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
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)