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AXON logo

Axon Enterprise, Inc. Stock Price

NasdaqGS:AXON Community·US$36.8b Market Cap
  • 4 Narratives written by author
  • 2 Comments on narratives written by author
  • 256 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

AXON Share Price Performance

US$447.76
-326.77 (-42.19%)
​
US$693.40
Fair Value
US$447.76
-326.77 (-42.19%)
35.4% undervalued intrinsic discount
US$693.40
Fair Value
Price US$447.76
AnalystConsensusTarget US$693.40
AryaWinningSon US$606.83
AnalystLowTarget US$531.87
Tue, 25 Aug 26
Fair ValueUS$693.40
Share Pricen/a

AXON Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$693.4 35.4% undervalued intrinsic discount

Next-generation AI And Drones Will Transform Public Safety

1users have liked this narrative
3users have commented on this narrative
108users have followed this narrative
AR
AryaWinningSon
AryaWinningSon's
Fair Value
·
Fair Value US$606.83 26.2% undervalued intrinsic discount

From Tasers to SaaS: Axon’s Quiet Platform Transformation

1users have liked this narrative
0users have commented on this narrative
16users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$531.87 15.8% undervalued intrinsic discount

Rising Regulation And Pricing Pressures Will Hinder Future Performance

0users have liked this narrative
0users have commented on this narrative
6users have followed this narrative
AXON logo
Axon Enterprise
26.2% undervalued intrinsic discount

From Tasers to SaaS: Axon’s Quiet Platform Transformation

View narrative
AR
AryaWinningSon
AryaWinningSon
Published 12 Mar
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AXON logo
Axon Enterprise
15.8% undervalued intrinsic discount

Rising Regulation And Pricing Pressures Will Hinder Future Performance

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AN
AnalystLowTarget
AnalystLowTarget
Updated 8 Sep
Read Narrative
AXON logo
Axon Enterprise
35.4% undervalued intrinsic discount

Next-generation AI And Drones Will Transform Public Safety

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 25 Aug
Read Narrative
AXON logo
Axon Enterprise
45.7% undervalued intrinsic discount

Digital Transformation And Mandatory Cameras Will Expand Public Safety

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AN
AnalystHighTarget
AnalystHighTarget
Updated 15 Jun
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Trending Discussion

DA
AXON logo

One factor to consider for Axon's growth is whether the Russia - Ukraine war continues. Axon's Dedrone (dead drone) product could be a game changer, however if it is too successful, it could lead to an end of the war, thereby reducing Dedrone sales - an unintended consequence!David Lane

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Recently Updated Narratives

AR
AryaWinningSon
AXON logo

From Tasers to SaaS: Axon’s Quiet Platform Transformation

Fair Value: US$606.83 26.2% undervalued intrinsic discount
16 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
AXON logo

AXON: World Cup And AI Demand Will Test Currently Balanced Expectations

Fair Value: US$531.87 15.8% undervalued intrinsic discount
6 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
AXON logo

AXON: Future Contracted Bookings Will Support AI Public Safety Repricing

Fair Value: US$693.4 35.4% undervalued intrinsic discount
108 fair values setusers have set this as their fair value
3 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Exceptional growth potential and fair value.

3 Risks
2 Rewards
View Full Analysis

Axon Enterprise, Inc. Key Details

US$3.2b

Revenue

US$1.3b

Cost of Revenue

US$1.9b

Gross Profit

US$1.7b

Other Expenses

US$199.3m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
2.45
59.52%
6.19%
47.1%
View Full Analysis

About AXON

Founded
1993
Employees
5100
CEO
Patrick Smith
WebsiteView website
www.axon.com

Axon Enterprise, Inc. provides public safety technology solutions in the United States and internationally. The company operates in two segments, Software and Services, and Connected Devices. The Software and Services segment develops, manufactures, and sells cloud-based software-as-a-service solutions to capture, store, manage, share, and analyze video and other digital evidence. This segment also offers Axon Evidence, Draft One, Axon Records, Axon Standards, Axon Fusus, Axon Assistant, and others. The Connected Devices segment engages in the development, manufacture, and sale of integrated hardware solutions, such as conducted energy devices under the TASER brand, body cameras, fixed and in-car cameras, drone and counter-drone technologies, accessories, extended warranties, and related hardware products, as well as virtual reality training hardware. The company serves first responders across international, federal, state, and local governments, international governmental entities, commercial enterprises, and consumers through direct sales, distribution partners, and third-party resellers. The company was formerly known as TASER International, Inc. and changed its name to Axon Enterprise, Inc. in April 2017. Axon Enterprise, Inc. was incorporated in 1993 and is headquartered in Scottsdale, Arizona.

Recent AXON News & Updates

Seeking Alpha • Sep 16

Axon Enterprise: The Moat Is Getting Deeper, But The Margin Of Safety Remains Thin

Summary Axon Enterprise is evolving into a comprehensive ecosystem, integrating hardware, cloud evidence, and workflow software for law enforcement agencies. Q2 2026 results show strong ARR growth ($1.639B, NRR 126%) and robust bookings, but high valuation multiples (TTM EV/Sales 12.7x, EV/EBITDA 49.5x) limit upside. AI integration offers potential but remains unproven as a standalone profit driver; regulatory and competitive risks persist. I maintain a Hold rating: operational momentum is solid, but premium valuation, modest FCF, and dilution require clearer profitability and cash flow improvements. Read the full article on Seeking Alpha

Recent updates

No updates

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