Added to YB: 2026-09-08
Pitch date: 2026-09-05
AXON [bullish]
Axon Enterprise, Inc.
Author Info
I run the LASER Index, which is a portfolio of stocks that has generated ~40%/year since inception. I currently rank in the top 1% of all analysts according to TipRanks. Sign up for the newsletter.
Company Info
Axon Enterprise, Inc. provides public safety technology solutions in the United States and internationally.
Market Cap
$41.9B
Pitch Price
N/A
Price Target
2.6K (+402%)
Dividend
N/A
EV/EBITDA
228.14
P/E
214.47
EV/Sales
13.37
Sector
Aerospace and Defense
Category
growth
Axon: God’s Hand of Requital
AXON (hold): Axon remains a long as it evolves from Tasers and body cameras into a global hardware-software AI platform spanning state and local law enforcement, federal agencies, corrections and enterprise. Q2 revenue rose 35% to $904M, extending 30%+ growth to ten quarters, while network effects and switching costs support durability. The tension is valuation: a 2.2% normalized cash yield makes sustained ~30% annual growth critical.
Read full article (11 min)