AXON

With a market cap of $45.6 billion, Axon Enterprise, Inc. (AXON) is a global public safety technology company dedicated to protecting more lives through connected hardware, software, and AI-powered solutions. It serves law enforcement, public safety agencies, enterprises, and governments with an integrated ecosystem designed to improve safety and operational effectiveness. The Scottsdale, Arizona-based company is expected to release its fiscal Q2 2026 results soon. Ahead of this event, analysts project AXON to report an EPS of $0.30, a 64.7% decline from $0.85 in the year-ago quarter. The company has exceeded Wall Street's bottom-line estimates in three of the last four quarters while missing on another occasion. Dear Google Stock Fans, Mark Your Calendars for July 13 Taiwan Just Waved a Red Flag for Nvidia Stock Taiwan Semi Stock Is Approaching Fair Value Ahead of July 16. How to Play TSM Here. Markets move fast. Keep up by reading our FREE midday Barchart Brief newsletter for exclusive charts, analysis, and headlines. For fiscal 2026, analysts forecast Axon Enterprise to post EPS of $1.63, up 30.4% from $1.25 in fiscal 2025. Moreover, EPS is projected to surge 155.8% year-over-year to $4.17 in fiscal 2027. AXON stock has decreased 22.5% over the past 52 weeks, lagging behind the broader S&P 500 Index's ($SPX) 20.8% return and the State Street Industrial Select Sector SPDR ETF's (XLI) 20.9% gain over the same period. Shares of Axon Enterprise climbed 10.6% following its Q1 2026 results on May 6 as the company reported record quarterly revenue of $807 million, up 34% year-over-year, marking its ninth consecutive quarter of 30%+ growth, driven by strong demand for TASER 10, Axon Body 4, AI products, and counter-drone solutions. Investors were encouraged by Software & Services revenue rising 35% to $355 million, AI-related product revenue surging more than 700% year over year, counter-drone revenue jumping over 300%, and annual recurring revenue reaching $1.5 billion, up 35%, highlighting accelerating adoption across Axon’s ecosystem. The rally was further supported by Axon raising its full-year 2026 revenue growth outlook to 30% - 32%, while maintaining a strong 25.5% adjusted EBITDA margin forecast and reporting net income of $169 million with adjusted EBITDA of $202 million. Analysts' consensus view on AXON stock is bullish, with an overall "Strong Buy" rat...

Axon Enterprise, Inc. (NASDAQ:AXON) was among the stocks on which Jim Cramer gave his opinion, as he warned that increased AI-related spending might cause near-term headwind for stocks. Mentioning that they own shares of the stock, a caller asked if they should buy more, sell, or hold. In response, Cramer said: Photo by Artem Podrez on Pexels Axon Enterprise, Inc. (NASDAQ:AXON) develops and sells TASER devices, body and fleet cameras, and software solutions that help law enforcement capture, store, and manage digital evidence. During the May 15 episode, a caller noted that they have been holding the stock since 2015, when the share price was $34 on Cramer’s suggestion, and inquired about it. Cramer replied: While we acknowledge the potential of AXON as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 33 Stocks That Should Double in 3 Years and 15 Stocks That Will Make You Rich in 10 Years Disclosure: None. Follow Insider Monkey on Google News.

