Axon Enterprise Stock To $304?
Axon Enterprise (AXON) stock has recently seen a significant drop of 29.2% from its peak, leading analysts to suggest a potential further decline to $304 due to its high valuation. While historical data shows a median 12-month return of 66% after sharp dips, the current analysis advises caution before buying the dip. The company, however, passes basic financial quality checks including revenue growth, profitability, and cash flow.
Needham Adjusts Price Target on Axon Enterprise to $600 From $870, Maintains Buy Rating
Needham has lowered its price target for Axon Enterprise (AXON) from $870 to $600 but has maintained a Buy rating on the stock. Axon Enterprise specializes in public safety technology, including TASER weapons, body cameras, and integrated software solutions. The company's net sales are primarily derived from sensors and embedded software (60.7%) and electric pulse guns (39.3%), with the majority of its sales in the United States.
Rick Smith’s Tasers and the Social-Control Economy
This article examines Axon Enterprise Inc. (formerly Taser International), its CEO Rick Smith, and the company's role in the social-control economy. It highlights criticisms of Taser safety, Axon's monopolistic practices, and its expansion into bodycam technology, AI-generated police reports, healthcare surveillance, and drone-based electroshock weapons. The piece raises concerns about privacy, bias in AI, and the growing surveillance infrastructure.
Axon Enterprise, Inc (AXON) Is a Trending Stock: Facts to Know Before Betting on It
Axon Enterprise (AXON) is a trending stock due to recent investor interest, but its shares have dropped -29.5% in the past month. Despite this, analysts have maintained earnings estimates for the current and next fiscal years, with projected growth of 7.2% and 21.7% respectively. The company holds a Zacks Rank #3 (Hold), suggesting it may perform in line with the broader market in the near term.
Insights Into Axon (AXON) Q4: Wall Street Projections for Key Metrics
Wall Street analysts project Axon Enterprise (AXON) to report quarterly earnings of $1.67 per share, a 19.7% decline year-over-year, with revenues expected to increase by 31% to $753.65 million. Key metric projections include Net Sales- Products at $417.23 million (+26.4%), Net Sales- Services at $336.32 million (+37.3%), and Annual Recurring Revenue reaching $1368.50. The company currently holds a Zacks Rank #3 (Hold).
Axon Enterprise Inc.: The Police-Tech Stock Everyone’s Suddenly Watching
Axon Enterprise Inc. is gaining significant attention from investors, law enforcement, and lawmakers due to its central role in US public safety technology, including Tasers, body cameras, and cloud-based evidence systems. The company's business model combines hardware sales with recurring software subscriptions, making it an attractive long-term growth play for investors, but also raises ethical concerns among civil-rights advocates regarding its influence on policing and surveillance. Axon's future involves more AI integration, interconnected platforms, and expansion into non-policing sectors, ensuring its continued relevance and scrutiny in the evolving landscape of US public safety.
Axon Enterprise Stock Is Down 35% From Its Highs. Here’s Why 22% Annualized Upside Through 2027 Is Still on the Table
Axon Enterprise (AXON) stock has dropped 35% from its 12-month high, reflecting investor rotation out of high-multiple growth names and broader macro concerns rather than fundamental business deterioration. Despite the recent pullback, a valuation model suggests a potential 22% annualized upside through 2027, with a target price of $624. Sustained high revenue growth, improved profitability, and a premium earnings multiple will be critical for Axon to realize this long-term upside, with upcoming earnings being a key determinant for future stock movement.
Axon Enterprise Inc.: The Police-Tech Stock Everyone’s Suddenly Watching
Axon Enterprise Inc. is gaining significant attention from investors, law enforcement, and lawmakers due to its central role in policing technology,包括 Tasers, body cameras, and cloud-based AI tools. The company is seen as a long-term growth story driven by recurring cloud revenue and government contracts, but also faces ethical scrutiny regarding privacy, AI use, and its extensive power over public safety infrastructure. The article explores Axon's business model, market relevance, and the ongoing debates surrounding its expanding influence in US policing.
