Axon Enterprise 경영진
경영진 기준 점검 4/4
Axon Enterprise CEO는 Rick Smith, Sep1993 에 임명되었습니다 의 임기는 32.67 년입니다. 총 연간 보상은 $40.00K, 78% 급여 및 22% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $1.21B 가치에 해당하는 회사 주식의 3.82% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 4 년과 9.6 년입니다.
핵심 정보
Rick Smith
최고경영자
US$40.0k
총 보수
| CEO 급여 비율 | 78.00% |
| CEO 재임 기간 | 32.7yrs |
| CEO 지분 보유율 | 3.8% |
| 경영진 평균 재임 기간 | 4yrs |
| 이사회 평균 재임 기간 | 9.6yrs |
최근 경영진 업데이트
Recent updates
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 Enterprise: Impressive Growth, Real Margin Work Left
Apr 21AXON: 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
Feb 11
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
Jul 15Axon Enterprise's (NASDAQ:AXON) Returns On Capital Are Heading Higher
Jul 02Axon Enterprise (NASDAQ:AXON) Has A Pretty Healthy Balance Sheet
Jun 18Why Axon Enterprise's (NASDAQ:AXON) Healthy Earnings Aren’t As Good As They Seem
May 14Axon Enterprise: Strong Moat And Long Term Growth Support Hold, Despite High Valuation
Apr 20Axon Is Building God's Eye
Mar 29Axon Enterprise: A Market Leader With Robust Growth Potential, But Still Overvalued
Mar 12Axon Enterprise: Long-Term Potential And Key Risks For Investors
Mar 05Axon Enterprise: A Buy Due To International Opportunities Plus Continued Revenue Growth
Feb 06Axon Enterprise: Capitalizing On Strong Core Business And Innovative Drone Opportunities
Dec 31Axon Enterprise: Great Business, Excessive Valuation
Dec 24Axon Enterprise: One Of My Best Calls Ever Is Now A Nasdaq-100 Stock
Dec 17Axon Enterprise: AI Upside Negated By Full Valuation
Nov 16CEO 보수 분석
| 날짜 | 총 보수 | 급여 | 회사 수익 |
|---|---|---|---|
| Dec 31 2025 | US$40k | US$31k | US$125m |
| Sep 30 2025 | n/a | n/a | US$257m |
| Jun 30 2025 | n/a | n/a | US$326m |
| Mar 31 2025 | n/a | n/a | US$332m |
| Dec 31 2024 | US$165m | US$31k | US$377m |
| Sep 30 2024 | n/a | n/a | US$299m |
| Jun 30 2024 | n/a | n/a | US$293m |
| Mar 31 2024 | n/a | n/a | US$264m |
| Dec 31 2023 | US$40k | US$31k | US$176m |
| Sep 30 2023 | n/a | n/a | US$148m |
| Jun 30 2023 | n/a | n/a | US$99m |
| Mar 31 2023 | n/a | n/a | US$137m |
| Dec 31 2022 | US$33k | US$31k | US$147m |
| Sep 30 2022 | n/a | n/a | US$104m |
| Jun 30 2022 | n/a | n/a | US$141m |
| Mar 31 2022 | n/a | n/a | US$43m |
| Dec 31 2021 | US$33k | US$31k | -US$60m |
| Sep 30 2021 | n/a | n/a | -US$21m |
| Jun 30 2021 | n/a | n/a | -US$70m |
| Mar 31 2021 | n/a | n/a | -US$54m |
| Dec 31 2020 | US$3m | US$25k | -US$2m |
| Sep 30 2020 | n/a | n/a | -US$40m |
| Jun 30 2020 | n/a | n/a | -US$33m |
| Mar 31 2020 | n/a | n/a | -US$1m |
| Dec 31 2019 | US$39k | US$23k | US$882k |
보상 대 시장: Rick의 총 보수(USD40.00K)는 US 시장에서 비슷한 규모 기업의 평균(USD14.58M)보다 낮습니다.
보상과 수익: Rick의 보상은 지난 1년 동안 회사 실적과 일치했습니다.
CEO
Rick Smith (54 yo)
32.7yrs
재임 기간
US$40,001
보수
Mr. Patrick W. Smith, also known as Rick, founded Axon Enterprise, Inc. (formerly TASER International) in September 1993 and has been its Chief Executive Officer since 1993. He has been Director at Axon En...
리더십 팀
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| Founder | 32.7yrs | US$40.00k | 3.82% $ 1.2b | |
| President | 2.9yrs | US$728.34k | 0.14% $ 45.1m | |
| COO & CFO | 3.7yrs | US$1.30m | 0.065% $ 20.6m | |
| Chief Product Officer & CTO | 3.3yrs | US$864.21k | 0.15% $ 46.3m | |
| Chief Revenue Officer | no data | US$1.31m | 0.032% $ 10.2m | |
| Chief Accounting Officer | 2.7yrs | 데이터 없음 | 0.0029% $ 910.5k | |
| Senior Director of Investor Relations | no data | 데이터 없음 | 데이터 없음 | |
| Corporate Secretary & Chief Legal Officer | 7.8yrs | 데이터 없음 | 0.037% $ 11.9m | |
| Executive Vice President of Marketing & Communications | 3.3yrs | 데이터 없음 | 데이터 없음 | |
| Chief Human Officer | 7.3yrs | 데이터 없음 | 데이터 없음 | |
| Executive Vice President of Operations | 4.3yrs | 데이터 없음 | 데이터 없음 | |
| Senior VP of Real-Time Operations & Site GM | 4.3yrs | 데이터 없음 | 데이터 없음 |
4.0yrs
평균 재임 기간
49yo
평균 나이
경험이 풍부한 관리: AXON의 경영진은 경험이 있음으로 간주됩니다(평균 재임 4 년).
이사회 구성원
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| Founder | 33.3yrs | US$40.00k | 3.82% $ 1.2b | |
| Independent Director | 3.2yrs | US$404.21k | 0.0021% $ 675.7k | |
| Non-Executive Director | 9.6yrs | US$384.21k | 0.0043% $ 1.4m | |
| Independent Chairman of the Board | 19.9yrs | US$433.77k | 0.021% $ 6.8m | |
| Independent Director | 15.9yrs | US$391.71k | 0.29% $ 93.6m | |
| Independent Director | 6yrs | US$389.21k | 0.0092% $ 2.9m | |
| Member of Senior Executive Advisory Board | no data | 데이터 없음 | 데이터 없음 | |
| Member of The Senior Executive Advisory Board | no data | 데이터 없음 | 데이터 없음 | |
| Member of Senior Executive Advisory Board | no data | 데이터 없음 | 데이터 없음 | |
| Member of Senior Executive Advisory Board | no data | 데이터 없음 | 데이터 없음 | |
| Member of Senior Executive Advisory Board | no data | 데이터 없음 | 데이터 없음 | |
| Independent Director | 6.8yrs | US$382.71k | 0.0039% $ 1.2m |
9.6yrs
평균 재임 기간
65yo
평균 나이
경험이 풍부한 이사회: AXON의 이사회는 경험이 있음으로 간주됩니다(평균 재임 9.6 년).
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/05 23:19 |
| 종가 | 2026/05/05 00:00 |
| 수익 | 2025/12/31 |
| 연간 수익 | 2025/12/31 |
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.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 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 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
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산업 및 섹터 지표
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분석가 소스
Axon Enterprise, Inc.는 30명의 분석가가 다루고 있습니다. 이 중 18명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| William Power | Baird |
| Timothy Long | Barclays |
| Jordan Lyonnais | BofA Global Research |