Investors who know how to value a stock properly always have an eye on the future.Is Nvidia (NVDA 1.69%) stock overvalued? This question, while simple on the surface, is extraordinarily hard to answer.Many investors use a valuation metric called a price-to-earnings (P/E) ratio. This popular metric is useful because it measures the stock price against a company's profits. And in Nvidia's case, its P/E ratio of 57 certainly looks expensive, considering it's roughly double the P/E ratio for the S&P 500.Then ag ...

Investors in Axon Enterprise, Inc. (AXON) need to pay close attention to the stock based on moves in the options market lately. That is because the Dec 20, 2024 $115.00 Put had some of the highest implied volatility of all equity options today.What is Implied Volatility?Implied volatility shows how much movement the market is expecting in the future. Options with high levels of implied volatility suggest that investors in the underlying stocks are expecting a big move in one direction or the other. It could ...

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about Axon Enterprise (AXON) .Axon currently has an average brokerage recommenda ...

Axon Enterprise Inc. (AXON, Financial) has positioned itself as a leader in the public safety technology industry, specializing in personal protection and law enforcement. While the company is primarily known for its less-than-lethal devices for law enforcement, Tasers, its biggest opportunities lie in digital evidence management, real-time operations and body-worn cameras. Law enforcement agencies, defense attorneys and prosecutors are increasingly adopting integrated software and hardware bundles to impro ...

JOHN GOMEZ Axon Enterprise, Inc. (NASDAQ:AXON) has slowly grown into one of my biggest holdings over the last few months. I haver't covered the company until now because I wanted to really understand its hardware and software stack before jumping to conclusions about whether it truly lives up to the hype of its stock price rally. In fact, the stock has rallied by over 80% over this past year. 1D 5D MAX Basic YTD 1Y Advanced 350 s 300 250 200 150 Balder Lich 110 = d 1 = 11 = 1 = noke .. Jul 2024 Sep 2024 Nov ...

The latest trading session saw Axon Enterprise (AXON) ending at $361.71, denoting a +0.66% adjustment from its last day's close. The stock's change was less than the S&P 500's daily gain of 1.07%. Elsewhere, the Dow saw an upswing of 0.31%, while the tech-heavy Nasdaq appreciated by 2.17%.Shares of the maker of stun guns and body cameras witnessed a loss of 2.61% over the previous month, trailing the performance of the Industrial Products sector with its gain of 0.75% and the S&P 500's gain of 2.92%.Investo ...

Core Viewpoint - Axon Enterprise reported strong Q2 2024 earnings, surpassing estimates, with significant revenue growth driven by demand for TASER and body camera products [2][3]. Financial Performance - Adjusted earnings per share for Q2 2024 were $1.20, exceeding the Zacks Consensus Estimate of $1.06, marking a 9.1% year-over-year increase [2]. - Total revenues reached $504.1 million, surpassing the consensus estimate of $477 million, and increased by 34.6% year-over-year [2]. - The cost of sales rose by 40.6% year-over-year to $200.4 million, while total operating expenses climbed 41.2% to $270.9 million [5]. Segment Analysis - Software & Sensors segment revenues increased by 46.8% to $194.7 million, driven by higher adoption of software applications [3]. - TASER segment revenues grew by 27.6% year-over-year to $197 million, supported by increased sales of TASER devices and cartridges [4]. - Sensors & Other revenues rose by 28.4% to $112.4 million, influenced by demand for Axon Body 4 [3]. Margin Profile - Gross margin decreased to 60.3% from 62.0% in the previous year, attributed to rising costs [5]. - The gross margin for the Software & Sensors segment improved to 72.4% from 69.7% year-over-year [3]. Balance Sheet & Cash Flow - Cash and cash equivalents at the end of Q2 were $566.5 million, down from $598.5 million at the end of December 2023 [6]. - Net cash generated from operating activities in the first half of 2024 was $66.8 million, compared to a cash outflow of $13.7 million in the prior year [6]. Outlook - For 2024, Axon expects revenues between $2.00 billion and $2.05 billion, indicating approximately 29.5% year-over-year growth at the midpoint [7]. - Adjusted EBITDA is projected to be approximately $460 million to $475 million, with an adjusted EBITDA margin of 23.1% [7]. - Capital expenditures are anticipated to be between $80 million and $95 million, focusing on TASER 10 automation and capacity expansion [7]. Industry Comparison - Axon operates within the Security and Safety Services industry, where competitor Johnson Controls reported revenues of $7.23 billion, reflecting a year-over-year increase of 1.4% [11].

Core Viewpoint - Axon Enterprise, Inc. is experiencing growth driven by strong demand across its business segments, particularly in TASER devices and software solutions, with acquisitions further enhancing its capabilities [1][2][3]. Business Strength - The TASER segment is thriving due to robust demand for TASER devices and virtual reality training services, with the next-generation TASER 10 products contributing to growth since their shipment began in Q1 2023 [2]. - The Software & Sensors segment benefits from an increase in users and average revenue per user, driven by the adoption of software applications and solid revenues from professional services related to new product installations [2]. Product Innovations - Axon launched the Axon Body 4 body-worn camera in April 2023, featuring upgraded capabilities that have generated significant demand [3]. - The company has made strategic acquisitions, including Sky-Hero in July 2023 and Fusus in January 2024, to enhance its product offerings and public safety technology [3][4]. Strategic Collaborations - Axon entered a partnership with Skydio in June 2024 to develop a comprehensive line of drones for public safety, integrating their technologies to enhance operational capabilities [4][5]. Financial Performance - Axon's shares have increased by 69.5% over the past year, outperforming the industry average growth of 25.7% [3]. Cost Challenges - Rising costs are a concern, with the cost of sales increasing by 31.8% year-over-year in 2023 and 42.5% in the first half of 2024, impacting margins [6]. - Operating expenses have risen, leading to a decline in gross margin by 240 basis points year-over-year in the first half of 2024 [6]. Currency Risks - Axon's international operations expose it to risks from currency fluctuations, particularly with a strengthening U.S. dollar potentially affecting pricing and margins [7].

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Axon continues to grow at an astounding rate.There's no question Axon's (AXON 0.15%) business is hitting on all cylinders as the company not only expands to new law enforcement agencies but also into new products. It's a powerful growth engine. Travis Hoium asks whether the growth is worth the price.*Stock prices used were end-of-day prices of Aug. 12, 2024. The video was published on Aug. 12, 2024. ...