View ValuationAxon Enterprise 향후 성장Future 기준 점검 6/6Axon Enterprise (는) 각각 연간 31.9% 및 20.2% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 27.1% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 21% 로 예상됩니다.핵심 정보31.9%이익 성장률27.09%EPS 성장률Aerospace & Defense 이익 성장11.7%매출 성장률20.2%향후 자기자본이익률21.00%애널리스트 커버리지Good마지막 업데이트08 May 2026최근 향후 성장 업데이트공시 • 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.공시 • 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.공시 • 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.공시 • 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.모든 업데이트 보기Recent updates공시 • 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 Aerospace & Defense industry in Europe.공시 • 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, 2026공시 • Apr 17Axon Enterprise, Inc., Annual General Meeting, May 28, 2026Axon Enterprise, Inc., Annual General Meeting, May 28, 2026.공시 • 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.Buy Or Sell Opportunity • Mar 25Now 20% overvaluedOver the last 90 days, the stock has fallen 22% to €398. The fair value is estimated to be €330, 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.Recent Insider Transactions • Mar 17President recently sold €16m worth of stockOn the 10th of March, Joshua Isner sold around 35k shares on-market at roughly €459 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 €39m.공시 • 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.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 Share price has been highly volatile over the past 3 months (9.5% average weekly change). 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 (€11m sold).New Risk • Feb 25New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Italian stocks, typically moving 6.6% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (6.6% average weekly change). Minor Risks Profit margins are more than 30% lower than last year (4.5% net profit margin). Significant insider selling over the past 3 months (€11m 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 Aerospace & Defense industry in Europe.Buy Or Sell Opportunity • Feb 25Now 30% overvaluedOver the last 90 days, the stock has fallen 1.9% to €454. The fair value is estimated to be €348, 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 24% per annum. Earnings are also forecast to grow by 48% per annum over the same time period.공시 • 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.공시 • 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 10President recently sold €9.5m worth of stockOn the 8th of December, Joshua Isner sold around 20k shares on-market at roughly €476 per share. This transaction amounted to 12% 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 €23m.Recent Insider Transactions • Nov 14COO & CFO recently sold €1.3m worth of stockOn the 10th of November, Brittany Bagley sold around 3k shares on-market at roughly €528 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 €6.2m.Reported Earnings • Nov 06Third 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 Aerospace & Defense industry in Europe.공시 • 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.공시 • 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, 2025공시 • 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.공시 • 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.New Risk • Aug 24New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Italian stocks, typically moving 7.8% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.8% average weekly change). Minor Risks Large one-off items impacting financial results. Significant insider selling over the past 3 months (€8.3m sold).Recent Insider Transactions • Aug 12President recently sold €1.9m worth of stockOn the 7th of August, Joshua Isner sold around 3k shares on-market at roughly €749 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 €6.4m. Joshua has been a net seller over the last 12 months, reducing personal holdings by €34m.Reported Earnings • Aug 05Second 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 Aerospace & Defense industry in Europe.공시 • 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.공시 • 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 €2.0m worth of stockOn the 30th of May, Cameron Brooks sold around 3k shares on-market at roughly €653 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 €6.4m. Insiders have been net sellers, collectively disposing of €68m more than they bought in the last 12 months.Recent Insider Transactions • May 25President recently sold €6.4m worth of stockOn the 21st of May, Joshua Isner sold around 10k shares on-market at roughly €651 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 €32m.Recent Insider Transactions • May 16President recently sold €5.5m worth of stockOn the 12th of May, Joshua Isner sold around 9k shares on-market at roughly €615 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 €25m.공시 • 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.이익 및 매출 성장 예측BIT:1AXON - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20286,1275371,0011,3641012/31/20274,7263447289911712/31/20263,656275432617173/31/20262,98320620154N/A12/31/20252,78012575211N/A9/30/20252,558257145244N/A6/30/20252,392326176276N/A3/31/20252,226332363450N/A12/31/20242,083377330408N/A9/30/20241,938299220298N/A6/30/20241,806293204270N/A3/31/20241,678264162230N/A12/31/20231,561176130189N/A9/30/20231,466148133180N/A6/30/20231,36699110158N/A3/31/20231,27713787135N/A12/31/20221,187147180235N/A9/30/20221,07110459117N/A6/30/20229921413793N/A3/31/20229254351108N/A12/31/2021863-6074124N/A9/30/2021872-21103146N/A6/30/2021806-7051141N/A3/31/2021729-54586N/A12/31/2020681-2-3438N/A9/30/2020627-40-2050N/A6/30/2020591-334561N/A3/31/2020562-18093N/A12/31/20195311N/A66N/A9/30/201947415N/A51N/A6/30/201944815N/A45N/A3/31/201943523N/A32N/A12/31/201842029N/A64N/A9/30/201840025N/A57N/A6/30/201838520N/A47N/A3/31/201836614N/A43N/A12/31/20173445N/A18N/A9/30/201733114N/A-10N/A6/30/201731317N/A-5N/A3/31/201729218N/A4N/A12/31/201626817N/A21N/A9/30/201624216N/A38N/A6/30/201622114N/A46N/A3/31/201620916N/A41N/A12/31/201519820N/A46N/A9/30/201518920N/A43N/A6/30/201518326N/A40N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 1AXON 의 연간 예상 수익 증가율(31.9%)이 saving rate(3.3%)보다 높습니다.