-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师的观点总结如下：我们将AXON的12个月目标价下调92美元至693美元，相当于2027年每股收益预期值的65倍，较AXON过去12个月的平均预期市盈率92.7倍有所折让。我们将2026年每股收益预期下调0.16美元至7.78美元，2027年每股收益预期下调0.12美元至10.66美元。AXON的基本面依然强劲，该公司通过整合硬件、云软件和人工智能能力的生态系统，不断扩大其竞争优势。AXON已连续九个季度实现30%以上的营收增长，其潜在市场规模高达1590亿美元，但其在美国核心市场的渗透率却不足15%。多项增长动力正同步加速：人工智能时代计划的预订量同比增长140%，大型代理机构几乎普遍采用；反无人机解决方案Dedrone的收入同比增长300%；国际收入翻番，占总销售额的20%。Axon 125%的净收入留存率和143亿美元的未来合同预订额（同比增长44%）凸显了其强劲的发展前景。
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