Professional
Added to YB: 2026-03-06
Pitch date: 2026-02-06
AXON [neutral]
Axon Enterprise, Inc.
+15.13%
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
$31.1B
Pitch Price
$418.21
Price Target
N/A
Dividend
N/A
EV/EBITDA
314.11
P/E
155.16
EV/Sales
10.79
Sector
Aerospace and Defense
Category
growth
Show full summary:
Edgewood Management Portfolio Holding: Axon Enterprise, Inc.
AXON (holding update): Public safety hw/sw platform (TASERs, body cams, evidence mgmt). 57% rev from devices (52% GM), 43% sw/services (77% GM). 95%+ rev subscription-based. Draft One AI report tool cuts officer time 50%, $65/mo, driving AI Era Plan at $199/mo, fastest booked product, >10% U.S. bookings. Intl <3% penetrated of $70B+ TAM.
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