City of Little Rock votes to renew ShotSpotter contract
The Little Rock Board of Directors has voted to renew its contract for the controversial ShotSpotter gunshot detection system, despite previous resident protests and ongoing debate about its effectiveness and cost. Director Virgil Miller cited instances where ShotSpotter helped police find shooting victims before 911 calls were made, while Director Antwan Phillips argued for investing in more effective crime-fighting technologies. The LRPD has used the software since 2018.
Vanguard Group Inc. Buys 376,904 Shares of Axon Enterprise, Inc $AXON
Vanguard Group Inc. increased its stake in Axon Enterprise, Inc (NASDAQ:AXON) by 4.2% in the third quarter, acquiring an additional 376,904 shares to own a total of 9,314,164 shares, valued at approximately $6.684 billion. Despite this institutional buying, several company insiders, including President Joshua Isner and CEO Patrick Smith, have recently sold a significant number of shares. Axon Enterprise is currently valued with a market cap of $33.91 billion and a trailing P/E of 135.97, and Wall Street analysts have a "Moderate Buy" consensus rating with an average target price of $805.71.
Axon Enterprise Inc (AXON)’s Expanding Role in Digital Infrastructure and Law Enforcement
Axon Enterprise Inc (NASDAQ: AXON) is highlighted for its strong position in digital infrastructure and public safety, driven by its TASERs, body cameras, and recurring revenue model. Recent developments include its ranking among top digital infrastructure companies by Piper Sandler, and William Blair reaffirming an Outperform rating following the Department of Homeland Security's plans to expand body-worn camera use. This expansion presents a significant growth opportunity for Axon, particularly with its Evidence ecosystem, despite the stock trading at high valuations.
ABN Amro Investment Solutions Takes $1.91 Million Position in Axon Enterprise, Inc $AXON
ABN Amro Investment Solutions has initiated a new position in Axon Enterprise, Inc., purchasing 2,658 shares valued at approximately $1.91 million. Despite this new investment, company insiders have been net sellers, with President Joshua Isner selling shares worth over $11 million. Analysts maintain a generally positive outlook with a "Moderate Buy" consensus rating, although the stock trades at a high valuation.
Aberdeen Group plc Has $66.12 Million Holdings in Axon Enterprise, Inc $AXON
Aberdeen Group plc reduced its stake in Axon Enterprise, Inc. by 6.5% during the third quarter, now holding 92,278 shares valued at approximately $66.12 million. Despite this, institutional investors collectively own 79.08% of the company's stock, and insiders have sold shares totaling over $27 million in the last 90 days. Analysts currently maintain a "Moderate Buy" rating with a consensus price target of $805.71, significantly higher than the current share price of around $429.67.
Assessing Leonardo DRS (DRS) Valuation After New AI Counter UAS Collaboration With Axon Vision
Leonardo DRS has partnered with Axon Vision to integrate AI-enabled counter unmanned aircraft system (C-UAS) capabilities into its battle platforms, drawing attention to its valuation. While Simply Wall St's narrative suggests DRS is undervalued at a target of $48.10, their DCF model presents a tighter view, indicating a fair value of $33.24. The article discusses various analyst and market perspectives on DRS's future growth and risks.
TimesSquare Capital Management LLC Sells 5,410 Shares of Axon Enterprise, Inc $AXON
TimesSquare Capital Management LLC has reduced its stake in Axon Enterprise, Inc (NASDAQ:AXON) by 4.2%, selling 5,410 shares, and now owns 123,304 shares worth $88.49 million. Despite this, AXON remains a significant holding for TimesSquare, representing 1.3% of its investment portfolio. Other hedge funds have either increased or decreased their holdings in Axon, which has a current market capitalization of $33.91 billion.
Cidel Asset Management Inc. Acquires 13,312 Shares of Motorola Solutions, Inc. $MSI
Cidel Asset Management Inc. significantly increased its stake in Motorola Solutions (NYSE:MSI) by 71% in the third quarter, purchasing 13,312 additional shares to hold a total of 32,061 shares valued at approximately $14.66 million. This increased investment follows Motorola Solutions' strong Q4 performance, where it exceeded analyst expectations for EPS and revenue, and subsequently raised its FY2026 guidance, driven by growth in AI-driven video-safety products and subscription revenue. The company also announced an increased quarterly dividend of $1.21, reflecting positive financial health and management confidence.
