AXON

Axon Enterprise, Inc. (AXON) | Rumor.io

Axon Enterprise

AXON

Attention (50-day avg)0.01%

Attention rank (50-day avg)#598

Bullish sentiment (50-day avg)56%

Price to earnings ratio178.5

Market capitalization34.5B

Earnings per share2.41

Dividend yield (TTM)—

Revenue (annual)2.8B

Net income (annual)124.7M

Social

What share of all stock conversation is about AXON?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% 0	0% 0	0% -0.01	0.02% -0.02

Sep 16

Axon Enterprise, Inc. (AXON) announced a $1 billion debt offering, which led to a $3.5 billion market cap decline and a 10% stock price drop.
The debt offering is effectively interest-free, with a 0% coupon rate, and Axon is using capped calls to reduce potential dilution.
The capital raise has shifted the focus to capital allocation, making it a more immediate watch item for investors.

Generated by AI

Sentiment

Of the messages about AXON that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	50% -50	21.68% -8.32	47.16% -36.04	35.91% -55.61
Bearish	50% new	78.32% +8.32	52.84% +36.04	64.09% +55.61

Bullish· Aug 6

Axon Enterprise, Inc. (AXON) is a high-quality compounder with AI, body cameras, and recurring software revenue, making it an attractive long-term investment for investors.
The company has seen a significant increase in its price target from major financial institutions, with Morgan Stanley raising its target from $600 to $640 and Piper Sandler raising its target from $724 to $732.
AXON has experienced a breakout to the upside, with the stock price potentially seeing a 78% return on investment, according to a specific contract selected for August 28, 2026.

Bearish· Sep 15

Tim Knight's previous bearish predictions on $AXON have been accurate, and he has made gains by selling the stock.
The company's high P/E ratio is a concern, and the sale of convertible notes and lawsuits are also negative factors.
The stock's recent price movement has been characterized by profit taking and a potential 10-12% down day, with some traders expecting a further decline to the $390-$410 area.

Generated by AI

Topics

Of the messages about AXON that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	0%	65.63%	65.91%	55.94%
Technical Analysis	100%	3.13%	2.95%	0.9%
Macro	0%	31.25%	3.41%	1.88%
Controversies	0%	0%	27.73%	36.16%
Earnings	0%	0%	0%	3.2%
Analysts	0%	0%	0%	1.91%

Earnings· Aug 5

Axon Enterprise, Inc. (AXON) reports Q2 2026 earnings, with revenue of $904.389M, a 35% year-over-year increase, and adjusted EPS of $1.88, beating the estimate of $1.85.
The company raises its full-year revenue growth outlook to 32% to 34% and maintains its adjusted EBITDA margin outlook at 25.5%.
Axon's Q2 2026 earnings highlights include a 39% year-over-year growth in annual recurring revenue to $1.6B, a 126% net revenue retention, and a 123% year-over-year growth in platform solutions revenue.

Analysts· Dec 3

Morgan Stanley upgraded Axon Enterprise ($AXON) to Overweight from Equal Weight, citing sustainable 25-30% growth, and raised the price target to $700 from $500.
The analyst believes police budgets for technology remain high and that AI solution sets should have quicker adoption, pulling through additional revenue.
The upgrade is based on a recent visit to IACP, where Morgan Stanley highlighted underappreciated strengths of Axon, including police budget strength and barriers to entry for software competitors.

Announcements· Feb 24

$AXON reported Q4 revenue of $797M, a 39% YoY increase, beating estimates by $42M.
The company's ARR grew 35% YoY to $1.347B, and Software & Services revenue increased 40% YoY to $343M.
Axon guided FY26 revenue growth of 27-30% YoY, with a target of $3.6B, and established a new 2028 target of approximately $6B in annual revenue and a 28% Adjusted EBITDA margin.

Technical Analysis· Feb 20

The stock has formed a 3-bar reversal and a bearish candle in a cup with a handle, potentially indicating a reversal in the uptrend.
The stock has confirmed a double top pattern, which could lead to a 50% drop from its all-time high.
The stock's MACD is pushing down vertically, and its RSI is in oversold territory, indicating potential buying opportunities.

