Added to YB: 2026-07-02
Pitch date: 2026-06-30
AXON [bullish]
Axon Enterprise, Inc.
+2.32%
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
$45.2B
Pitch Price
$580.52
Price Target
N/A
Dividend
N/A
EV/EBITDA
370.47
P/E
225.43
EV/Sales
15.52
Sector
Aerospace and Defense
Category
growth
Show full summary:
Deep Dive(8/10): Axon Enterprise ($AXON)
AXON: Quasi-monopoly in Tasers/law enforcement w/ $1.3B ARR, 125% NRR, 25% 10yr rev CAGR. 2025 rev ~$2.78B, 25.5% adj EBITDA margin. Stock -50% from Aug '25 high to ~$420 on tariffs, R&D/SBC, software selloff. Mgmt targets $6B rev by 2028. Buy; intrinsic value ~$445-560/share.