Axon Enterprise 配当と自社株買い
配当金 基準チェック /06
Axon Enterprise配当金を支払った記録がありません。
主要情報
n/a
配当利回り
-0.4%
バイバック利回り
| 総株主利回り | -0.4% |
| 将来の配当利回り | 0% |
| 配当成長 | n/a |
| 次回配当支払日 | n/a |
| 配当落ち日 | n/a |
| 一株当たり配当金 | n/a |
| 配当性向 | n/a |
最近の配当と自社株買いの更新
Recent updates
Axon: The SaaSpocalypse Selloff Is The Opportunity
Summary Axon (AXON) is rated Buy with a $515 price target, offering 33% upside as fundamentals diverge from depressed SaaS multiples. AXON's hardware-integrated platform, regulatory compliance, and flywheel model create durable moats against AI commoditization fears. Q1 2026 delivered 34% revenue growth, 700%+ AI product growth, 300%+ counter-drone growth, and net revenue retention at 125%. Future contracted bookings of $14.3B and reaffirmed 30-32% growth guidance provide multi-year visibility and resilience. Read the full article on Seeking AlphaAXON: 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.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.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.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.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.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.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.The Public Safety Monopoly: Buying the Dip on Valuation Gravity?
As of late February 2026, Axon Enterprise (AXON) is experiencing a sharp narrative shift. After hitting all-time highs earlier in the year, the stock has pulled back nearly 35% to the $433 range.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.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...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.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.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.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.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.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.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.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.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.If EPS Growth Is Important To You, Axon Enterprise (NASDAQ:AXON) Presents An Opportunity
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Axon Enterprise's (NASDAQ:AXON) Returns On Capital Are Heading Higher
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Axon Enterprise (NASDAQ:AXON) Has A Pretty Healthy Balance Sheet
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Axon Enterprise: Strong Moat And Long Term Growth Support Hold, Despite High Valuation
Summary Axon Enterprises' strong moat is built on high switching costs and network effects, with impressive NRR and ARR growth, despite gross margin challenges. Axon's comprehensive ecosystem of hardware, software, and AI tools creates significant upselling opportunities and high switching costs for law enforcement agencies. International and enterprise markets offer substantial growth potential, with international bookings showing strong sequential growth and enterprise wins emerging as a key growth driver. Despite high valuation, Axon's robust ARR and NRR growth, along with international success, justify a hold rating, with potential for adding more if fundamentals remain strong. Read the full article on Seeking AlphaAxon Is Building God's Eye
Summary Axon is a rapidly growing security product vendor that's built a Walled Garden Ecosystem akin to Apple's hardware and software-defined Walled Garden Ecosystem. This ecosystem has created a unique set of technological capabilities for security agencies, which might be most effectively described as "God's Eye," or an "All Seeing Eye." In this review of Axon, I will describe what I mean by this; then, discuss value components of the thesis, i.e., growth runway and cash flow durability. I will then walk us through a brief valuation exercise and share some concluding thoughts, including risks to watch out for. In short, at $530/share, I like Axon's risk/return setup. Read the full article on Seeking AlphaAxon Enterprise: A Market Leader With Robust Growth Potential, But Still Overvalued
Summary Axon's evolution from a simple TASER manufacturer into a leader in public safety technology has been very impressive. With their comprehensive ecosystem and ability to expand their product selection, Axon has built a strong flywheel for revenue growth. Axon's market-leading NRR is a testament to the stickiness of their products and the significant value that their solutions provide. Axon's consistent innovation continues to expand their TAM, most notably in corrections, private enterprise, and overseas. Due to current valuation concerns, I am giving AXON a 'hold' rating until the share price falls closer to my estimated intrinsic value of ~$450 per share. Read the full article on Seeking AlphaAxon Enterprise: Long-Term Potential And Key Risks For Investors
