Axon Enterprise, Inc. (TASR) Stock Analysis
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Axon Enterprise, Inc. (TASR) trades at $21.90 with AI Score 58/100 (Grade B). Axon Enterprise, Inc. develops and sells public safety technology, including TASERs, body-worn cameras, and evidence management software. Sector: Industrials.
Price as of Jul 20, 2026 · Last analyzed: Mar 18, 2026Analyst Coverage for TASR: TASR does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates TASR against Industrials peers across nine fundamental dimensions and assigns a mixed fundamental profile based on the underlying data.
TASR: 1/3 scored disciplines lean bearish. Dominant signal: Ray Dalio bullish.
How is this calculated? →Why this analysis is different
- A 9-signal quantitative MoonshotScore built from filings, insider activity, and market data — computed from the numbers, not from opinion.
- An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
- Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.
Axon Enterprise, Inc. (TASR) Industrial Operations Profile
Axon Enterprise, Inc. is a public safety technology leader, providing conducted energy weapons, body-worn cameras, and cloud-based evidence management solutions. Known for its TASER brand, Axon serves law enforcement, military, and civilian markets, differentiating itself through integrated hardware and software offerings.
What Is the Investment Thesis for TASR?
Axon Enterprise presents a compelling investment thesis based on its dominant position in the public safety technology market. The increasing demand for transparency and accountability in law enforcement drives adoption of Axon's body-worn cameras and evidence management solutions. While the company exhibits a high P/E ratio of 164.5, this is reflective of high growth expectations. Key catalysts include continued expansion of the Evidence.com platform and increasing international sales. Potential risks include competition from other technology providers and potential regulatory changes affecting the use of CEWs and body-worn cameras. Investors should monitor the company's ability to maintain its technological edge and expand its market share.
Based on FMP financials and quantitative analysis
TASR Key Highlights
- Axon's gross margin of 59.7% indicates strong pricing power and efficient operations.
- The company's focus on integrated hardware and software solutions creates a sticky customer base.
- Axon's Evidence.com platform provides recurring revenue streams, enhancing long-term stability.
- The company's beta of 1.02 suggests its stock price generally moves in line with the broader market.
- Axon's expansion into international markets presents significant growth opportunities.
Who Are TASR's Competitors?
TASR is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| MSI Motorola Solutions, Inc. | $413.31 | -0.21% | $68.6B | 65 |
| SPCX Space Exploration Technologies Corp. | $120.92 | -2.48% | $1.58T | 71 |
| GE GE Aerospace | $341.30 | -2.16% | $356B | 61 |
| RTX RTX Corporation | $194.44 | +0.48% | $262B | 67 |
| LMT Lockheed Martin Corporation | $509.54 | +0.15% | $117B | 62 |
| GD General Dynamics Corporation | $370.60 | +0.55% | $100B | 80 |
| NOC Northrop Grumman Corporation | $521.57 | +0.56% | $74.1B | 63 |
| TDG TransDigm Group Incorporated | $1204.73 | -0.80% | $67.4B | 72 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are TASR's Key Strengths?
- Leading market share in CEWs and body-worn cameras.
- Strong brand reputation and customer loyalty.
- Recurring revenue from Evidence.com subscriptions.
- Integrated hardware and software solutions.
What Are TASR's Weaknesses?
- High P/E ratio may indicate overvaluation.
- Dependence on government contracts.
- Potential for negative publicity related to CEW use.
- Profit margin of 4.5% is relatively low.
What Could Drive TASR Stock Higher?
- New product launches, including enhanced body-worn camera features.
- Continued expansion of Evidence.com platform and user base.
- Increasing adoption of Axon's solutions by international law enforcement agencies.
- Government funding initiatives supporting law enforcement technology upgrades.
What Are the Key Risks for TASR?
- Rich valuation — a P/E of 164.5 runs well above the Industrials sector’s ~30x, leaving little room for a miss.
- Insider selling — insiders were net sellers of roughly $1.0M recently.
- Product liability lawsuits related to CEW use.
- Negative publicity impacting brand reputation.
- Competition from other technology providers.
- Regulatory changes affecting CEW and body-worn camera usage.
- Dependence on government contracts and funding.
What Are the Growth Opportunities for TASR?
