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Axon Enterprise, Inc. (AXON) Stock: Price, Forecast & Analyst Target

Axon Enterprise, Inc. (AXON) — MoonshotScore 52/100 (Fair band), calculated Oct 4, 2026. Price $413.35 (-2.10%), as of the Oct 2, 2026 trading session; market cap $33.3B. Expected results Nov 3, 2026.

Educational signal · not a buy or sell recommendation · How to read this

Market value / cash and short-term investments: 48.08× (market value Oct 2, 2026; cash Jun 30, 2026) · expected results Nov 3, 2026

$413.35 −$8.86 (-2.10%) Market Cap $33.3B

Axon Enterprise, Inc. · AXON · NASDAQ · Industrials · Aerospace & Defense

Research dated 2026-09-12: Axon sells TASER devices, body cameras, in-car systems and the software used by public-safety agencies to manage evidence and operations. Its economics therefore depend on expanding an interconnected hardware-and-software platform, not merely shipping defensive equipment. Revenue is advancing rapidly, but the case rests on whether that growth can produce steadier cash conversion and wider operating profitability while investment remains heavy.

Price as of Oct 2, 2026

Key Statistics

52 of 100

MoonshotScore v2 · Axon Enterprise (AXON)

Fair
Business Quality Solid (61)
Financial Safety Okay (57)
Valuation Bubble (15)
Growth Durability Flat (43)
Momentum Slipping (28)
Why this rating? Method, drivers & history

Bands for the MoonshotScore: Exceptional 80-100 · Strong 65-79 · Fair 45-64 · Weak below 45.

  • Business Quality — Is this a genuinely good business?
  • Financial Safety — Could this blow up on me?
  • Valuation — Am I paying a fair price?
  • Growth Durability — Is the growth real and likely to last?
  • Momentum — Is the market already moving on this?
The ten-second read ·

An expensive valuation, though growth is only middling, and the price trend has turned against it. Business Quality: Solid; Financial Safety: Okay; Valuation: Bubble; Growth Durability: Flat; Momentum: Slipping.

Enterprise value relative to EBITDA is the main valuation drag relative to sector peers.

  • quarterly revenue $904M (Q2 FY2026, quarter ended Jun 2026)
  • EPS beat 6 of 8
  • expected results Nov 3, 2026

Holding back: a rich price, weak price trend

What has the MoonshotScore done over time?

MoonshotScore snapshots recorded for AXON (29 recorded, newest six shown)
RecordedScoreBand
54Fair
54Fair
53Fair
53Fair
52Fair
52Fair

The score was 52 in the stored Oct 3, 2026 snapshot and remains 52 in the current publication computed Oct 4, 2026 (0); the largest pillar moves were Financial Safety -1; the pillar moves offset under the sector-relative weighting, so the headline score is unchanged.

Calculation uses the most recent completed US trading session. Live price changes do not update the score immediately.

Computed · Educational signal · not a buy or sell recommendation · How the MoonshotScore is computed →

Price & valuation

Dates shown where recorded
MeasureValueAs of
Latest provided price$413.35
Change on the day-2.10%
52-week range$339.01 – $764.02
Market capitalisation$33.3B
Price / earnings (trailing)166.53
Shares traded on the day825.2K
Beta (volatility vs the S&P 500)1.4

Price & events

Weekly closing price with reported quarters marked Weekly closing price from Sep 5, 2025 to Oct 2, 2026: low $346, high $775, latest $413. 4 reported quarters marked, 3 above and 1 below the recorded estimate. 1 other dated event marked. $775 $346 high $775 Nov 4, 2025 · Earnings results · reported below the recorded estimate · close $6031Feb 24, 2026 · Earnings results · reported above the recorded estimate · close $5422May 6, 2026 · Earnings results · reported above the recorded estimate · close $4043Aug 5, 2026 · Earnings call · management outlook · no recorded estimate to compare · close $5714Aug 5, 2026 · Earnings results · reported above the recorded estimate · close $5715 Sep 5, 2025 Oct 2, 2026 · $413 $728Sep 5, 2025$775Sep 19, 2025$716Oct 3, 2025$671Oct 17, 2025$732Oct 31, 2025$554Nov 14, 2025$540Nov 28, 2025$564Dec 12, 2025$584Dec 26, 2025$632Jan 9, 2026$613Jan 23, 2026$414Feb 6, 2026$434Feb 20, 2026$574Mar 6, 2026$496Mar 20, 2026$413Apr 2, 2026$403Apr 17, 2026$402May 1, 2026$392May 15, 2026$449May 29, 2026$442Jun 12, 2026$465Jun 26, 2026$566Jul 10, 2026$502Jul 24, 2026$571Aug 7, 2026$628Aug 21, 2026$516Sep 4, 2026$448Sep 18, 2026$413Oct 2, 2026

Triangles mark reported quarters on the line: pointing up is above the recorded estimate, down is below, a diamond means no estimate on file or a dated event that is not a results report. Numbers key to the dated list. Point at or tab to any week for its close.

Events behind the price

  • · Earnings results · below the recorded estimate
  • · Earnings results · above the recorded estimate
  • · Earnings results · above the recorded estimate
  • · Earnings call · management outlook
  • · Earnings results · above the recorded estimate

Results dates follow the earnings feed; call dates follow the transcript provider. Nearby dates do not establish that an event caused a price move.

Upcoming events

As of

  1. Next results dueProvider estimate

Management outlook

  • We continue to expect full-year adjusted EBITDA margin of approximately 25.5%.

    Brittany Bagley · Statement from

  • As we've noted before, we also expect long-term free cash flow conversion to improve from these levels but need to get through this period of inventory investment, which we expect to moderate after this year.

    Brittany Bagley · Statement from

Statement dates identify the earnings call, not a deadline. Management expectations and provider estimates can change.

Read management statements

Council Score · weighted blend of 2 available disciplines

Council score for Axon Enterprise (AXON): Split View

51/100 · B

Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.

5-Factor Breakdown

Growth Durability Neutral
Momentum Weak
Business Quality Moderate
Financial Safety Neutral
Valuation Negative

Legends Council

6 lenses, 6 current

AI simulations built from the named investors' published principles. Not affiliated with, endorsed by, or the opinion of these individuals. How these lenses are built

Dalio-style lens (simulated) Ray Dalio Favorable read
Griffin-style lens (simulated) Ken Griffin Favorable read
Simons-style lens (simulated) Jim Simons Unfavorable read
Englander-style lens (simulated) Izzy Englander Favorable read
Klarman-style lens (simulated) Seth Klarman Unfavorable read
Moon AI lens (model) Neutral read

Read on: Oct 4, 2026

Munger's Mindset

Balance Sheet & Valuation · historical

Financial Health Moderate
Margin of Safety Fairly Valued
Profit Margin Neutral
Revenue Growth Strong
Debt/Equity Neutral
ROE Neutral
Gross Margin Moderate

Read on: Sep 10, 2026 · older than the 27 hours refresh window; not a current reading

How to read these bars and different assessments

Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.

