SURVYR

AXON

Axon Enterprise, Inc.
$383.09
−$7.20 (1.84%)Oct 19 close
IndustrialsS&P 500 CompareTechnicals
-50%-33%-17%0%+17%Oct 2025Oct 2026Apr 202652w high $764.0252w low $339.01
AXONSPY
Wall St. Highest PT $830.00 (+116.7%) Wall St. Avg PT $681.68 (+77.9%)
$346$539$732$925$1,118POC $420Hi $830Avg $682
Underwater Drawdown %Max DD -54.4%Current -49.6%
0.0%-54.4%
Relative Strength vs SPY-59.3% vs SPYUnderperforming
+68%0%-68%
1W
−$31.34 (7.56%)
1M
−$64.67 (14.44%)
3M
−$144.39 (27.37%)
6M
−$20.66 (5.12%)
YTD
−$184.84 (32.55%)
1Y
−$287.59 (42.88%)

Chart

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Ratings & dials

1m · 5m · 15m · 1h · 4h · 1D

Analyst & Morningstar ratings

Consensus · Targets · Morningstar
Wall Street analyst consensus
SellHoldStrong Buy
Buy
21 analysts · mean score 1.67
1 = Strong Buy · 5 = Sell
Strong Buy838%
Buy1048%
Hold314%
Underperform00%
Sell00%
Wall Street consensus
Analyst price targets
Current price$383.09
Average target$681.68
+$298.59 (+77.9%) upsideaverage target vs current price
CurrentAverageMedian
Low$440.00
Median$688.00
High$830.00
12-month Wall Street target range
Recent analyst rating changes · 30
Reiterated
2026-10-20 · Piper Sandler reiterated Overweight on AXON
Reiterated
2026-09-03 · Argus Research reiterated Buy on AXON
Reiterated
2026-08-06 · UBS reiterated Neutral on AXON
Reiterated
2026-08-06 · Morgan Stanley reiterated Overweight on AXON
Reiterated
2026-08-06 · Piper Sandler reiterated Overweight on AXON
Reiterated
2026-08-06 · Barclays reiterated Overweight on AXON

Third-party ratings, not SURVYR.'s views.

Key stats & company

Market value$34.1B
P/E (last 12 months)174.4
P/E (next 12 months, estimated)40.0
52-week range$339.01 – $764.02
Revenue growth (latest quarter vs a year ago)+35.3%
Dividend yieldNo dividend
Analyst consensusBuy (19)
Average analyst price target$681.68 (+78%)

What they do

Axon Enterprise, Inc. provides public safety technology solutions in the United States and internationally. The company operates in two segments, Software and Services, and Connected Devices. The Software and Services segment develops, manufactures, and sells cloud-based software-as-a-service solutions to capture, store, manage, share, and analyze video and other digital evidence.

Industrials · Aerospace & Defense
Valuation and fundamentals

Valuation & fundamentals

Loading the valuation from SEC filings…

For information only · Important disclosures

Grades vs sector

Momentum
6th percentile in sector
F
12-1 return: -42.3%
Percentile within its GICS sector across the S&P 1500.
Growth
92nd percentile in sector
A
Revenue growth (YoY): +35.3%
Percentile within its GICS sector across the S&P 1500.
Value
1st percentile in sector
F
Forward E/P: 2.7% · EBITDA/EV: 0.5%
Percentile within its GICS sector across the S&P 1500.
Profitability
30th percentile in sector
D+
Profit margin: +6.2% · Return on equity: +6.2%
Percentile within its GICS sector across the S&P 1500.
Revisions
Not enough data yet
–
EPS estimate change, 30 days (current FY): –
30-day change in analysts' current-year EPS estimate; graded across covered stocks.

Systematic Models

Not held by any of our 7 live models right now.

Quality Growth
Outside this model's universe or screens
Momentum Top 15
ranked 450 of 499 · 12-month momentum -21.1%
Momentum Blend
Not in the current book
New Highs Growth
Outside this model's universe or screens
SURVYR. Barbell Momentum & T-Bill Shield
Outside this model's universe or screens
SURVYR. Physical AI Grid & Power
Outside this model's universe or screens
SURVYR. Long Book
Not in the current book

Earnings & events

AXON earningsNext report in 8 days
Next report · quarter Sep 2026
Thu Nov 5, 2026After the close
EPS consensus$1.90 range $1.22–$2.46
Revenue consensus$937.8M 15 analysts
Last 4 quarters · EPS vs estimate
Aug 5, 2026$1.88est $1.84+2.0%Above estimates
May 6, 2026$1.61est $1.60+0.8%In line with estimates
Feb 24, 2026$2.15est $1.60+34.5%Above estimates
Nov 4, 2025$1.17est $1.54−24.1%Below estimates

In line = within 1% of the estimate.

Source: Yahoo Finance · report time: Nasdaq earnings calendar · refreshed 2026-10-26 07:32:40 ET
24-1125-0225-0525-0825-1126-0226-0526-080.002.15
EstimateActual (beat)Actual (miss)

Quarterly revenue

QuarterRevenueYoY
2026-06-30$904.4M+35.3%
2026-03-31$807.3M–
2025-12-31$796.7M–
2025-09-30$710.6M–
2025-06-30$668.5M–

News & catalysts

More news
Axon Announces Body 5: Next-Generation Camera Built for the AI Era
PR Newswire · Oct 24
2 S&P 500 stocks worth your attention and 1 we avoid
StockStory · Oct 23
Axon to Release Third Quarter 2026 Earnings on November 5, 2026
PR Newswire · Oct 22
Notable Thursday Option Activity: SHOO, ITT, AXON
Nasdaq · Oct 22
Stock Market Today: Dow Wavers As Oil Prices Surge; Netflix, SpaceX Mixed Ahead Of Earnings (Live Coverage)
Investor's Business Daily · Oct 20
Rating changes
Reiterated
2026-10-20 · Piper Sandler reiterated Overweight on AXON
Reiterated
2026-09-03 · Argus Research reiterated Buy on AXON
Reiterated
2026-08-06 · UBS reiterated Neutral on AXON
Reiterated
2026-08-06 · Morgan Stanley reiterated Overweight on AXON
Reiterated
2026-08-06 · Piper Sandler reiterated Overweight on AXON
Reiterated
2026-08-06 · Barclays reiterated Overweight on AXON

Third-party analyst actions, not SURVYR.'s views. All rating changes

Stats refreshed 2026-10-26 07:32:40 ET from Yahoo Finance (yfinance). "–" means the data isn't available. Refresh now

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Systematic research · Not investment advice · Hypothetical unless marked Live · Data: Yahoo Finance (15-min delayed), SEC EDGAR, House Clerk · Important disclosures · Contact desk@coteau.app

Coteau 0.9 · Oct 21, 2026