VCP ScannerFree US Stock Screener & Financial AnalysisFree US Stock Screener
ScreenerThemes
DCF ValuationCalculate intrinsic value of US stocks
Market ValuationBuffett indicator, CAPE & macro gauges
Total ReturnSee dividends + price return history
DCA CalculatorSimulate recurring buys & compounding
Earnings
FAANG & Tech
AAPL vs MSFTNVDA vs AMDGOOGL vs META
Cloud & Cyber
CRM vs NOWCRWD vs PANWSNOW vs DDOG
Consumer & Auto
TSLA vs FAMZN vs WMTNFLX vs DIS
Finance & Crypto
JPM vs BACV vs MACOIN vs MSTR
Pharma & Energy
LLY vs NVOJNJ vs PFEXOM vs CVX
Compare Any Stocks...
WatchlistInsider
ScreenerThemes
Earnings
WatchlistInsider
AXON
← Back to Screener
VCP ScannerFree US Stock Screener & Financial Analysis

Find stocks. Verify deeply. Act with conviction.

Data updated daily

Product

  • Screener
  • Themes
  • Valuation
  • Total Return
  • DCA Calculator
  • News
  • Earnings

Resources

  • Market Valuation
  • Compare
  • Insider Activity
  • Methodology
  • How It Works
  • Glossary
  • Learn

Get Ideas

Get weekly stock ideas — free

© 2026 VCP Scanner
AboutPrivacyTerms
Not financial advice. Do your own research.
ScreenerNewsCompareWatchlist
AXONAxon Enterprise, Inc.
$640.46$51.6B
Overview & Verdict
Overview
Valuation & Forecasts
Valuation ModelsEstimatesDCF Model
Price & Analyst Data
Analyst TargetsPrice HistoryTechnical Analysis
Financial Statements
Income StatementBalance SheetCash FlowRatios & Margins
Performance
P/E HistoryRevenue HistoryEarnings HistoryDividend HistoryTotal Return
Ownership
Holders

AXON logoAxon Enterprise, Inc.(AXON)Earnings, Financials & Key Ratios

AXON•NASDAQ
$640.46
424.1× P/E·Price updated Jul 7, 2026
SectorIndustrialsIndustryAerospace & DefenseSub-IndustryDefense Electronics and Sensors
AboutAxon Enterprise, Inc. develops, manufactures, and sells conducted energy devices (CEDs) under the TASER brand in the United States and internationally. It operates through two segments, TASER, and Software and Sensors. The company also offers hardware and cloud-based software solutions that enable law enforcement to capture, securely store, manage, share, and analyze video and other digital evidence. Its products include TASER 7, TASER X26P, TASER X2, TASER Consumer devices, and related cartridges; on-officer body cameras, Axon Fleet in-car systems, and other devices; Axon Evidence digital evidence management software; Axon Signal enabled devices, as well as hardware extended warranties; and Axon docks, cartridges, and batteries. It sells its products through its direct sales force, distribution partners, online store, and third-party resellers. Axon Enterprise, Inc. has a strategic partnership with Fusus, Inc. to expand the capabilities of Axon Respond and the Fusus Real Time Crime Center in the Cloud solution to provide agencies real-time operations situational awareness, including streamlined investigative workflows. The company was formerly known as TASER International, Inc. and changed its name to Axon Enterprise, Inc. in April 2017. Axon Enterprise, Inc. was incorporated in 1993 and is headquartered in Scottsdale, Arizona.Show more
  • Revenue$2.78B+33.5%
  • EBITDA$21M-80.3%
  • Net Income$125M-66.9%
  • EPS (Diluted)1.51-68.5%
  • Gross Margin59.65%
  • EBITDA Margin0.76%-85.2%
  • Operating Margin-2.23%-179.4%
  • Net Margin4.49%-75.2%
  • ROE4.48%-76.5%

AXON Price & Volume

Axon Enterprise, Inc. (AXON) stock price & volume — 10-year historical chart

Loading chart...

