Added to YB: 2026-08-10
Pitch date: 2026-08-06
AXON [neutral]
Axon Enterprise, Inc.
Author Info
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Company Info
Axon Enterprise, Inc. provides public safety technology solutions in the United States and internationally.
Market Cap
$42.1B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
229.31
P/E
217.29
EV/Sales
13.44
Sector
Aerospace and Defense
Category
growth
Axon Earnings Q2 2026
AXON (earnings): Q2 rev $904M (+35.2% YoY) beat 3.2%; adj EPS $1.88 beat 2.2%. ARR $1.64B (+38.5%), net new ARR +85%, NRR 126%, contracted rev $15.1B (+41%). FY guide raised to +33%. Platform Solutions +123%, AI Era Plan +700%, intl bookings 3x. Risks: memory costs pressure Q3 EBITDA, soft FCF, slowing bookings +20%.
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