Bars show each model's ordered assessment on its own scale, not a probability or a comparable investment return. The adjacent words give the assessment; more filled segments indicate a stronger model reading.

On Sep 10, 2026, the Munger lens read the price at that time as fairly valued against its own estimate of value.

Readings on this page are from Oct 5, 2026, except a card that shows its own read date.

Watch the AXON film — every key number, told as a short cinematic story

~2 min · open the film

1 · What is it?

What is Axon Enterprise (AXON), and what does it report?

Short answer · as of

Axon serves public-safety agencies through TASER devices and cartridges, on-officer cameras, Axon Fleet systems, Axon Evidence, connected sensors and related accessories and warranties.

Research dated 2026-09-12.

Axon serves public-safety agencies through TASER devices and cartridges, on-officer cameras, Axon Fleet systems, Axon Evidence, connected sensors and related accessories and warranties. The reported business combines TASER with Software and Sensors, while the revenue detail separately identifies body cameras and platform solutions; that makes device deployments, consumable use and agency adoption of digital-evidence workflows the meaningful demand units.

The aerospace-and-defense classification gives too much weight to the weapon product. Axon is also a cloud-software and sensor-platform company whose hardware captures evidence that its software stores, manages, shares and analyzes.

Sources (as of 2026-09-12): Business description; Sector / industry (provider taxonomy); Revenue by segment

2 · Latest results

What do the latest results show for Axon Enterprise (AXON)?

Short answer · as of

The most recent reported quarter, Q2 FY2026, carried revenue of $904M.

Research dated 2026-09-12.

The latest period extended Axon’s run of sequential revenue growth and set a new high for the reported series. Gross profit also increased, operating profit improved, and revenue again exceeded the prevailing estimate, yet net income fell sharply from the preceding period as research and development spending reached a series high.

Management attributes the forward demand picture to a strong pipeline and expects the strongest seasonal contribution later in the reporting cycle. It also says memory costs will pressure adjusted margin before margins scale back, while inventory investment is delaying the improvement expected in free-cash-flow conversion.

Sources (as of 2026-09-12): Quarterly income statement (USD thousands); Annual revenue and net result (USD millions); Reported versus estimated, last 8 quarters; Management outlook — dated call excerpts

Where is operating spending going?

Revenue alongside research and development, selling, general and administrative expenses, and the FMP standardized operating result.

Latest quarter · revenue
$904.39M Jun 30, 2026
Latest quarter · R&D
$208.69M Jun 30, 2026
Latest quarter · SG&A
$290.98M Jun 30, 2026
Latest quarter · FMP standardized operating result
$46.78M Jun 30, 2026
Where is operating spending going? — FMP standardized evidence
Period endRevenueR&DSG&AFMP standardized operating result
Jun 30, 2026$904.39M$208.69M$290.98M$46.78M
Mar 31, 2026$807.35M$188.95M$259.09M$29.24M
Dec 31, 2025$796.72M$134.00M$317.30M$10.00M
Sep 30, 2025$710.64M$176.67M$252.80M−$2.13M

USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow.

Did results meet expectations?

Reported earnings and revenue alongside the estimates recorded by the provider.

Latest report · revenue
$904.39M Aug 5, 2026
Latest report · revenue estimate
$876.42M Aug 5, 2026
Latest report · revenue vs estimate
Above estimate Aug 5, 2026
Latest report · EPS vs estimate
Above estimate Aug 5, 2026
Did results meet expectations? — reported evidence
Report dateRevenue · reportedRevenue · estimateEPS · reportedEPS · estimate
Aug 5, 2026$904.39M$876.42M$1.8800$1.8400
May 6, 2026$807.35M$780.66M$1.6100$1.6000
Feb 24, 2026$796.72M$755.56M$2.1500$1.6000
Nov 4, 2025$710.64M$704.84M$1.1700$1.5200

Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined.

Quarterly income statement — 4 quarters
Revenue, net income and earnings per share by quarter
PeriodRevenueNet incomeEPS
Q2 FY2026$904M$29M$0.36 (diluted)
Q1 FY2026$807M$169M$2.05 (diluted)
Q4 FY2025$797M$3M$0.03 (diluted)
Q3 FY2025$711M-$2M-$0.03 (diluted)
3 · Financial strengths and risks

What are the financial strengths and risks for Axon Enterprise (AXON)?

Short answer

Cash and short-term investments were $692.53M at the Jun 30, 2026 balance-sheet date. Operating cash flow was $20.08M for the quarter ended Jun 30, 2026, meaning operations generated cash. These figures do not establish a cash runway.

Research dated 2026-09-12.

Axon has substantial liquidity when cash and investments are considered together, and its short-term liquidity ratios indicate coverage of current obligations. Total debt nevertheless exceeds that broader liquidity pool, while cash and short-term investments have fallen markedly across the reported window.

Cash generation is uneven: operating cash flow has swung between strong inflows and outflows, and the latest inflow barely covered capital spending. Rapid revenue growth therefore coexists with thin trailing operating profitability, a low free-cash-flow yield and a valuation carrying demanding sales and earnings multiples. Continued inventory demands, memory costs or heavy product investment would matter most if they keep revenue growth from translating into durable cash flow.

Sources (as of 2026-09-12): Cash, investments and debt; Cash and investment components; Cash and short-term investments over time (USD millions); Cash decline over the reported window; Cash against market value; Operating cash flow by quarter (USD millions); Trailing twelve-month ratio set; Distress and quality screens; Management outlook — dated call excerpts

How much cash does the business generate or use?

Quarterly operating cash flow shows cash generated or used by operations.

Latest quarter · operating cash flow
$20.08M Jun 30, 2026
Previous quarter · operating cash flow
−$31.52M Mar 31, 2026
How much cash does the business generate or use? — reported evidence
Period endOperating cash flowCapital expenditure (reported)
Jun 30, 2026$20.08M−$21.05M
Mar 31, 2026−$31.52M−$23.12M
Dec 31, 2025$217.24M−$61.81M
Sep 30, 2025$60.01M−$26.63M

Operating cash-flow bars share one scale and show magnitude; negative values mean cash used.

USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway.

4 · What to check next?

What should you watch next at Axon Enterprise (AXON)?

Short answer · as of

The next earnings report is expected on Nov 3, 2026.

Research dated 2026-09-12.

The upcoming report should be read through revenue progression, operating leverage and cash conversion. The published revenue estimate calls for another sequential advance, while management expects memory costs to weigh on adjusted margin before a later seasonal acceleration and says inventory investment should moderate after the current year.

