Core Viewpoint - Axon Enterprise has demonstrated exceptional stock performance over the past decade, consistently delivering positive returns even during broader market downturns, with a significant stock price increase of 3,340% from the end of 2015 to 2024 [2][3]. Company Performance - From 2016 to 2024, Axon generated positive returns in every year, contrasting with the S&P 500, which had two losing years [2]. - In 2025, Axon experienced a 4% decline in stock price, marking its first underperformance against the S&P 500 since 2017, despite being up over 40% at one point during the year [5]. Revenue Growth - Axon has achieved robust revenue growth, with over 30% growth in the last seven quarters and in 14 of the last 15 quarters [6]. - The company raised its full-year revenue guidance for 2025 to $2.74 billion, reflecting a 31% annual growth [7]. Valuation and Market Position - The stock's growth has been constrained by a significant increase in its price-to-sales ratio, which rose from 4 a decade ago to 19 today [7]. - Despite valuation challenges, Axon is well-positioned for future growth due to strategic acquisitions and product innovations [7][8]. Strategic Acquisitions - Axon has made key acquisitions, including Prepared and Carbyne, which have expanded its total addressable market by $5 billion to $159 billion [8]. - The launch of Axon 911, utilizing AI technology for emergency response, is a significant development that enhances the company's service offerings [8]. Technological Innovations - The introduction of a generative AI product called Draft One, which automates police report writing, exemplifies Axon's commitment to leveraging technology to improve efficiency [9]. - Axon is expanding its market for body cameras, achieving its largest sale in 2024 to a package delivery company [10]. Long-term Outlook - The company is viewed as healthy and capable of returning to its previous growth trajectory, with strategic moves indicating a focus on long-term success [12][13].

Scottsdale, Arizona-based Axon Enterprise, Inc. (AXON) is a public safety company that develops and sells both conducted electrical weapons and an integrated suite of hardware and cloud-based software solutions for law enforcement and public safety agencies. Valued at a market cap of $50.2 billion, the company is scheduled to announce its fiscal Q4 earnings for 2025 in the near future. Ahead of this event, analysts expect this defense company to report a loss of $0.20 per share, down 122.5% from a profit ...

Axon Enterprise Inc. (NASDAQ:AXON) is one of the best future stocks to buy for the long term. On January 6, Northcoast analyst Keith Housum upgraded Axon to Buy from Neutral, while setting a $742 price target on the shares. Earlier on December 17, Morgan Stanley analyst Meta Marshall lowered the firm’s price target on Axon to $713 from $760 and kept an Overweight rating on the shares. In a year-ahead outlook, Marshall noted that the AI trade expanded beyond semiconductor stocks in 2025 to include infrastr ...

Core Insights - Axon Enterprise's stock experienced a 4% decline in 2025 after more than doubling in 2024, yet the company maintains strong long-term growth prospects [1] Company Overview - Axon specializes in technology-driven public safety products, including innovative devices and a growing cloud-based platform that integrates hardware and software [2] - The company is widely recognized for its Taser product, having sold over 1 million units, with a goal to reduce police-related deaths by 50% by 2033 [2] Financial Performance - In the third quarter, Axon reported a 31% year-over-year increase in sales, although it faced a small operating loss and a net loss of $2 million due to growth-related expenses [3] - Despite the recent losses, Axon has reported positive net income in years prior to the third quarter [3] Revenue Model - Axon's business model includes long-term contracts and recurring revenue, creating a high barrier to entry for competitors [4] - Annual recurring revenue rose by 41% year-over-year in the third quarter, reaching $1.3 billion, with future contracted bookings totaling $11.4 billion [4] Valuation Metrics - Axon stock has a forward one-year P/E ratio of 61 and a price-to-free-cash-flow ratio of 329, indicating a premium valuation typical for high-growth stocks [6] - The premium valuation is supported by the company's strong performance and long-term opportunities, despite the stock's poor performance in the previous year [6] Investment Considerations - While Axon does not appear to be a bargain at its current price, it may be suitable for long-term investors who could consider a dollar-cost-averaging strategy for better entry points [7]

In the current session, the stock is trading at $628.00, after a 0.22% increase. Over the past month, Axon Enterprise Inc. (NASDAQ:AXON) stock increased by 10.25%, and in the past year, by 9.94%. With performance like this, long-term shareholders are optimistic but others are more likely to look into the price-to-earnings ratio to see if the stock might be overvalued.Comparing Axon Enterprise P/E Against Its PeersThe P/E ratio is used by long-term shareholders to assess the company's market performance agai ...

