Added to YB: 2025-09-19
Pitch date: 2025-06-30
AXON [neutral]
Axon Enterprise, Inc.
-52.8%
current return
Author Info
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Company Info
Axon Enterprise, Inc. provides public safety technology solutions in the United States and internationally.
Market Cap
$31.1B
Pitch Price
$825.89
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
Show full summary:
Sands Capital Global Growth Strategy Portfolio Holding: Axon Enterprise, Inc.
AXON (holding update): Public safety tech leader w/ strong 2025 start - Q1 rev +30%, guidance raised to $2.6-2.7B despite tariff headwinds. Taser 10 ramping 2x faster than predecessor, premium bundles up to 30% of base from <20%. AI tools gaining traction, intl expansion accelerating.
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