$AXON

AXON ENTERPRISE, INC.

AlphAI earnings readQ2 FY2026 · AUG 5Axon reports Q2 2026 revenue of $904 million, up 35% year over yearVerdict: strong

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$21.2M
Isner Joshua
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See all $AXON insider activity →
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Strength Seen in Axon (AXON): Can Its 6.0% Jump Turn into More Strength?

Axon (AXON) shares rose 6% to $468.42 on strong volume. The increase is attributed to optimism about higher TASER 10 sales and software adoption. The company is expected to report Q earnings of $1.94 per share, up 65.8% YoY, and revenues of $935.35M, up 31.6% YoY. The consensus EPS estimate has been revised 1.5% higher over the last 30 days. CAE (CAE), another aerospace-defense stock, rose 1.4% to $24.05, with a 3% increase in consensus EPS estimate.

Citizens reiterates Axon Enterprise stock rating amid ALPR scrutiny

Citizens reiterated a Market Outperform rating and $700 price target for Axon Enterprise (NASDAQ: AXON), citing its ALPR technology and competitive position. Axon shares are down 17% YTD but analysts expect 33% sales growth. Q2 earnings beat expectations with $1.88 EPS on $904.3M revenue, up 35% YoY. Axon plans a $1B convertible notes offering. Needham and William Blair maintained Buy/Outperform ratings.

A $1 Billion Reason Why AXON Stock Is Down Today

Axon Enterprise (AXON) shares fell after announcing a $1 billion 0% convertible debt offering due in 2031. The move raises dilution concerns and highlights declining cash reserves. Despite a 30% drop from August highs, AXON reported 41% growth in future contracted bookings in Q2. Analysts maintain a 'Strong Buy' rating with a $715 price target.

AXON sentiment & insider activity

Over the past 7 days, AlphAI's AI scored 37 news stories mentioning AXON (AXON ENTERPRISE, INC.). Coverage has skewed bearish: 5 bullish, 6 neutral, and 26 bearish.

Recent AXON coverage spans corporate actions, market movers and earnings.

In the last 30 days, AXON insiders filed 64 SEC Form 4 transactions — no purchases and 64 sales ($21.2M). The most active reporter was Isner Joshua, PRESIDENT, with 28 filings. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.

What's driving AXON

AlphAI scores every news story that mentions AXON with an AI model for sentiment and relevance, and aggregates insider trades from AXON ENTERPRISE, INC.'s SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $AXON

Score

Strength Seen in Axon (AXON): Can Its 6.0% Jump Turn into More Strength?

Axon (AXON) shares rose 6% to $468.42 on strong volume. The increase is attributed to optimism about higher TASER 10 sales and software adoption. The company is expected to report Q earnings of $1.94 per share, up 65.8% YoY, and revenues of $935.35M, up 31.6% YoY. The consensus EPS estimate has been revised 1.5% higher over the last 30 days. CAE (CAE), another aerospace-defense stock, rose 1.4% to $24.05, with a 3% increase in consensus EPS estimate.

$AXONMedAI 8/10

Citizens reiterates Axon Enterprise stock rating amid ALPR scrutiny

Citizens reiterated a Market Outperform rating and $700 price target for Axon Enterprise (NASDAQ: AXON), citing its ALPR technology and competitive position. Axon shares are down 17% YTD but analysts expect 33% sales growth. Q2 earnings beat expectations with $1.88 EPS on $904.3M revenue, up 35% YoY. Axon plans a $1B convertible notes offering. Needham and William Blair maintained Buy/Outperform ratings.

$AXONHighAI 9/10

A $1 Billion Reason Why AXON Stock Is Down Today

Axon Enterprise (AXON) shares fell after announcing a $1 billion 0% convertible debt offering due in 2031. The move raises dilution concerns and highlights declining cash reserves. Despite a 30% drop from August highs, AXON reported 41% growth in future contracted bookings in Q2. Analysts maintain a 'Strong Buy' rating with a $715 price target.

$SWKSLow

Stocks making the biggest moves midday: Skyworks Solutions, Axon, Dave & Buster's, Revvity & more

Skyworks Solutions (SWKS) and Qorvo (QRVO) rose 10% and 7% respectively, recovering from prior sell-offs. Axon (AXON) fell 9% after a $1B convertible note sale. Revvity (RVTY) jumped 7% to a 52-week high, citing strong backlog. Dave & Buster's (PLAY) dropped 17% after missing Q2 revenue and EBITDA estimates. Enova (ENVA) tumbled 25% after withdrawing a regulatory application. Sysco (SYY) slid 3% on a 12.3M share offering. Alignment Healthcare (ALHC) fell 18% due to business headwinds. Waystar (W

$AXONLow

Axon Stock Fell 11% to $435 Today. Wall Street Still Targets $706, Here’s Why.

Axon (AXON) stock fell 11.3% to $434.98 on September 15, nearing its 2026 low of $424.69. The drop followed a $1B convertible note offering, but analysts attribute it to a long-term valuation compression and cash position decline. Axon's forward P/E multiple has dropped from 81.07 to 54.55. Wall Street's average price target is $706.21, though targets have lagged the stock's 32% decline over the past year.

$AXONMedAI 8/10

AXON Looks 24.7% Undervalued on GF Value™

Axon Enterprise (AXON) plans to issue $1B in 0% convertible notes due 2031, with an option for $150M more. Proceeds will be used for capped call transactions and general corporate purposes. GF Value™ suggests AXON is 24.7% undervalued, with an intrinsic value of $650.74 vs. current price of $490.18. AXON's GF Score™ is 88/100, indicating strong business quality and growth potential. Insiders sold $141M in shares over the past year, with no purchases.

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