Added to YB: 2025-09-30
Pitch date: 2025-09-26
AXON [neutral]
Axon Enterprise, Inc.
-45.58%
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
$716.34
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: From TASERs to a $129B AI-Powered Public Safety Platform
AXON trimmed position: Public safety tech co scaling from devices to full-stack platform. ARR +39%, NDR 124%, $150M AI Era Plan bookings Q2. TAM expanded to $129B (vs $50B 2023) via international/enterprise push. Wide moat from switching costs, network effects. Rich valuation at 17.9x EV/Sales vs 7.5x median but strong execution justifies premium.
Read full article (11 min)