Taser-maker Axon pops 18% as AI boosts demand for its software tools

Core Insights - Axon Enterprise's stock increased by over 18% following strong fourth-quarter results, driven by heightened demand for its software products due to artificial intelligence advancements [1] - The company reported adjusted earnings of $2.15 per share and revenue of $797 million, exceeding analyst expectations of $1.60 per share and $755 million in revenue [1] - Axon provided optimistic revenue guidance for 2026, projecting growth between 27% and 30%, surpassing the previous estimate of 25.8% [2] Company Strategy - CEO Rick Smith emphasized the unique moment AI presents for the company since its inception in 1993, indicating a transformative impact on operations and offerings [2] - The company aims to deploy AI more aggressively and thoughtfully than competitors, focusing on creating unique value for customers that cannot be easily replicated [3]