Axon Enterprise's (AXON) stock cratered 9.4% on Wednesday, marking the stock's worst single-day decline since mid-February, after the maker of Tasers and law enforcement software badly missed profit expectations despite posting record quarterly revenue. AXON stock has dropped another 8% during today's trading session. In Q3 of 2025, Axon reported adjusted earnings per share of $1.17, below estimates of $1.52. The earnings miss was attributed to tariff pressures, which squeezed margins amid rising operatin ...

Axon Stock Flashes Strength As Expanding Product Line Drives Strong Profit, Sales Growth 10/19/2025A Relative Strength Rating upgrade for Axon Enterprise shows improving technical performance. Will it continue? BREAKING: Stocks Open Mixed As Amgen, McDonald's Prop Dow Axon Enterprise (AXON) reported third-quarter earnings per share that fell short of analyst estimates late Tuesday amid a hit to margins from tariffs and investments in new products. Axon stock led S&P 500 losers in early Wednesday stock mark ...

Shares of Axon Enterprise slipped 19% in premarket trading on Wednesday, a day after the Taser maker missed analysts' estimates for third-quarter profit due to higher costs from U.S. tariffs. ...

(Reuters) -Taser-maker Axon Enterprise missed analysts' estimate for third-quarter profit on Tuesday, pressured by higher costs resulting from the implementation of tariffs, sending its shares slumping 20% in extended trading. Earlier this year, the company had flagged that the tariff war could disrupt its operations by hindering the procurement of imported components for its products and limiting exports to overseas markets. Axon also indicated that it might consider raising prices due to tariff-driven c ...

Group 1: Nvidia's Financial Performance - Nvidia's revenue increased by 56% year over year to $46.7 billion in its fiscal second quarter, driven by a 56% surge in AI-driven data center revenue to $41.1 billion, which constituted 88% of total revenue [1] - The adjusted net income for the quarter rose by 52% to $25.8 billion, resulting in a 54% increase in earnings per share (EPS) to $1.05 [5] - Revenue from gaming, professional visualization, and auto platforms grew by 49%, 32%, and 69% respectively [1] Group 2: Market Position and Growth Drivers - Nvidia's GPUs are recognized as the gold standard for training AI models and deploying AI applications, leading to significant revenue and earnings growth since the rise of generative AI [2] - The company's strong stock performance over the last decade reflects an agile management team and a successful business model, with a $1,000 investment turning into $312,610 [3][5] Group 3: Competitive Landscape - Advanced Micro Devices (AMD) competes with Nvidia in the discrete GPU market but lags in the AI-driven data center GPU market [6] - AMD's revenue grew by 32% year over year to $7.69 billion, with data center revenue increasing by 14% to $3.2 billion, but faced challenges due to U.S. export controls [7] - Arista Networks, another competitor, reported a 30% year-over-year revenue increase to $2.2 billion, benefiting from the rapid adoption of AI [11]

Group 1: Market Overview - The Nasdaq Composite fell 5% from its record high due to concerning economic data, including the lowest consumer sentiment in 15 months [1] - Despite the market downturn, analysts remain optimistic about potential gains for Arm Holdings and Axon Enterprise in the coming year [1] Group 2: Arm Holdings - Arm Holdings is a semiconductor company that primarily designs CPU architectures and licenses its intellectual property to clients [3] - The company’s processors are highly efficient, found in 99% of smartphones and 67% of other mobile devices, and are gaining market share in data centers [4] - Arm's Q3 fiscal 2025 revenue rose 19% to $983 million, driven by strong growth in royalty fees, while non-GAAP net income increased 26% to $0.39 per diluted share [5] - CEO Rene Haas emphasized Arm's role in the AI market, predicting increased demand for compute in AI cloud applications [6] - Wall Street estimates a 32% annual increase in Arm's adjusted earnings through fiscal 2026, leading to a current valuation of 96 times adjusted earnings [7] Group 3: Axon Enterprise - Axon specializes in public safety, known for its Taser products and a suite of sensors and software for law enforcement [8] - The company integrates AI into its products, such as using AI for transcribing and redacting audio and video in its digital evidence management software [9] - Axon launched Draft One, a generative AI application for automating report writing, which quickly reached a $100 million revenue pipeline [10] - Analysts project a 135% upside for Axon, with a bull-case target price of $1,150 per share from its current price of $488 [10] - Despite a recent downgrade due to valuation concerns, some analysts believe the market overreacted, and Axon shares present a buying opportunity [11][12] - Axon's earnings have consistently exceeded consensus estimates by an average of 34% over the last six quarters, suggesting potential for reasonable valuation if the trend continues [13]