Industrials
Axon Enterprise, Inc.(AXON)
Live Price
Offline$410.03
-3.16% today
1Y Change
-44.84%
Window
Jun 25, 2025 โ Jun 23, 2026
- Market Cap
- $31.73B
- Revenue Growth
- +33.5%
- EPS Growth
- -67.9%
- Dividend Yield
- 0.0%
Coverage: 249 bars ยท Jun 25, 2025 โ Jun 23, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Axon Enterprise, Inc. (AXON) is a Industrials stock with a market cap of $31.73B and listed on NASDAQ. The stock last traded around $410.03 and down 44.8% across the available one-year price window (Jun 25, 2025 โ Jun 23, 2026). Baseline metrics include revenue growth of +33.5%, EPS growth of -67.9%, a dividend yield of 0.0%. What stands out right now is revenue +33.5%, EPS -67.9%, free cash flow -77.2% with operating margin 0.0% and ROIC 0.0%. Valuation already assumes a fairly strong business story at P/E 253.4 and price/sales 11.4. Overall, the current profile looks closer to a higher-growth but lower-margin setup than a generic broad-market placeholder. Stock Foundry combines AXON price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Industrials peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Above sector median
+33.5% vs +3.6% peer median
Operating Margin
Below sector median
+0.0% vs +16.9% peer median
P/E
Above sector median
253.4 vs 36.7 peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report is on the board
2026 was reported on May 6, 2026, but the surprise data is still limited.
The operating picture looks softer than before
Revenue is at +33.5% and EPS is at -67.9%, with operating margin around 0.0%.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged +3.2% over the next 5 trading days and finished higher after 1 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS ฮ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 May 6, 2026 | โ | +10.6% | -2.3% | +33.0% |
2026 Feb 24, 2026 | +34.4% | +17.6% | +30.9% | +3.2% |
2025 Nov 4, 2025 | -23.0% | -9.4% | -19.0% | -23.0% |
Benchmark Edge
AXON vs SPY, QQQ, and Sector ETFs
Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.
AXON
โ
Normalized return
SPY
--
S&P 500
Excess Return
--
Relative to SPY
AXON Max Drawdown
-60.28%
Trailing 1Y
SPY Max Drawdown
โ
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for AXON and SPY.
Company Overview
Axon Enterprise, Inc.
NASDAQ Global Select
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, TASER, and Software and Sensors. 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 TASER 7, TASER X26P, TASER X2, TASER Consumer devices, and related cartridges; on-officer body cameras, Axon Fleet in-car systems, and other devices; Axon Evidence digital evidence management software; Axon Signal enabled devices, as well as hardware extended warranties; and Axon docks, cartridges, and batteries. It sells its products through its direct sales force, distribution partners, online store, and third-party resellers. Axon Enterprise, Inc. has a strategic partnership with Fusus, Inc. to expand the capabilities of Axon Respond and the Fusus Real Time Crime Center in the Cloud solution to provide agencies real-time operations situational awareness, including streamlined investigative workflows. 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.
- Leadership
- Patrick W. Smith
- IPO Date
- Jun 19, 2001
- Employees
- 5.1k
- Street Address
- 17800 North 85th Street
- Mailing
- Scottsdale, AZ, 85255
- Region
- Scottsdale, AZ, US
- Reporting Currency
- USD
- Investor Line
- 480 991 0797
- Last Updated
- May 6, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- 253.4
- EV/EBITDA
- 123.5
- Price/Sales
- 11.4
- Price/Book
- 9.8
Growth
- Revenue
- +33.5%
- EPS
- -67.9%
- Free Cash Flow
- -77.2%
Profitability
- Gross Margin
- 59.7%
- Operating Margin
- 0.0%
- Net Margin
- 4.5%
- ROE
- 4.3%
- ROIC
- 0.0%
Balance Sheet
- Debt/Equity
- 0.59
- Current Ratio
- 2.53
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.