Axon Enterprise, Inc. (AXON)

NMS – Real Time Price. Currency in USD

603.51

-32.80 (-5.15%)

Market open: Aug 12, 2026, 1:34 PM EDT

633.00

-3.31 (-0.52%)

Previous after-hours: Aug 11, 2026, 7:57 PM EDT

12.08.2026

Stock Of The Day: Is The Axon Rally Over?

Shares of Axon Enterprise, Inc. (NASDAQ:AXON), our Stock of the Day, are consolidating on Wednesday. They have been in a strong uptrend.

12.08.2026

Axon Enterprise: Public Safety Boosted By New AI Capabilities - Hefty Growth Premiums

AI-driven capabilities on the legacy hardware/software offerings and the prior inventory buildout have boosted AXON's contracted bookings metric. The razor-and-blade model drives hardware adoption, which increases attach rates for higher-margin software/services, resulting in 95%+ of revenues tied to subscription plans. AXON has twice raised the FY2026 guidance while offering promising FY2028 targets, with it explaining the outsized stock price rally.

12.08.2026

Axon Enterprise: Q2 Was Strong - But Here Are The Reasons Why I Am Not A Buyer

Axon Enterprise delivered 35% YoY revenue growth in Q2, with strong performance across all segments and standout AI-driven revenue expansion. Annual recurring revenue reached $1.6 billion, supported by a 126% net retention rate, highlighting the stickiness and predictability of AXON's business model. Concerns remain over AXON's high stock-based compensation, significant shareholder dilution, and negative operating cash flow despite headline profitability.

11.08.2026

Axon Jumps After Earnings Beat and Analyst Target Hikes: Here's The Next Catalyst Investors Are Waiting On

Shares of Axon Enterprise (NASDAQ:AXON | AXON Price Prediction) are up 6% in midday trading Tuesday, trading near $634 after opening the session at $596.

11.08.2026

Axon: Strong Growth, High Valuation

Axon Enterprise has evolved into a public safety operating system, with AI Era and Dedrone driving rapid growth and diversification. Q2 2026 saw 35% revenue growth, 39% ARR growth to $1.6B, and future contracted bookings reaching $15.1B, but valuation remains demanding. I maintain a Hold rating: at $571, AXON trades at 54x 2027E and 41x 2028E earnings, with FCF yield under 1% and high SBC-driven dilution.

11.08.2026

Axon: Take Some Chips Off The Table (Rating Downgrade)

Axon delivered robust Q2 results, with 35% YoY revenue growth and strong AI Era business momentum. Future demand remains solid, evidenced by a 41% YoY increase in bookings and improved net revenue retention to 126%. Gross margin contracted 40 bps YoY, but adjusted EBITDA margin expanded 110 bps, highlighting operational leverage.

08.08.2026

$10,000 in Axon Stock a Decade Ago Would Be Worth About $329,000 Today. The Stock Is Down Over the Past Year.

Shares that opened 2016 near $17 trade around $553 today. Second-quarter revenue rose 35% year over year, Axon's 10th straight quarter of growth above 30%.

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05.08.2026

Axon reports Q2 2026 revenue of $904 million, up 35% year over year

Annual recurring revenue grows 39% to $1.6 billion; net revenue retention reaches 126% Software & Services revenue grows 36% year over year to $398 million; AI Era revenue grows nearly 700% Platform Solutions revenue grows 123% year over year to $150 million; Dedrone revenue surpasses $100 million Reports net income of $29 million, non-GAAP net income of $155 million and Adjusted EBITDA of $242 million Raises full-year revenue growth outlook to 32% to 34%; maintains Adjusted EBITDA margin outlook at 25.5% SCOTTSDALE, Ariz., Aug. 5, 2026 /PRNewswire/ -- Fellow shareholders, Axon delivered another record quarter, with revenue increasing 35% year over year to $904 million — our 10th consecutive quarter of revenue growth above 30%.

Axon Enterprise, Inc. (AXON)

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Axon Enterprise, Inc. (AXON)

Stock Of The Day: Is The Axon Rally Over?

Axon Enterprise: Public Safety Boosted By New AI Capabilities - Hefty Growth Premiums

Axon Enterprise: Q2 Was Strong - But Here Are The Reasons Why I Am Not A Buyer

Axon Jumps After Earnings Beat and Analyst Target Hikes: Here's The Next Catalyst Investors Are Waiting On

Axon: Strong Growth, High Valuation

Axon: Take Some Chips Off The Table (Rating Downgrade)

$10,000 in Axon Stock a Decade Ago Would Be Worth About $329,000 Today. The Stock Is Down Over the Past Year.

Videos

No Data

Press releases

Axon reports Q2 2026 revenue of $904 million, up 35% year over year

Stock Of The Day: Is The Axon Rally Over?

Axon Enterprise: Public Safety Boosted By New AI Capabilities - Hefty Growth Premiums

Axon Enterprise: Q2 Was Strong - But Here Are The Reasons Why I Am Not A Buyer

Axon Jumps After Earnings Beat and Analyst Target Hikes: Here's The Next Catalyst Investors Are Waiting On

Axon: Strong Growth, High Valuation

Axon: Take Some Chips Off The Table (Rating Downgrade)

$10,000 in Axon Stock a Decade Ago Would Be Worth About $329,000 Today. The Stock Is Down Over the Past Year.

Videos

No Data

Press releases

Axon reports Q2 2026 revenue of $904 million, up 35% year over year

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Axon Enterprise, Inc. (AXON)

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Company

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Axon Enterprise, Inc. (AXON)

Stock Of The Day: Is The Axon Rally Over?

Axon Enterprise: Public Safety Boosted By New AI Capabilities - Hefty Growth Premiums

Axon Enterprise: Q2 Was Strong - But Here Are The Reasons Why I Am Not A Buyer

Axon Jumps After Earnings Beat and Analyst Target Hikes: Here's The Next Catalyst Investors Are Waiting On

Axon: Strong Growth, High Valuation

Axon: Take Some Chips Off The Table (Rating Downgrade)

$10,000 in Axon Stock a Decade Ago Would Be Worth About $329,000 Today. The Stock Is Down Over the Past Year.

Videos

No Data

Press releases

Axon reports Q2 2026 revenue of $904 million, up 35% year over year

Stock Of The Day: Is The Axon Rally Over?

Axon Enterprise: Public Safety Boosted By New AI Capabilities - Hefty Growth Premiums

Axon Enterprise: Q2 Was Strong - But Here Are The Reasons Why I Am Not A Buyer

Axon Jumps After Earnings Beat and Analyst Target Hikes: Here's The Next Catalyst Investors Are Waiting On

Axon: Strong Growth, High Valuation

Axon: Take Some Chips Off The Table (Rating Downgrade)

$10,000 in Axon Stock a Decade Ago Would Be Worth About $329,000 Today. The Stock Is Down Over the Past Year.

Videos

No Data

Press releases

Axon reports Q2 2026 revenue of $904 million, up 35% year over year