AXON Share Price Performance
US$506.57
-33.42 (-6.19%)
32.8% undervalued intrinsic discount
US$754.00
Fair Value
Price US$506.57
Vestra US$754.00
AnalystConsensusTarget US$815.00
AryaWinningSon US$606.83
Fair ValueUS$754.00
Share Pricen/a
Axon Enterprise, Inc. Stock Price
- 5 Narratives written by author
- 2 Comments on narratives written by author
- 190 Fair Values set on narratives written by author
AXON Community Narratives
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Fair Value US$754 32.8% undervalued intrinsic discount
Axon Enterprise (AXON): The "AI-First" Public Safety Ecosystem – Scaling Record Bookings and Draft One Adoption.
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Fair Value US$815 37.8% undervalued intrinsic discount
Next-generation AI And Drones Will Transform Public Safety
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Fair Value US$606.83 16.5% undervalued intrinsic discount
From Tasers to SaaS: Axon’s Quiet Platform Transformation
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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.Read more
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US$606.83
16.5% undervalued intrinsic discount
Fair Value
Revenue
17% p.a.
Profit Margin
4.48%
Future PE
333.04x
Price in 2031
US$977.31
Axon Enterprise (AXON): The "AI-First" Public Safety Ecosystem – Scaling Record Bookings and Draft One Adoption.
Axon Enterprise is currently separating itself from the traditional defense industrial base, trading more like an elite SaaS-intelligence hybrid than a hardware manufacturer. Trading at $559.06 as of the March 9, 2026, close, the stock fell 2.6% today as the broader market digested a "risk-off" geopolitical cycle.Read more
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Rising Regulation And Pricing Pressures Will Hinder Future Performance
Key Takeaways Growing competition and rapid technology commoditization threaten Axon's hardware and software margins, while evolving regulations and privacy requirements increase compliance costs and restrict product features. Heavy exposure to government contracts, unpredictable procurement cycles, and shifting law enforcement funding priorities heighten risks to revenue stability, growth, and profitability.Read more
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US$521.24
2.8% undervalued intrinsic discount
Fair Value
Revenue
27.89% p.a.
Profit Margin
7.8%
Future PE
124.76x
Price in 2029
US$645.18
Digital Transformation And Mandatory Cameras Will Expand Public Safety
Key Takeaways Integration of advanced TASER, AI, and SaaS technologies is rapidly expanding Axon's market dominance and potential for long-term recurring revenue growth. Diversified product offerings and strong platform entrenchment are positioning Axon as the central infrastructure for global public safety transformation, supporting durable pricing power and customer retention.Read more
89
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US$925
45.2% undervalued intrinsic discount
Fair Value
Revenue
28.08% p.a.
Profit Margin
8.29%
Future PE
211.93x
Price in 2029
US$1.15k
Next-generation AI And Drones Will Transform Public Safety
Key Takeaways Adoption of advanced tech and premium bundled SaaS offerings is boosting customer value, margins, and recurring revenue growth as agencies modernize and upgrade. Global expansion and rising public safety challenges are broadening the addressable market, supporting growth and reducing reliance on any single region or product.Read more
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AN
US$815
37.8% undervalued intrinsic discount
Fair Value
Revenue
25.09% p.a.
Profit Margin
7.34%
Future PE
237.82x
Price in 2029
US$1.06k
Trending Discussion
Recently Updated Narratives
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From Tasers to SaaS: Axon’s Quiet Platform Transformation
Fair Value: US$606.83 16.5% undervalued intrinsic discount
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Axon Enterprise (AXON): The "AI-First" Public Safety Ecosystem – Scaling Record Bookings and Draft One Adoption.
Fair Value: US$754 32.8% undervalued intrinsic discount
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AXON: Sector Multiple Compression Will Confront Recurring Revenue And AI Opportunity
Fair Value: US$521.24 2.8% undervalued intrinsic discount
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Snowflake Analysis
Axon Enterprise, Inc. Key Details
About AXON
- Founded
- 1993
- Employees
- 5100
- CEO
- WebsiteView website
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.