Assetmark Inc. Buys 2,951 Shares of Motorola Solutions, Inc. $MSI
Assetmark Inc. increased its stake in Motorola Solutions, Inc. (NYSE:MSI) by 8.7% during the third quarter, acquiring an additional 2,951 shares and bringing its total holdings to $16.94 million. Several other institutional investors also increased their positions in MSI. The article highlights positive sentiment on Motorola Solutions due to strong Q4 earnings, raised 2026 guidance, and growth driven by AI-driven video-safety products.
General Dynamics Corp (GD) Stock Price, Quote, News & History
This article provides a comprehensive overview of General Dynamics Corp (GD) stock, including its current price, market performance, key statistics, financial data, and analyst ratings. It also features recent news relevant to the company and lists several key competitors within the Aerospace & Defense industry.
ING Groep NV Has $1.27 Million Position in Axon Enterprise, Inc $AXON
ING Groep NV has significantly reduced its stake in Axon Enterprise, Inc. by 69.0% during the third quarter, now holding 1,770 shares valued at $1.27 million. Despite this, other institutional investors have either increased or initiated substantial positions in Axon. The company has a "Moderate Buy" consensus rating from analysts, with insider selling also noted recently.
Cibc World Market Inc. Lowers Stock Position in Axon Enterprise, Inc $AXON
Cibc World Market Inc. reduced its stake in Axon Enterprise, Inc (NASDAQ:AXON) by 22.7% in the third quarter of 2025, selling 4,620 shares and retaining 15,704 shares valued at $11.27 million. This comes as company insiders, including the President and CEO, have also significantly sold off shares totaling over $27 million in the past three months. Despite these sales, analysts maintain a "Moderate Buy" rating for AXON with an average price target of $805.71, although some firms have recently lowered their targets.
Caprock Group LLC Invests $2.03 Million in Motorola Solutions, Inc. $MSI
Caprock Group LLC recently invested $2.03 million in Motorola Solutions, Inc. (NYSE:MSI) by purchasing 4,290 shares during the third quarter. This move is part of a broader trend of institutional investors adjusting their stakes in the company, with several major firms increasing their holdings. Motorola Solutions reported strong Q4 earnings, beating analyst estimates, and raised its 2026 guidance, supported by growth in AI-driven video-safety products.
Syracuse wants to break up with Flock. Not so fast, company says.
Syracuse officials are moving to replace their current license plate reader provider, Flock Safety, with Axon Enterprise. However, Flock Safety is threatening to enforce its contract, potentially making Syracuse taxpayers pay for both systems. This comes after ongoing concerns about data sharing, storage, and security with Flock Safety's technology, including its data sharing with federal immigration agents.
Axon Enterprise Inc (AXON) Shares Down 2.56% on Feb 13
Axon Enterprise Inc (AXON) shares fell 2.56% on February 13, trading at $424.67 after reaching an intraday low of $420.61. Wall Street analysts have an average target price of $780.76 for AXON, implying an 83.85% upside, with a consensus "Outperform" rating. GuruFocus estimates a one-year GF Value of $644.49 for AXON, suggesting a 51.76% upside from the current price.
Amazon's Lost Puppy Super Bowl Commercial Backfires: 'Get This Creepy Technology Away From Our Homes'
Amazon's Ring Super Bowl commercial, intended to show how smart home cameras could help find lost pets, has backfired, sparking concerns about privacy and surveillance. Senator Ed Markey criticized the ad, stating it highlights how Amazon's technology could be used to "surveil and identify humans." In response to public outcry, including past allegations of spying, Amazon has canceled its planned partnership with surveillance company Flock Safety.
Stratos Wealth Partners LTD. Grows Stock Position in Motorola Solutions, Inc. $MSI
Stratos Wealth Partners LTD. increased its stake in Motorola Solutions, Inc. (NYSE:MSI) by 18.6% in the third quarter, bringing their total holdings to 14,474 shares valued at $6.62 million. Other institutional investors also adjusted their positions in MSI. Motorola Solutions demonstrated strong financial performance, beating earnings estimates and raising its fiscal year 2026 guidance, driven by AI-driven video safety and an expanding backlog.
