Axon Enterprise (AXON) – Research Analysts’ Weekly Ratings Updates

Several brokerages have updated their recommendations and price targets on shares of Axon Enterprise (NASDAQ: AXON) in the last few weeks:

• 2/28/2026 – Axon Enterprise was upgraded by Wall Street Zen from “sell” to “hold”.
• 2/25/2026 – Axon Enterprise was given a new $800.00 price target by Robert W. Baird.
• 2/25/2026 – Axon Enterprise had its “buy” rating reaffirmed by Citigroup Inc..
• 2/25/2026 – Axon Enterprise had its “buy” rating reaffirmed by Craig Hallum. They now have a $820.00 price target on the stock.
• 2/25/2026 – Axon Enterprise had its price target lowered by Royal Bank Of Canada from $860.00 to $735.00. They now have an “outperform” rating on the stock.
• 2/25/2026 – Axon Enterprise had its price target lowered by UBS Group AG from $610.00 to $570.00. They now have a “neutral” rating on the stock.
• 2/25/2026 – Axon Enterprise had its price target lowered by Morgan Stanley from $713.00 to $675.00. They now have an “overweight” rating on the stock.
• 2/25/2026 – Axon Enterprise had its price target lowered by Barclays PLC from $702.00 to $682.00. They now have an “overweight” rating on the stock.
• 2/25/2026 – Axon Enterprise had its price target lowered by Piper Sandler from $753.00 to $690.00. They now have an “overweight” rating on the stock.
• 2/20/2026 – Axon Enterprise had its price target lowered by Needham & Company LLC from $870.00 to $600.00. They now have a “buy” rating on the stock.
• 2/3/2026 – Axon Enterprise had its “outperform” rating reaffirmed by William Blair.

Insider Activity at Axon Enterprise

In other Axon Enterprise news, CEO Patrick W. Smith sold 10,000 shares of Axon Enterprise stock in a transaction dated Wednesday, February 25th. The stock was sold at an average price of $500.24, for a total transaction of $5,002,400.00. Following the completion of the sale, the chief executive officer owned 3,090,997 shares of the company’s stock, valued at $1,546,240,339.28. The trade was a 0.32% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CAO Jennifer H. Mak sold 1,500 shares of the company’s stock in a transaction dated Monday, March 2nd. The stock was sold at an average price of $573.45, for a total value of $860,175.00. Following the completion of the transaction, the chief accounting officer owned 12,240 shares of the company’s stock, valued at $7,019,028. The trade was a 10.92% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 26,634 shares of company stock valued at $14,963,095 over the last ninety days. 5.70% of the stock is currently owned by insiders.

Axon Enterprise, Inc develops technology and weapons systems for public safety and law enforcement agencies, combining hardware, software and cloud services. The company’s hardware portfolio includes conducted energy weapons (commonly known as TASER devices), body-worn cameras and in-car camera systems. Axon pairs these devices with a suite of connected products and accessories designed to capture, store and manage field evidence.

Beyond hardware, Axon operates a subscription-based software platform for digital evidence management, evidence review and records management.