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Added to YB: 2025-12-03

Pitch date: 2025-12-01

AXON [neutral]

Axon Enterprise, Inc.

-22.76%

current return

Author Info

Compounding Your Wealth dives into detailed analyses of earnings reports, shares transparent reviews, and cultivates a long-term mindset essential for understanding company fundamentals, business models, and diverse investment styles. My goal is to nurture a multibagger portfolio by focusing on growth companies, adopting a long-term perspective, and employing a systematic, process-driven approach. Sign up for the newsletter.

Company Info

Axon Enterprise, Inc. provides public safety technology solutions in the United States and internationally.

Market Cap

$40.6B

Pitch Price

$534.81

Price Target

N/A

Dividend

N/A

EV/EBITDA

550.88

P/E

335.48

EV/Sales

14.68

Sector

Aerospace and Defense

Category

growth

Show full summary:
Compounding Your Wealth | My Stock Portfolio Review, November 2025 - Axon Enterprise, Inc.

AXON (holding update): Rev $711M (+31% YoY), 7th straight 30%+ growth quarter; Software ARR $1.3B (+41%); guidance raised to $2.74B FY (+31%); backlog $11.4B (+48%); AI momentum w/ Aeroplan bookings. But non-GAAP EPS miss -21.5%, FCF margin fell 720bps, gross margins down. Stock -20.8% post-earnings.

Read full article (1 min)