Added to YB: 2025-08-07
Pitch date: 2025-08-05
AXON [neutral]
Axon Enterprise, Inc.
-34.37%
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
$859.76
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 Q2 2025 Earnings Analysis
AXON (earnings update): Q2 rev $669M (+32.7% YoY), beat est by 4.6%. EPS* $2.12 (+49.3%). ARR $1.18B (+39.2%), NRR 124%. Software rev +39.9% YoY w/ 75.6% GM. FCF margin -17.1% on TASER 10 production investment. AI products drove $150M bookings. Guidance raised to $2.65-2.73B. Int'l now 20% of bookings. Tariffs to impact H2 margins.
Read full article (8 min)