Professional
Added to YB: 2026-04-24
Pitch date: 2026-04-20
AXON [bullish]
Axon Enterprise, Inc.
-1.5%
current return
Author Info
Nightview Capital is an investment management firm focused solely on publicly traded equities. Our approach is based on in-depth, fundamental research and a forward-looking, long-term perspective. Sign up for the newsletter.
Company Info
Axon Enterprise, Inc. provides public safety technology solutions in the United States and internationally.
Market Cap
$32.6B
Pitch Price
$398.63
Price Target
N/A
Dividend
N/A
EV/EBITDA
442.80
P/E
268.16
EV/Sales
11.80
Sector
Aerospace and Defense
Category
growth
Nightview Capital Portfolio Holding: Axon Enterprise, Inc.
AXON (new position): De facto public safety OS in US & globally via Tasers, body cams, in-car cams + cloud-based Axon Evidence platform. High recurring rev, long contracts, minimal churn, gov't customers rarely switch. Hardware distributes software. Expanding into records mgmt, dispatch, AI video analysis = larger TAM. ~30% annual rev growth, expanding margins, near-monopoly in core market. Position initiated late Feb on software selloff at attractive valuation.
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