Added to YB: 2025-11-13
Pitch date: 2025-11-10
AXON [neutral]
Axon Enterprise, Inc.
-5.38%
current return
Author Info
No bio for this author
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
$583.16
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
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.
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