Added to YB: 2026-05-11
Pitch date: 2026-05-07
AXON [neutral]
Axon Enterprise, Inc.
-6.48%
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
$431.49
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
Axon Earnings
AXON (earnings): Q1 rev $807M (+34% YoY), 9th straight 30%+ qtr, beat by 3.5%; raised FY26 guide to $3.62B-$3.67B (+31% YoY). ARR $1.49B (+35% YoY), future contracted rev $14.3B (+44% YoY), NRR 125%. AI bookings +140% YoY, Dedrone bookings +500% YoY. Intl rev +100% YoY (20% of total), enterprise +50% YoY. Gross margin compressed: Connected 48.7% (-1.3pp), Software 72.4% (-1.8pp) on Dedrone mix, tariffs, memory costs. FCF margin -6.8% on inventory build. SBC 17% of rev, dilution concerns persist. Strong moat expansion via hardware-software flywheel; AI & Dedrone scale exceeding production capacity.
Read full article (13 min)