Axon Enterprise（AXON *）株式概要Axon Enterprise, Inc.は、TASERブランドの伝導エネルギー装置（CED）の開発、製造、販売を米国内外で行っている。 詳細AXON * ファンダメンタル分析スノーフレーク・スコア評価0/6将来の成長6/6過去の実績1/6財務の健全性3/6配当金0/6報酬収益は年間32.77%増加すると予測されています リスク分析MX市場と比較して、過去 3 か月間の株価の変動が非常に大きい利益率(6.9%)は昨年より低い(14.9%) 財務結果に影響を与える大きな一時的項目 過去3か月間に大規模なインサイダー売却が発生 すべてのリスクチェックを見るAXON * Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW501,452 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINROAG501,452 investors already sharing narrativesYour Fair ValueMex$Current PriceMex$11.22k14.9% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-54m7b2016201920222025202620282031Revenue US$7.5bEarnings US$517.0mAdvancedSet Fair ValueView all narrativesAxon Enterprise, Inc. 競合他社Grupo Carso. deSymbol: BMV:GCARSO A1Market cap: Mex$289.4bASELSAN Elektronik Sanayi ve Ticaret Anonim SirketiSymbol: IBSE:ASELSMarket cap: ₺1.7tHEICOSymbol: NYSE:HEIMarket cap: US$42.3bRheinmetallSymbol: XTRA:RHMMarket cap: €51.8b価格と性能株価の高値、安値、推移の概要Axon Enterprise過去の株価現在の株価US$11,220.0052週高値US$16,025.0052週安値US$5,917.00ベータ1.381ヶ月の変化33.02%3ヶ月変化65.12%1年変化-22.31%3年間の変化n/a5年間の変化n/aIPOからの変化-21.54%最新ニュースRecent Insider Transactions • Jun 04COO & CFO recently sold Mex$50m worth of stockOn the 2nd of June, Brittany Bagley sold around 6k shares on-market at roughly Mex$8,381 per share. This transaction amounted to 9.0% 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$324m. Brittany has been a net seller over the last 12 months, reducing personal holdings by Mex$152m.Recent Insider Transactions • May 28Insider recently sold Mex$14m worth of stockOn the 22nd of May, Isaiah Fields sold around 2k shares on-market at roughly Mex$6,929 per share. This transaction amounted to 6.6% 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$324m. Insiders have been net sellers, collectively disposing of Mex$867m more than they bought in the last 12 months.Buy Or Sell Opportunity • May 09Now 31% overvalued after recent price riseOver 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.お知らせ • May 09Axon Enterprise, Inc. Raises Earnings Guidance for the Full Year 2026Axon 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 07First 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.お知らせ • Apr 23Axon Enterprise, Inc. to Report Q1, 2026 Results on May 06, 2026Axon Enterprise, Inc. announced that they will report Q1, 2026 results After-Market on May 06, 2026最新情報をもっと見るRecent updatesRecent Insider Transactions • Jun 04COO & CFO recently sold Mex$50m worth of stockOn the 2nd of June, Brittany Bagley sold around 6k shares on-market at roughly Mex$8,381 per share. This transaction amounted to 9.0% 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$324m. Brittany has been a net seller over the last 12 months, reducing personal holdings by Mex$152m.Recent Insider Transactions • May 28Insider recently sold Mex$14m worth of stockOn the 22nd of May, Isaiah Fields sold around 2k shares on-market at roughly Mex$6,929 per share. This transaction amounted to 6.6% 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$324m. Insiders have been net sellers, collectively disposing of Mex$867m more than they bought in the last 12 months.Buy Or Sell Opportunity • May 09Now 31% overvalued after recent price riseOver 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.お知らせ • May 09Axon Enterprise, Inc. Raises Earnings Guidance for the Full Year 2026Axon 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 07First 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.お知らせ • Apr 23Axon Enterprise, Inc. to Report Q1, 2026 Results on May 06, 2026Axon Enterprise, Inc. announced that they will report Q1, 2026 results After-Market on May 06, 2026お知らせ • Apr 17Axon Enterprise, Inc., Annual General Meeting, May 28, 2026Axon Enterprise, Inc., Annual General Meeting, May 28, 2026.Buy Or Sell Opportunity • Apr 14Now 22% overvaluedOver 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.お知らせ • Apr 08Axon Announces New AI-Powered Capabilities for Public Safety TechnologyAxon 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 01Insufficient new directorsNo 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 17President recently sold Mex$324m worth of stockOn 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.お知らせ • Mar 14Axon Enterprise, Inc. Announces Director - Julie Anne Cullivan, Notifies Not to Stand for Re-Election, Effective March 5, 2026Axon 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 06Insider recently sold Mex$18m worth of stockOn 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 27New minor risk - Earnings qualityThe 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 25Full 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.