Key Takeaways AXON's Software & Services revenues surged 39.6% year over year in the first nine months of 2025.AXON saw strong demand for digital evidence tools and higher-tier subscriptions with premium add-ons.AXON raised full-year 2025 revenue guidance to about $2.74 billion on strong ARR momentum.Axon Enterprise, Inc.’s (AXON) Software & Services segment is playing an important role in driving its overall growth. An increase in the aggregate number of users to the Axon network is aiding the segment’s pe ...

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Austin, Dec. 13, 2025 (GLOBE NEWSWIRE) -- The Law Enforcement Software Market was valued at USD 18.86 billion in 2025E and is expected to reach USD 40.82 billion by 2033, growing at a CAGR of 10.13% over 2026-2033.  The expanding use of digital tools for public safety management, crime prevention, and investigation is driving growth in the law enforcement software market. Police and emergency services operate more efficiently as a result of the growing demand for sophisticated data analytics, real-time moni ...

I am Steven Cress, Head of Quantitative Strategies at Seeking Alpha. I manage the quant ratings and factor grades on stocks and ETFs in Seeking Alpha Premium. I also lead Alpha Picks , which selects the two most attractive stocks to buy each month, and also determines when to sell them.Steven Cress is VP of Quantitative Strategy and Market Data at Seeking Alpha. Steve is also the creator of the platform’s quantitative stock rating system and many of the analytical tools on Seeking Alpha. His contributions f ...

Axon Enterprise Inc. (NASDAQ:AXON) is one of the best industrial stocks to buy according to Wall Street analysts. Axon Enterprise Inc. (NASDAQ:AXON) holds a strong Buy rating from 14 Wall Street analysts, including 13 Buy and 1 Hold. The average price target on the stock is $814.58, implying 47.85% upside potential from current levels of $550.67 a share. Axon Enterprise, Inc. (AXON) is a Buy Following Pull back and amid $3B Scale Prospects: TD Cowen On November 20, analysts at TD Cowen reiterated their B ...

With a market cap of $43.1 billion, Axon Enterprise, Inc. (AXON) is a global public safety technology company that develops integrated hardware and cloud-based software solutions for law enforcement and other first responders. Its two segments: Software and Sensors, and TASER, provide products ranging from body and in-car cameras to conduct energy devices, digital evidence management, and VR training. Companies valued at $10 billion or more are generally considered "large-cap" stocks, and Axon Enterprise ...

Core Insights - Axon Enterprise, Inc. is experiencing strong growth in its Connected Devices segment, with revenues increasing 26% year over year in the first nine months of 2025, driven by demand for TASER 10 products, virtual reality training services, and counter-drone equipment [1][10] Segment Performance - The TASER product line saw a revenue increase of 17% year over year in Q3 2025, primarily due to the TASER 10 [3] - Revenues from Personal Sensors surged 20%, led by the Axon Body 4, which has received strong orders since its launch [2][3] - Platform Solutions revenues soared 71%, supported by counter-drone, virtual reality, and fleet services, contributing to a 23.6% year-over-year increase in the Connected Devices segment's total revenues, reaching $405.4 million [3][10] Market Trends - The rise in terrorism and criminal activities is expected to positively impact demand for Axon's Connected Devices unit in the upcoming quarters [4][10] Peer Comparison - Teledyne Technologies' Digital Imaging segment reported a 2.2% revenue increase year over year to $785.4 million in Q3 2025, while Woodward, Inc.'s Industrial business segment saw a 10.6% increase in net sales to $334 million in Q4 2025 [5][6] Valuation and Estimates - Axon is trading at a forward price-to-earnings ratio of 72.32X, significantly above the industry average of 43.63X, and carries a Value Score of F [11] - The Zacks Consensus Estimate for Axon's 2025 earnings has decreased by 8.1% over the past 60 days [13]

Axon Enterprise, Inc. ( AXON ) is a company I have admired for quite some time. This is a growing business excelling in its niche market and its founder continues to lead this company in the rightAnalyst’s Disclosure:I/we have a beneficial long position in the shares of AXON either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with a ...

Core Insights - Axon Enterprise, Inc. (AXON) is recognized as a growing business excelling in its niche market with strong leadership from its founder [1] Company Overview - Axon operates in a specialized market, indicating a focused business strategy that leverages its unique position [1] Leadership - The founder of Axon continues to guide the company effectively, suggesting stability and a clear vision for future growth [1]

Core Thesis - Axon Enterprise, Inc. is viewed positively due to its strong market position and growth potential despite recent stock price volatility [1][5] Company Overview - Axon is a leader in non-lethal electric weapons, particularly Taser products, which account for approximately 40% of its revenue [2] - The company has diversified into related areas such as body-worn cameras, dash cams, and a high-margin cloud software platform, Evidence.com, creating a comprehensive ecosystem [2] Financial Performance - Axon reported revenue of $710.6 million, reflecting a year-over-year growth of 30.6%, slightly exceeding expectations [3] - However, adjusted EPS of $1.17 fell short of estimates, contributing to a 35% stock drawdown, including a 14% drop post-earnings report [3][4] Margin Pressures - Hardware margins have been impacted by tariffs from suppliers in China, Taiwan, and Vietnam, with Q3 being the first quarter fully affected by these costs [4] - R&D spending increased by 50% due to higher stock-based compensation, further straining margins [4] Valuation and Market Position - Despite the recent sell-off, Axon trades at a premium valuation, historically rarely dipping below 100x earnings [5] - The company is expected to benefit from new product offerings, international expansion, and favorable industry trends, supporting a long-term growth narrative [5] Previous Coverage - A previous bullish thesis highlighted rapid revenue growth and strong product adoption, with Axon's stock appreciating approximately 6.78% since that coverage [6]