Added to YB: 2025-08-13
Pitch date: 2025-08-11
AXON [neutral]
Axon Enterprise, Inc.
-31.16%
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
$819.64
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: 2Q25 Business Update
AXON (earnings update): Q2 revenue +33% YoY (14th quarter of 25%+ growth), driven by Software (+39%) and Connected Devices (+29%). Net revenue retention 124% (20th quarter >120%). Raised 2025 guidance to $2.65-2.73B (+29% YoY). R&D spend +38% YoY to 24% of revenue. FCF negative after SBC. Major city department signed largest deal in company history.
Read full article (3 min)