Added to YB: 2026-03-04
Pitch date: 2026-03-02
AXON [neutral]
Axon Enterprise, Inc.
+1.75%
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
$43.5B
Pitch Price
$569.14
Price Target
N/A
Dividend
N/A
EV/EBITDA
589.67
P/E
359.21
EV/Sales
15.72
Sector
Aerospace and Defense
Category
growth
My Stock Portfolio Review, February 2026 - Axon Enterprise, Inc.
AXON (holding update): Q4 rev $797M (+38.5% YoY), beat by 5.7%; $7.4B bookings (+46% YoY); ARR $1.35B (+34.6% YoY), NRR 125%. AI Era Plan $750M bookings, AI new products >$1B. FY26 guide $3.53B–$3.62B (+28.6% YoY). Gross margin 57.9% (-2.2pp YoY); FCF margin 19.5% (-19.7pp YoY); SBC 26% of rev on tariff/inflation pressure.
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