Added to YB: 2025-05-12
Pitch date: 2025-05-08
AXON [neutral]
Axon Enterprise, Inc.
-19.33%
current return
Author Info
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Company Info
Axon Enterprise, Inc. develops, manufactures, and sells conducted energy devices (CEDs) under the TASER brand in the United States and internationally.
Market Cap
$42.6B
Pitch Price
$684.01
Price Target
N/A
Dividend
N/A
EV/EBITDA
474.09
P/E
172.63
EV/Sales
16.53
Sector
Aerospace and Defense
Category
growth
Axon Enterprise Q1 2025 Earnings Analysis
AXON (earnings update): Rev $604M (+31% YoY, beat 6.5%), ARR $1.1B (+34%). Software/Services +39%, TASER +26%. TASER 10 adoption 2x faster than T7. Draft One AI gaining traction (30K users). Fixed ALPR cameras launching. Margins mixed: GM 63.6% (+0.4pp), but Op margin -1.5% (-5pp). SBC/rev high at 23%. Intl bookings at record. Tariffs a 50bps EBITDA headwind.
Read full article (8 min)