It has been about a month since the last earnings report for Axon Enterprise (AXON). Shares have added about 20.2% in that time frame, outperforming the S&P 500. But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Axon due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the latest earnings report in order to get a better handle on the important drivers. Axon Enterprise reported first-quarter 2026 adjusted earnings of $1.61 per share, up 9.5% year over year. However, the figure missed the Zacks Consensus Estimate of $1.66.Total revenues were $807.3 million, up 33.7% year over year and ahead of the consensus estimate of $781 million. Effective first-quarter 2025, Axon Enterprise realigned its business segments. The company now reports results under two business segments, namely Connected Devices and Software & Services.Connected Devices: The segment’s revenues increased 32.8% year over year to $452.8 million, driven by strong demand for TASER 10 devices, Axon Body 4, counter-drone products and fleet systems, along with continued momentum in Platform Solutions. However, the adjusted gross margin decreased year over year to 50.4% from 52.8%.Software & Services: The segment’s revenues rose 34.9% year over year to $354.5 million, driven by new users and increased adoption of premium software offerings by existing customers. However, the adjusted gross margin decreased to 75.8% from 77.7% in the year-ago period. Axon’s cost of sales increased 38.8% year over year to $330.1 million. Selling, general and administrative expenses were $259 million, up 15.9% year over year.Total operating expenses climbed 19.6% year over year to $448 million. The adjusted gross margin decreased to 61.6% from 63.6% in the year-ago period, owing to an increase in global tariffs and higher professional services costs. At the end of first-quarter 2026, Axon Enterprise had cash and cash equivalents of $458.9 million compared with $1.20 billion at December 2025-end. Long-term lease liabilities totaled $97.2 million compared with $98.9 million at 2025-end.In the first quarter of 2026, the company used net cash of $31.5 million in operating activities against $25.8 million net cash generated in the prior-year period.Adjusted free cash outflow was $54.1 millio...

Axon Enterprise, Inc. reported first-quarter 2026 results with revenue of US$807.35 million and net income of US$169.31 million, both higher than a year earlier, and raised its full-year 2026 revenue growth guidance to a 30%–32% range. The company highlighted accelerating adoption of its real-time AI tools, cloud-based evidence platform, and long-term law enforcement contracts, suggesting these integrated offerings are becoming a more important driver of its expanding earnings base. Next, we’ll examine how Axon’s upgraded full-year revenue outlook and growing AI-enabled product traction influence the company’s broader investment narrative. We've uncovered the 12 dividend fortresses yielding 5%+ that don't just survive market storms, but thrive in them. To own Axon, you have to believe that public safety agencies will keep upgrading to its integrated TASER, body camera, and cloud software ecosystem, with AI tools deepening those relationships. The strongest near term catalyst is accelerating adoption of Axon’s real time AI and evidence platforms, which Q1’s higher revenue and net income appear to support. The biggest risk remains Axon’s dependence on government budgets and procurement cycles, which this quarter’s results do not materially reduce. The most relevant recent announcement here is Axon’s decision to raise its 2026 revenue growth outlook to 30% to 32% after Q1 results. This upgraded guidance sits alongside product launches like Axon Vision and the expanded Axon Assistant, reinforcing the idea that AI enabled software and long term contracts are increasingly central to the story, but also raising the stakes if procurement slows or competitive and regulatory pressures intensify. Yet beneath the strong quarter, there is still a real risk investors should be aware of around Axon’s dependence on government budgets and shifting... Read the full narrative on Axon Enterprise (it's free!) Axon Enterprise's narrative projects $6.0 billion revenue and $571.8 million earnings by 2029. Uncover how Axon Enterprise's forecasts yield a $707.96 fair value, a 77% upside to its current price. While consensus expects faster growth, the most pessimistic analysts were only modeling about US$6.1 billion of revenue and US$239.7 million of earnings by 2029, so this quarter’s stronger AI driven update could eventually shift both that cautious view and the more optimistic nar...