- Expansion of Evidence.com Platform: Axon's Evidence.com platform offers significant growth potential through increased adoption by law enforcement agencies. The platform provides secure storage, management, and analysis of digital evidence, streamlining workflows and improving efficiency. Axon's competitive advantage lies in its integrated hardware and software solutions, providing a seamless user experience.
- International Market Penetration: Axon has significant opportunities to expand its presence in international markets. Demand for body-worn cameras and CEWs is growing globally as law enforcement agencies seek to improve transparency and reduce lethal force incidents. Axon's international expansion strategy involves establishing partnerships with local distributors and tailoring its products to meet the specific needs of different markets. The international market represents a substantial growth opportunity for Axon, potentially exceeding the domestic market in the long term.
- New Product Development: Axon can drive growth through the development of new products and services that address the evolving needs of law enforcement and other public safety agencies. This includes exploring new technologies such as artificial intelligence and data analytics to enhance the capabilities of its existing products. By continuously innovating and expanding its product portfolio, Axon can maintain its competitive edge and attract new customers. The company's R&D investments are crucial for driving long-term growth and maintaining its leadership position in the market.
- Adjacent Market Expansion: Axon can leverage its existing technology and expertise to expand into adjacent markets, such as private security and corrections. These markets share similar needs for body-worn cameras, CEWs, and evidence management solutions. By targeting these adjacent markets, Axon can diversify its revenue streams and reduce its reliance on the law enforcement market. This expansion strategy requires adapting its products and services to meet the specific requirements of these new markets, but the potential rewards are significant.
- Strategic Acquisitions: Axon can pursue strategic acquisitions to accelerate its growth and expand its product offerings. By acquiring companies with complementary technologies or market access, Axon can enhance its competitive position and enter new markets more quickly. Potential acquisition targets include companies specializing in data analytics, artificial intelligence, or other public safety technologies. A well-executed acquisition strategy can significantly boost Axon's growth trajectory and create synergies across its existing business units.
What Opportunities Does TASR Have?
- Expansion into international markets.
- Development of new products and services.
- Strategic acquisitions.
- Increasing demand for police accountability and transparency.
What Threats Does TASR Face?
- Competition from other technology providers.
- Regulatory changes affecting CEW use.
- Economic downturn impacting government budgets.
- Product liability lawsuits.
What Are TASR's Competitive Advantages?
- Strong brand recognition and reputation for quality and reliability.
- High switching costs due to integration of hardware and software solutions.
- Extensive network of law enforcement agencies and other customers.
- Proprietary technology and intellectual property.
- Significant investment in research and development.
What Does TASR Do?
Axon Enterprise, Inc., formerly known as TASER International, was founded in 1993 and is headquartered in Scottsdale, Arizona. The company initially gained prominence for its TASER Conducted Energy Weapons (CEWs), designed to provide a less-lethal alternative for law enforcement. Over time, Axon has evolved into a comprehensive public safety technology provider, expanding its product line to include body-worn cameras, digital evidence management systems (Evidence.com), and other software and hardware solutions. Axon's products are used by law enforcement agencies, military organizations, and private security firms worldwide. The company's integrated ecosystem of devices and cloud services aims to improve officer safety, enhance transparency, and streamline the evidence management process. Axon's commitment to innovation and its focus on public safety have solidified its position as a key player in the law enforcement technology market. The company operates primarily in the United States, but also has a growing international presence.
What Products and Services Does TASR Offer?
- Develop and manufacture Conducted Energy Weapons (CEWs) under the TASER brand.
- Provide body-worn cameras for law enforcement and security personnel.
- Offer cloud-based digital evidence management solutions through Evidence.com.
- Develop software for law enforcement agencies to manage records and dispatch units.
- Provide training and support services for its products.
- Offer drone and robotic solutions for public safety applications.
- Integrate hardware and software solutions for a comprehensive public safety ecosystem.
How Does TASR Make Money?
- Sales of TASER CEWs and related cartridges.
- Sales of body-worn cameras and accessories.
- Subscription revenue from Evidence.com cloud services.
- Software licensing and maintenance fees.
- Training and support services revenue.
What Industry Does TASR Operate In?