Summary Axon Enterprise is a leading law enforcement tech firm with a strong product ecosystem and recurring revenue, but shares are currently overvalued. Transition to a subscription model enhances revenue predictability, yet antitrust risks and competition with Motorola may limit short-term potential. Axon's business model integrates hardware, software, and cloud services, with significant growth in wearable cameras and cloud-based evidence management. Despite long-term prospects, Axon shares are rated "Hold" with a fair price of $458, suggesting purchase only if value decreases to balanced levels. Read the full article on Seeking AlphaAxon Enterprise: A Buy Due To International Opportunities Plus Continued Revenue Growth
Summary Axon reported a 32% revenue increase in Q3 2024, with strong growth across all segments and a projected 30% year-over-year growth for Q4 2024. International expansion is a key growth driver, with a significant contract from the Canadian police and potential in Europe due to low product penetration. New product launches, like drones as first responders, enhance Axon's offerings, ensuring long-term revenue growth despite potential adoption delays. Political risks, such as tariffs from the Trump administration, could impact international expansion, but government customers may mitigate these effects. Read the full article on Seeking AlphaAxon Enterprise: Capitalizing On Strong Core Business And Innovative Drone Opportunities
Summary Axon's core business of TASERS, body cams, and cloud services for public safety providers continues to perform well. Axon completed its acquisition of Dedrone on October 2, 2024, enhancing its capabilities in airspace protection against drones. The company's solid core business and strategic move into new potentially profitable markets, such as drones, make it an attractive investment to consider. Despite potential overvaluation, I maintain a buy of Axon Enterprise for aggressive growth investors. Read the full article on Seeking AlphaAxon Enterprise: Great Business, Excessive Valuation
Summary Axon Enterprise, a leader in law enforcement tools, excels with TASER devices, body cameras, and cloud-based software, positioning it for sustainable growth. Despite impressive revenue growth and high gross margins, Axon's current valuation is overly optimistic, leading to a "hold" rating. Key risks include potential budget cuts for law enforcement agencies, regulatory changes, and foreign exchange fluctuations impacting financial performance. Axon’s strong market position and recurring revenue growth are promising, but the stock is priced for perfection, warranting caution. Read the full article on Seeking AlphaAxon Enterprise: One Of My Best Calls Ever Is Now A Nasdaq-100 Stock
Summary Axon leads in public safety tech with TASERs, body cameras, and AI tools, tackling U.S. crime and streamlining law enforcement operations. Strong growth continues, with +25% revenue increases, but its 127x P/E ratio signals caution for new investors. Long-term prospects are bright, but waiting for a price dip before investing may be wise. Read the full article on Seeking Alpha決済の安定と成長
配当データの取得
安定した配当: AXONの 1 株当たり配当が過去に安定していたかどうかを判断するにはデータが不十分です。
増加する配当: AXONの配当金が増加しているかどうかを判断するにはデータが不十分です。
配当利回り対市場
| Axon Enterprise 配当利回り対市場 |
|---|
| セグメント | 配当利回り |
|---|---|
| 会社 (AXON) | n/a |
| 市場下位25% (US) | 1.4% |
| 市場トップ25% (US) | 4.2% |
| 業界平均 (Aerospace & Defense) | 1.1% |
| アナリスト予想 (AXON) (最長3年) | 0% |
注目すべき配当: AXONは最近配当金を報告していないため、配当金支払者の下位 25% に対して同社の配当利回りを評価することはできません。
高配当: AXONは最近配当金を報告していないため、配当金支払者の上位 25% に対して同社の配当利回りを評価することはできません。
株主への利益配当
収益カバレッジ: AXONの 配当性向 を計算して配当金の支払いが利益で賄われているかどうかを判断するにはデータが不十分です。
株主配当金
キャッシュフローカバレッジ: AXONが配当金を報告していないため、配当金の持続可能性を計算できません。
高配当企業の発掘
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 | 2026/05/22 09:22 |
| 終値 | 2026/05/22 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
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| 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 |
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* 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
本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
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。30
| アナリスト | 機関 |
|---|---|
| William Power | Baird |
| Timothy Long | Barclays |
| Jordan Lyonnais | BofA Global Research |