9 stories mentioning AXONUpdated 15d ago
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Cameron Brooks, Chief Revenue Officer, on June 04, 2026, sold 1,242 shares in Axon Enterprise (AXON) for $621,000. Following the Form 4 filing with the SEC, Brooks has control over a total of 49,710 common shares of the company, with 49,710 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1069183/000162828026041661/xslF345X05/wk-form4_1780952214.xml
Elizabeth Reid Coughlin, Chief Human Officer, on June 04, 2026, sold 1,554 shares in Axon Enterprise (AXON) for $753,690. Following the Form 4 filing with the SEC, Coughlin has control over a total of 34,024 common shares of the company, with 34,024 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1069183/000162828026041663/xslF345X05/wk-form4_1780952370.xml
Patrick W Smith, Director, CEO, on June 04, 2026, sold 20,000 shares in Axon Enterprise (AXON) for $10,000,000. Following the Form 4 filing with the SEC, Smith has control over a total of 3,060,997 common shares of the company, with 3,060,997 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1069183/000162828026041656/xslF345X05/wk-form4_1780952044.xml
Jeri Williams, Director, on May 29, 2026, sold 629 shares in Axon Enterprise (AXON) for $295,403. Following the Form 4 filing with the SEC, Williams has control over a total of 1,141 common shares of the company, with 1,141 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1069183/000162828026039925/xslF345X05/wk-form4_1780435547.xml
Axon Enterprise (AXON) has an average rating of buy and mean price target of $676.88, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $380.25, Change: $-23.29, Percent Change: -5.77%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We decrease our 12-month target price by $92 to $693, or 65.0x our 2027 EPS estimate, a discount relative to AXON's average forward P/E of 92.7x (during the trailing-12-month period). We trim our EPS estimates for 2026 by $0.16 to $7.78 and 2027's by $0.12 to $10.66. AXON's fundamental strength remains compelling as the company extends its competitive moat through an integrated ecosystem that combines hardware, cloud software, and AI capabilities. With 30%+ revenue growth for nine consecutive quarters, AXON is capitalizing on a $159 billion TAM while penetrating less than 15% of its core U.S. market. Multiple growth drivers are accelerating simultaneously: AI Era Plan bookings surged 140% Y/Y with near-universal adoption among large agencies; Dedrone counter-drone revenue jumped 300% Y/Y; and international revenue doubled, reaching 20% of total sales. Axon's 125% net revenue retention and $14.3 billion in future contracted bookings (+44% Y/Y) underscore strong visibility.
Axon Enterprise's (AXON) Q1 performance, specifically in bookings, strengthens its case for durable growth of over 30%, Morgan Stanley said in a Thursday note.The company once again posted a strong quarter, with revenue growth of 34% marking the ninth straight quarter of 30%-plus growth, Morgan Stanley analysts said. They noted that bookings greatly surpassed expectations with an increase of 44%, benefiting from developments in artificial intelligence.Axon's growth expanded across several segments, as Dedrone bookings surged 500% year over year, international sales doubled, and enterprise rose 50%, the analysts noted.The recent results support Morgan Stanley's view that Axon can keep delivering elevated growth as its platform diversifies beyond core US state and local law enforcement into new areas such as global markets, federal agencies, enterprises, drone technology, and 911 systems, according to the note.Morgan Stanley maintained the company's stock rating at overweight and lowered the price target to $600 from $675.Price: $434.70, Change: $+48.84, Percent Change: +12.66%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Axon delivered Q1 revenue of $807M (+34% Y/Y), beating consensus by 3.5% and marking the ninth consecutive quarter of 30%+ growth. Adjusted EPS of $1.61 rose 9.5% Y/Y, marginally exceeding expectations, though EPS growth decelerated relative to revenue growth due to ongoing margin pressures. The results reinforce that Axon's integrated ecosystem strategy is resonating with customers across multiple verticals, with balanced strength in Software & Services (+35% Y/Y to $355M) and Connected Devices (+33% Y/Y to $453M). Management maintained full-year 2026 guidance of 25.5% EBITDA margin and 27%-30% revenue growth. Platform Solutions surged 95% Y/Y to $111M, with counter-drone systems growing over 300% Y/Y following the Dedrone acquisition and AI Era Plan products up over 700% Y/Y. Annual recurring revenue reached $1.5B (+35% Y/Y) with 125% net revenue retention, while future contracted bookings grew 44% Y/Y to $14.3B, supporting the ambitious 2028 target of $6B revenue and providing strong revenue visibility.
Axon Enterprise (AXON) could beat Q1 estimates and raise the lower end of its fiscal 2026 revenue guidance as new products, wider use of its platform, AI add-ons, and faster drone deployments support growth, RBC Capital Markets said in a note Tuesday.Axon's connected system should become stronger through fiscal 2026 as ABW Mini launches and drone-as-first-responder deployments send more real-time data into its Fusus and intelligence platforms. Its AI Era Plan conversions are expected to grow faster, helped by bundled products, customer upgrades, international expansion, and more federal and enterprise demand, RBC said.Bookings may be seasonally softer in Q1, but growth should pick up later in fiscal 2026 as deal sizes rise and new products gain more traction, while international growth will slow down in 2026 because of long European sales cycles, but stronger gains are expected in 2027 and 2028 as cloud deployments expand and AI tools drive more platform use, according to the note.The investment firm said Axon's mix of hardware, software, and data gives it a stronger position against lower-cost software rivals and supports wider customer adoption.RBC maintained its outperform rating and $735 price target on the stock.Price: $373.46, Change: $-20.29, Percent Change: -5.15%