Motorola Solutions, Inc. $MSI Shares Acquired by Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co increased its stake in Motorola Solutions (NYSE:MSI) by 8.4% in the third quarter, now holding 29,701 shares valued at $13.58 million. This acquisition follows Motorola Solutions' strong Q4 results, which beat analyst estimates for both EPS and revenue, driven by AI-powered video and a growing backlog. Motorola also raised its full-year EPS guidance and increased its quarterly dividend, leading to a "Moderate Buy" consensus rating from analysts despite the stock trading at a premium valuation.
Cookson Peirce & Co. Inc. Trims Holdings in Axon Enterprise, Inc $AXON
Cookson Peirce & Co. Inc. significantly reduced its stake in Axon Enterprise, Inc. (NASDAQ:AXON) by 21.7% in Q3, selling 10,057 shares and now holding 36,337 shares valued at $26.08 million. While institutional ownership remains high at 79.08%, insiders have sold 48,040 shares worth approximately $27.25 million in the last three months. Analysts currently rate AXON as a "Moderate Buy" with an average target price of $805.71, despite the stock trading below its moving averages and having a high P/E ratio of 137.91, alongside broader sector headwinds.
Freemont Management S.A. Has $861,000 Position in Axon Enterprise, Inc $AXON
Freemont Management S.A. significantly reduced its stake in Axon Enterprise, Inc. by 94.2% in the third quarter, now holding 1,200 shares valued at $861,000. This report also details other institutional investor activity, recent analyst ratings, and insider trading within Axon Enterprise, including sales by the CEO and CFO. The company currently holds a "Moderate Buy" consensus rating among analysts, with an average target price of $805.71.
ABC Arbitrage SA Invests $1.21 Million in Motorola Solutions, Inc. $MSI
ABC Arbitrage SA has acquired a new position in Motorola Solutions (MSI), purchasing 2,655 shares valued at approximately $1.21 million during the third quarter. This investment follows Motorola Solutions' strong fiscal performance, including exceeding Q4 revenue and earnings estimates, record backlog, sales, and cash flow, and positive 2026 guidance, which led to analyst upgrades and a "Moderate Buy" consensus rating. The company also increased its quarterly dividend to $1.21.
Axon M&A leader joins Evolv board as 13-year VC backer exits
Evolv Technologies Holdings, Inc. announced the appointment of Henrik Kühl, Senior Vice President, Strategy & Corporate Development at Axon, to its Board of Directors and Audit Committee. This appointment follows the resignation of long-time board member and early venture capitalist Bilal Zuberi, who served the company for 13 years since its initial funding. Kühl brings extensive experience in corporate development, M&A, and capital allocation to Evolv.
Rhumbline Advisers Buys 2,701 Shares of Axon Enterprise, Inc $AXON
Rhumbline Advisers increased its stake in Axon Enterprise, Inc (NASDAQ:AXON) by 1.8% in Q3, now owning 155,186 shares valued at $111.37 million. Other institutional investors also adjusted their positions, with 79.08% of the stock held by hedge funds and institutions. The article also covers recent insider sales, analyst ratings, and the company's financial performance.
Rhumbline Advisers Has $154.88 Million Stake in Motorola Solutions, Inc. $MSI
Rhumbline Advisers reduced its stake in Motorola Solutions, Inc. by 1.5% in the third quarter, bringing their total holdings to 338,700 shares valued at $154.88 million. Other institutional investors like Vanguard Group Inc. and State Street Corp. increased their positions in the company. The article also touches upon analyst ratings, recent positive news for Motorola Solutions, its Q4 earnings beat, and a recent dividend increase.
Axon to Release Fourth Quarter 2025 Earnings on February 24, 2026
Axon (Nasdaq: AXON) announced it will release its fourth-quarter 2025 financial results on Tuesday, February 24, 2026, after market close. The company will host a live Zoom video webinar at 4:30 p.m. ET to discuss the results, followed by a Q&A session. Axon also confirmed its participation in the Morgan Stanley Technology, Media & Telecom Conference on March 3, 2026, and the Bank of America Global Industrials Conference 2026 on March 19, 2026.
Axon Enterprise (AXON) Sees a More Significant Dip Than Broader Market: Some Facts to Know
Axon Enterprise (AXON) recently experienced a 2.8% dip, underperforming the broader market indices, including the S&P 500, Dow, and Nasdaq. Over the past month, its stock has fallen by over 30%, significantly more than the Aerospace sector and S&P 500. Investors are anticipating its upcoming earnings report on February 24, 2026, with forecasted EPS of $1.67 and revenue of $753.65 million.
