Added to YB: 2026-07-02
Pitch date: 2026-06-30
AXON [bullish]
Axon Enterprise, Inc.
+2.32%
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
$45.2B
Pitch Price
$580.52
Price Target
N/A
Dividend
N/A
EV/EBITDA
370.47
P/E
225.43
EV/Sales
15.52
Sector
Aerospace and Defense
Category
growth
Why I like $AXON
AXON: Software compounder disguised as hardware, down ~43% from high on 'AI kills SaaS' fears. ARR $1.35B (~40% growth, 77% GM, 125%+ NRR); AI rev +700% YoY, Dedrone counter-drone +300%. $14.3B bookings (+44%). Q1'26 +34%. 32x fwd EBITDA vs 80-100x hist; SOTP: software ~ entire EV, hardware free. Risk: priced for perfection, FCF -$75M '25 on capex/SBC.
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