Added to YB: 2026-09-11
Pitch date: 2026-09-09
AXON [neutral]
Axon Enterprise, Inc.
-1.47%
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
$39.8B
Pitch Price
$486.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
217.09
P/E
203.79
EV/Sales
12.73
Sector
Aerospace and Defense
Category
growth
Axon: The Optionality Is Playing Out
AXON (earnings): Axon’s Q2 showed new-product optionality offsetting the body-camera slowdown: revenue rose 35% to $904M, Platform Solutions grew 123% to $150M, and ARR increased 39% to $1.64B. Revenue guidance rose for the second time to 32-34%, while operating income improved to $47M from a $1M loss. The stretch is cash generation: achieving the reaffirmed $450M FCF target requires $506M in the second half.
Read full article (4 min)