Axon’s first quarter results were met with a positive market reaction, reflecting management’s emphasis on expanding AI adoption and accelerating demand for its integrated hardware and software solutions. CEO Patrick Smith highlighted that customers are increasingly treating AI as a core element for productivity and operational efficiency, with updated offerings like Axon Vision and Guardian gaining traction. Management also pointed to robust growth in both traditional TASER products and newer segments such as Dedrone, which is seeing rapid adoption in public safety and enterprise markets. Is now the time to buy AXON? Find out in our full research report (it’s free). Revenue: $807.3 million vs analyst estimates of $778.6 million (33.7% year-on-year growth, 3.7% beat) Adjusted EPS: $1.61 vs analyst estimates of $1.60 (0.8% beat) Adjusted EBITDA: $201.6 million vs analyst estimates of $181.4 million (25% margin, 11.1% beat) Operating Margin: 3.6%, up from -1.5% in the same quarter last year Annual Recurring Revenue: $1.49 billion (35.2% year-on-year growth, beat) Market Capitalization: $31.73 billion While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. William Power (Baird): asked about the highest levels of customer engagement at Axon Week, focusing on AI features’ impact on pipeline. CEO Patrick Smith emphasized widespread demand for AI across customer types and the simplifying effect of the AI Era Plan. Andrew Sherman (TD Cowen): inquired about the viral adoption of the AI Era Plan among large agencies. COO Joshua Isner confirmed a rising trend of multi-feature bundle adoption, with several major deals recently approved. James Fish (Piper Sandler): questioned whether Dedrone demand is event-driven or sustainable. Isner and CFO Brittany Bagley explained that while events showcase the technology, sustainable demand is driven by cities and enterprises treating counter-drone as critical infrastructure. Jonathan Ho (William Blair): probed AI cross-sell opportunities with customers under existing contracts. Isner highlighted that new product launches and AI urgency are catalysts for mid-contract upgrades and contract restruct...

AppLovin Corporation (NASDAQ:APP) is among the stocks with the best earnings growth for the next 10 years. On May 7, Cory Carpenter, an analyst at JPMorgan, elevated the price target on AppLovin Corporation (NASDAQ:APP) to $515 from $500 and maintained a Neutral rating. This price hike came shortly after the company’s first-quarter beat. In Q1, AppLovin Corporation (NASDAQ:APP) delivered a remarkable performance, outperforming EPS by $0.12 and $0.06 billion, respectively. Looking ahead, management projects revenue in the range of $1.915 billion to $1.945 billion and an adjusted EBITDA margin between 84% and 85%. Regarding its future projects, CEO Adam Foroughi said, Wall Street reacted positively to the first quarter report. On May 8, Deutsche Bank lifted the price target on AppLovin Corporation (NASDAQ:APP) to $660 from $640 and reiterated a Buy rating on May 8. A day earlier, Piper Sandler also raised the price target on the company to $665 from $650, citing the company’s largest percentage beat since Q1 2025. The firm has an Overweight rating on the stock. AppLovin Corporation (NASDAQ:APP) is a California-based company that provides AI-powered solutions to help developers enhance the marketing and monetization of their content. Founded in 2011, the company operates through two segments: Advertising and Apps. While we acknowledge the potential of APP as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 33 Stocks That Should Double in 3 Years and 15 Stocks That Will Make You Rich in 10 Years Disclosure: None. Follow Insider Monkey on Google News.

Trade Desk (TTD) stock dropped after Q1 earnings missed by 12% and the Q2 outlook disappointed amid competition from Amazon (AMZN) Ads. AppLovin’s (APP) post-earnings momentum hinges on whether buyers defend $483+ levels; margin expansion story could sustain gains if AXON 2 AI narrative outpaces sector headwinds. The analyst who called NVIDIA in 2010 just named his top 10 stocks and AppLovin wasn't one of them. Get them here FREE. Shares of The Trade Desk (NASDAQ:TTD) are down roughly 13% to $20.41 in early Friday trading after the company posted a Q1 2026 earnings miss and issued a softer Q2 2026 outlook than the Street had hoped to see. The stock closed Thursday at $23.49, already down 38% year to date (YTD) heading into the earnings report. For broader context on how ad-tech names are trading this week, see our recent AppLovin earnings preview. Rival AppLovin (NASDAQ:APP) is doing the opposite. APP stock jumped 6% on Thursday to $498.87 after a beat-and-raise quarter, and pre-open action suggests buyers are defending those levels into Friday's session. Both Trade Desk and AppLovin operate in digital advertising, yet their post-earnings reactions could hardly be more different. The split reflects two structural questions Wall Street is wrestling with: whether open-web programmatic ad spend is leaking to walled gardens, and whether AI-driven optimization is the new competitive moat in ad tech. The analyst who called NVIDIA in 2010 just named his top 10 stocks and AppLovin wasn't one of them. Get them here FREE. Trade Desk reported Q1 2026 revenue of $688.86 million, a year-over-year (YoY) gain of 12%. Growth has decelerated sharply from the 25% YoY pace in Q1 2025, raising fresh questions about the durability of the open-web programmatic story. Trade Desk's non-GAAP diluted EPS landed at $0.28, missing expectations by 12% and slipping from $0.33 a year earlier. Adjusted EBITDA margin compressed to 30%, reflecting broad-based spending on platform operations, sales and marketing, and tech development. CEO Jeff Green struck a constructive tone on the call, stating, "Despite headwinds in the macro environment, we remain confident in our ability to lead and innovate within the programmatic ecosystem." Trade Desk's Q2 guidance calls for revenue of at least $750 million, yet analysts flagged competitive pressure from Amazon (NASDAQ:AMZN) Ads and retail media netwo...

