Added to YB: 2025-07-11
Pitch date: 2025-07-09
AXON [neutral]
Axon Enterprise, Inc.
-30.8%
current return
Author Info
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Company Info
Axon Enterprise, Inc. develops, manufactures, and sells conducted energy devices (CEDs) under the TASER brand in the United States and internationally.
Market Cap
$42.6B
Pitch Price
$802.11
Price Target
N/A
Dividend
N/A
EV/EBITDA
474.09
P/E
172.63
EV/Sales
16.53
Sector
Aerospace and Defense
Category
growth
Axon Enterprise: Building the Future of Public Safety
AXON (update - trimmed position): Public safety tech leader with 30%+ rev growth for 3 years, $2.1B annual rev, 33.8% ARR growth to $1.1B, 123% NDR. Strong moat via TASER IP, 94% retention rate. TAM expanded to $129B. Trading at all-time high 21.8x EV/S, 125x fwd P/E, despite improving margins. SBC at 23% of rev is concern.
Read full article (12 min)