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AXAXON

Axon Enterprise, Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 34% YoYStreet coverage with positive forward estimatesConsistent chatter on X (1.1K/wk), no spike
$AXON·$46B·Aerospace & Defense·Industrials
$541.75+0.1%YTD-5.5%1Y-27.1%
Mentions · last 7 days
2026-07-09: 223 posts2026-07-10: 273 posts2026-07-11: 110 posts2026-07-12: 147 posts2026-07-13: 191 posts2026-07-14: 61 posts2026-07-15: 61 posts1,081-3%
Price updated 5h ago·X counts updated 1d ago
AXAXON
$AXONAxon Enterprise, Inc.
$541.75+0.12%1.1k posts-3%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $AXON, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersWinding up for a moveAI verdict · as of 2026-07-16

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Public-safety software + hardware ecosystem growing 34% — the AI-led SaaS pivot has real institutional conviction.

Axon Enterprise is the TASER + body-camera + public-safety-AI-software ecosystem leader whose 2026 tape has been -6% YTD despite continued revenue acceleration. The setup is coiling at 37% of the 52-week range into the August 3 print.

  • The core business is genuinely accelerating: Q1 2026 revenue grew 34% YoY to $807M, gross margin held at 59%, and operating margin was 4.4% — the software attach-rate to the hardware ecosystem is the specific bull-thesis lever, and the 34% growth is exactly what the AI-led SaaS pivot promised.
  • Valuation is loaded on the growth pattern: 189x TTM P/E and 13x sales at $541 puts AXON at the top of the public-safety multiple range, and the community-cited 1.8 EV/EBITDA-to-growth ratio (versus S&P's 0.8) is described as justified richness given the high-margin AI-SaaS mix.
  • The tape signal is coiling with real institutional accumulation: community members took +72% profits in 84 days on the last cycle, some traders selling into the recent shooting star — real institutional-and-retail conviction that requires the August 3 print to affirm.

The August 3 Q2 earnings are the near-term arbiter — Q2 revenue growth trajectory (need continued 30%+), software attach-rate commentary, and any FY26 guide movement extend the coiling setup toward $600. A revenue miss or software attach-rate deceleration confirms the bear framing and drops the tape below $500.

Agrees with X sentimentX is bullish, frames AXON as a Stage 2 breakout with software + hardware ecosystem for public safety (TASERs, body cameras, AI software), and describes 30% growth + 1.8 EV/EBITDA-to-growth ratio as justified richness given the AI-led SaaS pivot. Mechanics validate: Q1 revenue +34% YoY at 59% gross margin. The tension is 189x TTM P/E — the August 3 print has to affirm continued 30%+ growth.

What to watch: The August 3 Q2 earnings. Watch Q2 revenue growth (need continued 30%+), software attach-rate commentary, and FY26 guide movement. Revenue miss or software attach-rate deceleration confirms bear framing sub-$500; steady 30%+ growth + guide extends toward $600.

On the calendar: 2026-08-03 — Q2 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment6 posts analyzed · as of 2026-07-15

Axon Enterprise chatter is bullish. AXON is being framed as a Stage 2 breakout with software+hardware ecosystem for public safety (TASERs, body cameras, AI software). AXON's 30% growth expectation and 1.8 EV/EBITDA-growth ratio (0.8 S&P500) is described as justified richness given the high-margin AI-led public-safety SaaS pivot. Community members took +72% Enterprise profits in 84 days. Some traders selling into the recent shooting star. A softer bear tone about facial-recognition on police being 'outsourced authority.' Community broadly long.

Read the AI verdict + X sentiment for $AXON

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Makes TASER devices, body cameras, and cloud-based evidence management software for law enforcement agencies.

Industry overviewAI analysisGenerated by AI from underlying data

Where Aerospace & Defense sits in its cycle right now — and what that implies for $AXON.

Aerospace & Defense · Industrials

No material change from last week — institutions now mark RKLB, LUNR, and RDW against SPCX's $1.

What this means for $AXON

Neutral — Makes TASER devices, body cameras, and cloud-based evidence management software for law enforcement agencies; limited exposure means the defense budget expansion and space commercialization is not a near-term catalyst or headwind.