Confirmation would be continued estimate-beating revenue accompanied by stronger operating cash flow and improving operating profit. A widening gap between sales growth and cash generation, persistent cash contraction, or failure to restore margins after the cited cost pressure would weaken the operating narrative.

Sources (as of 2026-09-12): Next earnings report; Analyst revenue and earnings estimates (average); Reported versus estimated, last 8 quarters; Quarterly income statement (USD thousands); Operating cash flow by quarter (USD millions); Cash and short-term investments over time (USD millions); Management outlook — dated call excerpts; Most recent periodic reports

What management is planning

Management expectations, not completed milestones or guarantees. Selected verbatim excerpts; dates follow the transcript provider.

  1. We continue to expect full-year adjusted EBITDA margin of approximately 25.5%.

    Brittany Bagley ·

  2. As we've noted before, we also expect long-term free cash flow conversion to improve from these levels but need to get through this period of inventory investment, which we expect to moderate after this year.

    Brittany Bagley ·

  3. Based on the strong demand pipeline and results in the first half, we expect seasonality similar to last year, where Q4 is our strongest quarter, both in terms of revenue and year-over-year growth.

    Brittany Bagley ·

  4. We expect Q3 adjusted EBITDA margin to reflect the impact of those memory costs with no benefit from tariff refunds before we scale margins back in Q4 to these levels to hit our full-year target.

    Brittany Bagley ·

5 · Peer comparison

How does Axon Enterprise compare with its peers?

Short answer

Axon Enterprise's score ranks 13th of 13 in the bounded comparison shown, against 12 same-model peers. These are company scores, not expected investment returns. The set lists named competitors first, then companies in the same data-provider industry classification closest in market value; that classification is the provider's, not our judgment of business similarity.

Research dated 2026-09-12.

Axon differs from a conventional defense-hardware supplier because its devices feed a connected evidence and operations platform. TASER deployments, cameras, vehicle systems and accessories create the capture layer; Axon Evidence and related platform tools handle the resulting digital workflow.

That combination ties demand to agency-wide deployment and evidence management rather than an isolated equipment purchase. It also means comparisons based only on hardware margins miss the unusually heavy software, sensor and research component of Axon’s spending and revenue mix.

Sources (as of 2026-09-12): Sector / industry (provider taxonomy); Business description; Revenue by segment; Annual revenue and net result (USD millions); Quarterly income statement (USD thousands)

Peer set — price, market value and MoonshotScore
CompanyPriceMarket valueScore
General Dynamics Corporation (GD) Same industry, near in market value$330.09 Oct 2, 2026$89.3B75 5-pillar Oct 4, 2026
HEICO Corporation (HEI) Same industry, near in market value$302.45 Oct 2, 2026$42.1B74 5-pillar Oct 4, 2026
Canadian National Railway Company (CNI) Named competitor$119.77 Oct 2, 2026$72.5B72 5-pillar Oct 4, 2026
Curtiss-Wright Corporation (CW) Same industry, near in market value$545.64 Oct 2, 2026$20.2B72 5-pillar Oct 4, 2026
Textron Inc. (TXT) Same industry, near in market value$77.27 Oct 2, 2026$13.3B71 5-pillar Oct 4, 2026
Woodward, Inc. (WWD) Same industry, near in market value$331.62 Oct 2, 2026$19.8B69 5-pillar Oct 4, 2026
Embraer S.A. (EMBJ) Same industry, near in market value$75.21 Oct 2, 2026$13.8B69 5-pillar Oct 4, 2026
Cummins Inc. (CMI) Named competitor$528.32 Oct 2, 2026$72.9B67 5-pillar Oct 4, 2026
Elbit Systems Ltd. (ESLT) Same industry, near in market value$696.23 Oct 2, 2026$32.6B67 5-pillar Oct 4, 2026
TransDigm Group Incorporated (TDG) Same industry, near in market value$1090.38 Oct 2, 2026$61.0B66 5-pillar Oct 4, 2026
Northrop Grumman Corporation (NOC) Same industry, near in market value$478.00 Oct 2, 2026$67.9B65 5-pillar Oct 4, 2026
FedEx Corporation (FDX) Named competitor$290.36 Oct 2, 2026$68.7B64 5-pillar Oct 4, 2026
Axon Enterprise (AXON) — this page$413.35$33.3B52

Only 5-pillar scores are ranked together. Other models are not directly comparable. Price and score dates are shown separately; market-value dates are unavailable.

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The records behind this page

Analyst targets & estimates

What analysts have on file

Price target, low to high
$440.00 – $750.00
Consensus target
$652.14
Median target
$688.00

Consensus record · Captured .

Measured against a quoted price of $413.35 (as of Oct 2, 2026).

Insider activity

Form 4 records via FMP · Of the newest 15 records, those within the last 180 days, newest dated Oct 1, 2026

Transactions
15
Identified insiders
4
Purchases
0
Sales
12
Other transactions
3

Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent.

Who holds the shares?

Institutional ownership reported through 13F filings.

Institutional ownership
91.1% Period end Jun 30, 2026
Previous quarter · ownership
84.2% Prior to period end Jun 30, 2026
Reporting holders
1,190 Period end Jun 30, 2026
Previous quarter · holders
1,108 Prior to period end Jun 30, 2026
Who holds the shares? — reported evidence
Holders in provider snapshotShares
Blackrock, INC.8,334,551
Vanguard Capital Management LLC5,130,199
State Street Corp3,885,570
Vanguard Portfolio Management LLC3,684,814
Invesco Ltd.3,229,060

Quarterly filings lag the period end. Holder rows are names in the provider snapshot, not a verified ranking; individual filing dates are not supplied. Related managers may appear separately, so these positions are not summed. Holder snapshot as of Jun 30, 2026.

What has been published about Axon Enterprise (AXON)?

Read these with our analysis →

AXON Industrials Stock FAQ

Research dated 2026-09-12; the answers below are from that research, and the full attribution is under Sources. The last 3 questions are answered from this page's own dated data, not from the research.

How do TASER devices support Axon Evidence adoption?

TASER devices sit alongside body cameras, vehicle systems and connected sensors that generate evidence for Axon’s software to store, manage, share and analyze. The commercial relationship can therefore extend from equipment deployment into the agency’s broader digital workflow.

Sources (as of 2026-09-12): Business description; Revenue by segment

Why can Axon revenue rise while cash conversion remains uneven?

Revenue has climbed steadily, but operating cash flow has varied sharply as spending and working-capital demands absorb cash. Management specifically identifies inventory investment as a current drag and expects that pressure to moderate.

