Added to YB: 2025-08-07
Pitch date: 2025-08-05
AXON [neutral]
Axon Enterprise, Inc.
-54.66%
current return
Author Info
No bio for this author
Company Info
Axon Enterprise, Inc. provides public safety technology solutions in the United States and internationally.
Market Cap
$31.1B
Pitch Price
$859.76
Price Target
N/A
Dividend
N/A
EV/EBITDA
314.11
P/E
155.16
EV/Sales
10.79
Sector
Aerospace and Defense
Category
growth
Axon Enterprise, Inc. (AXON) Q2 2025 Earnings Review
AXON (earnings update): Crushed Q2 w/ 33% rev growth to $669M, 39% ARR growth to $1.2B. Software now 44% of revenue, growing 39%, pushing margins higher. TASER 10 & Body 4 driving hardware sales (+29%). $10.7B backlog (+43% YoY) with 124% net retention. Raised guidance, expanding into int'l, federal & enterprise markets. Evolving from hardware co to full public safety SaaS platform.
Read full article (14 min)