Reading the tape
NASDAQ: AXON
Axon Enterprise, Inc.
Industrials · Aerospace & Defense
Market Cap
$32.42B
52w High
$885.92
52w Low
$339.01
P/E
258.94
Volume
603.23K
Outstanding Shares
80.57M
Price vs Fundamentals
Why The Stock Is Moving
Mixed / unclearLow confidence
Note: The most recent financial data is over 3 months old. Metrics shown may not reflect the latest reporting period.
1Y Price: -35.23%Revenue (TTM): 33.47%FCF (TTM): -77.22%P/E: 97th pct
What changed
The stock fell 35.23% over the last year. Revenue grew 33.47% over the trailing twelve months. Operating margin moved from 2.83% to 0.04%. Free cash flow declined 77.22% over the trailing twelve months.
What the market seems to be pricing
The stock has moved lower against modestly weakening underlying metrics. The operating data does not yet tell a clear story — the move may reflect sentiment, sector rotation, or macro factors rather than company-specific earnings power.
What would invalidate this read
Operating margin currently stands at 0.04%. A decisive move in revenue — currently up 33.47% — would be the clearest signal to resolve the ambiguity.
Company profile
Axon Enterprise, Inc. develops, manufactures, and sells conducted energy devices (CEDs) under the TASER brand in the United States and internationally.
CEOPatrick W. Smith
SectorIndustrials
IndustryAerospace & Defense
Employees5,100
IPO dateJun 19, 2001
Valuation
Forward P/E—
EV/EBITDA236.13
Enterprise value$46.37B
Stock splits
Nov 30, 2004↑ Forward
Every 1 shares became 2
Apr 30, 2004↑ Forward
Every 1 shares became 2
Feb 11, 2004↑ Forward
Every 1 shares became 3
Profitability & growth
Revenue growth38.53%
Gross margin59.66%▲0.08%vs FY2024
Operating margin0.04%▼179.45%vs FY2024
ROE3.85%▼76.22%vs FY2024
Analyst consensus
RatingBuy
Target price$726.71▲80.63%
17
Buy
4
Hold
0
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Full quarter-by-quarter history of actuals vs estimates. Switch into compare mode to inspect one metric year-over-year.
Next report
May 6, 2026
Q2 FY26 · EPS est $1.60 · Revenue est $778.91M
View