Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
1
institution
Market cap
$37.5B
81M shares
52-week range
$339.01 – $885.92
32% from low
Sector
ORDNANCE & ACCESSORIES, (NO VEHICLES/GUIDED MISSILES)
Exchange
NASDAQ
CS
Borrow rate
0.28%
Easy to borrow
Click rows below (any statement) to add/remove series. Selection stays as you switch tabs.
| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $420.1M | $530.9M | $681.0M | $863.4M | $1.19B | $1.56B | $2.08B | $2.78B |
| Cost of revenue | $161.5M | $223.6M | $264.7M | $332.3M | $461.3M | $605.2M | $841.1M | $1.12B |
| Gross profit | $258.6M | $307.3M | $416.3M | $531.1M | $728.6M | $955.5M | $1.24B | $1.66B |
| Gross margin | 61.6% | 57.9% | 61.1% | 61.5% | 61.2% | 61.2% | 59.6% | 59.7% |
| R&D | $76.9M | $100.7M | $123.2M | $194.0M | $233.8M | $303.7M | $441.6M | $684.3M |
| Operating income | $26.8M | −$5.1M | −$14.2M | −$166.8M | $93.3M | $159.4M | $58.5M | −$62.1M |
| EBITDA | $38.7M | $13.4M | $6.3M | −$117.1M | $227.6M | $183.4M | $437.0M | $196.4M |
| Net income | $29.2M | $882.0K | −$1.7M | −$60.0M | $147.1M | $175.8M | $377.0M | $124.9M |
| Net margin | 7.0% | 0.2% | -0.3% | -7.0% | 12.4% | 11.3% | 18.1% | 4.5% |
| EPS (diluted) | 0.50 | 0.01 | -0.03 | -0.91 | 2.03 | 2.33 | 4.80 | 1.51 |
Annual figures · source: Financial Modeling Prep
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2026 | $3.7B | $7.69 | $6.37–$8.92 | 12 |
| 2027 | $4.7B | $10.64 | $9.19–$11.89 | 12 |
| 2028 | $6.1B | $13.89 | $5.73–$18.14 | 3 |
Forward consensus · source: Financial Modeling Prep
Axon Enterprise Inc is building a public safety operating system by integrating a suite of hardware devices and cloud software solutions. The company's suite includes cloud-hosted digital evidence management solutions, TASER energy devices, drones and robotic security, and training solutions. Its operation comprises of two operating segments, Software and Services, and Connected Devices. The company generates the majority of its revenue from the Connected Devices segment, which is engaged in developing, manufacturing, and selling fully integrated hardware solutions such as conducted energy devices sold under the TASER brand, body cameras, fixed and in-car cameras, drone and counter-drone technologies, and a broad ecosystem of accessories, extended warranties and related hardware products.
www.axon.comNo one on the platform currently holds AXON.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2025-06-30 | 1,500 | $1.2M |
| Execution date | Ratio |
|---|---|
| 2007-09-28 | 1-for-600reverse |
| 2004-11-30 | 2-for-1 |
| 2004-04-30 | 2-for-1 |
| 2004-02-11 | 3-for-2 |
No one on the platform has traded AXON yet.
| $48.8B |
| — |
| LHXL3Harris Technologies, Inc. | $289.38 | -0.64% | $53.9B | — |
| PCARPACCAR Inc | $119.60 | -0.89% | $62.9B | — |
Source: Financial Modeling Prep · peers by sector/industry
$AXON All the noise aside this company is amazingly well run and firing on all cylinders.
View on StockTwits ↗$AXON lwky I love my taser I keep it in a pikachu fanny pack no one suspects a thing 😭😭🤙🏻
View on StockTwits ↗$AXON if you guys know the axon pipeline you’d know this is a 10 banger from here. Tasers Bodycams Bodycams transcription and AI generated reports Storage for bodycams Police car cams License plate reader software Drones + drone AI software. In this space, there are no other companies that come close. Has massive police and military potential.
View on StockTwits ↗$AXON Mixed (78%): Potentially positive for AXON if the ICE procurement converts into a funded contract, improving backlog and government-demand visibility; potentially negative at the margin if political scrutiny threatens timing, scope, or reputational risk. Full AI impact map, source, and watch-next details: https://nimpact.tech/newsimpact/news/b3b378cbaf8683ea?utm_source=stocktwits&utm_medium=story_url
View on StockTwits ↗$AXON Mixed (78%): The order can support AXON through higher expected federal revenue, stronger backlog quality, and validation of demand from a large government customer. Full AI impact map, source, and watch-next details: https://nimpact.tech/newsimpact/news/d08c68c11614bec4?utm_source=stocktwits&utm_medium=story_url
View on StockTwits ↗$AXON I muted that guy who spams the whole feed saying he’s going to kill himself every 5 minutes because of this stock. How’s he doing today?
View on StockTwits ↗$AXON some posts didn't age well here. I'm glad I went in and I hope it lasts.
View on StockTwits ↗$AXON Guess who bought this stock....think he knows something? 🤔
View on StockTwits ↗$AXON is drawing renewed attention after a sequence of events linking policy timing and contract flow. Reports indicate a significant purchase (up to ~$5M) was made around 2/10, followed roughly two weeks later by a ~$220M ICE procurement for tens of thousands of taser units. While the contract does not explicitly name $AXON, the specifications appear aligned with its TASER 10 platform. Given that $AXON dominates a large majority of the U.S. taser market, the overlap is naturally attracting scrutiny around timing and competitive dynamics. Since that period, the stock has moved roughly +13%, reflecting how quickly sentiment can reprice around perceived demand visibility and contract-driven narratives. As always, official statements maintain no conflict of interest, but the market tends to focus on flow and outcomes rather than intent.
View on StockTwits ↗$AXON I think Stockdoc is checking himself into a locked psychiatric facility in July. From there, he’ll keep posting nonsense by the minute. As soon as the stock corrects a bit—tomorrow or the day after—he’ll be posting every minute. Once he gets his meds, everything will be fine again.
View on StockTwits ↗The headlines on $AXON today are wild. Federal disclosures show Donald Trump purchased up to $5M of Axon stock back in February. Just two weeks later, ICE put out a $220M contract notice for new Tasers-a market where Axon holds a massive 90% dominance. The story hit CNBC today, and the stock immediately responded by popping 10%. Keeping a very close eye on the volume and follow-through here.
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
Trading at 123.3× earnings vs its 82.7× historical median P/E.
Fair value ≈ $342.45 · price $510.60 today
Fair-value line = the stock's median historical P/E × earnings. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.