Axon Enterprise（AXON）株式概要
Axon Enterprise, Inc.は、米国内外で公共安全技術ソリューションを提供している。 詳細
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Axon Enterprise
21.0% 割安 内在価値ディスカウント
From Tasers to SaaS: Axon’s Quiet Platform Transformation
View narrativeAR
Published 12 Mar
Axon Enterprise, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$479.34 |
| 52週高値 | US$792.16 |
| 52週安値 | US$339.01 |
| ベータ | 1.4 |
| 1ヶ月の変化 | -20.08% |
| 3ヶ月変化 | 8.51% |
| 1年変化 | -36.61% |
| 3年間の変化 | 132.45% |
| 5年間の変化 | 178.07% |
| IPOからの変化 | 83,872.02% |
最新ニュース
ナラティブ更新 • 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.
ナラティブ更新 • 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.ナラティブ更新 • 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.Recent updates
ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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 Alphaナラティブ更新 • 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.ナラティブ更新 • 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.
ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.
新しいナラティブ • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.株主還元
| AXON | US Aerospace & Defense | US 市場 | |
|---|---|---|---|
| 7D | -7.0% | -2.9% | -1.0% |
| 1Y | -36.6% | 8.8% | 14.1% |
業界別リターン: AXON過去 1 年間で8.8 % の収益を上げたUS 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14.1 % のリターンを上げたUS市場を下回りました。
価格変動
| AXON volatility | |
|---|---|
| AXON Average Weekly Movement | 10.4% |
| Aerospace & Defense Industry Average Movement | 8.8% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.3% |
| 10% least volatile stocks in US Market | 2.9% |
安定した株価: AXON 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: AXONの 週次ボラティリティ ( 10% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1993 | 5,100 | Rick Smith | www.axon.com |
Axon Enterprise, Inc.は、米国および海外で公共安全技術ソリューションを提供している。同社はソフトウェア・サービス部門とコネクテッド・デバイス部門の2部門で事業を展開している。ソフトウェア・サービス部門は、ビデオやその他のデジタル証拠を撮影、保存、管理、共有、分析するためのクラウドベースのSaaS型ソリューションを開発、製造、販売している。また、Axon Evidence、Draft One、Axon Records、Axon Standards、Axon Fusus、Axon Assistantなども提供している。コネクテッドデバイス部門は、TASERブランドの伝導エネルギー装置、ボディカメラ、固定カメラ、車載カメラ、ドローンおよび対ドローン技術、アクセサリー、延長保証、関連ハードウェア製品、バーチャルリアリティトレーニングハードウェアなどの統合ハードウェアソリューションの開発、製造、販売に従事している。同社は、直販、販売パートナー、サードパーティ再販業者を通じて、国際、連邦、州、地方政府、国際政府機関、営利企業、消費者のファーストレスポンダー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。
Axon Enterprise, Inc. 基礎のまとめ
| AXON 基礎統計学 | |
|---|---|
| 時価総額 | US$38.90b |
| 収益（TTM） | US$199.30m |
| 売上高(TTM) | US$3.22b |
195.4x
PER（株価収益率12.1x
P/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
| AXON 損益計算書（TTM） | |
|---|---|
| 収益 | US$3.22b |
| 売上原価 | US$1.30b |
| 売上総利益 | US$1.92b |
| その他の費用 | US$1.72b |
| 収益 | US$199.30m |
直近の収益報告
Jun 30, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 2.45 |
| グロス・マージン | 59.52% |
| 純利益率 | 6.19% |
| 有利子負債／自己資本比率 | 47.1% |
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 | 2026/09/11 12:40 |
| 終値 | 2026/09/11 00:00 |
| 収益 | 2026/06/30 |
| 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
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 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. 19 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。30
| アナリスト | 機関 |
|---|---|
| William Power | Baird |
| Timothy Long | Barclays |
| Jordan Lyonnais | BofA Global Research |