Axon Enterprise Gestion
Gestion contrôle des critères 4/4
Le PDG Axon Enterprise est Rick Smith, nommé en Sep1993, a un mandat de 33.67 ans. La rémunération annuelle totale est $ 40.00K, composée du salaire de 78% et des bonus 22%, y compris les actions et options de la société. détient directement 3.84% des actions de la société, d'une valeur de $ 1.53B. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 4 ans et 11.7 ans.
Informations clés
Rick Smith
Directeur général
US$40.0k
Rémunération totale
| Pourcentage du salaire du PDG | 78.00% |
| Durée du mandat du directeur général | 33yrs |
| Propriété du PDG | 3.8% |
| Durée moyenne d'occupation des postes de direction | 4yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 11.7yrs |
Mises à jour récentes de la gestion
Recent updates
Mise à jour du récit • Sep 08
AXON: World Cup And AI Demand Will Test Currently Balanced Expectations
Analysts have raised their Axon Enterprise fair value estimate from $475.11 to $531.87, citing higher Street price targets in the $600 to $750 range, supported by stronger contracted bookings, updated growth outlooks, and ongoing demand across AI, international, and physical security offerings. Analyst Commentary Recent Street research on Axon Enterprise points to a cluster of higher price targets, with several firms referencing strong contracted bookings, subscription visibility, and the growing contribution from areas such as AI Era, Dedrone, and international customers.
Mise à jour du récit • Aug 25
AXON: Future Contracted Bookings Will Support AI Public Safety Repricing
The updated analyst model for Axon Enterprise lifts the fair value estimate from $662.04 to $693.40. This reflects higher Street price targets that lean on recent research citing strong Q2 bookings visibility, an expanding contract backlog of $15.1b, growing contributions from Dedrone and AI Era, and expectations for positive free cash flow despite some pressure on projected profit margins and a higher assumed future P/E of 182.28x.Mise à jour du récit • Aug 11
AXON: World Cup Booking Boom Will Eventually Strain Frothy Expectations
Axon Enterprise's fair value estimate has increased from $409.68 to $475.11 as analysts cite higher price targets grounded in strong Q2 bookings, growing contract visibility, and increased contributions from areas such as AI Era, Dedrone, and major law enforcement and World Cup related deployments. Analyst Commentary Recent Street research on Axon Enterprise reflects a wide range of views on where the stock should trade, even as many firms lift their price targets following Q2 results.Seeking Alpha • Aug 11
Axon: Take Some Chips Off The Table (Rating Downgrade)
Summary Axon delivered robust Q2 results, with 35% YoY revenue growth and strong AI Era business momentum. Future demand remains solid, evidenced by a 41% YoY increase in bookings and improved net revenue retention to 126%. Gross margin contracted 40 bps YoY, but adjusted EBITDA margin expanded 110 bps, highlighting operational leverage. Given a forward P/E of 77.26 and a premium forward PEG, I now see risk/reward as neutral. This is an opportunity to take some profits. Read the full article on Seeking AlphaMise à jour du récit • Jul 28
AXON: World Cup Booking Surge Will Eventually Test Lofty Expectations
Analysts have modestly reduced the fair value estimate for Axon Enterprise from $428.85 to $409.68, reflecting updated assumptions on discount rate, revenue growth, profit margins and future P/E in light of recent price target changes that cite strong World Cup related bookings and larger international opportunities. Analyst Commentary Recent research on Axon Enterprise shows a split in sentiment, with some firms lifting price targets on the back of World Cup related demand and international bookings, while other bearish analysts are reining in expectations.Mise à jour du récit • Jul 14
AXON: World Cup Security Hype Will Expose Rich Public Safety Expectations
Axon Enterprise's analyst price target has been nudged higher by roughly $9, as analysts point to data indicating a firm Q2 booking setup, supported by World Cup related demand and broader international opportunities that include recent proof-of-concept wins. Analyst Commentary Recent research on Axon Enterprise shows a mix of optimism about bookings and international opportunities alongside a clear pocket of caution from some bearish analysts.
Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.