お知らせ • Feb 25Axon Enterprise, Inc. Provides Earnings Guidance for the Full Year 2026Axon 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.お知らせ • Feb 11Axon Enterprise, Inc. to Report Q4, 2025 Results on Feb 24, 2026Axon Enterprise, Inc. announced that they will report Q4, 2025 results After-Market on Feb 24, 2026Recent Insider Transactions • Dec 05Chief Product Officer & CTO recently sold Mex$18m worth of stockOn 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 15COO & CFO recently sold Mex$28m worth of stockOn 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 07Third 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.お知らせ • Nov 05+ 2 more updatesAxon Enterprise, Inc. (NasdaqGS:AXON) entered into a definitive agreement to acquire Carbyne Ltd. for a transaction valued at $625 million.Axon Enterprise, Inc. (NasdaqGS:AXON) entered into a definitive agreement to acquire Carbyne Ltd. for a transaction valued at $625 million on November 4, 2025. The transaction is subject to customary closing conditions and expected to close in the first quarter of 2026. Meitar Liquornik Geva Leshem Tal & Co acted as legal advisor for Axon Enterprise, Inc. Morgan, Lewis & Bockius LLP acted as legal advisor for Axon Enterprise, Inc. Herzog Fox & Neeman acted as legal advisor for Carbyne Ltd. Greenberg Traurig, LLP acted as legal advisor for Carbyne Ltd.お知らせ • Oct 22Axon Enterprise, Inc. to Report Q3, 2025 Results on Nov 04, 2025Axon Enterprise, Inc. announced that they will report Q3, 2025 results After-Market on Nov 04, 2025お知らせ • Sep 30Axon Unveils Axon Body Workforce Mini to Protect Frontline Workers and Businesses Amid Rising Violence and TheftAxon 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.お知らせ • Sep 24Axon 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 16COO & CFO recently sold Mex$12m worth of stockOn 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 12President recently sold Mex$41m worth of stockOn 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 06Second 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.お知らせ • Aug 05Axon Enterprise, Inc. Raises Earnings Guidance for the Full Year 2025Axon 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.お知らせ • Jul 22Axon Enterprise, Inc. to Report Q2, 2025 Results on Aug 04, 2025Axon Enterprise, Inc. announced that they will report Q2, 2025 results After-Market on Aug 04, 2025Recent Insider Transactions • Jun 03Chief Revenue Officer recently sold Mex$43m worth of stockOn 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 28President recently sold Mex$141m worth of stockOn 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 17President recently sold Mex$121m worth of stockOn 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 09First 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 08New major risk - Revenue and earnings growthEarnings 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.お知らせ • May 08Axon Enterprise, Inc. Raises Earnings Guidance for the Full-Year 2025Axon 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.お知らせ • Apr 25Axon Enterprise, Inc. to Report Q1, 2025 Results on May 07, 2025Axon Enterprise, Inc. announced that they will report Q1, 2025 results After-Market on May 07, 2025お知らせ • Apr 22Axon Announces New Fixed ALPR Camera Solutions and Next-Gen AI Advancements to Expand Real-Time Public Safety EcosystemAxon 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.お知らせ • Apr 17Axon Enterprise, Inc., Annual General Meeting, May 29, 2025Axon Enterprise, Inc., Annual General Meeting, May 29, 2025.New Risk • Mar 04New minor risk - Earnings qualityThe 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 26Full 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.お知らせ • Feb 26Axon Enterprise, Inc. Provides Earnings Guidance for the Full Year 2025Axon 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.お知らせ • Feb 14Axon Enterprise, Inc. to Report Q4, 2024 Results on Feb 25, 2025Axon Enterprise, Inc. announced that they will report Q4, 2024 results After-Market on Feb 25, 2025Recent Insider Transactions • Dec 11Independent Director recently sold Mex$17m worth of stockOn 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.株主還元AXON *MX Aerospace & DefenseMX 市場7D15.9%0%0%1Y-22.3%0%0%株主還元を見る業界別リターン: AXON *過去 1 年間で21 % の収益を上げたMX Aerospace & Defense業界を下回りました。