Added to YB: 2026-02-27
Pitch date: 2026-02-25
AXON [bearish]
Axon Enterprise, Inc.
-4.19%
current return
Author Info
No bio for this author
Company Info
Axon Enterprise, Inc. provides public safety technology solutions in the United States and internationally.
Market Cap
$35.2B
Pitch Price
$528.07
Price Target
N/A
Dividend
N/A
EV/EBITDA
990.88
P/E
293.05
EV/Sales
12.71
Sector
Aerospace and Defense
Category
value
Razor's Edge: Axon Is The Best Short in The Market...
AXON (short): Pitched as AI platform but financials show $590M-$620M SBC, M&A-heavy growth, & GAAP/adjusted EBITDA gap. $750M 'AI Era Plan' bookings are bundled pull-forwards, not proven margin expansion. $14.4B backlog (+43%) is non-GAAP metric masking service intensity. 40B mkt cap at Snowflake multiple despite 25.5% adj EBITDA margin. Bet: new 52wk low <3wks
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