Axon Enterprise, Inc.

NasdaqGS:AXON 주식 리포트

시가총액: US$38.9b

Axon Enterprise 향후 성장

Future 기준 점검 6/6

Axon Enterprise (는) 각각 연간 28.5% 및 21.2% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 22.2% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 20% 로 예상됩니다.

핵심 정보

28.5%

이익 성장률

22.24%

EPS 성장률

Aerospace & Defense 이익 성장17.8%
매출 성장률21.2%
향후 자기자본이익률20.00%
애널리스트 커버리지

Good

마지막 업데이트11 Sep 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
새로운 내러티브 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.

이익 및 매출 성장 예측

NasdaqGS:AXON - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/20286,2356431,0511,34213
12/31/20274,79940477499519
12/31/20263,70729239453218
6/30/20263,219199133266N/A
3/31/20262,98320620154N/A
12/31/20252,78012575211N/A
9/30/20252,558257145244N/A
6/30/20252,392326176276N/A
3/31/20252,226332363450N/A
12/31/20242,083377330408N/A
9/30/20241,938299220298N/A
6/30/20241,806293204270N/A
3/31/20241,678264162230N/A
12/31/20231,561176130189N/A
9/30/20231,466148133180N/A
6/30/20231,36699110158N/A
3/31/20231,27713787135N/A
12/31/20221,187147180235N/A
9/30/20221,07110459117N/A
6/30/20229921413793N/A
3/31/20229254351108N/A
12/31/2021863-6074124N/A
9/30/2021872-21103146N/A
6/30/2021806-7051141N/A
3/31/2021729-54586N/A
12/31/2020681-2-3438N/A
9/30/2020627-40-2050N/A
6/30/2020591-334561N/A
3/31/2020562-1N/A93N/A
12/31/20195311N/A66N/A
9/30/201947415N/A51N/A
6/30/201944815N/A45N/A
3/31/201943523N/A32N/A
12/31/201842029N/A64N/A
9/30/201840025N/A57N/A
6/30/201838520N/A47N/A
3/31/201836614N/A43N/A
12/31/20173445N/A18N/A
9/30/201733114N/A-10N/A
6/30/201731317N/A-5N/A
3/31/201729218N/A4N/A
12/31/201626817N/A21N/A
9/30/201624216N/A38N/A
6/30/201622114N/A46N/A
3/31/201620916N/A41N/A
12/31/201519820N/A46N/A
9/30/201518920N/A43N/A

애널리스트 향후 성장 전망

수입 대 저축률: AXON 의 연간 예상 수익 증가율(28.5%)이 saving rate(3.7%)보다 높습니다.

수익 vs 시장: AXON 의 연간 수익(28.5%)이 US 시장(17.2%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 수익: AXON 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.

수익 대 시장: AXON 의 수익(연간 21.2%)이 US 시장(연간 13.4%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 매출: AXON 의 수익(연간 21.2%)은 연간 20%보다 빠르게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: AXON의 자본 수익률은 3년 후 20%로 높을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/09/14 08:00
종가2026/09/14 00:00
수익2026/06/30
연간 수익2025/12/31

데이터 소스

당사의 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 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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분석 모델 및 스노우플레이크

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산업 및 섹터 지표

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분석가 소스

Axon Enterprise, Inc.는 30명의 분석가가 다루고 있습니다. 이 중 19명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
William PowerBaird
Timothy LongBarclays
Jordan LyonnaisBofA Global Research