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Group 1 - NVDA was picked at $8.78 in 2020, resulting in a nearly 1300% return on that trade [1] - Axon Enterprise, Inc. (AXON) has generated significant wealth for shareholders, with the stock increasing almost 3250% over the past decade [2] - The Long Term Growth Portfolio of The Data Driven Investor has risen nearly 194% since 2018, emphasizing a disciplined strategy and risk-aware execution [1] Group 2 - Axon is currently down more than 35% from its highs of the year due to profit margin concerns [2] - The Data Driven Investor focuses on uncovering alpha in the AI revolution while managing downside risk in a volatile tech landscape [3] - The investing group also provides Options Ideas for short-term income generation, Quantitative Stock Strategies, and tactical ETF strategies [3]

Core Insights - NVDA was picked at $8.78 in 2020, resulting in a nearly 1300% return on that trade [1] - Axon Enterprise, Inc. has generated significant wealth for shareholders, with the stock increasing almost 3250% over the past decade, although it is currently down more than 35% from its highs this year due to profit margin concerns [2] Company Performance - The Long Term Growth Portfolio of the investing group is up nearly 194% since 2018, attributed to a disciplined strategy and risk-aware execution [1] - Axon has seen a substantial increase in stock value over the last ten years, indicating strong long-term performance despite recent short-term declines [2] Investment Strategy - The Data Driven Investor focuses on uncovering alpha in the AI revolution while managing downside risk in a volatile tech landscape [3] - The service includes various strategies such as Options Ideas for short-term income generation, Quantitative Stock Strategies, and tactical ETF strategies [3]

Fund Performance - Alpha Wealth Insiders Fund achieved a return of 4.96% in September 2025, with year-to-date returns reaching 21.37% compared to the S&P 500's September return of 3.65% and year-to-date return of 14.83% [1] Company Overview: Axon Enterprise, Inc. - Axon Enterprise, Inc. (NASDAQ:AXON) specializes in manufacturing conducted energy devices (CEDs) under the TASER brand, along with body cameras and cloud software for law enforcement and public safety [2][3] - The company reported a one-month return of 3.15% and a 52-week decline of 4.79%, with shares closing at $567.93 on December 31, 2025, and a market capitalization of $45.115 billion [2] Business Insights - Axon Enterprise's ecosystem includes devices, sensors, Evidence.com, and AI tools, contributing to strong recurring revenue [3] - The company is expanding into retail, healthcare, and smart-city surveillance, projecting revenues of $2.55–2.65 billion for 2025 [3] Financial Performance - In Q3 2025, Axon generated $711 million in revenue, marking a 31% year-over-year increase [4] - Despite its potential, the company is not among the 30 most popular stocks among hedge funds, with 61 hedge fund portfolios holding its stock at the end of Q3, down from 62 in the previous quarter [4]

Core Viewpoint - Axon Enterprise, Inc. is recognized as a high growth large cap stock, with a recent price target reduction by Morgan Stanley from $760 to $713 while maintaining an "Overweight" rating, indicating continued investor interest despite the adjustment [1][2]. Group 1: Company Performance and Strategy - Axon Enterprise's strategic focus on integrating AI capabilities into its core offerings positions it as a key player in law enforcement data management and analysis, enhancing its competitive edge [2]. - The company's expanding ecosystem of products and services is creating network effects, which are likely to improve customer retention rates [2]. Group 2: Financial Developments - Axon Enterprise has issued a redemption notice for its 0.50% convertible senior notes due in 2027, planning to redeem all outstanding notes on February 10, 2026, at 100% of the principal amount plus accrued interest [3].