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
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, 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)