Nouveau récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Analyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | US$199m |
| Mar 31 2026 | n/a | n/a | US$206m |
| Dec 31 2025 | US$40k | US$31k | US$125m |
| Sep 30 2025 | n/a | n/a | US$257m |
| Jun 30 2025 | n/a | n/a | US$326m |
| Mar 31 2025 | n/a | n/a | US$332m |
| Dec 31 2024 | US$165m | US$31k | US$377m |
| Sep 30 2024 | n/a | n/a | US$299m |
| Jun 30 2024 | n/a | n/a | US$293m |
| Mar 31 2024 | n/a | n/a | US$264m |
| Dec 31 2023 | US$40k | US$31k | US$176m |
| Sep 30 2023 | n/a | n/a | US$148m |
| Jun 30 2023 | n/a | n/a | US$99m |
| Mar 31 2023 | n/a | n/a | US$137m |
| Dec 31 2022 | US$33k | US$31k | US$147m |
| Sep 30 2022 | n/a | n/a | US$104m |
| Jun 30 2022 | n/a | n/a | US$141m |
| Mar 31 2022 | n/a | n/a | US$43m |
| Dec 31 2021 | US$33k | US$31k | -US$60m |
| Sep 30 2021 | n/a | n/a | -US$21m |
| Jun 30 2021 | n/a | n/a | -US$70m |
| Mar 31 2021 | n/a | n/a | -US$54m |
| Dec 31 2020 | US$3m | US$25k | -US$2m |
| Sep 30 2020 | n/a | n/a | -US$40m |
| Jun 30 2020 | n/a | n/a | -US$33m |
| Mar 31 2020 | n/a | n/a | -US$1m |
| Dec 31 2019 | US$39k | US$23k | US$882k |
Rémunération vs marché: La rémunération totale de Rick ($USD 40.00K ) est inférieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 14.74M ).
Rémunération et revenus: La rémunération de Rick a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.
PDG
Rick Smith (55 yo)
33yrs
Titularisation
US$40,001
Compensation
Mr. Patrick W. Smith, also known as Rick, founded Axon Enterprise, Inc. (formerly TASER International) in September 1993 and has been its Chief Executive Officer since 1993. He has been Director at Axon En...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Founder | 33yrs | US$40.00k | 3.84% $ 1.5b | |
| President | 3.3yrs | US$728.34k | 0.19% $ 74.0m | |
| COO & CFO | 4yrs | US$1.30m | 0.084% $ 33.5m | |
| Chief Product Officer & CTO | 3.7yrs | US$864.21k | 0.16% $ 65.6m | |
| Chief Revenue Officer | no data | US$1.31m | 0.033% $ 13.3m | |
| Chief Accounting Officer | 3yrs | pas de données | 0.0054% $ 2.2m | |
| Senior Director of Investor Relations | no data | pas de données | pas de données | |
| Corporate Secretary & Chief Legal Officer | 8.2yrs | pas de données | 0.044% $ 17.7m | |
| Executive Vice President of Marketing & Communications | 3.7yrs | pas de données | pas de données | |
| Chief Human Officer | 7.7yrs | pas de données | pas de données | |
| Executive Vice President of Operations | 4.7yrs | pas de données | pas de données | |
| Chief Customer Officer | no data | pas de données | pas de données |
4.0yrs
Durée moyenne de l'emploi
50yo
Âge moyen
Gestion expérimentée: L'équipe de direction de AXON est considérée comme expérimentée (ancienneté moyenne 4 ans).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Founder | 33.7yrs | US$40.00k | 3.84% $ 1.5b | |
| Director | 20.3yrs | US$433.77k | 0.022% $ 8.7m | |
| Independent Director | 16.3yrs | US$391.71k | 0.29% $ 116.7m | |
| Independent Director | 1.1yrs | US$281.95k | pas de données | |
| Independent Director | 6.3yrs | US$389.21k | 0.0096% $ 3.8m | |
| Member of Senior Executive Advisory Board | no data | pas de données | pas de données | |
| Member of The Senior Executive Advisory Board | no data | pas de données | pas de données | |
| Member of Senior Executive Advisory Board | no data | pas de données | pas de données | |
| Member of Senior Executive Advisory Board | no data | pas de données | pas de données | |
| Member of Senior Executive Advisory Board | no data | pas de données | pas de données | |
| Member of Senior Executive Advisory Board | no data | pas de données | pas de données | |
| Independent Director | 7.1yrs | US$382.71k | 0.0037% $ 1.5m |
11.7yrs
Durée moyenne de l'emploi
61.5yo
Âge moyen
Conseil d'administration expérimenté: Le conseil d'administration de la AXON est chevronné et expérimenté ( 11.7 années d'ancienneté moyenne).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/09/15 21:42 |
| Cours de l'action en fin de journée | 2026/09/15 00:00 |
| Les revenus | 2026/06/30 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l' qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Axon Enterprise, Inc. est couverte par 30 analystes. 19 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| William Power | Baird |
| Timothy Long | Barclays |
| Jordan Lyonnais | BofA Global Research |