Added to YB: 2025-01-09
Pitch date: 2025-01-09
AXON [bullish]
Axon Enterprise, Inc.
Author Info
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Company Info
Axon Enterprise, Inc. develops, manufactures, and sells conducted energy devices (CEDs) under the TASER brand in the United States and internationally.
Market Cap
$42.9B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
Sector
Aerospace and Defense
Category
growth
Show full summary:
Axon (AXON) Poised for Long-Term Growth with Strong Market Demand for Body Cameras and Cloud Solutions
AXON: OS for public safety, $77B TAM. Cloud/software growth 32% this yr, 27% next. Taser 20 upgrade driving 36% growth. Body 4 cams shipping record #s. AI bundle (Draft One) $85/mo/seat. 20%+ CAGR post-2024 target, potential 25-30%. GM improving from 63.2%, FCF margins 17-20% F25/26.
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