Axon Enterprise operates within the aerospace and defense industry, specifically focusing on public safety technology. The market for body-worn cameras and digital evidence management systems is growing rapidly, driven by increasing demand for police accountability and transparency. The competitive landscape includes companies like Digital Ally and Motorola Solutions, but Axon holds a leading position due to its integrated ecosystem and strong brand recognition. The industry is also influenced by government regulations and funding for law enforcement technology.
Who Are TASR's Key Customers?
- Law enforcement agencies at the federal, state, and local levels.
- Military organizations.
- Private security firms.
- Corrections facilities.
- International law enforcement agencies.
Company Profile
Axon Enterprise, Inc. operates in the Aerospace & Defense industry within the Industrials sector. It is headquartered in Scottsdale, US. TASR has traded publicly since 2001.
Net sellingInsider Activity
The most recent 12 insider filings for Axon Enterprise, Inc. break down as 9 sales and 3 purchases. On net that is roughly 43K shares disposed (about $1.0M), a signal worth weighing alongside the fundamentals.
ROE 0%Key Financial Metrics
Return on equity for Axon Enterprise, Inc. stands at 0.2%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 0.1%, showing how much profit it generates from its asset base. A current ratio of 3.17 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is 0.1%, the inverse of the P/E and a quick read on earnings relative to price.
TASR Valuation & Market Position
Relative to its peer group, TASR's quantitative score of 58/100 is roughly in line with the peer average of 65/100.
TASR Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis
Bull Case vs Bear Case
Bull Case
- Community sentiment has shifted positively as discussions around public safety technology gain traction.
- Innovations in body camera and surveillance technologies are positioning Axon as a leader in a growing market.
- Recent contract wins with law enforcement agencies highlight Axon's expanding footprint and revenue potential.
Bear Case
- Concerns over regulatory scrutiny in the public safety sector could impact future growth and profitability.
- Some community members express skepticism about the sustainability of current revenue growth amid competition.
- Recent discussions suggest a potential slowdown in government spending on law enforcement technology.
- Market perception remains cautious due to broader economic uncertainties affecting public sector budgets.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
TASR Latest News
No recent news available for TASR.
TASR Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for TASR.
Price Targets
Wall Street price target analysis for TASR.
TASR MoonshotScore
What does this score mean?
The MoonshotScore rates TASR 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
TASR Industrials Stock FAQ
What does the AI Score mean for TASR?
TASR holds an AI Score of 58/100 (Grade: B). This is an educational research signal, not a buy or sell recommendation. Axon Enterprise, Inc. develops and sells public safety technology, including TASERs, body-worn cameras, and evidence management software. The company serves law enforcement, military, and civilian …
What does Axon Enterprise, Inc. do?
Axon Enterprise, Inc. is a public safety technology company focused on providing solutions for law enforcement, military, and civilian markets. Its primary offerings include TASER Conducted Energy Weapons (CEWs), body-worn cameras, and the Evidence.com cloud-based digital evidence management system.
What do analysts say about TASR stock?
Analyst consensus on Axon Enterprise, Inc. (TASR) is mixed, reflecting both the company's high growth potential and its relatively high valuation. Key valuation metrics, such as the P/E ratio of 164.5, suggest that investors have high expectations for future earnings growth.
What are the main risks for TASR?
Axon Enterprise faces several key risks, including product liability lawsuits related to the use of its TASER CEWs. Negative publicity surrounding CEW incidents could impact the company's brand reputation and sales. Competition from other technology providers, such as Digital Ally and Motorola Solutions, also poses a threat.
What are the key factors to evaluate for TASR?
Axon Enterprise, Inc. (TASR) holds an AI score of 58/100 (moderate). P/E: 164.5x vs the S&P 500's ~20-25x. Not financial advice.
How frequently does TASR data refresh on this page?
TASR's price was last updated on Jul 20, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven TASR's recent stock price performance?
Axon Enterprise, Inc. (TASR) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Leading market share in CEWs and body-worn cameras. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider TASR overvalued or undervalued right now?
Axon Enterprise, Inc. (TASR) trades at 164.5x earnings. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
How do I research TASR before investing?
Before investing in Axon Enterprise, Inc. (TASR), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) analyst consensus ratings and price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- Financial data is based on the most recent available information.
- AI analysis is pending and may provide further insights.