Added to YB: 2025-11-13
Pitch date: 2025-11-10
AXON [neutral]
Axon Enterprise, Inc.
-33.15%
current return
Author Info
No bio for this author
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Company Info
Axon Enterprise, Inc. provides public safety technology solutions in the United States and internationally.
Market Cap
$31.1B
Pitch Price
$583.16
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:
Adyen’s 3Q25: Architecture Dividend
AXON (earnings): Q3 rev +20% on 8% volume growth proves platform monetizes complexity, not just transactions. Single codebase enables months-not-quarters market expansion. Digital rev +10% despite -5% volume. Unified Commerce +32%. Platforms +50% rev. 459 cross-channel customers (+77). EBITDA margin >50% maintained.
Read full article (6 min)