Added to YB: 2025-03-14
Pitch date: 2025-03-12
AXON [bullish]
Axon Enterprise, Inc.
-1.26%
current return
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
$42.6B
Pitch Price
$558.81
Price Target
N/A
Dividend
N/A
EV/EBITDA
474.09
P/E
172.63
EV/Sales
16.53
Sector
Aerospace and Defense
Category
growth
Axon Enterprise – Public Safety Technology Leader
AXON (overview): Leader in law enforcement tech. 33% YoY Q4 rev growth, 94% retention. Strong moat: 72.4% body cam share, sticky ecosystem. Cloud segment 40% of rev, 74% margin. TASER 10 success. Enterprise & int'l expansion. Concerns: premium valuation (89.7x P/E), rising SBC (23% of rev).
Read full article (8 min)