My 3 favorite small caps for 2026
In this podcast, Frank Curzio and Daniel Creech discuss their favorite small-cap stocks for 2026, focusing on opportunities in AI infrastructure, rare earths, and tokenization. They delve into the risks of deflation and the unparalleled scalability of AI, highlighting companies like Streamex (STEX), DG Power X (DGXX), and Wrap Technologies (WRAP) as undervalued picks with significant upside potential. The hosts also touch upon the impact of politics on investing decisions, particularly under a potential Trump administration.
CELLEBRITE DI ($CLBT) Releases Q4 2025 Earnings
CELLEBRITE DI ($CLBT) announced its Q4 2025 earnings, reporting $0.14 earnings per share, which met analyst estimates. The company's revenue for the quarter was $128.82 million, slightly missing the projected $129.09 million. The article also details recent hedge fund activity and analyst ratings, with four firms issuing "Buy" or "Overweight" ratings and a median price target of $24.0.
CELLEBRITE DI ($CLBT) Releases Q4 2025 Earnings
CELLEBRITE DI ($CLBT) reported its Q4 2025 earnings, with earnings per share matching estimates at $0.14 but revenue missing expectations at $128.82 million. The article also details hedge fund activity, showing both increases and decreases in institutional holdings, and provides recent analyst ratings with a median price target of $24.0.
Down 18% In Last 12 Months, Can Zscaler Stock Deliver Strong Returns in 2026?
Zscaler delivered exceptional Q1 results for fiscal 2026, with annual recurring revenue growth accelerating to 26% year-over-year and RPO growth hitting 35%. The company's AI Security pillar exceeded its $400 million annual recurring revenue target three quarters early. Based on current execution, ZS stock could reach $264 by July 2028, implying a total return of 51% from the current price of $174, or roughly 18% annual growth over the next 2.5 years.
Rockland Trust Co. Invests $1.71 Million in Motorola Solutions, Inc. $MSI
Rockland Trust Co. recently initiated a new position in Motorola Solutions, Inc. (NYSE:MSI) during the third quarter, acquiring 3,736 shares valued at approximately $1.71 million. This investment highlights the significant institutional interest in Motorola Solutions, with major holders like Vanguard, State Street, and Geode increasing their stakes, and Norges Bank establishing a substantial new position. The company also substantially raised its quarterly dividend to $1.21 per share, reflecting strong financial performance and a commitment to shareholder returns.
Axon Enterprise, Inc. (NASDAQ:AXON) Shares Slammed 29% But Getting In Cheap Might Be Difficult Regardless
Axon Enterprise's stock has dropped 29% in the last month, yet its Price-to-Sales (P/S) ratio of 13.9x is still significantly higher than the industry average of 4x. This high P/S ratio is attributed to the company's strong past revenue growth of 32% last year and continued expected growth of 25% annually over the next three years, outpacing the broader Aerospace & Defense industry's forecast of 13%. Despite the share price decline, investors seem to be banking on Axon's prosperous future.
ING Groep NV Lowers Position in Motorola Solutions, Inc. $MSI
ING Groep NV significantly reduced its stake in Motorola Solutions, Inc. (NYSE:MSI) by 44.0% in the third quarter, selling 51,325 shares but still holding 65,438 shares valued at $29.92 million. Despite ING Groep's reduction, other institutional investors like Norges Bank, Marshall Wace LLP, Voya Investment Management LLC, Qube Research & Technologies Ltd, and Vanguard Group Inc. either initiated new positions or increased their holdings in Motorola Solutions. The company also recently increased its quarterly dividend to $1.21, representing a $4.84 annualized dividend and a 1.2% yield.
Axon Enterprise, Inc. (NASDAQ:AXON) Shares Slammed 29% But Getting In Cheap Might Be Difficult Regardless
Axon Enterprise's stock dropped 29% over the past month, contributing to a 33% decline over the last year. Despite this, its Price-to-Sales (P/S) ratio of 13.9x is still considered high compared to the industry average, which is attributed to its strong revenue growth of 32% last year and a projected 25% annual growth over the next three years. This optimistic outlook from analysts suggests investors believe Axon is eyeing a more prosperous future, justifying its elevated P/S ratio.
