Added to YB: 2026-02-27
Pitch date: 2026-02-25
AXON [neutral]
Axon Enterprise, Inc.
+4.19%
current return
Author Info
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Company Info
Axon Enterprise, Inc. provides public safety technology solutions in the United States and internationally.
Market Cap
$35.2B
Pitch Price
$528.07
Price Target
N/A
Dividend
N/A
EV/EBITDA
990.88
P/E
293.05
EV/Sales
12.71
Sector
Aerospace and Defense
Category
growth
Axon Earnings
AXON (earnings): Q4 rev $797M (+38.5% YoY), beat by 5.7%; bookings $7.4B (+46% YoY); ARR $1.35B (+35% YoY); NRR 125%. AI Era Plan $750M bookings, Draft One fastest product launch ever. Intl bookings >$1B first time. FY26 guide $3.53-3.62B (+29%). Margins pressured by tariffs, component inflation: GM 57.9% (-2.2pp), FCF margin 19.5% (-19.7pp). SBC elevated 26% of rev
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