Axon Enterprise, Inc (NASDAQ:AXON) Given Consensus Recommendation of “Moderate Buy” by Analysts

Shares of Axon Enterprise, Inc (NASDAQ:AXON) have received an average rating of “Moderate Buy” from the nineteen brokerages that are presently covering the company, Marketbeat Ratings reports. Three equities research analysts have rated the stock with a hold recommendation and sixteen have assigned a buy recommendation to the company. The average 12 month price target among analysts that have covered the stock in the last year is $762.9333.

A number of research firms recently weighed in on AXON. Craig Hallum reissued a “buy” rating and set a $820.00 target price on shares of Axon Enterprise in a research report on Wednesday, February 25th. William Blair reiterated an “outperform” rating on shares of Axon Enterprise in a research report on Tuesday, February 3rd. Wall Street Zen raised Axon Enterprise from a “sell” rating to a “hold” rating in a report on Saturday, February 28th. UBS Group lowered their price objective on Axon Enterprise from $610.00 to $570.00 and set a “neutral” rating on the stock in a research report on Wednesday, February 25th. Finally, Robert W. Baird set a $800.00 target price on Axon Enterprise in a research report on Wednesday, February 25th.

Insider Buying and Selling at Axon Enterprise

In related news, Director Erika Nardini sold 198 shares of the stock in a transaction dated Tuesday, March 17th. The shares were sold at an average price of $506.58, for a total value of $100,302.84. Following the completion of the transaction, the director owned 1,946 shares of the company’s stock, valued at $985,804.68. This represents a 9.24% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CAO Jennifer H. Mak sold 1,500 shares of the firm’s stock in a transaction dated Monday, March 2nd. The stock was sold at an average price of $573.45, for a total transaction of $860,175.00. Following the transaction, the chief accounting officer owned 12,240 shares of the company’s stock, valued at approximately $7,019,028. This represents a 10.92% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 23,855 shares of company stock worth $13,299,928 in the last 90 days. 4.40% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Axon Enterprise

Several large investors have recently made changes to their positions in the company. Newbridge Financial Services Group Inc. boosted its position in Axon Enterprise by 2.8% in the second quarter. Newbridge Financial Services Group Inc. now owns 508 shares of the biotechnology company’s stock valued at $421,000 after buying an additional 14 shares in the last quarter. Vicus Capital increased its holdings in shares of Axon Enterprise by 3.7% during the third quarter. Vicus Capital now owns 396 shares of the biotechnology company’s stock worth $284,000 after buying an additional 14 shares in the last quarter. Evergreen Capital Management LLC increased its holdings in shares of Axon Enterprise by 3.8% during the second quarter. Evergreen Capital Management LLC now owns 413 shares of the biotechnology company’s stock worth $342,000 after buying an additional 15 shares in the last quarter. Blue Trust Inc. raised its stake in shares of Axon Enterprise by 2.5% in the third quarter. Blue Trust Inc. now owns 645 shares of the biotechnology company’s stock valued at $463,000 after acquiring an additional 16 shares during the last quarter. Finally, NorthCrest Asset Manangement LLC boosted its holdings in shares of Axon Enterprise by 5.4% in the 3rd quarter. NorthCrest Asset Manangement LLC now owns 313 shares of the biotechnology company’s stock worth $223,000 after acquiring an additional 16 shares in the last quarter. Institutional investors own 79.08% of the company’s stock.

Axon Enterprise Stock Performance

AXON opened at $460.15 on Thursday. The company has a quick ratio of 2.29, a current ratio of 2.53 and a debt-to-equity ratio of 0.53. The stock’s 50 day moving average price is $509.91 and its two-hundred day moving average price is $595.01. The firm has a market capitalization of $37.00 billion, a P/E ratio of 302.73, a price-to-earnings-growth ratio of 9.75 and a beta of 1.46. Axon Enterprise has a 12-month low of $396.41 and a 12-month high of $885.91.

Axon Enterprise (NASDAQ:AXON) last announced its quarterly earnings data on Tuesday, February 24th. The biotechnology company reported $2.15 earnings per share (EPS) for the quarter, topping 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 business had revenue of $796.72 million for the quarter, compared to the consensus estimate of $755.29 million. During the same quarter last year, the company posted $2.08 earnings per share. Axon Enterprise’s quarterly revenue was up 38.5% on a year-over-year basis. On average, equities analysts forecast that Axon Enterprise will post 5.8 earnings per share for the current year.

Axon Enterprise News Roundup

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

• Positive Sentiment: Axon’s AI products (DraftOne, Fusus, Drone as First Responder) are producing very large bookings and attracting both public-safety and defense interest, suggesting meaningful revenue upside and new contract opportunities. Is Axon (AXON) Quietly Shifting Its AI Defense Ambitions As Board Veteran Julie Cullivan Exits?
• Positive Sentiment: Axon reported 36% EBITDA growth and margin expansion, showing operating leverage as revenues scale — a core positive for valuation if management can sustain margins. Can Axon Sustain EBITDA Margin Momentum Amid Cost Pressures?
• Positive Sentiment: Commentary linking Axon to a proposed large U.S. defense spending push has framed Axon as a top-rated defense/security name, which could drive re-rating if defense budgets translate into larger bookings. Hegseth Says It ‘Takes Money to Kill Bad Guys’ Amid $200 Billion Spending Push. Why Axon and L3Harris Are the 2 Top-Rated Defense Stocks to Buy Now
• Positive Sentiment: Short-term price momentum: recent write-ups note Axon has outpaced the market in recent sessions, reinforcing bullish investor sentiment. Axon Enterprise (AXON) Surpasses Market Returns: Some Facts Worth Knowing
• Neutral Sentiment: Short-interest reports this month show anomalous “0 shares” and 0.0 days-to-cover figures across feeds — data appears unreliable and should not be treated as a clear signal until corrected. (Multiple market-data postings)
• Negative Sentiment: Peer comparison: Teledyne (TDY) is cited as having stronger near-term defense demand and a more attractive valuation, implying Axon may face tougher relative upside if investors rotate to better-valued defense names. Axon vs. Teledyne: Which Defense & Security Stock has Greater Upside?
• Negative Sentiment: Valuation risk: broader coverage warns that high-growth, premium-valued stocks like Axon have limited margin for execution misses — rising costs noted by analysts could test expectations and amplify downside on any miss. 2 High-Flying Stocks to Keep an Eye On and 1 Facing Headwinds

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.