수익 vs 시장: 1AXON 의 연간 수익(31.9%)이 Italian 시장(11.1%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: 1AXON 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: 1AXON 의 수익(연간 20.2%)이 Italian 시장(연간 5.8%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: 1AXON 의 수익(연간 20.2%)은 연간 20%보다 빠르게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 1AXON의 자본 수익률은 3년 후 21%로 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YCapital-goods 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/24 09:01종가2026/05/22 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Axon Enterprise, Inc.는 30명의 분석가가 다루고 있습니다. 이 중 17명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관William PowerBairdTimothy LongBarclaysJordan LyonnaisBofA Global Research27명의 분석가 더 보기
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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 Aerospace & Defense industry in Europe.
공시 • 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
공시 • Apr 17Axon Enterprise, Inc., Annual General Meeting, May 28, 2026Axon Enterprise, Inc., Annual General Meeting, May 28, 2026.
공시 • 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.
Buy Or Sell Opportunity • Mar 25Now 20% overvaluedOver the last 90 days, the stock has fallen 22% to €398. The fair value is estimated to be €330, 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.
Recent Insider Transactions • Mar 17President recently sold €16m worth of stockOn the 10th of March, Joshua Isner sold around 35k shares on-market at roughly €459 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 €39m.
공시 • 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.
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 Share price has been highly volatile over the past 3 months (9.5% average weekly change). 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 (€11m sold).
New Risk • Feb 25New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Italian stocks, typically moving 6.6% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (6.6% average weekly change). Minor Risks Profit margins are more than 30% lower than last year (4.5% net profit margin). Significant insider selling over the past 3 months (€11m 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 Aerospace & Defense industry in Europe.
Buy Or Sell Opportunity • Feb 25Now 30% overvaluedOver the last 90 days, the stock has fallen 1.9% to €454. The fair value is estimated to be €348, 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 24% per annum. Earnings are also forecast to grow by 48% per annum over the same time period.
공시 • 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.
공시 • 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 10President recently sold €9.5m worth of stockOn the 8th of December, Joshua Isner sold around 20k shares on-market at roughly €476 per share. This transaction amounted to 12% 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 €23m.
Recent Insider Transactions • Nov 14COO & CFO recently sold €1.3m worth of stockOn the 10th of November, Brittany Bagley sold around 3k shares on-market at roughly €528 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 €6.2m.
Reported Earnings • Nov 06Third 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 Aerospace & Defense industry in Europe.
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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.
New Risk • Aug 24New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Italian stocks, typically moving 7.8% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.8% average weekly change). Minor Risks Large one-off items impacting financial results. Significant insider selling over the past 3 months (€8.3m sold).
Recent Insider Transactions • Aug 12President recently sold €1.9m worth of stockOn the 7th of August, Joshua Isner sold around 3k shares on-market at roughly €749 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 €6.4m. Joshua has been a net seller over the last 12 months, reducing personal holdings by €34m.
Reported Earnings • Aug 05Second 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 Aerospace & Defense industry in Europe.
공시 • 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.
공시 • 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 €2.0m worth of stockOn the 30th of May, Cameron Brooks sold around 3k shares on-market at roughly €653 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 €6.4m. Insiders have been net sellers, collectively disposing of €68m more than they bought in the last 12 months.
Recent Insider Transactions • May 25President recently sold €6.4m worth of stockOn the 21st of May, Joshua Isner sold around 10k shares on-market at roughly €651 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 €32m.
Recent Insider Transactions • May 16President recently sold €5.5m worth of stockOn the 12th of May, Joshua Isner sold around 9k shares on-market at roughly €615 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 €25m.
공시 • 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.