Added to YB: 2025-08-07
Pitch date: 2025-08-05
AXON [neutral]
Axon Enterprise, Inc.
-34.37%
current return
Author Info
No bio for this author
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
455.00 (-19%)
Dividend
N/A
EV/EBITDA
474.09
P/E
172.63
EV/Sales
16.53
Sector
Aerospace and Defense
Category
growth
$AXON | Axon Enterprise Q2 2025 Highlights
AXON (earnings update): 33% Q2 revenue growth to $669M (6th straight qtr >30%), EPS $2.12 (45% above est). Software & Services shining: 39% YoY growth, 78.9% margins, $1.2B ARR, 124% net retention. $10.7B backlog (+43%). AI's Draft One saves officers 6-12hrs/wk. Target: $364-455 based on 2026E EPS $9.10 at 40-50x P/E.
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