Shares of Axon Enterprise rose sharply Thursday after the maker of law-enforcement technology like Tasers and body cameras reported a spike in international sales. Axon stock jumped 7.6% to $415.14 on Thursday.

AppLovin (APP) posted Q1 revenue of $1.84B (up 24.15% YoY), EPS of $3.56 beating estimates by $0.10, and adjusted EBITDA margin of 85% with free cash flow of $1.29B funding $1B in buybacks. AppLovin’s AXON 2 AI ad engine is driving margin expansion and operating income growth of 117% YoY, with 24/7 Wall St. setting a $576.79 price target implying 23% upside at 90% confidence. Are you ahead, or behind on retirement? SmartAsset's free tool can match you with a financial advisor in minutes to help you answer that today. Each advisor has been carefully vetted, and must act in your best interests. Don't waste another minute; learn more here.(Sponsor) Our AppLovin (NASDAQ:APP) call comes at a moment when the stock has recovered ground after a weak first quarter. Shares trade at $468.83 as of writing, and our proprietary model points to meaningful upside from here. The 24/7 Wall St. price target for AppLovin is $576.79, implying 23.03% upside over the next 12 months. Confidence is high at 90%, and the recommendation is buy. APP has been volatile. Shares are up 53.91% over the past year and 13.61% in the past month, but down 30.42% year to date after peaking near $745.61 last cycle. Q1 2026 beat expectations across the key lines. AppLovin posted EPS of $3.56 against a $3.46 estimate, revenue of $1.84 billion (up 24.15% YoY), and adjusted EBITDA margin of 85%. Net income more than doubled to $1.21 billion, and free cash flow hit $1.29 billion, funding $1 billion in buybacks. Q2 guidance calls for revenue of $1.92 billion to $1.95 billion. Are you ahead, or behind on retirement? SmartAsset's free tool can match you with a financial advisor in minutes to help you answer that today. Each advisor has been carefully vetted, and must act in your best interests. Don't waste another minute; learn more here.(Sponsor) The bull case rests on AXON 2, AppLovin's AI ad engine, continuing to compound. Pure play ad tech focus following the games divestiture has expanded the adjusted EBITDA margin to 85%, and operating income grew 117% YoY. The Street target of $638.50 reflects 26 buy or strong buy ratings versus zero sells. Our bull case scenario projects shares could reach $787.72 by May 2027, a 68.02% total return, if AppLovin extends ad tech share gains beyond mobile gaming into e-commerce and CTV. The bear case is meaningful. APP carries a beta of 2.36, sits 14% below its 52 wee...

