Added to YB: 2025-11-12
Pitch date: 2025-11-05
AXON [neutral]
Axon Enterprise, Inc.
-10.23%
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
$628.60
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 Q3 2025 Earnings Analysis
AXON (earnings): Q3 $711M rev (+31% YoY) beat est by 1%; 7th straight 30%+ growth quarter. Software ARR $1.3B (+41% YoY), NRR 124%. Connected Devices +24% hurt by tariffs. Adj EBITDA margin 24.9% but GAAP EPS $1.17 missed est -21.5%. AI Aeroplan ~10% US bookings, cut 911 calls 33%. Raised FY guide to $2.74B (+31%). Backlog $11.4B (+48% YoY).
Read full article (7 min)