Generated by AI

Community

Of the messages about AXON, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	50%	58.51%	46.17%	40.41%
Newcomers	50%	41.49%	53.83%	59.59%

Regulars· Sep 15

Axon Enterprise, Inc. announced plans to raise $1B through 0% convertible notes due 2031, with an option for another $150M, to support growth, acquisitions, and investments in new products and technologies.
The regulars are focused on the potential impact of the convertible notes on Axon's stock price, with some anticipating a 130% increase above $660 per share within 90 days, while others are concerned about future stock dilution.
There are differing opinions among the regulars on the stock's current price and prospects, with some considering it a "get rich opportunity" and others labeling it the "worst stock ever," with varying price targets and expectations.

Newcomers· Sep 16

Axon Enterprise, Inc. ($AXON) announced a $1B convertible debt offering at 0% interest, effectively borrowing $1B interest-free, which may lead to potential dilution.
New investors are buying $AXON, with some predicting a price increase to $550 or $400, while others are shorting the stock or expecting a drop to $652.
The financing decision has shifted the focus to capital allocation and deployment, making it a more immediate watch item for investors, with some considering the worst-case scenario of potential dilution due to the debt.

Generated by AI

News

Axon Enterprise Inc. stock outperforms competitors despite losses on the day

15h agomarketwatch.com

Axon Enterprise Inc. stock underperforms Monday when compared to competitors

1d agomarketwatch.com

Newport Beach Police Department to expand drone program

Police officials plan on expanding their eyes in the sky with the integration of Skydio drones. But amending the city's contract with the previous company will cost millions.

4d agoLos Angeles Times

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Axon Enterprise, Inc.

Industrials
Aerospace & Defense

Axon Enterprise, Inc. is a public safety technology company that develops integrated hardware and software solutions for law enforcement, government, and other security-focused organizations. Its product portfolio includes conducted energy devices under the TASER brand, body-worn and fixed cameras, in-car video systems, drone and counter-drone technologies, and virtual reality training tools. The company also provides cloud-based software for capturing, storing, managing, sharing, and analyzing digital evidence and operational data. Axon Enterprise, Inc. serves first responders and public sector customers through a connected ecosystem designed to support incident documentation, evidence management, and day-to-day field operations. Headquartered in Scottsdale, Arizona, and incorporated in 1993, the company plays a significant role in the public safety and security technology market.

Website

Location

17800 North 85th Street

Scottsdale, AZ, 85255

United States

Social

What share of all stock conversation is about AXON?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% 0	0% 0	0% -0.01	0.02% -0.02

Sep 16

Axon Enterprise, Inc. (AXON) announced a $1 billion debt offering, which led to a $3.5 billion market cap decline and a 10% stock price drop.
The debt offering is effectively interest-free, with a 0% coupon rate, and Axon is using capped calls to reduce potential dilution.
The capital raise has shifted the focus to capital allocation, making it a more immediate watch item for investors.

Generated by AI

Sentiment

Of the messages about AXON that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	50% -50	21.68% -8.32	47.16% -36.04	35.91% -55.61
Bearish	50% new	78.32% +8.32	52.84% +36.04	64.09% +55.61

Bullish· Aug 6

Axon Enterprise, Inc. (AXON) is a high-quality compounder with AI, body cameras, and recurring software revenue, making it an attractive long-term investment for investors.
The company has seen a significant increase in its price target from major financial institutions, with Morgan Stanley raising its target from $600 to $640 and Piper Sandler raising its target from $724 to $732.
AXON has experienced a breakout to the upside, with the stock price potentially seeing a 78% return on investment, according to a specific contract selected for August 28, 2026.

Bearish· Sep 15

Tim Knight's previous bearish predictions on $AXON have been accurate, and he has made gains by selling the stock.
The company's high P/E ratio is a concern, and the sale of convertible notes and lawsuits are also negative factors.
The stock's recent price movement has been characterized by profit taking and a potential 10-12% down day, with some traders expecting a further decline to the $390-$410 area.

Generated by AI

Topics

Of the messages about AXON that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	0%	65.63%	65.91%	55.94%
Technical Analysis	100%	3.13%	2.95%	0.9%
Macro	0%	31.25%	3.41%	1.88%
Controversies	0%	0%	27.73%	36.16%
Earnings	0%	0%	0%	3.2%
Analysts	0%	0%	0%	1.91%

Earnings· Aug 5

Axon Enterprise, Inc. (AXON) reports Q2 2026 earnings, with revenue of $904.389M, a 35% year-over-year increase, and adjusted EPS of $1.88, beating the estimate of $1.85.
The company raises its full-year revenue growth outlook to 32% to 34% and maintains its adjusted EBITDA margin outlook at 25.5%.
Axon's Q2 2026 earnings highlights include a 39% year-over-year growth in annual recurring revenue to $1.6B, a 126% net revenue retention, and a 123% year-over-year growth in platform solutions revenue.

