Group 1 - Axon Enterprise's stock dropped 10% on September 24th due to concerns over the acquisition of Prepared, an AI-powered 911 communication company, and its potential impact on increasing expenses [2] - Despite strong revenue growth of 32.4% over the last 12 months, Axon's operating margin is close to zero, which is lower than most competitors [6] - Axon's shares increased by 77.3% in the previous year, but it has a high PE ratio of 166.9 compared to competitors like HWM, which provided higher returns [6] Group 2 - Axon Enterprise offers conducted energy devices and hardware-software solutions for law enforcement agencies to manage digital evidence [4] - The recent stock performance of Axon is being analyzed in comparison to its peers in the industrial sector to assess its valuation and financials [3][4] - The Trefis High Quality Portfolio has outperformed its benchmark, indicating a strategy that minimizes stock-specific risks while providing potential upside exposure [5]