Shares of Axon Enterprise, Inc (NASDAQ:AXON – Get Free Report) have received an average recommendation of “Moderate Buy” from the nineteen research firms that are presently covering the firm, MarketBeat reports. One investment analyst has rated the stock with a sell rating, two have issued a hold rating and sixteen have assigned a buy rating to the company. The average 1-year price target among analysts that have updated their coverage on the stock in the last year is $749.6250.
A number of brokerages have issued reports on AXON. Barclays decreased their price objective on Axon Enterprise from $702.00 to $682.00 and set an “overweight” rating on the stock in a research report on Wednesday, February 25th. TD Cowen decreased their price objective on Axon Enterprise from $950.00 to $825.00 and set a “buy” rating on the stock in a research report on Wednesday, April 8th. Wall Street Zen upgraded Axon Enterprise from a “sell” rating to a “hold” rating in a report on Saturday, February 28th. William Blair reiterated an “outperform” rating on shares of Axon Enterprise in a report on Tuesday, February 3rd. Finally, Citigroup reiterated a “buy” rating on shares of Axon Enterprise in a report on Wednesday, February 25th.
View Our Latest Research Report on AXON
Key Axon Enterprise News
- Positive Sentiment: Institutional endorsement — Nightview Capital’s Q1 2026 investor letter highlights AXON as a “compelling” investment, supporting demand from some long-only investors and signaling continued investor interest in Axon’s long-term growth story. What Makes Axon Enterprise (AXON) a Compelling Investment Opportunity?
- Positive Sentiment: AI strategy narrative — recent analysis (Seeking Alpha) frames Axon’s product roadmap around AI-driven public-safety tools, which could support higher-margin recurring software/services revenue if management quantifies progress at the May 6 call. Axon: Public Safety Goes AI
- Neutral Sentiment: Earnings date & webcast set for May 6 — management will report Q1 results after-market and host a 5:00 p.m. ET Zoom webinar; absent pre-announcements, this is a scheduled catalyst that increases short-term event risk/reward. Axon to Release First Quarter 2026 Earnings on May 6, 2026
- Neutral Sentiment: Analyst coverage remains generally positive but mixed — media pieces note an average brokerage recommendation of “Buy,” which can support investor interest but may limit upside if estimates are already baked in. Brokers Suggest Investing in Axon (AXON): Read This Before Placing a Bet
- Negative Sentiment: Valuation and recent share weakness — several write-ups note a sizeable multi-week pullback and compressed multiples despite solid top-line growth, raising near-term downside risk if growth or margin improvements aren’t reiterated. Axon Enterprise (AXON) Valuation Check After Recent Share Price Pullback
- Negative Sentiment: Investor-letter critique: Carillon’s note highlights compressed valuation multiples for Axon versus performance, which could pressure sentiment among growth investors if near-term results don’t justify valuation. Axon Enterprise (AXON) Fell on Compressed Valuation Multiples Despite Strong Performance
Axon Enterprise Trading Down 0.4%
Shares of AXON stock opened at $403.15 on Monday. Axon Enterprise has a 1 year low of $339.01 and a 1 year high of $885.91. The company has a debt-to-equity ratio of 0.53, a current ratio of 2.53 and a quick ratio of 2.29. The stock’s 50 day simple moving average is $458.00 and its two-hundred day simple moving average is $547.53. The company has a market cap of $32.48 billion, a PE ratio of 265.23, a price-to-earnings-growth ratio of 8.64 and a beta of 1.61.
Axon Enterprise (NASDAQ:AXON – Get Free Report) last issued its quarterly earnings data on Tuesday, February 24th. The biotechnology company reported $2.15 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.60 by $0.55. Axon Enterprise had a return on equity of 2.82% and a net margin of 4.48%.The business had revenue of $796.72 million for the quarter, compared to the consensus estimate of $755.29 million. During the same period in the prior year, the business posted $2.08 earnings per share. The company’s quarterly revenue was up 38.5% compared to the same quarter last year. Research analysts predict that Axon Enterprise will post 1.41 earnings per share for the current year.
Insider Transactions at Axon Enterprise
In related news, Director Erika Nardini sold 198 shares of the stock in a transaction that occurred on Tuesday, March 17th. The stock was sold at an average price of $506.58, for a total value of $100,302.84. Following the transaction, the director owned 1,946 shares of the company’s stock, valued at $985,804.68. This represents a 9.24% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CAO Jennifer H. Mak sold 1,500 shares of the stock in a transaction on Monday, March 2nd. The shares were sold at an average price of $573.45, for a total value of $860,175.00. Following the sale, the chief accounting officer directly owned 12,240 shares in the company, valued at $7,019,028. This trade represents a 10.92% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 13,855 shares of company stock valued at $7,109,828. Company insiders own 4.40% of the company’s stock.
Institutional Trading of Axon Enterprise
Several hedge funds and other institutional investors have recently bought and sold shares of the stock. Vanguard Group Inc. boosted its position in Axon Enterprise by 0.6% during the 4th quarter. Vanguard Group Inc. now owns 9,367,224 shares of the biotechnology company’s stock valued at $5,319,928,000 after acquiring an additional 53,060 shares in the last quarter. Geode Capital Management LLC boosted its position in Axon Enterprise by 1.6% during the 4th quarter. Geode Capital Management LLC now owns 2,226,159 shares of the biotechnology company’s stock valued at $1,265,657,000 after acquiring an additional 35,544 shares in the last quarter. Baillie Gifford & Co. boosted its position in Axon Enterprise by 1,198.7% during the 4th quarter. Baillie Gifford & Co. now owns 1,642,578 shares of the biotechnology company’s stock valued at $932,869,000 after acquiring an additional 1,516,099 shares in the last quarter. Sands Capital Management LLC boosted its position in Axon Enterprise by 11.6% during the 4th quarter. Sands Capital Management LLC now owns 1,609,436 shares of the biotechnology company’s stock valued at $914,047,000 after acquiring an additional 167,095 shares in the last quarter. Finally, Wellington Management Group LLP boosted its position in Axon Enterprise by 326.9% during the 4th quarter. Wellington Management Group LLP now owns 1,539,738 shares of the biotechnology company’s stock valued at $874,463,000 after acquiring an additional 1,179,038 shares in the last quarter. Institutional investors own 79.08% of the company’s stock.
About Axon Enterprise
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.
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