Aggressive Revenue Scaling Masks Persistent Profitability Volatility

Investment Thesis • Updated 2026Q1

VerdictNeutral
Growth:Accelerating
Profitability:Strained
Financial:Healthy
Cash Flow:Mixed
Primary Risk:High stock-based compensation dilution

Key Thesis Takeaways

  • Axon Enterprise demonstrates a robust growth trajectory with revenue expanding from $430.4 million in 2023Q4 to $807.3 million in 2026Q1, driven by its integrated hardware and software ecosystem.
  • However, the investment case is complicated by significant stock-based compensation expenses, which reached $208.6 million in 2025Q4, and an aggressive acquisition strategy that has ballooned goodwill to $1.9 billion.
  • Investors should monitor whether the company can transition from its current phase of heavy R&D and SG&A investment toward consistent, non-dilutive free cash flow generation.

Verdict Logic

while revenue growth is accelerating at 33.7% as of 2026Q1, the high valuation reflected in a forward P/E of 60.46 and significant dilution risks warrant a cautious approach.

AXON Growth Metrics

Axon Enterprise, Inc. (AXON) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR

Revenue CAGR

10 Years30.24%
5 Years32.48%
3 Years32.68%
TTM34%

Profit CAGR

10 Years20.14%
5 Years-
3 Years-5.31%
TTM-37.82%

EPS CAGR

10 Years15.42%
5 Years-
3 Years-9.39%
TTM-39.8%

Return on Capital

10 Years2.54%
5 Years-0.29%
3 Years2.39%
Last Year-1.49%

AXON Recent Earnings

Axon Enterprise, Inc. (AXON) EPS & revenue vs analyst estimates — last 4 quarters

Full history →
●Beat EPS 11/12 qtrs (92%)●Beat Revenue 11/12 qtrs (92%)
Q2 2026Latest
May 6, 2026
Metric
Actual
Est
EPS
$1.61+0.6%
$1.60
Rev
$807M+3.7%
$779M
Q1 2026
Feb 24, 2026
Metric
Actual
Est
EPS
$2.15+34.4%
$1.60
Rev
$797M+5.4%
$756M
Q4 2025
Nov 4, 2025
Metric
Actual
Est
EPS
$1.17-23.0%
$1.52
Rev
$711M+0.8%
$705M
Q3 2025
Aug 4, 2025
Metric
Actual
Est
EPS
$2.12+46.2%
$1.45
Rev
$669M+4.3%
$641M
QuarterDateEPS (Act vs Est)Revenue (Act vs Est)
Q2 2026LatestMay 6, 2026
$1.61vs $1.60+0.6%
$807Mvs $779M+3.7%
Q1 2026Feb 24, 2026
$2.15vs $1.60+34.4%
$797Mvs $756M+5.4%
Q4 2025Nov 4, 2025
$1.17vs $1.52-23.0%
$711Mvs $705M+0.8%
Q3 2025Aug 4, 2025
$2.12vs $1.45+46.2%
$669Mvs $641M+4.3%
Based on last 12 quarters of dataView full earnings history →

Latest AXON News

Recent stock market news and headlines for Axon Enterprise, Inc. (AXON)

247 Wallst·1 day ago
ITA Just Ripped Higher, but America’s Rearmament Cycle May Still Be in the First Inning

The iShares U.S. Aerospace and Defense ETF (BATS: ITA) has climbed 35% over the past year and nearly 17% year to date, and the reflexive retail question is whether the run is exhausted. The more useful question is whether ITA still fits the trade you actually want to make, which is long-cycle Western rearmament. Buying ITA... ITA Just Ripped Higher, but America's Rearmament Cycle May Still Be in the First Inning

Investors Business Daily·1 day ago
Axon Extends Win Streak On Target Hike, World Cup Drone Defense

The FAA granted a waiver for drone protection of World Cup stadiums.