Sources (as of 2026-09-12): Quarterly income statement (USD thousands); Operating cash flow by quarter (USD millions); Cash and short-term investments over time (USD millions); Cash decline over the reported window; Management outlook — dated call excerpts

What is pressuring Axon’s near-term adjusted margin?

Management identifies memory costs as a near-term margin headwind and does not expect tariff refunds to offset that pressure during the affected period. It expects margins to scale back later to support the annual target.

Sources (as of 2026-09-12): Management outlook — dated call excerpts

Is Axon mainly a body-camera company?

Body cameras are an important product line, but Axon also sells TASER devices, cartridges, in-car systems, connected sensors, accessories, warranties and platform software. The business is better understood as an integrated capture-and-evidence ecosystem for public-safety agencies.

Sources (as of 2026-09-12): Business description; Revenue by segment

What is the AXON stock price today?

The last price recorded on this page for Axon Enterprise, Inc. (AXON) is $413.35, as of the Oct 2, 2026 trading session (source: Financial Modeling Prep (FMP) · quote). It is a provider snapshot, not a live exchange feed, so check a brokerage quote before you trade.

What is the AXON price target?

The analyst consensus price target for Axon Enterprise, Inc. (AXON) is $652.14 (range $440.00 to $750.00, median $688.00), per FMP data captured Oct 4, 2026. Targets are analyst opinions and change often; they are not a Stock Expert AI forecast.

When are AXON's next earnings?

The next earnings date listed on this page for Axon Enterprise, Inc. (AXON) is Nov 3, 2026. Companies sometimes move report dates, so the company's own announcement is the final word on timing.

Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.

Research written by Codex (gpt-5.6-sol) on 2026-09-12. AI-authored analysis; source dates are shown with each answer. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief.

Sources (as of 2026-09-12): Business description; Sector / industry (provider taxonomy); Revenue by segment; Quarterly income statement (USD thousands); Operating cash flow by quarter (USD millions); Management outlook — dated call excerpts

Sources — records for every figure on this page (83 figures)

The 83 rows below are exactly the facts the evidence-backed sections of this page printed — the 10-second verdict, the MoonshotScore, price and market value, the five questions with their receipts, and the records behind this page. Known dates and sources are recorded on their own rows; an em dash or UNRECORDED tier preserves a stored observation without inventing either. The quarterly income statement is provider-standardized (FMP) under one row, and scale definitions — a 0-100 rating, the band ladder, the Piotroski 0–9 range — are fixed rather than measured. No number in those sections was generated by a model. The register does not cover quoted third-party headlines, the dated council readings, or the Frequently Asked Questions; each of those says where it came from where it stands.

"As of" is the date the value is true for where the source carries one — a quarter end, a filing date, a price close, the day the score was computed. A cached observation with no source date remains undated; the page publication date is not used as a substitute.

OFFICIAL — 2 facts from SEC filings and earnings calls

OFFICIAL facts used on this page
Fact IDFactValue as shownAs ofTierSource
prod.outlookManagement outlook — call excerptsBrittany Bagley (Aug 5, 2026): We continue to expect full-year adjusted EBITDA margin of approximately 25.5%. Brittany Bagley (Aug 5, 2026): As we've noted before, we also expect long-term free cash flow conversion to improve from these levels but need to get through this period of inventory investment, which we expect to moderate after this year. Brittany Bagley (Aug 5, 2026): Based on the strong demand pipeline and results in the first half, we expect seasonality similar to last year, where Q4 is our strongest quarter, both in terms of revenue and year-over-year growth. Brittany Bagley (Aug 5, 2026): We expect Q3 adjusted EBITDA margin to reflect the impact of those memory costs with no benefit from tariff refunds before we scale margins back in Q4 to these levels to hit our full-year target.OFFICIALCompany earnings call, transcript via Financial Modeling Prep (FMP) — Selected verbatim statements from the latest available call, dated by the transcript provider. Management expectations, not completed milestones or guarantees. Relative dates retain the speaker's wording.
id.hqSEC filing business addressScottsdale, AZOFFICIALSEC EDGAR filer business address — The SEC filer business address. Our market-data provider separately lists "17800 North 85th Street, Scottsdale, AZ, 85255, US".