Analysts· Dec 3

Morgan Stanley upgraded Axon Enterprise ($AXON) to Overweight from Equal Weight, citing sustainable 25-30% growth, and raised the price target to $700 from $500.
The analyst believes police budgets for technology remain high and that AI solution sets should have quicker adoption, pulling through additional revenue.
The upgrade is based on a recent visit to IACP, where Morgan Stanley highlighted underappreciated strengths of Axon, including police budget strength and barriers to entry for software competitors.

Announcements· Feb 24

$AXON reported Q4 revenue of $797M, a 39% YoY increase, beating estimates by $42M.
The company's ARR grew 35% YoY to $1.347B, and Software & Services revenue increased 40% YoY to $343M.
Axon guided FY26 revenue growth of 27-30% YoY, with a target of $3.6B, and established a new 2028 target of approximately $6B in annual revenue and a 28% Adjusted EBITDA margin.

Technical Analysis· Feb 20

The stock has formed a 3-bar reversal and a bearish candle in a cup with a handle, potentially indicating a reversal in the uptrend.
The stock has confirmed a double top pattern, which could lead to a 50% drop from its all-time high.
The stock's MACD is pushing down vertically, and its RSI is in oversold territory, indicating potential buying opportunities.

Generated by AI

Community

Of the messages about AXON, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	50%	58.51%	46.17%	40.41%
Newcomers	50%	41.49%	53.83%	59.59%

Regulars· Sep 15

Axon Enterprise, Inc. announced plans to raise $1B through 0% convertible notes due 2031, with an option for another $150M, to support growth, acquisitions, and investments in new products and technologies.
The regulars are focused on the potential impact of the convertible notes on Axon's stock price, with some anticipating a 130% increase above $660 per share within 90 days, while others are concerned about future stock dilution.
There are differing opinions among the regulars on the stock's current price and prospects, with some considering it a "get rich opportunity" and others labeling it the "worst stock ever," with varying price targets and expectations.

Newcomers· Sep 16

Axon Enterprise, Inc. ($AXON) announced a $1B convertible debt offering at 0% interest, effectively borrowing $1B interest-free, which may lead to potential dilution.
New investors are buying $AXON, with some predicting a price increase to $550 or $400, while others are shorting the stock or expecting a drop to $652.
The financing decision has shifted the focus to capital allocation and deployment, making it a more immediate watch item for investors, with some considering the worst-case scenario of potential dilution due to the debt.

Generated by AI

Axon Enterprise

Social

Sep 16

Bullish· Aug 6

Bearish· Sep 15

Earnings· Aug 5

Analysts· Dec 3

Announcements· Feb 24

Technical Analysis· Feb 20

Regulars· Sep 15

Newcomers· Sep 16

Axon Enterprise Inc. stock outperforms competitors despite losses on the day

Axon Enterprise Inc. stock underperforms Monday when compared to competitors

Newport Beach Police Department to expand drone program

Axon Enterprise Inc. stock underperforms Friday when compared to competitors

Axon Enterprise (AXON) Stock Sinks As Market Gains: What You Should Know

Axon Enterprise Inc. stock underperforms Thursday when compared to competitors

Also Discussed

Axon Enterprise, Inc.

Company Information

Location

Axon Enterprise Inc. stock outperforms competitors despite losses on the day

Axon Enterprise Inc. stock underperforms Monday when compared to competitors

Newport Beach Police Department to expand drone program

Axon Enterprise Inc. stock underperforms Friday when compared to competitors

Axon Enterprise (AXON) Stock Sinks As Market Gains: What You Should Know

Axon Enterprise Inc. stock underperforms Thursday when compared to competitors

Also Discussed

Social

Sep 16

Bullish· Aug 6

Bearish· Sep 15

Earnings· Aug 5

Analysts· Dec 3

Announcements· Feb 24

Technical Analysis· Feb 20

Regulars· Sep 15

Newcomers· Sep 16