Added to YB: 2025-11-13
Pitch date: 2025-11-11
AXON [neutral]
Axon Enterprise, Inc.
-27.58%
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
$40.6B
Pitch Price
$570.35
Price Target
800.00 (+94%)
Dividend
N/A
EV/EBITDA
550.88
P/E
335.48
EV/Sales
14.68
Sector
Aerospace and Defense
Category
growth
Stock of the Week: Axon - Is the 20% Drop Justified?
AXON (quick overview): 31% revenue growth, 41% recurring rev growth ($305M) beat estimates but stock fell 20%. Major red flag: $146M stock-based comp (20% of revenue, +44% YoY) consuming all FCF. Trading 16x 2025 sales despite 3% margins. Analyst targets $610-$800. Buying zones: $475/$280/$190.
Read full article (3 min)