Added to YB: 2025-11-13
Pitch date: 2025-11-11
AXON [neutral]
Axon Enterprise, Inc.
-1.06%
current return
Author Info
Quality Stocks helps you find valuable insights to become a better investor, discover quality companies, and find investment ideas. Sign up for the newsletter.
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
$570.35
Price Target
800.00 (+42%)
Dividend
N/A
EV/EBITDA
474.09
P/E
172.63
EV/Sales
16.53
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)