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AXON: Buy On Innovative Growth And Strong Bookings (AXON)
Seeking Alpha· 2025-10-06 15:04
Axon Enterprise, Inc. (NASDAQ: AXON ), has had a rocky year from a share price perspective, but it keeps chugging along and is up 78% over one calendar year. The company develops, manufactures, and sells conducted energy devices, cameras, drones, and tasers under theI am an investment author with passion for finance and global markets. I enjoy gearing toward economic analysis, specifically on a macro level. Through current and forward looking market trends, fundamental and technical analysis, my goal is to ...
Axon: Buy On Innovative Growth And Strong Bookings
Seeking Alpha· 2025-10-06 15:04
Axon Enterprise, Inc. (NASDAQ: AXON ), has had a rocky year from a share price perspective, but it keeps chugging along and is up 78% over one calendar year. The company develops, manufactures, and sells conducted energy devices, cameras, drones, and tasers under theI am an investment author with passion for finance and global markets. I enjoy gearing toward economic analysis, specifically on a macro level. Through current and forward looking market trends, fundamental and technical analysis, my goal is to ...
These 10 Stocks are Buzzing After Important Analyst Calls
Insider Monkey· 2025-09-22 21:07
Group 1: AI Companies and Market Trends - Investors are increasingly investing in AI companies, with valuations of the "Magnificent Seven" private market companies reaching $1.2 trillion, nearly doubling over the past year [2][3] - The combined value of these AI companies has quadrupled from $264 billion since late 2022, highlighting AI's significant impact on private market performance [3] Group 2: Stock Recommendations and Hedge Fund Sentiment - Agnico Eagle Mines Ltd (NYSE:AEM) is highlighted as a top gold stock, with a year-to-date increase of over 100% and an average dividend increase of 25% per year over the past five years [6][8] - Axon Enterprise Inc (NASDAQ:AXON) is recommended as a strong non-tech stock, with a growth rate of approximately 30% and a significant market presence in public safety products [9] - American Express Co (NYSE:AXP) is noted for its strong performance, with revenues up 8% at constant currency and a focus on capturing younger consumers, who now account for 35% of total US consumer spending [10] - Oracle Corp (NYSE:ORCL) is positioned well in the enterprise software market, expecting at least 16% revenue growth in its 2026 fiscal year, driven by cloud growth exceeding 40% [12][14] - Advanced Micro Devices Inc (NASDAQ:AMD) is expected to gain market share in AI applications by 2027, with significant revenue and profit growth anticipated [17] Group 3: Company-Specific Challenges - Tesla Inc (NASDAQ:TSLA) faces declining global sales, with a 14% year-over-year drop in the second quarter, and a decrease in market share in California from 60.1% in 2023 to 52.5% in 2024 [18][19]
Lower rates will probably be the best thing for small caps, says Michael Landsberg
Youtube· 2025-09-19 11:07
We've got Michael Lansberg, chief investment officer of Lansburg Bennett, uh, private wealth management. And you were listening to what he said, Michael, and and looking at your notes. If the Fed does not continue, then that all bets are off with what he just said about not fighting the Fed. And your viewpoint is that the next inflation rate could be 3.15%, which would make this theoretically could make it a oneand done. And then you're not fighting the Fed. So, are you are you uncomfortable in the market l ...
The Biggest Takeaways From Axon Enterprise's Aug. 4 Earnings Report
The Motley Fool· 2025-08-09 20:50
Group 1 - The long-term outlook for Axon Enterprise is positive, with significant stock price appreciation following the second-quarter report [1][3] - Axon reported a 33% year-over-year revenue growth in Q2, reaching $669 million, marking the 14th consecutive quarter of growth exceeding 25% [4][5] - The company has a substantial market opportunity, with management targeting a $129 billion market, while currently generating $2.4 billion in trailing-12-month revenue [8] Group 2 - Future contracted bookings reached $10.7 billion, up 43% year-over-year, indicating strong future revenue growth potential [9][10] - Despite impressive growth, Axon's net income decreased by 12% in Q2 due to increased stock-based compensation, totaling $139 million for the quarter [11] - The stock trades at nearly 30 times sales, the highest valuation in two decades, necessitating continued robust growth to justify this valuation [15][16]
2 Growth Stocks to Buy on the Dip if the Market Crashes Again
The Motley Fool· 2025-04-26 18:28
Group 1: Market Overview - The S&P 500 index experienced a decline of over 10% following the announcement of tariff rules by President Donald Trump, which raised concerns about the U.S. economy [1] - A tariff pause was implemented after nearly a week of market pressure, leading to a partial recovery in the stock market [2] Group 2: Intuitive Surgical - Intuitive Surgical's da Vinci surgical systems are widely used in surgeries, with over 11,040 systems installed globally by the end of 2024, and a 49% increase in hospitals with at least seven systems last year [5][6] - The company reported a 17% year-over-year growth in da Vinci procedures in Q1, contributing to a total revenue growth of 19% during the same period [7] - Intuitive Surgical's stock is currently trading at 63.7 times trailing-12-month earnings, indicating high expectations baked into its valuation [9] Group 3: Axon Enterprise - Axon Enterprise generates revenue from selling cameras and tasers to law enforcement, supplemented by software subscriptions for file management, resulting in a reliable revenue stream [10] - The company reported a 33% growth in total revenue last year and has a total addressable market over 50 times larger than its annual sales [12] - Axon's stock is trading at 122 times trailing earnings, reflecting a high valuation that may deter some investors [12][13]