$AXON

AXON ENTERPRISE, INC.

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

Reads like this one publish minutes after the filing lands on EDGAR. Get them as JSON over the API or inside your AI agent over MCP.

4
5
0
$11.5M
SMITH PATRICK W
100%
See all $AXON insider activity →
Low

Cortland, IL Cancels Flock Cameras for Axon Body Cams

Cortland, IL, canceled its contract with Flock Safety, removing five license plate reader cameras due to privacy concerns. The town signed a five-year, $120,871 deal with Axon Enterprise for body-worn and in-car cameras, saving $3,500 annually. Axon's system includes AI translation and complies with Illinois' SAFE-T Act. Flock faces nationwide scrutiny over data misuse.

No vote on Covington Axon contract, city to host public forum

A $6M, 10-year contract between Covington and Axon Enterprises was delayed. The deal includes body cams, tasers, AI tech, and drones. Public concerns led to a 3-2 vote to table the decision. A public forum will be held within 30 days. Axon's current contract expires Sept. 30.

AXON sentiment & insider activity

Over the past 7 days, alphai's AI scored 9 news stories mentioning AXON (AXON ENTERPRISE, INC.). Coverage has skewed bullish: 4 bullish, 5 neutral, and 0 bearish.

Recent AXON coverage spans financial news, corporate actions and technology.

In the last 30 days, AXON insiders filed 55 SEC Form 4 transactions — no purchases and 55 sales ($11.5M). The most active reporter was SMITH PATRICK W, CHIEF EXECUTIVE OFFICER, with 31 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
$AXONLow

Cortland, IL Cancels Flock Cameras for Axon Body Cams

Cortland, IL, canceled its contract with Flock Safety, removing five license plate reader cameras due to privacy concerns. The town signed a five-year, $120,871 deal with Axon Enterprise for body-worn and in-car cameras, saving $3,500 annually. Axon's system includes AI translation and complies with Illinois' SAFE-T Act. Flock faces nationwide scrutiny over data misuse.

$CRWDLow

SaaSmageddon Survivors: 5 Top Software Stocks to Buy

Five SaaS companies—CrowdStrike (CRWD), Palo Alto Networks (PANW), and Axon Enterprise (AXON)—recovered from 2026's 'SaaSmageddon' sell-off by leveraging AI. CrowdStrike's shares rose 63% YTD, with record ARR growth. Palo Alto Networks gained 90% YTD, driven by platform consolidation. Axon's AI products boosted revenue growth to 35% in Q2. Analysts expect continued growth for these companies, with varying valuations.

$AXONMedAI 8/10

Axon’s AI Era Revenue Jumped Nearly 700%. Here’s What’s Behind It

Axon Enterprise (AXON) reported 35% revenue growth to $904M, beating estimates. AI Era revenue surged nearly 700% YoY. Management raised full-year guidance to 32-34% growth. Gross margin slipped 40 basis points to 62.9%. Analysts estimate a target price of $714, implying 13.7% upside over 2.4 years. The stock trades at 70x forward earnings, with growth driven by software and AI products.

$AXONLow

Axon Enterprise vs. Celsius: Comparing Steady Incremental Gains and Historical Volatility in Quarterly Revenue Trends

Axon Enterprise (AXON) and Celsius (CELH) show different revenue trends. Axon reported 30%+ growth each of the last eight quarters, with a 66% increase from Q3 2024 to Q2 2026, and a 5% operating margin. Celsius grew 204% over the same period, with a 9% operating margin, but faces legal investigations and leadership changes. AxON trades at a higher P/E ratio (250 vs. 129).

Related tickers