Zacks Investment Research·1 day ago
Axon Crosses Its 200-Day SMA: Should You Buy the Stock Now?

AXON crosses its 200-day SMA as strong TASER, software and counter-drone demand support growth, despite an elevated valuation.

The Motley Fool·6 days ago
Down 30%, Is this Artificial Intelligence (AI) Stock a Screaming Buy?

Software stocks have widely underperformed this year due to fears of AI disruption. Prior to this week's rally, Axon was down sharply.

Zacks Investment Research·6 days ago
AXON Gains From Strength in Software & Services Unit: Can the Momentum Sustan?

Axon's Software & Services segment gains momentum as network users, digital evidence demand and Dedrone growth fuel expansion in Q1 2026.

Peers Comparison

Key metrics vs top competitors for Axon Enterprise, Inc. (AXON)

Full Screener →
CompanyPriceMarket CapP/E RatioRev Growth (1Y)Net MarginROEDiv Yield
AXON logoAXONAxon Enterprise, Inc.Current
$640.46$51.6B424.1533.47%4.49%4.48%—
MSA logoMSAMSA Safety Incorporated
$170.34$6.6B24.033.69%15.16%22.03%—
VNET logoVNETVNET Group, Inc.
$7.71$2.11B-58.2017.18%-21.78%-26.68%—
MSI logoMSIMotorola Solutions, Inc.
$424.21$70.42B33.258%17.61%89.72%—
DGLY logoDGLYDigital Ally, Inc.
$1.28$2.43M-0.23-30.44%-59.7%-136.3%—
WRAP logoWRAPWrap Technologies, Inc.
$1.66$92.53M-7.553.66%-298.61%-115.68%—

Compare AXON vs Peers

Axon Enterprise, Inc. (AXON) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.

Closest Rival

vs MSA

Most directly comparable listed peer for AXON.

Scale Benchmark

vs NVDA

Larger-name benchmark to compare AXON against a more recognizable public peer.

Peer Set

Compare Top 5

vs MSA, VNET, MSI, DGLY

AXON SEC Filings & Documents

Axon Enterprise, Inc. (AXON) SEC filings — annual & quarterly reports (10-K, 10-Q)

8-K Announcements

6
Material company update

May 6, 2026·SEC

Material company update

Apr 10, 2026·SEC

Material company update

Mar 11, 2026·SEC

10-K Annual Reports

2
FY 2026

Feb 25, 2026·SEC

FY 2025

Feb 28, 2025·SEC

10-Q Quarterly Reports

6
FY 2026

May 7, 2026·SEC

FY 2025

Nov 5, 2025·SEC

FY 2025

Aug 5, 2025·SEC

Get notified when AXON posts new earnings or crosses analyst targets

Free. No account needed. Unsubscribe any time.

Free. Unsubscribe any time.

AXON Frequently Asked Questions

Axon Enterprise, Inc. (AXON) stock FAQ — growth, dividends, profitability & financials explained

Growth & Financials
What is Axon Enterprise, Inc.'s revenue?

Axon Enterprise, Inc. (AXON) reported $2.98B in revenue for fiscal year 2025. This represents a 87318% increase from $3.4M in 2000.

How fast is Axon Enterprise, Inc. growing?

Axon Enterprise, Inc. (AXON) grew revenue by 33.5% over the past year. This is strong growth.

Is AXON profitable?

Yes, Axon Enterprise, Inc. (AXON) is profitable, generating $206.2M in net income for fiscal year 2025 (4.5% net margin).

Dividend & Returns
What is AXON's return on equity?

Axon Enterprise, Inc. (AXON) has a return on equity (ROE) of 4.5%. This is below average, suggesting room for improvement.

What is Axon Enterprise, Inc.'s free cash flow?

Axon Enterprise, Inc. (AXON) generated $19.5M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.

What if you invested $1,000 in AXON back in 2000?

Total return calculator · dividends reinvested · 26+ years of data

See returns →