A

    Axon Enterprise Inc. (AXON)

    Official site

    INDUSTRIALS • AEROSPACE & DEFENSE • NASDAQ

    $566.56
    -34.17 (-5.69%)

    Market Cap: $48.80B

    Last updated: Sep 01, 2026 at 10:00 AM ET

    Earnings

    Performance (10Y)

    Beat Rate
    88%(35/40)
    Avg Surprise
    +59.53%
    Streak
    3 Q

    Upcoming Estimates

    Sep 30, 2026
    EPS Consensus$1.96
    Range$1.53 - $2.46
    17 analysts
    EPS Revisions
    4
    0
    7d
    5
    8
    30d
    EPS Estimate Drift
    90d ago$2.02+2.9%
    60d ago$2.02+2.9%
    30d ago$2.02+2.9%
    7d ago$1.97+0.5%
    Current$1.96
    Revenue Consensus
    $943M
    Range$908M - $982M
    15 analysts
    Dec 31, 2026
    EPS Consensus$2.31
    Range$0.92 - $3.40
    20 analysts
    Revenue Consensus
    $1.1B
    Range$1.0B - $1.2B
    17 analysts
    PeriodReportedEst.SurpriseB/MYoY
    Dec 26EST
    		-$2.31---
    Sep 26EST
    		-$1.96---
    Jun 26
    		$0.57$0.30+90.00%Beat-73.1%
    Mar 26
    		$1.61$1.60+0.63%Beat+14.2%
    Dec 25
    		$2.15$1.60+34.38%Beat+3.4%
    Sep 25
    		$1.17$1.54-24.03%Miss-19.3%
    Jun 25
    		$2.12$1.46+45.21%Beat+76.7%
    Mar 25
    		$1.41$1.28+10.16%Beat+22.6%
    Dec 24
    		$2.08$1.40+48.21%Beat+85.7%
    Sep 24
    		$1.45$1.20+20.83%Beat+42.2%
    Jun 24
    		$1.20$0.98+22.45%Beat+8.1%
    Mar 24
    		$1.15$0.95+21.05%Beat+30.7%
    Dec 23
    		$1.12$0.85+31.76%Beat+60.0%
    Sep 23
    		$1.02$0.76+34.21%Beat+70.0%
    Jun 23
    		$1.11$0.62+79.03%Beat+152.3%
    Mar 23
    		$0.88$0.54+62.96%Beat+95.6%
    Dec 22
    		$0.70$0.51+37.25%Beat+52.2%
    Sep 22
    		$0.60$0.49+22.45%Beat-48.7%
    Jun 22
    		$0.44$0.39+12.82%Beat+15.8%
    Mar 22
    		$0.45$0.29+55.17%Beat+45.2%
    Dec 21
    		$0.46$0.17+170.59%Beat-54.0%
    Sep 21
    		$1.17$0.26+350.00%Beat+192.5%
    Jun 21
    		$0.38$0.23+65.22%Beat+3900.0%
    Mar 21
    		$0.31$0.21+47.62%Beat-22.5%
    Dec 20
    		$1.00$0.36+177.78%Beat+143.9%
    Sep 20
    		$0.40$0.20+100.00%Beat+42.9%
    Jun 20
    		$-0.01N/A-106.25%Miss-107.1%
    Mar 20
    		$0.40$0.18+122.22%Beat+90.5%
    Dec 19
    		$0.41$0.38+7.89%Beat+412.5%
    Sep 19
    		$0.28$0.26+7.69%Beat+40.0%
    Jun 19
    		$0.14$0.16-12.50%Miss-22.2%
    Mar 19
    		$0.21$0.16+31.25%Beat-34.4%
    Dec 18
    		$0.08$0.11-27.27%Miss-38.5%
    Sep 18
    		$0.20$0.13+53.85%Beat+1900.0%
    Jun 18
    		$0.18$0.11+63.64%Beat+350.0%
    Mar 18
    		$0.32$0.11+190.91%Beat+357.1%
    Dec 17
    		$0.13$-0.03+533.33%Beat+8.3%
    Sep 17
    		$0.01N/A-83.33%Miss-85.7%
    Jun 17
    		$0.04$0.04+0.00%Beat-
    Mar 17
    		$0.07$0.04+75.00%Beat-
    Dec 16
    		$0.12$0.11+9.09%Beat-
    Sep 16
    		$0.07$0.07+0.00%Beat-

    Key Metrics

    Valuation
    P/E Ratio103.01EV/EBITDA125.04x
    Price/FCF342.73xFCF Yield0.29%
    Profitability
    Profit Margin6.19%Operating Margin5.17%
    ROE6.22%ROIC4.40%
    Financial Health
    Debt/Equity0.47xInterest Coverage2.08x
    Current Ratio2.15xQuick Ratio1.80x
    Trading Statistics
    Beta1.40Avg Volume919.22K
    52-Week High$792.1652-Week Low$339.01