Top industry ETF

$ITAiShares U.S. Aerospace & Defense ETF
+7.1%YTD
+18.8%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
188.9How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
0.8%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
1.5%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
0.0%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
13.1Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
6.6%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
59.3%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.5Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 6, 2026$1.61$1.60+0.6%
Q4 2025Feb 24, 2026$2.15$1.60+34.4%
Q3 2025Nov 4, 2025$1.17$1.52-23.0%
Q2 2025Aug 4, 2025$2.12$1.45+46.2%
Next earningsMon, Aug 3·consensus EPS $1.83

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$807.3M+33.7%59.1%4.4%$2.11$-54.6M
Q4 FY25$796.7M+38.5%57.9%1.3%$0.04$155.4M
Q3 FY25$710.6M+30.6%60.1%-0.3%$-0.03$33.4M
Q2 FY25$668.5M+32.8%60.4%0.2%$0.46$-114.7M

Forward consensus

3-year forecast · up to 14 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$3.7B$3.6B – $3.7B$7.69$6.58 – $9.2213
FY27$4.7B$4.4B – $4.9B$10.64$9.22 – $11.9314
FY28$6.1B$6.1B – $6.1B$13.89$5.73 – $18.1410

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.5×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.37%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+16.7%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+2.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 76.0M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.7% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJul 7Patrick W SmithCEO10.0K sh$6.4MSellJun 29Patrick W SmithCEO10.0K sh$5.0MSellJun 5Joshua IsnerPresident13.0K sh$6.3MSellJun 4Coughlin Elizabeth ReidChief Human Officer1.6K sh$754KSellJun 4Cameron BrooksCHIEF REVENUE OFFICER1.2K sh$621KSellJun 4Patrick W SmithCEO20.0K sh$10.0MSellJun 1Jeri WilliamsDirector629 sh$295KSellJun 1Kalinowski Caitlin ElizabethDirector564 sh$270KSellMay 22Isaiah FieldsChief Legal Officer2.0K sh$800KSellMar 17Jeri WilliamsDirector157 sh$77K
1–10 of 17
+ 15 other (10 awards · 5 inkinds) in window

See when $AXON insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsJul 103
AI summary

Eiso Kant filed a Form 3 as a newly appointed director of Axon Enterprise, Inc. (effective July 8, 2026), disclosing direct beneficial ownership of 2,565 shares of common stock acquired in open-market transactions prior to his appointment and before becoming subject to Section 16 reporting. No derivative securities are held. This is a routine initial-ownership disclosure with no current-day market impact.

3New insider — initial holdingsJul 103
AI summary

Vivek Mohindra filed a Form 3 upon his appointment as a director of Axon Enterprise, Inc. effective July 8, 2026, reporting no beneficial ownership of Axon securities at the time of the filing. No direct or indirect holdings of common stock or derivative securities are disclosed. Routine initial-ownership statement; immaterial to the market.

8-KOfficer or director changeJul 108-K — Item 5.02: Officer or director change
AI summary

Axon Enterprise appointed two new independent directors on July 8, 2026: Vivek Mohindra, who joined the Audit and Compensation Committees, and Eiso Kant, who serves as a non-voting observer on the Mergers & Acquisitions and Capital Structure Committee. Both have initial terms expiring at Axon's 2027 annual meeting. The board expansion broadens governance coverage across financial oversight and M&A, an administrative but constructive signal given Axon's active capital-deployment profile.

8-KShareholder voteJun 18-K — Item 5.07: Shareholder vote
AI summary

Axon Enterprise held its 2026 Annual Meeting on May 28, 2026; 72.9 million shares (approximately 90.5% of 80.6M outstanding) were voted on director elections, say-on-pay, and auditor ratification. Routine annual meeting with very high shareholder participation.

8-KOfficer or director changeApr 108-K — Item 5.02: Officer or director change
AI summary

AXON disclosed a personnel change (8-K Item 5.02, dated 2026-04-10). An executive departure and a new appointment are both reported. Personnel changes are generally administrative; materiality depends on seniority and circumstances.

8-KOfficer or director changeMar 118-K — Item 5.02: Officer or director change
+ 15 other (3 13Gs · 2 13Fs · 2 earnings 8-Ks · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Is Axon (AXON) a Buy as Wall Street Analysts Look Optimistic?zacks.com·16h agoAxon's Connected Devices Unit Gains Momentum: More Upside to Come?zacks.com·3d agoAxon Enterprise (AXON) Registers a Bigger Fall Than the Market: Important Facts to Notezacks.com·3d agoAxon (AXON) Upgraded to Strong Buy: Here's What You Should Knowzacks.com·8d agoInvestors Heavily Search Axon Enterprise, Inc (AXON): Here is What You Need to Knowzacks.com·8d ago

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Voices on X · top 5 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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