Axon Enterprise, Inc (NASDAQ:AXON) Given Average Rating of “Moderate Buy” by Brokerages

Axon Enterprise, Inc (NASDAQ:AXON) has earned a consensus rating of “Moderate Buy” from the nineteen brokerages that are currently covering the firm, MarketBeat.com reports. Three research analysts have rated the stock with a hold recommendation and sixteen have given a buy recommendation to the company. The average 1 year target price among brokerages that have covered the stock in the last year is $762.9333.

A number of equities analysts recently commented on the company. Piper Sandler dropped their price objective on Axon Enterprise from $753.00 to $690.00 and set an “overweight” rating on the stock in a report on Wednesday. Robert W. Baird set a $800.00 target price on shares of Axon Enterprise in a research report on Wednesday. Craig Hallum restated a “buy” rating and set a $820.00 price target on shares of Axon Enterprise in a report on Wednesday. Northcoast Research raised shares of Axon Enterprise from a “neutral” rating to a “buy” rating and set a $742.00 price objective for the company in a research note on Tuesday, January 6th. Finally, Citigroup reiterated a “buy” rating on shares of Axon Enterprise in a report on Wednesday.

Trending Headlines about Axon Enterprise

Here are the key news stories impacting Axon Enterprise this week:

• Positive Sentiment: Q4 beat and bullish bookings — Axon reported a double beat (EPS and revenue), ~39% revenue growth and a material increase in future contracted bookings with raised multi‑year sales targets, which triggered the stock rally. Read More.
• Positive Sentiment: AI narrative driving subscription demand — Coverage highlights that Axon’s AI features (body‑camera analytics, Draft One report drafting, evidence management) are accelerating software adoption and upsells, supporting revenue visibility beyond hardware. Read More.
• Neutral Sentiment: Analysts recalibrating models — Several firms trimmed price targets after the print (Piper Sandler, others); many maintained buy/overweight stances, so these moves reflect model updates and volatility rather than a wholesale negative verdict. Read More.
• Neutral Sentiment: Short‑interest data flagged as anomalous — Recent short‑interest reports show zero/NaN figures (likely a reporting anomaly); nothing actionable from that data point for now.
• Negative Sentiment: Some analysts flag downside risk — Morgan Stanley and UBS issued more cautious outlooks/pessimistic scenarios that could cap upside if execution or margins slip. Read More. | Read More.
• Negative Sentiment: Profitability and margin recovery remain a watch item — Commentators note fast revenue growth but slower profit improvement and the need for FCF conversion; sustained margin progress is required to justify high multiples. Read More.
• Negative Sentiment: Insider sale disclosed — CEO Patrick Smith sold 10,000 shares (~$5.0M) on Feb. 25; small relative to his holdings but notable to traders monitoring insider activity. Read More.

Insider Activity at Axon Enterprise

In related news, CFO Brittany Bagley sold 2,000 shares of the business’s stock in a transaction that occurred on Thursday, December 11th. The stock was sold at an average price of $580.00, for a total value of $1,160,000.00. Following the completion of the sale, the chief financial officer directly owned 103,501 shares in the company, valued at approximately $60,030,580. The trade was a 1.90% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, President Joshua Isner sold 20,000 shares of the stock in a transaction that occurred on Monday, December 8th. The shares were sold at an average price of $552.60, for a total value of $11,052,000.00. Following the transaction, the president owned 249,502 shares in the company, valued at approximately $137,874,805.20. This trade represents a 7.42% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 58,040 shares of company stock worth $32,251,738 in the last 90 days. Insiders own 4.40% of the company’s stock.

Hedge Funds Weigh In On Axon Enterprise

A number of institutional investors and hedge funds have recently bought and sold shares of AXON. Creative Financial Designs Inc. ADV acquired a new stake in Axon Enterprise in the 4th quarter worth $28,000. Stone House Investment Management LLC bought a new stake in shares of Axon Enterprise in the third quarter valued at about $29,000. New Millennium Group LLC bought a new stake in shares of Axon Enterprise in the third quarter valued at about $29,000. Sound Income Strategies LLC grew its position in Axon Enterprise by 550.0% during the fourth quarter. Sound Income Strategies LLC now owns 52 shares of the biotechnology company’s stock worth $30,000 after buying an additional 44 shares in the last quarter. Finally, Camelot Portfolios LLC acquired a new stake in Axon Enterprise during the fourth quarter worth about $30,000. Institutional investors own 79.08% of the company’s stock.

Axon Enterprise Price Performance

Shares of NASDAQ:AXON opened at $542.40 on Friday. The firm has a market cap of $43.61 billion, a price-to-earnings ratio of 356.84, a P/E/G ratio of 16.34 and a beta of 1.48. Axon Enterprise has a 1 year low of $396.41 and a 1 year high of $885.91. The company has a current ratio of 2.53, a quick ratio of 2.89 and a debt-to-equity ratio of 0.53. The business has a fifty day simple moving average of $537.92 and a 200 day simple moving average of $624.54.

Axon Enterprise (NASDAQ:AXON) last issued its earnings results on Tuesday, February 24th. The biotechnology company reported $2.15 earnings per share for the quarter, topping the consensus estimate of $1.60 by $0.55. Axon Enterprise had a return on equity of 2.82% and a net margin of 4.48%.The company had revenue of $796.72 million for the quarter, compared to analyst estimates of $755.29 million. During the same period in the prior year, the firm posted $2.08 EPS. The business’s revenue was up 38.5% compared to the same quarter last year. As a group, sell-side analysts predict that Axon Enterprise will post 5.8 earnings per share for the current fiscal year.

Axon Enterprise Company Profile

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.