FMP — 72 facts from Financial Modeling Prep endpoint families

FMP facts used on this page
Fact IDFactValue as shownAs ofTierSource
px.lastLatest provided price$413.35FMPFinancial Modeling Prep (FMP) · quote — Dated to the US trading session the price belongs to, derived from the quote record's timestamp (weekend and pre-open reads roll back to the previous weekday; exchange holidays are not modelled). The record does not establish an exchange execution time. Retrieved 2026-10-05T02:54:44.178Z.
px.changeChange on the day-2.10%FMPFinancial Modeling Prep (FMP) · quote
px.mcapMarket capitalisation$33.3BFMPFinancial Modeling Prep (FMP) · quote — Date unknown Market cap record date: 2026-10-02. FMP quote timestamp: 2026-10-02T20:00:01.000Z. Captured from FMP at 2026-10-05T02:54:42.544Z. No share-count basis is inferred; this page preserves the reported amount instead of recalculating it from shares.
px.change_absChange on the day, in dollars−$8.86FMPFinancial Modeling Prep (FMP) · quote
fin.q_revenueRevenue, Q2 FY2026$904MFMPFinancial Modeling Prep (FMP) · income statement (quarterly)
px.pePrice / earnings (trailing)166.53FMPFinancial Modeling Prep (FMP) · quote
px.volumeShares traded on the day825.2KFMPFinancial Modeling Prep (FMP) · quote
px.betaBeta1.4FMPFinancial Modeling Prep (FMP) company profile
id.ceoChief executivePatrick W. SmithFMPFinancial Modeling Prep (FMP) key executives (proxy-derived) — Titles and pay come from the company's proxy statement as our provider parsed it.
id.employeesEmployees5,100FMPFinancial Modeling Prep (FMP) employee count, from the company's filing
fin.annualRevenue and net result by fiscal year5 fiscal years, FY2021 through FY2025: FY2021 revenue $863.38M, net result −$60.02M; FY2022 revenue $1.19B, net result $147.14M; FY2023 revenue $1.56B, net result $175.78M; FY2024 revenue $2.08B, net result $377.03M; FY2025 revenue $2.78B, net result $124.91MFMPFinancial Modeling Prep (FMP), from the company's 10-K income statements
fin.rev_mixReported revenue segmentsTASER X2 $913.88M · Axon Body $397.04M · Platform Solutions $265.95M · Software And Sensors Segment $1.20BFMPFinancial Modeling Prep (FMP) revenue segmentation, from the company's 10-K
fin.gross_marginGross margin (trailing twelve months)59.4%FMPFinancial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero.
fin.q_table.depth.2026-06-30.revenue_kRevenue — period end 2026-06-30$904.39MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2026-06-30.rd_kR&D — period end 2026-06-30$208.69MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2026-06-30.sga_kSG&A — period end 2026-06-30$290.98MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2026-06-30.operating_result_kFMP standardized operating result — period end 2026-06-30$46.78MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2026-03-31.revenue_kRevenue — period end 2026-03-31$807.35MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2026-03-31.rd_kR&D — period end 2026-03-31$188.95MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2026-03-31.sga_kSG&A — period end 2026-03-31$259.09MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2026-03-31.operating_result_kFMP standardized operating result — period end 2026-03-31$29.24MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2025-12-31.revenue_kRevenue — period end 2025-12-31$796.72MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2025-12-31.rd_kR&D — period end 2025-12-31$134.00MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2025-12-31.sga_kSG&A — period end 2025-12-31$317.30MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2025-12-31.operating_result_kFMP standardized operating result — period end 2025-12-31$10.00MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2025-09-30.revenue_kRevenue — period end 2025-09-30$710.64MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2025-09-30.rd_kR&D — period end 2025-09-30$176.67MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2025-09-30.sga_kSG&A — period end 2025-09-30$252.80MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2025-09-30.operating_result_kFMP standardized operating result — period end 2025-09-30−$2.13MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
earn.history.depth.2026-08-05.revenue_actualRevenue · reported — report date 2026-08-05$904.39MReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-08-05.revenue_estimatedRevenue · estimate — report date 2026-08-05$876.42MReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-08-05.eps_actualEPS · reported — report date 2026-08-05$1.8800Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-08-05.eps_estimatedEPS · estimate — report date 2026-08-05$1.8400Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-05-06.revenue_actualRevenue · reported — report date 2026-05-06$807.35MReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-05-06.revenue_estimatedRevenue · estimate — report date 2026-05-06$780.66MReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-05-06.eps_actualEPS · reported — report date 2026-05-06$1.6100Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-05-06.eps_estimatedEPS · estimate — report date 2026-05-06$1.6000Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-02-24.revenue_actualRevenue · reported — report date 2026-02-24$796.72MReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-02-24.revenue_estimatedRevenue · estimate — report date 2026-02-24$755.56MReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-02-24.eps_actualEPS · reported — report date 2026-02-24$2.1500Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-02-24.eps_estimatedEPS · estimate — report date 2026-02-24$1.6000Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2025-11-04.revenue_actualRevenue · reported — report date 2025-11-04$710.64MReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2025-11-04.revenue_estimatedRevenue · estimate — report date 2025-11-04$704.84MReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2025-11-04.eps_actualEPS · reported — report date 2025-11-04$1.1700Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2025-11-04.eps_estimatedEPS · estimate — report date 2025-11-04$1.5200Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
fin.q_tableQuarterly income statement4 quarters through Q2 FY2026FMPFinancial Modeling Prep (FMP) · income statement (quarterly), as filed
fin.cash_investmentsCash and short-term investments$692.53MFMPFinancial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review.
fin.opcf_latestLatest-quarter operating cash flow$20.08MFMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Period end: 2026-06-30. Negative operating cash flow means cash used. This figure is not a cash-runway estimate.
fin.long_term_investmentsLong-term investments (classification unverified)$853.84MFMPFinancial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability.
fin.total_debtTotal debt$1.83BFMPFinancial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability.
fin.price_to_bookPrice to book value9.04×FMPFinancial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero.
fin.opcf.depth.2026-06-30.operating_cash_flow_mOperating cash flow — period end 2026-06-30$20.08MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
fin.opcf.depth.2026-03-31.operating_cash_flow_mOperating cash flow — period end 2026-03-31−$31.52MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
fin.opcf.depth.2026-06-30.capex_mCapital expenditure (reported) — period end 2026-06-30−$21.05MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
fin.opcf.depth.2026-03-31.capex_mCapital expenditure (reported) — period end 2026-03-31−$23.12MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
fin.opcf.depth.2025-12-31.operating_cash_flow_mOperating cash flow — period end 2025-12-31$217.24MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
fin.opcf.depth.2025-12-31.capex_mCapital expenditure (reported) — period end 2025-12-31−$61.81MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
fin.opcf.depth.2025-09-30.operating_cash_flow_mOperating cash flow — period end 2025-09-30$60.01MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
fin.opcf.depth.2025-09-30.capex_mCapital expenditure (reported) — period end 2025-09-30−$26.63MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
earn.pt_rangeAnalyst price target, low to high$440.00 – $750.00FMPFinancial Modeling Prep (FMP) · price-target consensus — Captured Oct 4, 2026 · Coverage not supplied
earn.pt_consensusConsensus analyst price target$652.14FMPFinancial Modeling Prep (FMP) · price-target consensus — Captured Oct 4, 2026 · Coverage not supplied
earn.pt_medianMedian analyst price target$688.00FMPFinancial Modeling Prep (FMP) · price-target consensus — Captured Oct 4, 2026 · Coverage not supplied
own.insidersInsider transactions via FMP15 transactions · 0 purchases, 12 sales, 3 other transactions · 4 identified insiders · of the newest 15 records, those within the last 180 days, newest dated Oct 1, 2026FMPFinancial Modeling Prep (FMP), carrying Form 4 transaction records — Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent.
own.institutions.depth.ownership_pctInstitutional ownership91.1%FMPFinancial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026
own.institutions.depth.ownership_pct_previous_quarterPrevious quarter · ownership84.2%FMPFinancial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026
own.institutions.depth.holdersReporting holders1,190FMPFinancial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026
own.institutions.depth.holders_previous_quarterPrevious quarter · holders1,108FMPFinancial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026
own.top_holders.depth.holder_0.sharesBlackrock, INC. — shares in provider snapshot8,334,551FMPFinancial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied.
own.top_holders.depth.holder_1.sharesVanguard Capital Management LLC — shares in provider snapshot5,130,199FMPFinancial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied.
own.top_holders.depth.holder_2.sharesState Street Corp — shares in provider snapshot3,885,570FMPFinancial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied.
own.top_holders.depth.holder_3.sharesVanguard Portfolio Management LLC — shares in provider snapshot3,684,814FMPFinancial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied.
own.top_holders.depth.holder_4.sharesInvesco Ltd. — shares in provider snapshot3,229,060FMPFinancial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied.