Axon Enterprise, Inc. AXON reported first-quarter 2026 adjusted earnings of $1.61 per share, up 9.5% year over year. However, the figure missed the Zacks Consensus Estimate of $1.66. Total revenues were $807.3 million, up 33.7% year over year and ahead of the consensus estimate of $781 million. Effective first-quarter 2025, AXON realigned its business segments. The company now reports results under two business segments, namely Connected Devices and Software & Services. Connected Devices: The segment’s revenues increased 32.8% year over year to $452.8 million, driven by strong demand for TASER 10 devices, Axon Body 4, counter-drone products and fleet systems, along with continued momentum in Platform Solutions. However, the adjusted gross margin decreased year over year to 50.4% from 52.8%. Software & Services: The segment’s revenues rose 34.9% year over year to $354.5 million, driven by new users and increased adoption of premium software offerings by existing customers. However, the adjusted gross margin decreased to 75.8% from 77.7% in the year-ago period. Axon Enterprise, Inc price-consensus-eps-surprise-chart | Axon Enterprise, Inc Quote Axon’s cost of sales increased 38.7% year over year to $330.1 million. Selling, general and administrative expenses were $259 million, up 15.9% year over year. Total operating expenses climbed 19.6% year over year to $448 million. The adjusted gross margin decreased to 61.6% from 63.6% in the year-ago period, owing to an increase in global tariffs and higher professional services costs. At the end of first-quarter 2026, Axon had cash and cash equivalents of $458.9 million compared with $1.20 billion at December 2025-end. Long-term lease liabilities totaled $97.2 million compared with $98.9 million at 2025-end. In the first quarter of 2026, the company used net cash of $31.5 million in operating activities against $25.8 million net cash generated in the prior-year period. Adjusted free cash outflow was $54.1 million in the first quarter of 2026 against an inflow of $2.7 million in the prior-year period. Management raised its full-year revenue outlook to 30-32% annual growth, up from 27-30% expected earlier, while maintaining an adjusted EBITDA margin target of approximately 25.5%. The updated view reflects continued momentum across TASER, body-worn cameras, counter-drone, real-time operations and AI-enabled offerings. Ax...

Axon Enterprise (AXON) came out with quarterly earnings of $1.61 per share, missing the Zacks Consensus Estimate of $1.66 per share. This compares to earnings of $1.41 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of -2.87%. A quarter ago, it was expected that this maker of stun guns and body cameras would post earnings of $1.67 per share when it actually produced earnings of $2.15, delivering a surprise of +28.74%. Over the last four quarters, the company has surpassed consensus EPS estimates two times. Axon, which belongs to the Zacks Aerospace - Defense Equipment industry, posted revenues of $807.35 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 3.43%. This compares to year-ago revenues of $603.63 million. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Axon shares have lost about 33% since the beginning of the year versus the S&P 500's gain of 6%. While Axon has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Axon was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Str...

Axon Enterprise, Inc. AXON is scheduled to release first-quarter 2026 results on May 6, after market close. The Zacks Consensus Estimate for first-quarter revenues is pegged at $780.6 million, which indicates an increase of 29.3% from the year-ago quarter’s figure. The consensus mark for earnings is pinned at $1.66 per share, which has been stable in the past 60 days. The estimate indicates growth of 17.7% from the figure reported in the year-ago quarter. The company has surpassed the Zacks Consensus Estimate thrice and missed once in the preceding four quarters, the average surprise being 12.3%. In the last reported quarter, it reported earnings of $2.15 per share, which topped the consensus estimate by 28.7%. Let’s see how things have shaped up for Axon Enterprise this earnings season. Solid demand for TASER 10 products and higher cartridge sales are expected to have boosted the performance of Axon Enterprise’s Connected Devices segment in the first quarter. Also, strong customer response for its next-generation body-worn camera, Axon Body 4, and solid demand for virtual reality training services are expected to have driven the segment’s performance. Axon Enterprise’s strong presence in the counter-drone space, with the growing capabilities of its Dedrone offerings and Artificial Intelligence (AI)-powered command-and-control platform, is likely to have contributed to the segment’s growth. The Zacks Consensus Estimate for the Connected Devices segment’s revenues is pegged at $423 million. The Software & Services segment is also expected to have put up an impressive show in the upcoming earnings, supported by the addition of new users and associated devices to the AXON network. Continued momentum in digital evidence management and increased demand for premium add-on features are also likely to have augmented the segmental top line. Increased adoption of premium subscription plans is also likely to have been favorable for the segment. The Zacks Consensus Estimate for the Software & Services segment’s net sales is pegged at $354 million. AXON remains focused on acquisitions and strategic collaborations to expand its product offerings and customer base. For instance, in February 2026, the company acquired Carbyne, a well-known provider of cloud contact center technology solutions to public safety agencies. The acquisition integrated Carbyne’s advanced cloud-nat...