Added to YB: 2025-11-17
Pitch date: 2025-11-13
AXON [neutral]
Axon Enterprise, Inc.
-24.75%
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
$548.90
Price Target
N/A
Dividend
N/A
EV/EBITDA
550.88
P/E
335.48
EV/Sales
14.68
Sector
Aerospace and Defense
Category
growth
3 stocks in a deep drawdown: Axon Enterprise ($AXON)
AXON (quick overview): Taser monopoly + body cams/cloud software, revenue up 31% YoY to $711M but EPS missed 24% on tariff margin compression (52.1% vs 54.5%) & 50% R&D spike from stock comp. Down 35% from 200 P/E but still at 140x. New products rolling out, international expansion opportunity.
Read full article (2 min)