Axon Enterprise, Inc (NASDAQ:AXON) Given Average Rating of “Moderate Buy” by Brokerages

Shares of Axon Enterprise, Inc (NASDAQ:AXON) have received a consensus recommendation of “Moderate Buy” from the nineteen ratings firms that are currently covering the firm, MarketBeat reports. Three investment analysts have rated the stock with a hold rating and sixteen have assigned a buy rating to the company. The average 12 month target price among brokers that have issued ratings on the stock in the last year is $762.9333.

AXON has been the topic of a number of analyst reports. Northcoast Research raised shares of Axon Enterprise from a “neutral” rating to a “buy” rating and set a $742.00 target price on the stock in a research note on Tuesday, January 6th. Needham & Company LLC decreased their price objective on Axon Enterprise from $870.00 to $600.00 and set a “buy” rating on the stock in a report on Friday, February 20th. Barclays lowered their price objective on Axon Enterprise from $702.00 to $682.00 and set an “overweight” rating on the stock in a research note on Wednesday. Royal Bank Of Canada dropped their target price on Axon Enterprise from $860.00 to $735.00 and set an “outperform” rating for the company in a report on Wednesday. Finally, Robert W. Baird set a $800.00 target price on Axon Enterprise in a research report on Wednesday.

Key Axon Enterprise News

Here are the key news stories impacting Axon Enterprise this week:

• Positive Sentiment: Q4 beat and bullish bookings — Axon reported a double beat (EPS and revenue), ~39% revenue growth and a material increase in future contracted bookings with raised multi‑year sales targets, which triggered the stock rally. Read More.
• Positive Sentiment: AI narrative driving subscription demand — Coverage highlights that Axon’s AI features (body‑camera analytics, Draft One report drafting, evidence management) are accelerating software adoption and upsells, supporting revenue visibility beyond hardware. Read More.
• Neutral Sentiment: Analysts recalibrating models — Several firms trimmed price targets after the print (Piper Sandler, others); many maintained buy/overweight stances, so these moves reflect model updates and volatility rather than a wholesale negative verdict. Read More.
• Neutral Sentiment: Short‑interest data flagged as anomalous — Recent short‑interest reports show zero/NaN figures (likely a reporting anomaly); nothing actionable from that data point for now.
• Negative Sentiment: Some analysts flag downside risk — Morgan Stanley and UBS issued more cautious outlooks/pessimistic scenarios that could cap upside if execution or margins slip. Read More. | Read More.
• Negative Sentiment: Profitability and margin recovery remain a watch item — Commentators note fast revenue growth but slower profit improvement and the need for FCF conversion; sustained margin progress is required to justify high multiples. Read More.
• Negative Sentiment: Insider sale disclosed — CEO Patrick Smith sold 10,000 shares (~$5.0M) on Feb. 25; small relative to his holdings but notable to traders monitoring insider activity. Read More.

Axon Enterprise Stock Performance

Shares of NASDAQ AXON opened at $542.40 on Friday. The firm has a market capitalization of $43.61 billion, a price-to-earnings ratio of 356.84, a PEG ratio of 16.34 and a beta of 1.48. Axon Enterprise has a one year low of $396.41 and a one year high of $885.91. The business has a fifty day simple moving average of $537.92 and a 200 day simple moving average of $624.54. The company has a current ratio of 2.53, a quick ratio of 2.89 and a debt-to-equity ratio of 0.53.

Axon Enterprise (NASDAQ:AXON) last announced its quarterly earnings results on Tuesday, February 24th. The biotechnology company reported $2.15 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.60 by $0.55. Axon Enterprise had a net margin of 4.48% and a return on equity of 2.82%. The firm had revenue of $796.72 million for the quarter, compared to analyst estimates of $755.29 million. During the same quarter in the previous year, the firm posted $2.08 EPS. The business’s revenue for the quarter was up 38.5% on a year-over-year basis. Sell-side analysts expect that Axon Enterprise will post 5.8 EPS for the current year.

Insider Buying and Selling

In other news, CEO Patrick W. Smith sold 10,000 shares of the business’s stock in a transaction on Wednesday, February 25th. The shares were sold at an average price of $500.24, for a total value of $5,002,400.00. Following the sale, the chief executive officer owned 3,090,997 shares in the company, valued at approximately $1,546,240,339.28. The trade was a 0.32% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, President Joshua Isner sold 20,000 shares of the stock in a transaction dated Monday, December 8th. The stock was sold at an average price of $552.60, for a total transaction of $11,052,000.00. Following the sale, the president owned 249,502 shares of the company’s stock, valued at $137,874,805.20. This trade represents a 7.42% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 58,040 shares of company stock worth $32,251,738 in the last three months. Company insiders own 4.40% of the company’s stock.

Institutional Inflows and Outflows

Institutional investors have recently modified their holdings of the company. Brighton Jones LLC acquired a new stake in shares of Axon Enterprise during the 4th quarter worth approximately $480,000. NewEdge Advisors LLC lifted its holdings in Axon Enterprise by 41.1% in the first quarter. NewEdge Advisors LLC now owns 2,294 shares of the biotechnology company’s stock valued at $1,207,000 after buying an additional 668 shares during the period. Empowered Funds LLC boosted its stake in Axon Enterprise by 8.4% in the first quarter. Empowered Funds LLC now owns 2,028 shares of the biotechnology company’s stock valued at $1,067,000 after acquiring an additional 157 shares during the last quarter. Woodline Partners LP grew its holdings in Axon Enterprise by 40.6% during the 1st quarter. Woodline Partners LP now owns 6,932 shares of the biotechnology company’s stock worth $3,646,000 after acquiring an additional 2,003 shares during the period. Finally, Sivia Capital Partners LLC bought a new stake in shares of Axon Enterprise during the 2nd quarter valued at $284,000. Institutional investors own 79.08% of the company’s stock.

About Axon Enterprise

Axon Enterprise, Inc develops technology and weapons systems for public safety and law enforcement agencies, combining hardware, software and cloud services. The company’s hardware portfolio includes conducted energy weapons (commonly known as TASER devices), body-worn cameras and in-car camera systems. Axon pairs these devices with a suite of connected products and accessories designed to capture, store and manage field evidence.

Beyond hardware, Axon operates a subscription-based software platform for digital evidence management, evidence review and records management.