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Axon Enterprise, Inc.

AXON · Nasdaq

Analyst Consensus

Buy

12 analysts

$490

Current

—

Low

$700

Average

—

High

Average target implies +42.80% versus the current price.

Analyst Ratings Synthesis

The available consensus is Buy across 12 analysts, with a reported mean price target of $700. The data supplies neither a low nor a high target, so target clustering and the width of the spread cannot be established. It also does not identify the most bullish or least bullish analyst, provide named firms, or document any rating or target revisions during the past week. The substantive evidence behind the positive view is Axon's strong revenue-growth outlook, supported by demand across devices and software, plus its recurring cloud-software model and integrated ecosystem. The principal counterargument is rising cost pressure, alongside the decline in FY2025 net income to $0.1 billion from $0.4 billion in FY2024 despite higher revenue.

Rating Actions

No individual rating actions have been captured for AXONyet. Consensus figures above come from Nasdaq's aggregate feed.

Rating actions are extracted from published reporting. Each row links to its source.

Research Reports

Links to freely available third-party research. Outlook labels are our classification of each article's stance, not a rating of our own.

Covering Firms

BAIRD R W

BARCLAYS CAPITA

CITIZENS JMP

CRAIG-HALLUM

GOLDMAN SACHS

JP MORGAN SECUR

MORGAN STANLEY

NEEDHAM & CO.

NORTHCOAST RESE

NORTHLAND CAPMK

RAYMOND JAMES

WILLIAM BLAIR

Symbol: AXON
Type: Stock
Sector: Industrials
Industry: Ordnance & Accessories, (No Vehicles/Guided Missiles)
Exchange: Nasdaq

Axon (Nasdaq: AXON) is the global leader in public safety technology, relentlessly innovating to protect more lives in more places. Founder-led since 1993, Axon began with a mission to reimagine conflict in law enforcement and has grown into a global company serving everyone who takes on the responsibility of public safety, enterprise security, and national security - from first responders and governments to companies, frontline workers, and communities. Our trusted network connects TASER energy devices, cameras and sensors including body-worn, fixed and in-car cameras, drones and robotics, digital evidence and records management, real-time operations, immersive training, productivity tools, and AI-driven capabilities and insights. Designed to work seamlessly together, these solutions create a connected picture of safety that helps protect people and places with greater speed, clarity, and accountability.

Key Issues

Bullish view

Axon's cloud-based software services generate high recurring revenue, while its integrated hardware-and-software ecosystem supports continued adoption across public-safety customers.

Bearish view

The available evidence does not establish that software growth will offset any slowdown in devices or quantify the recurring-revenue contribution, leaving the durability of the growth mix unproven.

Analyst Consensus

See all

Buy

12 analysts

$490

Current

—

Low

$700

Average

—

High

Average target implies +42.80% versus the current price.

Earnings History

BeatMissNo estimate

Axon Enterprise, Inc.

Analyst Consensus

Analyst Ratings Synthesis

Rating Actions

Research Reports

Covering Firms

Peers