Added to YB: 2025-12-03
Pitch date: 2025-12-01
AXON [neutral]
Axon Enterprise, Inc.
+5.51%
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. develops, manufactures, and sells conducted energy devices (CEDs) under the TASER brand in the United States and internationally.
Market Cap
$42.6B
Pitch Price
$534.81
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
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)