UNRECORDED — 3 facts from stored observations whose source was not recorded

UNRECORDED facts used on this page
Fact IDFactValue as shownAs ofTierSource
earn.nextNext earnings dateNov 3, 2026UNRECORDEDStored earnings-calendar observation — Captured 2026-08-28
earn.historyReported versus estimated, recent quartersEPS beat 6 of 8UNRECORDEDStored earnings-history observation — Captured 2026-09-30 · Expired observation
px.range5252-week range$339.01 – $764.02UNRECORDEDStored company-profile observation — Captured 2026-10-05

COMPUTED — 3 facts from our arithmetic, formula restated

COMPUTED facts used on this page
Fact IDFactValue as shownAs ofTierSource
fin.mcap_to_cashMarket value per dollar of cash and short-term investments48.08×—COMPUTEDComputed on this page from the figures above — The market capitalisation printed on this page divided by cash and short-term investments of $692.53M at Jun 30, 2026. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. Market cap record date: 2026-10-02. Balance-sheet reference date: 2026-06-30. The inputs do not establish a single common source date for this ratio.
earn.history.depth.2026-08-05.revenue_actual.comparisonLatest report · revenue vs estimateAbove estimateReport date · COMPUTEDComputed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported revenue ($904.39M) with the recorded estimate ($876.42M) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns.
earn.history.depth.2026-08-05.eps_actual.comparisonLatest report · EPS vs estimateAbove estimateReport date · COMPUTEDComputed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported EPS ($1.8800) with the recorded estimate ($1.8400) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns.

OURS — 3 facts from Stock Expert AI's own score and rank

OURS facts used on this page
Fact IDFactValue as shownAs ofTierSource
ours.moonshotMoonshotScore v252 of 100 · Fair · pillars 61 / 57 / 15 / 43 / 28OURSStock Expert AI MoonshotScore v2 engine
ours.valuation_driverRecorded valuation score driverEnterprise value relative to EBITDA is the main valuation drag relative to sector peers.OURSStock Expert AI MoonshotScore v2 engine · stored factor contributions
ours.moonshot_changeMoonshotScore movement52 (stored snapshot Oct 3, 2026) → 52 (current publication computed Oct 4, 2026) (0)OURSStock Expert AI current score publication and immutable score snapshots

Fact-family notes

  1. Quarterly statement note. Source series as of 2026-06-30. USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow. Applies to Fact IDs: fin.q_table.depth.2026-06-30.revenue_k, fin.q_table.depth.2026-06-30.rd_k, fin.q_table.depth.2026-06-30.sga_k, fin.q_table.depth.2026-06-30.operating_result_k, fin.q_table.depth.2026-03-31.revenue_k, fin.q_table.depth.2026-03-31.rd_k, fin.q_table.depth.2026-03-31.sga_k, fin.q_table.depth.2026-03-31.operating_result_k, fin.q_table.depth.2025-12-31.revenue_k, fin.q_table.depth.2025-12-31.rd_k, fin.q_table.depth.2025-12-31.sga_k, fin.q_table.depth.2025-12-31.operating_result_k, fin.q_table.depth.2025-09-30.revenue_k, fin.q_table.depth.2025-09-30.rd_k, fin.q_table.depth.2025-09-30.sga_k, fin.q_table.depth.2025-09-30.operating_result_k.
  2. Earnings-history note. Source series as of 2026-08-05. Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined. Applies to Fact IDs: earn.history.depth.2026-08-05.revenue_actual, earn.history.depth.2026-08-05.revenue_estimated, earn.history.depth.2026-08-05.revenue_actual.comparison, earn.history.depth.2026-08-05.eps_actual.comparison, earn.history.depth.2026-08-05.eps_actual, earn.history.depth.2026-08-05.eps_estimated, earn.history.depth.2026-05-06.revenue_actual, earn.history.depth.2026-05-06.revenue_estimated, earn.history.depth.2026-05-06.eps_actual, earn.history.depth.2026-05-06.eps_estimated, earn.history.depth.2026-02-24.revenue_actual, earn.history.depth.2026-02-24.revenue_estimated, earn.history.depth.2026-02-24.eps_actual, earn.history.depth.2026-02-24.eps_estimated, earn.history.depth.2025-11-04.revenue_actual, earn.history.depth.2025-11-04.revenue_estimated, earn.history.depth.2025-11-04.eps_actual, earn.history.depth.2025-11-04.eps_estimated.
  3. Cash-flow note. Source series as of 2026-06-30. USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway. Applies to Fact IDs: fin.opcf.depth.2026-06-30.operating_cash_flow_m, fin.opcf.depth.2026-03-31.operating_cash_flow_m, fin.opcf.depth.2026-06-30.capex_m, fin.opcf.depth.2026-03-31.capex_m, fin.opcf.depth.2025-12-31.operating_cash_flow_m, fin.opcf.depth.2025-12-31.capex_m, fin.opcf.depth.2025-09-30.operating_cash_flow_m, fin.opcf.depth.2025-09-30.capex_m.
Published
Research standards
Methodology · Editorial policy · Corrections

Sources used for research written 2026-09-12

Historical evidence preserved with this analysis. Current figures are listed separately above.

EvidenceCaptured valueSource dateSource typeSource
Business description
Axon Enterprise, Inc., founded in 1993 and headquartered in Scottsdale, Arizona, was previously known as TASER International, Inc. until its rebranding in April 2017. The company specializes in the development, production, and sale of conducted energy devices (CEDs) marketed under its well-known TASER brand, catering to both domestic and international clients. Axon's operations are divided into two primary segments: TASER, and Software and Sensors. In addition to its signature TASER devices, such as the TASER 7, X26P, X2, and consumer models, along with their corresponding cartridges, Axon offers an extensive portfolio of hardware and cloud-based software. These solutions are designed to equip law enforcement agencies with the means to capture, securely archive, manage, share, and analyze video and other digital evidence. Key products in this category include on-officer body cameras, Axon Fleet in-car systems, the Axon Evidence digital evidence management platform, Axon Signal-enabled devices, extended hardware warranties, and vital accessories like docks, cartridges, and batteries. Axon distributes its offerings through multiple channels, including its dedicated direct sales force, various distribution partners, its online storefront, and authorized third-party resellers. Furthermore, the company has established a strategic partnership with Fusus, Inc. to enhance the functionality of Axon Respond and the Fusus Real Time Crime Center in the Cloud solution, providing agencies with real-time operational awareness and more efficient investigative processes.
2026-09-12FMPFinancial Modeling Prep (FMP) company profile
Sector / industry (provider taxonomy)
Industrials / Aerospace & Defense

The company's SEC filings classify it under SIC 3480 — Ordnance & Accessories, (No Vehicles/Guided Missiles).

