Axon Enterprise (NASDAQ:AXON) Given New $570.00 Price Target at UBS Group

Axon Enterprise (NASDAQ:AXON) had its price objective trimmed by UBS Group from $610.00 to $570.00 in a report published on Wednesday,Benzinga reports. The brokerage currently has a neutral rating on the biotechnology company’s stock.

Other equities research analysts have also issued research reports about the stock. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Axon Enterprise in a research note on Monday, December 29th. Royal Bank Of Canada cut their price objective on Axon Enterprise from $860.00 to $735.00 and set an “outperform” rating on the stock in a research report on Wednesday. Needham & Company LLC decreased their target price on Axon Enterprise from $870.00 to $600.00 and set a “buy” rating for the company in a research report on Friday, February 20th. Northcoast Research upgraded Axon Enterprise from a “neutral” rating to a “buy” rating and set a $742.00 target price for the company in a research note on Tuesday, January 6th. Finally, Wall Street Zen lowered Axon Enterprise from a “hold” rating to a “sell” rating in a research report on Saturday, November 8th. Sixteen investment analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $762.93.

Axon Enterprise Price Performance

AXON opened at $520.18 on Wednesday. The company has a debt-to-equity ratio of 0.57, a quick ratio of 2.89 and a current ratio of 3.12. The stock has a market capitalization of $41.05 billion, a PE ratio of 342.23, a price-to-earnings-growth ratio of 13.33 and a beta of 1.48. The stock’s 50 day moving average price is $539.22 and its 200-day moving average price is $628.00. Axon Enterprise has a 52-week low of $396.41 and a 52-week high of $885.91.

Axon Enterprise (NASDAQ:AXON) last announced its quarterly earnings results on Tuesday, February 24th. The biotechnology company reported $2.15 EPS for the quarter, topping analysts’ consensus estimates of $1.60 by $0.55. The company had revenue of $796.72 million during the quarter, compared to analyst estimates of $755.29 million. Axon Enterprise had a return on equity of 2.94% and a net margin of 4.48%.The firm’s revenue was up 38.5% on a year-over-year basis. During the same quarter last year, the firm posted $2.08 earnings per share. On average, equities research analysts predict that Axon Enterprise will post 5.8 EPS for the current year.

Insider Activity at Axon Enterprise

In other Axon Enterprise news, President Joshua Isner sold 20,000 shares of Axon Enterprise stock in a transaction on Monday, December 8th. The stock was sold at an average price of $552.60, for a total transaction of $11,052,000.00. Following the completion of the transaction, the president owned 249,502 shares in the company, valued at approximately $137,874,805.20. The trade was a 7.42% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CAO Jennifer H. Mak sold 1,134 shares of the business’s stock in a transaction on Friday, December 19th. The stock was sold at an average price of $600.00, for a total value of $680,400.00. Following the completion of the sale, the chief accounting officer directly owned 13,740 shares in the company, valued at $8,244,000. This trade represents a 7.62% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 48,040 shares of company stock worth $27,249,338 over the last quarter. 4.40% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Several large investors have recently bought and sold shares of the company. Creative Financial Designs Inc. ADV purchased a new stake in shares of Axon Enterprise during the fourth quarter valued at approximately $28,000. Stone House Investment Management LLC bought a new position in Axon Enterprise in the 3rd quarter valued at approximately $29,000. New Millennium Group LLC purchased a new stake in Axon Enterprise during the 3rd quarter valued at $29,000. Sound Income Strategies LLC increased its holdings in shares of Axon Enterprise by 550.0% in the 4th quarter. Sound Income Strategies LLC now owns 52 shares of the biotechnology company’s stock worth $30,000 after purchasing an additional 44 shares in the last quarter. Finally, Camelot Portfolios LLC purchased a new position in shares of Axon Enterprise in the fourth quarter worth $30,000. 79.08% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting Axon Enterprise

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

• Positive Sentiment: Q4 beat and raised medium/long-term targets — Axon reported $796.7–797M in Q4 revenue (≈+39% YoY) and $2.15 adjusted EPS, beat consensus, issued 2026 revenue guidance well above street estimates and introduced $6B 2028 revenue/strong margin targets. This is the headline catalyst for the rally. Axon reports Q4 2025 revenue of $797 million
• Positive Sentiment: AI is driving bookings and product demand — Management emphasized AI features across cameras, license-plate readers and evidence management that are accelerating deployments and bookings, helping convert device customers into higher‑margin software subscribers. Taser Maker Axon Says Its Business Is Being ‘Supercharged by AI.’
• Positive Sentiment: Government spending and enterprise demand tailwinds — Reports cite strong device and software demand from federal and public‑safety customers (including DHS initiatives) that support the company’s growth runway. Axon shares rise as Taser-maker’s profit gets boost from government spending
• Positive Sentiment: Some sell‑side firms maintain buy ratings — Several analysts reiterated bullish views or maintained Buy ratings based on the AI-driven platform and long-term targets, supporting the upside narrative. Axon: AI-Driven Platform Strength and Long-Term Growth Targets Support Buy Rating
• Neutral Sentiment: Earnings call and presentation available — Full Q4 earnings call transcript and slides were posted; useful for digging into bookings, margin cadence and product adoption metrics. Axon Enterprise, Inc. (AXON) Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Short‑interest data reported but inconclusive — A February short‑interest entry shows zero/NaN values and a 0.0 days ratio, which appears to be a data anomaly and shouldn’t be treated as meaningful without confirmation from exchange filings.
• Negative Sentiment: Analysts trimmed price targets despite the beat — Several firms cut targets after the print (UBS, Barclays, Morgan Stanley, Piper Sandler noted cuts in coverage summaries), which can moderate upside expectations even though many kept overweight/buy ratings. These Analysts Cut Their Forecasts On Axon After Q4 Results

About Axon Enterprise

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.