Added to YB: 2025-11-13
Pitch date: 2025-11-10
AXON [neutral]
Axon Enterprise, Inc.
-29.17%
current return
Author Info
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Company Info
Axon Enterprise, Inc. provides public safety technology solutions in the United States and internationally.
Market Cap
$40.6B
Pitch Price
$583.16
Price Target
N/A
Dividend
N/A
EV/EBITDA
550.88
P/E
335.48
EV/Sales
14.68
Sector
Aerospace and Defense
Category
growth
Show full summary:
Adyen’s 3Q25: Architecture Dividend
AXON (earnings): Q3 rev +20% on 8% volume growth proves platform monetizes complexity, not just transactions. Single codebase enables months-not-quarters market expansion. Digital rev +10% despite -5% volume. Unified Commerce +32%. Platforms +50% rev. 459 cross-channel customers (+77). EBITDA margin >50% maintained.
Read full article (6 min)