AXONAxon Enterprise exhibits strong fundamental growth and profitability, supported by favorable thematic trends in public safety technology. Technical indicators suggest a recent pullback, but the long-term outlook remains positive.
Axon is a leader in the growing market for public safety and law enforcement technology, benefiting from increased adoption of digital evidence solutions and conducted energy devices.
Axon demonstrates robust revenue growth and improving profitability, supported by a healthy balance sheet and consistent free cash flow generation. Valuation metrics suggest it is trading at a premium.
Axon's stock is currently trading below key moving averages on shorter timeframes, suggesting some short-term weakness. However, longer-term trends remain relevant, with RSI indicating a potential oversold condition on the daily chart.
| Factor | Score |
|---|---|
| Public Safety Technology Adoption | 95 |
| Digital Transformation in Law Enforcement | 90 |
| Product Innovation | 85 |
| Market Expansion | 80 |
| Regulatory/Societal Trends | 70 |
| Factor | Score |
|---|---|
| Valuation | 45 |
| Profitability | 75 |
| Growth | 90 |
| Balance Sheet Health | 85 |
| Cash Flow | 85 |
| Factor | Score |
|---|---|
| Trend Analysis | 55 |
| Momentum | 60 |
| Support & Resistance | 70 |
| Volume | 75 |
Strong EPS Surprise History
The company has consistently beaten EPS estimates in the last 12 quarters, with an average surprise of +26.2%, indicating reliable earnings execution and potential for future upside.
Improving Revenue and Net Margin
Revenue grew by 37.3% YoY in the latest quarter (2024Q1), and net margin improved to 29.0% from 14.6% in the prior year's quarter, showcasing strong operational efficiency and market demand.
High Price-to-Earnings (P/E) Ratio
The TTM P/E ratio of 190.3 and a forward P/E implied by the latest quarterly results (465.4 for 2025Q1) are significantly high, suggesting the stock may be overvalued and vulnerable to a pullback if growth expectations are not met.
Fluctuating Net Margins
While Q1 2024 net margin was strong at 14.6%, it is lower than the 23.5% reported in Q4 2024, indicating potential volatility in profitability due to operational costs or pricing.
August 2025
5
Next Earnings Date
H: $1.88
A: $1.46
L: $1.23
H: 662.00M
A: 640.63M
L: 626.00M
Axon Enterprise, Inc. develops, manufactures, and sells conducted energy devices (CEDs) under the TASER brand in the United States and internationally. It operates through two segments, Software and Sensors, and TASER. The company also offers hardware and cloud-based software solutions that enable law enforcement to capture, securely store, manage, share, and analyze video and other digital evidence. Its products include axon officer safety plan; taser 10, taser7, taser X26P, taser X2, taser 7 CQ, and civilian series; cameras, such as axon body, axon flex, axon fleet, axon air, axon signal sidearm, axon signal vehicle, axon interview, and axon interview portable kit; software, including axon records, evidence, standards, commander, performance, auto-transcribe, justice, investigate, respond, and justice, my90, and redaction assistant; mobile applications, and training services, as well as hardware extended warranties; and Axon docks, cartridges, and batteries. The company sells its products through its direct sales, distribution partners, online store, and third-party resellers. Axon Enterprise, Inc. has a strategic partnership with Fusus, Inc. to expand bility to aggregate live video, data, and sensor feeds. It serves law enforcement, federal, correction, fire, EMS, campus, justice healthcare, retail, private security, and personal safety industries. The company was formerly known as TASER International, Inc. and changed its name to Axon Enterprise, Inc. in April 2017. Axon Enterprise, Inc. was incorporated in 1993 and is headquartered in Scottsdale, Arizona.
767.09 USD
The 39 analysts offering 1 year price forecasts for AXON have a max estimate of 895.00 and a min estimate of 579.32.