Professional
Added to YB: 2026-03-20
Pitch date: 2026-01-30
AXON [bullish]
Axon Enterprise, Inc.
-18.31%
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
$32.6B
Pitch Price
$482.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
442.80
P/E
268.16
EV/Sales
11.80
Sector
Aerospace and Defense
Category
growth
Baron Opportunity Fund New Position: Axon Enterprise, Inc.
AXON (new position): Public safety tech monopoly in tasers, body cams, drones + cloud/AI software. Draft One uses body cam data to auto-draft police reports in seconds, saving officers 40% time. $2B+ 2024 rev, $159B TAM barely tapped. Founder-led, Apple-like ecosystem no competitor can match. 25%+ durable rev growth, expanding margins as software mix grows.
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