2026-09-12FMPFinancial Modeling Prep (FMP) company profile
Revenue by segment
TASER X2: $913.88M; Axon Body: $397.04M; Platform Solutions: $265.95M; Software And Sensors Segment: $1.20B
2025-12-31FMPFinancial Modeling Prep (FMP) revenue segmentation, from the company's 10-K
Quarterly income statement (USD thousands)
Captured record · 8 entries
  • Quarter ended 2026-06-30 — EPS: $0.36 per share, R&D: $208.69M, SG&A: $290.98M, EPS basic: $0.36 per share, EPS basis: diluted, Revenue: $904.39M, EPS diluted: $0.36 per share, Net result: $29.43M, Gross profit: $546.45M, Operating result: $46.78M
  • Quarter ended 2026-03-31 — EPS: $2.05 per share, R&D: $188.95M, SG&A: $259.09M, EPS basic: $2.11 per share, EPS basis: diluted, Revenue: $807.35M, EPS diluted: $2.05 per share, Net result: $169.31M, Gross profit: $477.29M, Operating result: $29.24M
  • Quarter ended 2025-12-31 — EPS: $0.03 per share, R&D: $134.00M, SG&A: $317.30M, EPS basic: $0.04 per share, EPS basis: diluted, Revenue: $796.72M, EPS diluted: $0.03 per share, Net result: $3.00M, Gross profit: $461.30M, Operating result: $10.00M
  • Quarter ended 2025-09-30 — EPS: -$0.0279 per share, R&D: $176.67M, SG&A: $252.80M, EPS basic: -$0.0279 per share, EPS basis: diluted, Revenue: $710.64M, EPS diluted: -$0.0279 per share, Net result: -$2.19M, Gross profit: $427.35M, Operating result: -$2.13M
  • Quarter ended 2025-06-30 — EPS: $0.44 per share, R&D: $162.57M, SG&A: $240.11M, EPS basic: $0.46 per share, EPS basis: diluted, Revenue: $668.54M, EPS diluted: $0.44 per share, Net result: $36.12M, Gross profit: $403.74M, Operating result: $1.06M
  • Quarter ended 2025-03-31 — EPS: $1.08 per share, R&D: $151.02M, SG&A: $222.61M, EPS basic: $1.14 per share, EPS basis: diluted, Revenue: $603.63M, EPS diluted: $1.08 per share, Net result: $87.98M, Gross profit: $365.74M, Operating result: -$7.89M
  • Quarter ended 2024-12-31 — EPS: $1.67 per share, R&D: $134.59M, SG&A: $226.92M, EPS basic: $1.77 per share, EPS basis: diluted, Revenue: $575.14M, EPS diluted: $1.67 per share, Net result: $135.18M, Gross profit: $345.85M, Operating result: -$15.65M
  • Quarter ended 2024-09-30 — EPS: $0.86 per share, R&D: $114.48M, SG&A: $191.89M, EPS basic: $0.89 per share, EPS basis: diluted, Revenue: $544.27M, EPS diluted: $0.86 per share, Net result: $67.03M, Gross profit: $330.75M, Operating result: $24.38M
2026-06-30FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements
Operating cash flow by quarter (USD millions)
Captured record · 8 entries
  • Quarter ended 2026-06-30 — Capital expenditure: -$21.05M, Operating cash flow: $20.08M
  • Quarter ended 2026-03-31 — Capital expenditure: -$23.12M, Operating cash flow: -$31.52M
  • Quarter ended 2025-12-31 — Capital expenditure: -$61.81M, Operating cash flow: $217.24M
  • Quarter ended 2025-09-30 — Capital expenditure: -$26.63M, Operating cash flow: $60.01M
  • Quarter ended 2025-06-30 — Capital expenditure: -$22.95M, Operating cash flow: -$91.70M
  • Quarter ended 2025-03-31 — Capital expenditure: -$24.86M, Operating cash flow: $25.79M
  • Quarter ended 2024-12-31 — Capital expenditure: -$24.80M, Operating cash flow: $250.17M
  • Quarter ended 2024-09-30 — Capital expenditure: -$26.47M, Operating cash flow: $91.32M
2026-06-30FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements
Management outlook — dated call excerpts
Captured record · 4 entries
  • Call of 2026-08-05 — Quote: We continue to expect full-year adjusted EBITDA margin of approximately 25.5%., Speaker: Brittany Bagley
  • Call of 2026-08-05 — Quote: As we've noted before, we also expect long-term free cash flow conversion to improve from these levels but need to get through this period of inventory investment, which we expect to moderate after this year., Speaker: Brittany Bagley
  • Call of 2026-08-05 — Quote: Based on the strong demand pipeline and results in the first half, we expect seasonality similar to last year, where Q4 is our strongest quarter, both in terms of revenue and year-over-year growth., Speaker: Brittany Bagley
  • Call of 2026-08-05 — Quote: We expect Q3 adjusted EBITDA margin to reflect the impact of those memory costs with no benefit from tariff refunds before we scale margins back in Q4 to these levels to hit our full-year target., Speaker: Brittany Bagley

Selected verbatim statements from the latest available call, dated by the transcript provider. Management expectations, not completed milestones or guarantees. Relative dates retain the speaker's wording.

2026-08-05OFFICIALCompany earnings call, transcript via Financial Modeling Prep (FMP)
Annual revenue and net result (USD millions)
Captured record · 5 entries
  • FY2025 — R&D: $684.31M, Revenue: $2.78B, Period end: 2025-12-31, Net result: $124.91M
  • FY2024 — R&D: $441.59M, Revenue: $2.08B, Period end: 2024-12-31, Net result: $377.03M
  • FY2023 — R&D: $303.72M, Revenue: $1.56B, Period end: 2023-12-31, Net result: $175.78M
  • FY2022 — R&D: $233.81M, Revenue: $1.19B, Period end: 2022-12-31, Net result: $147.14M
  • FY2021 — R&D: $194.03M, Revenue: $863.38M, Period end: 2021-12-31, Net result: -$60.02M
2025-12-31FMPFinancial Modeling Prep (FMP), from the company's 10-K income statements
Reported versus estimated, last 8 quarters
Captured record · 8 entries
  • Reported 2026-08-05 — EPS actual: $1.88 per share, EPS estimated: $1.84 per share, Revenue actual: $904.39M, Revenue estimated: $876.42M
  • Reported 2026-05-06 — EPS actual: $1.61 per share, EPS estimated: $1.6 per share, Revenue actual: $807.35M, Revenue estimated: $780.66M
  • Reported 2026-02-24 — EPS actual: $2.15 per share, EPS estimated: $1.6 per share, Revenue actual: $796.72M, Revenue estimated: $755.56M
  • Reported 2025-11-04 — EPS actual: $1.17 per share, EPS estimated: $1.52 per share, Revenue actual: $710.64M, Revenue estimated: $704.84M
  • Reported 2025-08-04 — EPS actual: $2.12 per share, EPS estimated: $1.45 per share, Revenue actual: $668.54M, Revenue estimated: $641.02M
  • Reported 2025-05-07 — EPS actual: $1.41 per share, EPS estimated: $1.27 per share, Revenue actual: $603.63M, Revenue estimated: $586.39M
  • Reported 2025-02-25 — EPS actual: $2.08 per share, EPS estimated: $1.37 per share, Revenue actual: $575.14M, Revenue estimated: $566.01M
  • Reported 2024-11-07 — EPS actual: $1.45 per share, EPS estimated: $1.2 per share, Revenue actual: $544.27M, Revenue estimated: $525.34M
2026-08-05FMPFinancial Modeling Prep (FMP) earnings
Cash, investments and debt
Total debt: $1.83B; Liquidity basis: cash and short-term investments; Total liabilities: $3.81B; Cash and short-term investments: $692.53M; Cash and investments: $1.55B; Long-term investments: $853.84M; Long-term investments classification: unclassified

Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability.

