Professional
Added to YB: 2026-09-23
Pitch date: 2026-06-30
AXON [bullish]
Axon Enterprise, Inc.
-22.38%
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
$36.4B
Pitch Price
$580.52
Price Target
N/A
Dividend
N/A
EV/EBITDA
198.90
P/E
186.22
EV/Sales
11.66
Sector
Aerospace and Defense
Category
growth
Baron SMID Cap ETF Portfolio Holding: Axon Enterprise, Inc.
AXON: After Axon traded down with the “AI losers” basket, the shares offered a rare opportunity to repurchase at a discount. Axon’s mix of Tasers, body cameras, drones, license-plate readers, cloud software and virtual-reality training is viewed as a market-leading “atoms plus electrons” model with huge competitive moats and an opportunity to more than double the investment over five years at current prices.
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