リターン対市場: AXON *は、過去 1 年間で15.7 % のリターンを上げたMX市場を下回りました。価格変動Is AXON *'s price volatile compared to industry and market?AXON * volatilityAXON * Average Weekly Movement14.1%Aerospace & Defense Industry Average Movement0%Market Average Movement0%10% most volatile stocks in MX Market0%10% least volatile stocks in MX Market0%安定した株価: AXON *の株価は、 MX市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 過去 1 年間のAXON *のボラティリティの変化を判断するには データが不十分です。会社概要設立従業員CEO（最高経営責任者ウェブサイト19935,100Rick Smithwww.axon.comAxon Enterprise, Inc.は、TASERブランドの伝導エネルギー装置（CED）の開発、製造、販売を米国内外で行っている。ソフトウェアとセンサー、TASERの2つのセグメントで事業を展開している。また、法執行機関がビデオやその他のデジタル証拠を撮影、安全に保存、管理、共有、分析できるようにするハードウェアやクラウドベースのソフトウェアソリューションも提供している。製品には、アクソンオフィサーセーフティープラン、テーザー10、テーザー7、テーザーX26P、テーザーX2、テーザー7 CQ、シビリアンシリーズ、アクソンボディ、アクソンフレックス、アクソンフリート、アクソンエアー、アクソンシグナルサイドアーム、アクソンシグナルビークル、アクソンインタビュー、アクソンインタビューポータブルキットなどのカメラがある；アクソンレコード、エビデンス、スタンダード、コマンダー、パフォーマンス、オートトランスクライブ、ジャスティス、サーチ、レスポンス、ジャスティス、マイ90、リダクションアシスタントを含むソフトウェア、モバイルアプリケーション、トレーニングサービス、ハードウェア延長保証、アクソンドック、カートリッジ、バッテリー。同社は直販、販売パートナー、オンラインストア、サードパーティの再販業者を通じて製品を販売している。Axon Enterprise, Inc.はFusus, Inc.と戦略的パートナーシップを結び、ライブビデオ、データ、センサーフィードを集約する能力を拡大している。同社は、法執行機関、連邦政府、矯正、消防、救急、キャンパス、司法ヘルスケア、小売、民間警備、個人安全などの業界にサービスを提供している。同社は以前はTASER International, Inc.として知られていたが、2017年4月にAxon Enterprise, Inc.に社名を変更した。アクソンエンタープライズは1993年に法人化され、アリゾナ州スコッツデールに本社を置いている。もっと見るAxon Enterprise, Inc. 基礎のまとめAxon Enterprise の収益と売上を時価総額と比較するとどうか。AXON * 基礎統計学時価総額Mex$878.51b収益（TTM）Mex$3.61b売上高(TTM)Mex$52.25b250.6xPER（株価収益率17.3xP/SレシオAXON * は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計AXON * 損益計算書（TTM）収益US$2.98b売上原価US$1.21b売上総利益US$1.77bその他の費用US$1.57b収益US$205.99m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）2.56グロス・マージン59.46%純利益率6.90%有利子負債／自己資本比率49.0%AXON * の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/07 08:00終値2026/07/07 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Axon Enterprise, Inc. 17 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。29 アナリスト機関William PowerBairdTimothy LongBarclaysJordan LyonnaisBofA Global Research26 その他のアナリストを表示
Recent Insider Transactions • Jun 04COO & CFO recently sold Mex$50m worth of stockOn the 2nd of June, Brittany Bagley sold around 6k shares on-market at roughly Mex$8,381 per share. This transaction amounted to 9.0% 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$324m. Brittany has been a net seller over the last 12 months, reducing personal holdings by Mex$152m.
Recent Insider Transactions • May 28Insider recently sold Mex$14m worth of stockOn the 22nd of May, Isaiah Fields sold around 2k shares on-market at roughly Mex$6,929 per share. This transaction amounted to 6.6% 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$324m. Insiders have been net sellers, collectively disposing of Mex$867m more than they bought in the last 12 months.
Buy Or Sell Opportunity • May 09Now 31% overvalued after recent price riseOver 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.
お知らせ • May 09Axon Enterprise, Inc. Raises Earnings Guidance for the Full Year 2026Axon 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 07First 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.
お知らせ • Apr 23Axon Enterprise, Inc. to Report Q1, 2026 Results on May 06, 2026Axon Enterprise, Inc. announced that they will report Q1, 2026 results After-Market on May 06, 2026
Recent Insider Transactions • Jun 04COO & CFO recently sold Mex$50m worth of stockOn the 2nd of June, Brittany Bagley sold around 6k shares on-market at roughly Mex$8,381 per share. This transaction amounted to 9.0% 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$324m. Brittany has been a net seller over the last 12 months, reducing personal holdings by Mex$152m.
Recent Insider Transactions • May 28Insider recently sold Mex$14m worth of stockOn the 22nd of May, Isaiah Fields sold around 2k shares on-market at roughly Mex$6,929 per share. This transaction amounted to 6.6% 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$324m. Insiders have been net sellers, collectively disposing of Mex$867m more than they bought in the last 12 months.
Buy Or Sell Opportunity • May 09Now 31% overvalued after recent price riseOver 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.
お知らせ • May 09Axon Enterprise, Inc. Raises Earnings Guidance for the Full Year 2026Axon 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 07First 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.