    Technical Indicators Dashboard

    Moving Averages

    SMA 10$610.44
    SMA 20$603.99
    SMA 50$560.14
    SMA 200$506.29
    EMA 10$600.67
    EMA 20$594.43
    EMA 50$559.36
    EMA 200$533.69

    MACD

    Line: 13.02Signal: 19.75Hist: -6.73

    ADX

    ADX: 17.7+DI: 19.0-DI: 23.1

    Aroon & PSAR

    Aroon Up68.0
    Aroon Down12.0
    PSAR$635.78

    Bollinger Bands

    Upper Band$657.05
    Lower Band$550.92
    %B Position1757%(Upper)
    Band Width0.15

    RSI (14-Day)

    Neutral
    46.3

    Momentum Oscillators

    Stoch %K31.6
    Stoch %D48.5
    Williams %R-93.0
    ROC (10d)-6.2%
    Momentum-37.76
    CCI (20d)-132.3
    MFI (14d)25.9

    Volatility Measures

    ATR (14d)$32.42(5.7%)
    StdDev (20d)26.53
    Hist Vol85.1%(High)

    Volume Flow

    VWAP$574.72
    OBV19.4M
    AD Line16.2M
    CMF (20d)0.105

    Volume Metrics

    Avg Vol (20d)909.9K
    Vol Ratio1.2x
    VWMA (20d)$596.03

    Pivot Points

    R3$632.46
    R2$624.23
    R1$612.48
    Pivot Point$604.25
    S1$592.50
    S2$584.27
    S3$572.52

    Advanced Oscillators

    TSI8.91
    Ultimate Osc44.5
    KST106.22

    Financial Data

    QuarterJun 2026Mar 2026Dec 2025Sep 2025Jun 2025Mar 2025Dec 2024Sep 2024Jun 2024Mar 2024Dec 2023Sep 2023
    Total Revenue$904.39M$807.35M$796.72M$710.64M$668.54M$603.63M$575.14M$544.27M$503.24M$459.87M$429.77M$413.28M
    Cost of Revenue$357.94M$330.06M$335.43M$283.29M$264.80M$237.89M$229.30M$213.53M$197.08M$201.24M$167.20M$156.62M
    Gross Profit$546.45M$477.29M$461.30M$427.35M$403.74M$365.74M$345.85M$330.75M$306.16M$258.63M$262.57M$256.66M
    Operating Expenses$499.67M$448.04M$511.41M$429.48M$404.78M$374.53M$361.60M$306.67M$272.40M$242.17M$220.01M$199.24M
    R&D$208.69M$188.95M$194.04M$176.67M$162.57M$151.02M$134.59M$114.48M$101.43M$91.10M$83.97M$76.88M
    SG&A$290.98M$259.09M$317.37M$252.80M$242.21M$223.51M$227.02M$192.19M$170.96M$151.07M$136.04M$122.36M
    Operating Income$46.78M$29.24M$-50,118,000$-2,129,000$-1,036,000$-8,793,000$-15,755,000$24.08M$33.76M$16.46M$42.56M$57.42M
    Interest Income$6.82M$10.61M$17.63M$23.94M$23.25M$10.60M$7.29M$12.62M$11.65M$12.13M$19.32M$10.46M
    Interest Expense$28.10M$28.64M$28.82M$28.91M$28.69M$7.82M$1.82M$1.65M$1.87M$1.76M$0$0
    Income Before Tax$32.68M$200.22M$-66,237,000$15.70M$-38,883,000$108.39M$84.56M$79.57M$51.47M$165.90M$55.56M$71.73M
    Income Tax Expense$3.26M$30.91M$-68,982,000$17.89M$-75,000,000$20.41M$-50,619,000$12.54M$10.00M$32.54M$-1,358,000$10.42M
    Net Income$29.43M$169.31M$2.75M$-2,186,000$36.12M$87.98M$135.18M$67.03M$41.47M$133.35M$56.91M$61.31M
    EBITDA$86.43M$248.61M$-28,106,000$40.28M$-16,293,000$125.06M$96.78M$81.59M$52.08M$162.88M$49.70M$59.95M
    EBIT$53.97M$218.25M$-55,051,000$20.67M$-33,450,000$105.61M$79.10M$68.59M$41.69M$155.52M$43.23M$61.27M
    * Some calculated fields are derived from available data when not provided by source

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    Government Contracts

    Gov Obligations (TTM)
    $111.51M
    Gov Obligations / Revenue
    3.7%
    Obligations YoY
    20.4%
    Active Awards
    171
    New Awards (TTM)
    97
    Avg Remaining Term
    9.1 mo

    Top agency: Department of Homeland Security at 53.7% of trailing twelve month obligations across 16 agencies

