.Narrativ-Update • Aug 06
Next-generation AI And Drones Will Transform Public Safety
Driven by a substantial improvement in net profit margin and a notable reduction in future P/E, analysts have raised Axon Enterprise’s consensus price target from $781.27 to $866.67. What's in the News Axon Enterprise raised full-year 2025 earnings guidance, now projecting revenue of $2.65B to $2.73B, reflecting roughly 29% annual growth at the midpoint, up from prior guidance of $2.60B to $2.70B.Analyseartikel • Jul 15
If EPS Growth Is Important To You, Axon Enterprise (NASDAQ:AXON) Presents An Opportunity
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Analyseartikel • Jul 02
Axon Enterprise's (NASDAQ:AXON) Returns On Capital Are Heading Higher
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Seeking Alpha • Apr 20
Axon Enterprise: Strong Moat And Long Term Growth Support Hold, Despite High Valuation
Summary Axon Enterprises' strong moat is built on high switching costs and network effects, with impressive NRR and ARR growth, despite gross margin challenges. Axon's comprehensive ecosystem of hardware, software, and AI tools creates significant upselling opportunities and high switching costs for law enforcement agencies. International and enterprise markets offer substantial growth potential, with international bookings showing strong sequential growth and enterprise wins emerging as a key growth driver. Despite high valuation, Axon's robust ARR and NRR growth, along with international success, justify a hold rating, with potential for adding more if fundamentals remain strong. Read the full article on Seeking AlphaSeeking Alpha • Mar 29
Axon Is Building God's Eye
Summary Axon is a rapidly growing security product vendor that's built a Walled Garden Ecosystem akin to Apple's hardware and software-defined Walled Garden Ecosystem. This ecosystem has created a unique set of technological capabilities for security agencies, which might be most effectively described as "God's Eye," or an "All Seeing Eye." In this review of Axon, I will describe what I mean by this; then, discuss value components of the thesis, i.e., growth runway and cash flow durability. I will then walk us through a brief valuation exercise and share some concluding thoughts, including risks to watch out for. In short, at $530/share, I like Axon's risk/return setup. Read the full article on Seeking AlphaSeeking Alpha • Mar 12
Axon Enterprise: A Market Leader With Robust Growth Potential, But Still Overvalued
Summary Axon's evolution from a simple TASER manufacturer into a leader in public safety technology has been very impressive. With their comprehensive ecosystem and ability to expand their product selection, Axon has built a strong flywheel for revenue growth. Axon's market-leading NRR is a testament to the stickiness of their products and the significant value that their solutions provide. Axon's consistent innovation continues to expand their TAM, most notably in corrections, private enterprise, and overseas. Due to current valuation concerns, I am giving AXON a 'hold' rating until the share price falls closer to my estimated intrinsic value of ~$450 per share. Read the full article on Seeking AlphaSeeking Alpha • Mar 05
Axon Enterprise: Long-Term Potential And Key Risks For Investors
Summary Axon Enterprise is a leading law enforcement tech firm with a strong product ecosystem and recurring revenue, but shares are currently overvalued. Transition to a subscription model enhances revenue predictability, yet antitrust risks and competition with Motorola may limit short-term potential. Axon's business model integrates hardware, software, and cloud services, with significant growth in wearable cameras and cloud-based evidence management. Despite long-term prospects, Axon shares are rated "Hold" with a fair price of $458, suggesting purchase only if value decreases to balanced levels. Read the full article on Seeking AlphaSeeking Alpha • Feb 06
Axon Enterprise: A Buy Due To International Opportunities Plus Continued Revenue Growth
Summary Axon reported a 32% revenue increase in Q3 2024, with strong growth across all segments and a projected 30% year-over-year growth for Q4 2024. International expansion is a key growth driver, with a significant contract from the Canadian police and potential in Europe due to low product penetration. New product launches, like drones as first responders, enhance Axon's offerings, ensuring long-term revenue growth despite potential adoption delays. Political risks, such as tariffs from the Trump administration, could impact international expansion, but government customers may mitigate these effects. Read the full article on Seeking AlphaAktionärsrenditen
| AXON | US Aerospace & Defense | US Markt | |
|---|---|---|---|
| 7D | 8.0% | -3.4% | -2.5% |
| 1Y | -41.8% | 27.9% | 20.1% |
Rendite im Vergleich zur Industrie: AXON unter dem Niveau der Branche US Aerospace & Defense , die im vergangenen Jahr eine Rendite von 27.9% erzielte.
Rendite vs. Markt: AXON hinter dem Markt US zurück, der im vergangenen Jahr eine Rendite von 20.1 erzielte.
Preisvolatilität
| AXON volatility | |
|---|---|
| AXON Average Weekly Movement | 8.9% |
| Aerospace & Defense Industry Average Movement | 9.8% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.1% |
Stabiler Aktienkurs: AXON hatte in den letzten 3 Monaten im Vergleich zum US -Markt keine signifikante Preisvolatilität.
Volatilität im Zeitverlauf: AXONDie wöchentliche Volatilität (9%) ist im vergangenen Jahr stabil geblieben.
Über das Unternehmen
| Gegründet | Mitarbeiter | CEO | Website |
|---|---|---|---|
| 1993 | 5,100 | Rick Smith | www.axon.com |
Axon Enterprise, Inc. bietet Technologielösungen für die öffentliche Sicherheit in den Vereinigten Staaten und international an. Das Unternehmen ist in zwei Segmenten tätig: Software und Services sowie Connected Devices. Das Segment Software und Services entwickelt, produziert und vertreibt Cloud-basierte Software-as-a-Service-Lösungen zur Erfassung, Speicherung, Verwaltung, Freigabe und Analyse von Videos und anderen digitalen Beweisen.
Axon Enterprise, Inc.'s Grundlagenzusammenfassung
| AXON grundlegende Statistiken | |
|---|---|
| Marktanteil | US$34.90b |
| Gewinn(TTM) | US$205.99m |
| Umsatz(TTM) | US$2.98b |
178.7x
Kurs-Gewinn-Verhältnis 12.3x
Kurs-Umsatz-VerhältnisIst AXON zu teuer?
Siehe Fair Value und BewertungsanalyseErträge & Einnahmen
| AXON Gewinn- und Verlustrechnung (TTM) | |
|---|---|
| Einnahmen | US$2.98b |
| Kosten der Einnahmen | US$1.21b |
| Bruttogewinn | US$1.77b |
| Sonstige Ausgaben | US$1.57b |
| Gewinn | US$205.99m |
Zuletzt gemeldete Gewinne
Mar 31, 2026
Datum des nächsten Gewinnberichts
k.A.
| Gewinn per Aktie (EPS) | 2.56 |
| Bruttomarge | 59.46% |
| Nettogewinnspanne | 6.90% |
| Schulden/Eigenkapital-Verhältnis | 49.0% |
Wie hat sich AXON auf lange Sicht entwickelt?
Historische Performance und VergleicheUnternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/06/24 08:43 |
| Aktienkurs zum Tagesende | 2026/06/24 00:00 |
| Gewinne | 2026/03/31 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Details des Analysemodells, das zur Erstellung dieses Berichts verwendet wurde, sind auf unserer GitHub-Seite verfügbar. Außerdem haben wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf YouTube.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Axon Enterprise, Inc. wird von 28 Analysten beobachtet. 17 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| William Power | Baird |
| Timothy Long | Barclays |
| Jordan Lyonnais | BofA Global Research |