お知らせ • Apr 23Axon Enterprise, Inc. to Report Q1, 2026 Results on May 06, 2026Axon Enterprise, Inc. announced that they will report Q1, 2026 results After-Market on May 06, 2026
お知らせ • Apr 17Axon Enterprise, Inc., Annual General Meeting, May 28, 2026Axon Enterprise, Inc., Annual General Meeting, May 28, 2026.
Buy Or Sell Opportunity • Apr 14Now 22% overvaluedOver 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.
お知らせ • Apr 08Axon Announces New AI-Powered Capabilities for Public Safety TechnologyAxon 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 01Insufficient new directorsNo 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 17President recently sold Mex$324m worth of stockOn 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.
お知らせ • Mar 14Axon Enterprise, Inc. Announces Director - Julie Anne Cullivan, Notifies Not to Stand for Re-Election, Effective March 5, 2026Axon 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 06Insider recently sold Mex$18m worth of stockOn 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 27New minor risk - Earnings qualityThe 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 25Full 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.
お知らせ • Feb 25Axon Enterprise, Inc. Provides Earnings Guidance for the Full Year 2026Axon 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.
お知らせ • Feb 11Axon Enterprise, Inc. to Report Q4, 2025 Results on Feb 24, 2026Axon Enterprise, Inc. announced that they will report Q4, 2025 results After-Market on Feb 24, 2026
Recent Insider Transactions • Dec 05Chief Product Officer & CTO recently sold Mex$18m worth of stockOn 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 15COO & CFO recently sold Mex$28m worth of stockOn 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 07Third 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.
お知らせ • Nov 05+ 2 more updatesAxon Enterprise, Inc. (NasdaqGS:AXON) entered into a definitive agreement to acquire Carbyne Ltd. for a transaction valued at $625 million.Axon Enterprise, Inc. (NasdaqGS:AXON) entered into a definitive agreement to acquire Carbyne Ltd. for a transaction valued at $625 million on November 4, 2025. The transaction is subject to customary closing conditions and expected to close in the first quarter of 2026. Meitar Liquornik Geva Leshem Tal & Co acted as legal advisor for Axon Enterprise, Inc. Morgan, Lewis & Bockius LLP acted as legal advisor for Axon Enterprise, Inc. Herzog Fox & Neeman acted as legal advisor for Carbyne Ltd. Greenberg Traurig, LLP acted as legal advisor for Carbyne Ltd.
お知らせ • Oct 22Axon Enterprise, Inc. to Report Q3, 2025 Results on Nov 04, 2025Axon Enterprise, Inc. announced that they will report Q3, 2025 results After-Market on Nov 04, 2025
お知らせ • Sep 30Axon Unveils Axon Body Workforce Mini to Protect Frontline Workers and Businesses Amid Rising Violence and TheftAxon 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.
お知らせ • Sep 24Axon 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 16COO & CFO recently sold Mex$12m worth of stockOn 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 12President recently sold Mex$41m worth of stockOn 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 06Second 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.
お知らせ • Aug 05Axon Enterprise, Inc. Raises Earnings Guidance for the Full Year 2025Axon 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.
お知らせ • Jul 22Axon Enterprise, Inc. to Report Q2, 2025 Results on Aug 04, 2025Axon Enterprise, Inc. announced that they will report Q2, 2025 results After-Market on Aug 04, 2025
Recent Insider Transactions • Jun 03Chief Revenue Officer recently sold Mex$43m worth of stockOn 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 28President recently sold Mex$141m worth of stockOn 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 17President recently sold Mex$121m worth of stockOn 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 09First 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 08New major risk - Revenue and earnings growthEarnings 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.
お知らせ • May 08Axon Enterprise, Inc. Raises Earnings Guidance for the Full-Year 2025Axon 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.
お知らせ • Apr 25Axon Enterprise, Inc. to Report Q1, 2025 Results on May 07, 2025Axon Enterprise, Inc. announced that they will report Q1, 2025 results After-Market on May 07, 2025
お知らせ • Apr 22Axon Announces New Fixed ALPR Camera Solutions and Next-Gen AI Advancements to Expand Real-Time Public Safety EcosystemAxon 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.
お知らせ • Apr 17Axon Enterprise, Inc., Annual General Meeting, May 29, 2025Axon Enterprise, Inc., Annual General Meeting, May 29, 2025.
New Risk • Mar 04New minor risk - Earnings qualityThe 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 26Full 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.
お知らせ • Feb 26Axon Enterprise, Inc. Provides Earnings Guidance for the Full Year 2025Axon 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.
お知らせ • Feb 14Axon Enterprise, Inc. to Report Q4, 2024 Results on Feb 25, 2025Axon Enterprise, Inc. announced that they will report Q4, 2024 results After-Market on Feb 25, 2025
Recent Insider Transactions • Dec 11Independent Director recently sold Mex$17m worth of stockOn 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.