Axon to Release Fourth Quarter 2025 Earnings on February 24, 2026
Axon, a global leader in public safety technology, announced it will release its fourth quarter 2025 financial results on Tuesday, February 24, 2026, after market close. The company will host a live Zoom video webinar at 4:30 p.m. ET on the same day to discuss the results, followed by a Q&A session. Additionally, Axon confirmed its participation in the upcoming Morgan Stanley Technology, Media & Telecom Conference and the Bank of America Global Industrials Conference in March 2026.
Axon to Release Fourth Quarter 2025 Earnings on February 24, 2026
Axon (Nasdaq: AXON) announced it will report its fourth-quarter 2025 financial results on Tuesday, February 24, 2026, after market close. The company will host a live Zoom video webinar at 4:30 p.m. ET to discuss the results and participate in upcoming conferences in March 2026. Axon, a leader in public safety technology, focuses on innovation and responsible development, guided by its Ethics & Equity Advisory Council.
ImmunityBio Stock Has Jumped 230% in a Year: How Anktiva’s 431% Sales Surge Is Driving IBRX
ImmunityBio (IBRX) stock has seen a 230% increase over the past year, driven by the significant sales growth of its drug Anktiva, which saw a 431% year-over-year revenue surge in Q4 2025. The company has also received positive regulatory approvals for Anktiva in multiple regions and is advancing discussions with the U.S. FDA for further indications. Despite strong top-line growth and high gross margins, ImmunityBio remains unprofitable, with significant R&D investments and cash burn, leading to continued stock volatility.
Software Stocks Rebound, Axon Enterprise a Buy
Axon Enterprise, a software and hardware provider for law enforcement, is highlighted as a solid investment despite a recent stock drop, with projected revenue growth of 31% to $2.74 billion in 2025 due to its stable customer base and strong competitive advantages. Contrastingly, Atlassian faces challenges from AI competition and profitability issues. Wall Street analysts forecast a significant rise in AXON's stock price over the next year, with an average target of $800.38.
Axon to Release Fourth Quarter 2025 Earnings on February 24, 2026
Axon, a global leader in public safety technology, announced it will release its fourth-quarter 2025 financial results on Tuesday, February 24, 2026, after market close. The company will host a live Zoom video webinar at 4:30 p.m. ET to discuss these results. Additionally, Axon confirmed its participation in the Morgan Stanley Technology, Media & Telecom Conference and the Bank of America Global Industrials Conference in March 2026.
Axon to Release Fourth Quarter 2025 Earnings on February 24, 2026 – Company Announcement
Axon (Nasdaq: AXON) announced it will report its fourth-quarter 2025 financial results on Tuesday, February 24, 2026, after market close. The company will also host a live Zoom video webinar at 4:30 p.m. ET on the same day to discuss the results, followed by a presentation and Q&A. Axon also confirmed its participation in upcoming conferences: the Morgan Stanley Technology, Media & Telecom Conference on March 3, 2026, and the Bank of America Global Industrials Conference 2026 on March 19, 2026.
Axon Stock is Down 35%: Why Analysts Flag a 25% Upside in 2026
Axon Enterprise's stock has dropped 35%, yet analysts project a 25% annualized upside by 2026 based on strong revenue growth expectations and strategic expansions. The company is actively growing its international presence, as evidenced by a January 2025 rollout in UK fire stations, and is streamlining its capital structure. Despite heavy reinvestment compressing operating margins, sustained growth in its integrated public safety technology and cloud software supports a $644 price target by December 2027.
ProShare Advisors LLC Has $71.29 Million Position in Axon Enterprise, Inc $AXON
ProShare Advisors LLC has reduced its stake in Axon Enterprise, Inc. (NASDAQ:AXON) by 16.6% during the third quarter, now holding 99,338 shares valued at approximately $71.29 million. Concurrently, company insiders have sold 48,040 shares totaling $27.25 million, though they still retain about 5.7% ownership. While several analysts have cut price targets, the consensus remains a "Moderate Buy" with an average target of $805.71.