    Recent Awards

    Award IDAgencyObligatedStart
    70CMSW26FR0000045Department of Homeland SecurityU.S. Immigration and Customs Enforcement$17.77MJul 20, 2026
    70CMSW26FR0000046Department of Homeland SecurityU.S. Immigration and Customs Enforcement$13.13MJul 17, 2026
    70B02C26F00000450Department of Homeland SecurityU.S. Customs and Border Protection$6.26MJun 17, 2026
    15M10426PA4700003Department of JusticeU.S. Marshals Service$4.38MJan 1, 2026
    70B06C25F00000823Department of Homeland SecurityU.S. Customs and Border Protection$3.96MSep 17, 2025
    70CMSW25FR0000132Department of Homeland SecurityU.S. Immigration and Customs Enforcement$3.85MSep 26, 2025
    70CMSW25FR0000137Department of Homeland SecurityU.S. Immigration and Customs Enforcement$3.53MSep 30, 2025
    2023H225F00141Department of the TreasuryInternal Revenue Service$3.22MSep 25, 2025
    140A1626F0079Department of the InteriorBureau of Indian Affairs and Bureau of Indian Education$2.13MJul 27, 2026
    70B02C26F00000180Department of Homeland SecurityU.S. Customs and Border Protection$1.95MMay 20, 2026

    Federal contract obligations are bookings recorded by the awarding agency, not recognized revenue. They can exceed 100% of revenue and can be negative when contracts are de-obligated. Source: USAspending.gov prime awards, data through Jul 31, 2026.

    News

    40,216 Shares in Axon Enterprise, Inc $AXON Purchased by J. Goldman & Co LP

    J. Goldman & Co LP has acquired a new stake of 40,216 shares in Axon Enterprise, Inc (NASDAQ:AXON) during the second quarter, valued at approximately $22.55 million. This purchase is part of broader institutional investor activity in Axon, which includes other firms like EFG International AG and Primecap Management Co. CA also adding new positions. Axon Enterprise recently reported strong quarterly earnings, exceeding analyst expectations, and has received a "Moderate Buy" consensus rating from Wall Street analysts with a target price of $730.92.

    MarketBeat•8/26/26•
    Somewhat-Bullish

    EFG International AG Invests $22.10 Million in Axon Enterprise, Inc $AXON

    EFG International AG has acquired a new stake in Axon Enterprise, Inc. (NASDAQ:AXON), purchasing 39,424 shares valued at approximately $22.10 million during the second quarter. This move comes as other institutional investors have also adjusted their holdings in Axon, with major players like Vanguard Group Inc. and BlackRock Inc. increasing their positions. The article also provides details on Axon's financial performance, analyst ratings, and recent insider trading activities.

    MarketBeat•8/26/26•
    Somewhat-Bullish

    Castleark Management LLC Makes New Investment in Axon Enterprise, Inc $AXON

    Castleark Management LLC has made a significant new investment in Axon Enterprise, Inc. (NASDAQ:AXON), purchasing 23,423 shares valued at approximately $13.13 million during the second quarter. This investment is part of a broader trend of institutional investors increasing their stakes in Axon, with several other firms also acquiring new positions. The article also details recent insider stock sales, Axon's financial performance, and current analyst ratings, which largely suggest a "Moderate Buy" consensus.

    MarketBeat•8/26/26•
    Somewhat-Bullish

    Cibc World Market Inc. Acquires Shares of 7,496 Axon Enterprise, Inc $AXON

    CIBC World Markets Inc. has acquired 7,496 shares of Axon Enterprise, Inc. (NASDAQ:AXON), valued at approximately $4.2 million, making it a new position for the firm. This move comes as institutional investors collectively own 79.08% of the company, and Wall Street analysts generally maintain a "Moderate Buy" rating with a consensus price target of $730.92. Despite recent insider selling totaling over $41 million, Axon reported strong quarterly earnings, exceeding expectations with $1.88 EPS and $904.39 million in revenue, a 35.3% year-over-year increase.

    MarketBeat•8/26/26•
    Somewhat-Bullish

    6,406 Shares in Axon Enterprise, Inc $AXON Bought by Bank of Nova Scotia

    Bank of Nova Scotia has acquired a new position of 6,406 shares in Axon Enterprise, Inc (NASDAQ:AXON) during the second quarter, valuing their new stake at approximately $3,587,000. Several other institutional investors also adjusted their holdings in Axon, with significant increases from Edgewood Management LLC, Wellington Management Group LLP, Norges Bank, and BlackRock Inc. Analysts currently rate Axon Enterprise as a "Moderate Buy" with a consensus target price of $730.92, following multiple price target increases.

    MarketBeat•8/26/26•
    Bullish

    Frequently Asked Questions About AXON

    Does AXON pay dividends?
    Axon Enterprise Inc. (AXON) does not currently pay a regular dividend.
    What is AXON's P/E ratio?
    Axon Enterprise Inc. has a price-to-earnings (P/E) ratio of 103.01.
    What is AXON's market cap?
    Axon Enterprise Inc. (AXON) has a market capitalization of $48.80B with a current stock price of $566.56.

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