Axon Enterprise Inc.
Axon Enterprise, Inc. develops hardware and cloud-based software for public safety, best known for Tasers and body-worn cameras paired with its Evidence.com evidence-management platform. The business has been shifting from device sales to recurring software and subscription revenue, which can improve revenue visibility and margins over time. With a market capitalisation around $55.5 billion, Axon combines hardware, fast-growing software services and data analytics for law enforcement and security organisations. Investors should weigh potential upside from continued bodycam adoption and software monetisation against risks: dependence on government procurement cycles, legal and regulatory scrutiny, product liability and competition. Axon’s growth can be capital-intensive and valuation may reflect high growth expectations. This summary is general, educational information only and not personal financial advice; returns can vary and are not guaranteed. Consider suitability, risk tolerance and time horizon before making investment decisions, and consult a qualified financial adviser for personalised guidance.
Why It's Moving
Axon Enterprise Draws Bullish Attention as Northcoast Upgrades to Buy Amid AI Software Momentum.
- Northcoast Research upgraded AXON from neutral to buy on January 22, citing strong potential in AI tools like Draft One and new products boosting deal values.
- Analysts project Q4 revenue of $753.65 million, up 31% year-over-year, signaling sustained demand for Axon's body cams, TASERs, and counter-drone tech.
- Fair value estimates hit $815 versus recent close around $613, fueled by recurring software revenue and product bundles lifting net revenue per user.
Axon Enterprise Draws Bullish Attention as Northcoast Upgrades to Buy Amid AI Software Momentum.
- Northcoast Research upgraded AXON from neutral to buy on January 22, citing strong potential in AI tools like Draft One and new products boosting deal values.
- Analysts project Q4 revenue of $753.65 million, up 31% year-over-year, signaling sustained demand for Axon's body cams, TASERs, and counter-drone tech.
- Fair value estimates hit $815 versus recent close around $613, fueled by recurring software revenue and product bundles lifting net revenue per user.
When is the next earnings date for Axon Enterprise Inc. (AXON)?
Axon Enterprise's next earnings report is estimated for February 24, 2026, covering the fourth quarter of fiscal year 2025. The company has not yet officially announced the exact date, but this estimate is based on its historical reporting schedule. The earnings release is expected to be followed by a conference call to discuss Q4 2025 results and full-year performance.
Stock Performance Snapshot
Analyst Rating
Analysts recommend buying Axon Enterprise's stock with a target price of $805.57, indicating growth potential.
Financial Health
Axon Enterprise is showing strong revenue and cash flow, with healthy profit margins overall.
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Explore BasketWhy You’ll Want to Watch This Stock
Recurring Revenue Shift
Axon is growing subscription and cloud revenue, which can expand margins and predictability — though adoption rates and pricing pressure can affect outcomes.
Adoption & Policy Trends
Regulatory moves and police-accountability policies can drive demand for body cameras and evidence platforms, but shifts in public spending or policy pose risks.
Product & Innovation
Integration of hardware, software and analytics is a competitive edge, yet product reliability and legal scrutiny remain ongoing considerations for investors.
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