Axon Enterprise, Inc. (AXON)

NMS – Real vaqt narxi. Valyuta: USD

599.32

-36.99 (-5.81%)

Bozor ochiq: Aug 12, 2026, 3:59 PM EDT

633.00

-3.31 (-0.52%)

Oldingi bozordan keyin: Aug 11, 2026, 7:57 PM EDT

12.08.2026

Will Strength in Connected Devices Unit Continue to Drive AXON's Growth?

Axon's Connected Devices segment is surging as TASER, body cameras and counter-drone equipment drive strong revenue growth.

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.

Axon Enterprise, Inc. (AXON)

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Bizni kuzating

Axon Enterprise, Inc. (AXON)

Will Strength in Connected Devices Unit Continue to Drive AXON's Growth?

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)

Will Strength in Connected Devices Unit Continue to Drive AXON's Growth?

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)

Videolar

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Press-relizlar

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

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Axon Enterprise, Inc. (AXON)

Aksiya tahlili uchun eng kuchli vositalarga ega bo'ling

Finranks

Kompaniya

Biz bilan bog'lanish

Bizni kuzating

Axon Enterprise, Inc. (AXON)

Will Strength in Connected Devices Unit Continue to Drive AXON's Growth?

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)

Will Strength in Connected Devices Unit Continue to Drive AXON's Growth?

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)

Videolar

No Data

Press-relizlar

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