2026-06-30FMPFinancial Modeling Prep (FMP), from the company's balance sheet
Cash and investment components
Total basis: cash short and long-term investments; Total: $1.55B; Cash and short-term investments: $692.50M; Long-term investments: $853.80M; Long-term investments classification: unclassified

Sums the balance sheet's cash and short-term investments with its long-term investments.; The long-term investment field does not establish marketability; the sum is not a measure of available liquidity.; These provider fields do not establish investment access restrictions or explain differences from third-party cash figures.

2026-06-30COMPUTEDComputed from the balance sheet
Cash and short-term investments over time (USD millions)
Captured record · 8 entries
  • 2026-06-30 — Amount: $692.50M, Cash basis: cash and short-term investments
  • 2026-03-31 — Amount: $718.90M, Cash basis: cash and short-term investments
  • 2025-12-31 — Amount: $1.71B, Cash basis: cash and short-term investments
  • 2025-09-30 — Amount: $2.38B, Cash basis: cash and short-term investments
  • 2025-06-30 — Amount: $2.23B, Cash basis: cash and short-term investments
  • 2025-03-31 — Amount: $2.37B, Cash basis: cash and short-term investments
  • 2024-12-31 — Amount: $986.30M, Cash basis: cash and short-term investments
  • 2024-09-30 — Amount: $1.16B, Cash basis: cash and short-term investments
2026-06-30FMPFinancial Modeling Prep (FMP), from the company's quarterly balance sheets
Cash decline over the reported window
To: 2026-06-30; From: 2024-09-30; Periods: 7; Cash basis: cash and short-term investments; Closing balance: $692.50M; Decline: $465.70M; Opening balance: $1.16B; Average change per period: $66.50M

Change in cash, cash equivalents and short-term investments between the 2024-09-30 and 2026-06-30 balance sheets.; This is a balance change, not operating burn: financing and investing move it too.; Averaged over 7 reporting periods of unequal length.

2026-06-30COMPUTEDComputed from reported balances
Cash against market value
As of: 2026-06-30; Cash basis: cash and short-term investments; Net cash: -$1.14B; Total debt: $1.83B; Cash and investments: $692.50M

Price-based multiples captured at research time are not repeated here; the page shows each once, from current figures with their own dates. Cash is the latest reported cash and short-term investment balance; long-term investments are excluded. Market capitalization is the latest provider value.; The reported balance does not establish unrestricted availability or liquidation value.; The two are measured on different dates — the balance sheet is a quarter-end, the market cap is a recent close.; Debt is total debt as reported, including operating lease liabilities where the filer includes them.

2026-06-30COMPUTEDComputed from the balance sheet and the latest market capitalization
Trailing twelve-month ratio set
Quick ratio: 1.8; Current ratio: 2.15; Debt to equity: 0.5; Net margin: 6.2%; Gross margin: 59.4%; Operating margin: 2.6%; Return on assets: 2.7%; Return on equity: 5.9%

Price-based multiples captured at research time are not repeated here; the page shows each once, from current figures with their own dates. A ratio our provider could not compute is absent rather than shown as zero.

2026-09-12FMPFinancial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm
Distress and quality screens
Altman Z-score: 7.15; Piotroski F-score: 5

Altman Z below 1.8 is the conventional distress zone. The screen is built for manufacturers and industrials; for banks, insurers and property companies it is not a meaningful reading.

2026-09-12FMPFinancial Modeling Prep (FMP) financial scores
Next earnings report
Date: 2026-11-03; EPS estimate: $1.94 per share; Revenue estimate: $942.99M

The date is our provider's estimate until the company confirms it.

2026-09-12FMPFinancial Modeling Prep (FMP) earnings calendar
Analyst revenue and earnings estimates (average)
Captured record · 4 entries
  • FY2025 — EPS average: $6.31 per share, Revenue average: $2.74B, Revenue low: $2.61B, Revenue high: $2.92B, Analysts (revenue): 11
  • FY2026 — EPS average: $7.71 per share, Revenue average: $3.71B, Revenue low: $3.53B, Revenue high: $3.75B, Analysts (revenue): 14
  • FY2027 — EPS average: $10.63 per share, Revenue average: $4.81B, Revenue low: $4.40B, Revenue high: $5.06B, Analysts (revenue): 15
  • FY2028 — EPS average: $13.97 per share, Revenue average: $6.20B, Revenue low: $5.79B, Revenue high: $6.84B, Analysts (revenue): 13
2026-09-12FMPFinancial Modeling Prep (FMP) analyst estimates
Most recent periodic reports2026-08-06OFFICIALSEC EDGAR filer submissions
Data Sources & Methodology
Figures come from Financial Modeling Prep (FMP). If FMP has no figure for a ticker, a price or fundamental may come from a Yahoo Finance fallback, or a price from an Alpaca fallback. SEC EDGAR is used only for filing links and company identity details (legal name, address), never for figures. AI analysis by Stock Expert AI proprietary algorithms. Technical indicators via industry-standard calculations. Last updated: .
Data Provenance
Sources: Financial Modeling Prep (FMP) — Primary · Yahoo Finance — Fallback · Alpaca — Tertiary
Last fetched:
Cache TTL: Quote 5min · Profile 7d · Financials 7d · Insider 48h
How we use AI: Numbers are pulled directly from FMP & Yahoo Finance — our AI writes the analysis, it never edits the figures.
Data provided as-is for educational purposes. Not financial advice. Methodology

Data provided for informational purposes only.

ETFs that hold AXON

Funds in our ETF coverage that list AXON among the top 10 holdings on their fund page, largest weight first. Each weight is the fund's reported holding weight as of the date in its row.

ETFWeightHoldings as of
TSCM ETF4.26%
Nuveen ESG Mid-Cap Growth (NUMG)3.63%
iShares Morningstar Small-Cap Growth ETF (JKK)1.10%