AXON ENTERPRISE, INC.
No SEC Form 4 filings for $AXON in the last 30 days.
Axon Enterprise (AXON) shares rose sharply over the past decade, but are down over the past year and about 35% below a Aug. 7, 2025 record close of $870.97. After its Q2 report, the stock fell again. Q2 revenue rose 35% to $904M, with software up 36% and ARR $1.64B (+39%). Full-year revenue growth guidance was raised to 32% to 34%.
After the July jobs report showed a 23,000 job loss versus an 80,000 gain forecast, the unemployment rate stayed at 4.1% (U.S. Bureau of Labor Statistics). Investors increased odds of a Fed rate cut, lifting growth and rate-sensitive stocks. Reddit (RDDT) rose 6.4%, Axon (AXON) 4.4%, Watsco (WSO) 2.7%, Rivian (RIVN) 4.1%, and Visteon (VC) 2.7%.
Barclays analyst Matthew Bouley reiterated a Buy on Louisiana-Pacific (LPX) with a $92 target; shares closed at $77.36. Barclays analyst Tim Long reiterated a Buy on Axon Enterprise (AXON) with a $688 target; shares closed at $609.49. KeyBanc analyst Sangita Jain kept Primoris Services (PRIM) at Hold; shares closed at $83.40. Consensus targets suggest upside for LPX and AXON, mixed for PRIM.
Over the past 7 days, alphai's AI scored 12 news stories mentioning AXON (AXON ENTERPRISE, INC.). Coverage has skewed bullish: 6 bullish, 4 neutral, and 2 bearish.
Recent AXON coverage spans earnings, financial news and market movers.
The article frames the sell-off as valuation compression rather than deteriorating growth, but highlights margin and earnings pressure from the Q2 print.
Stock reaction is presented as a rates-sensitive, macro-driven bounce rather than company-specific news.
Reaffirmed bullish sell-side stance may support sentiment, but it is not a fresh company event.
Street view is incrementally more bullish for AXON via a fresh reiterated Buy and higher cited target levels.
The article frames a growth-versus-margins tension: strong top-line and ARR growth alongside weaker profitability and cost headwinds.
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.
Axon Enterprise (AXON) shares rose sharply over the past decade, but are down over the past year and about 35% below a Aug. 7, 2025 record close of $870.97. After its Q2 report, the stock fell again. Q2 revenue rose 35% to $904M, with software up 36% and ARR $1.64B (+39%). Full-year revenue growth guidance was raised to 32% to 34%.
6 min readAfter the July jobs report showed a 23,000 job loss versus an 80,000 gain forecast, the unemployment rate stayed at 4.1% (U.S. Bureau of Labor Statistics). Investors increased odds of a Fed rate cut, lifting growth and rate-sensitive stocks. Reddit (RDDT) rose 6.4%, Axon (AXON) 4.4%, Watsco (WSO) 2.7%, Rivian (RIVN) 4.1%, and Visteon (VC) 2.7%.
6 min readBarclays analyst Matthew Bouley reiterated a Buy on Louisiana-Pacific (LPX) with a $92 target; shares closed at $77.36. Barclays analyst Tim Long reiterated a Buy on Axon Enterprise (AXON) with a $688 target; shares closed at $609.49. KeyBanc analyst Sangita Jain kept Primoris Services (PRIM) at Hold; shares closed at $83.40. Consensus targets suggest upside for LPX and AXON, mixed for PRIM.
3 min readAnalysts issued mixed ratings for industrial goods stocks. TD Cowen reiterated a Buy on Axon Enterprise (AXON) with a $825 target versus a $609.49 close; consensus Strong Buy targets $685.58. Jefferies kept LegalZoom (LZ) at Buy with a $9 target versus $8.10 close; consensus Hold target $7.75. Roth MKM kept Eos Energy (EOSE) at Hold with $4 target versus $3.82 close.
3 min readSimply Wall St reports Axon Enterprise (AXON) shares fell 14.3% after Q2 2026 results. Revenue rose to $904.4m (+35%), but net income fell to $29.4m (-19%) and basic EPS to $0.37 (-21%). The article cites adjusted EBITDA margin at 26.8% and reiterates a 25.5% full-year target, with investors focused on margin pressure.
4 min readAxon Enterprise (AXON) reported Q2 revenue of $904 million, up 35% year over year, versus $876.5 million expected, with TASER revenue up 21% to $261.3 million. Adjusted EBITDA rose 40% to $242 million and adjusted EPS was $1.88. The company raised full-year revenue guidance to 32%-34% growth and maintained 25.5% adjusted EBITDA margin, but the stock fell after hours and during the session.
6 min readAxon Enterprise reported Q2 revenue of $904.39 million, above the $876.46 million estimate, and adjusted EPS of $1.88, above $1.85, according to Benzinga Pro. Software and Services revenue rose to $398 million and Connected Devices to $507 million. Annual recurring revenue increased to $1.6 billion. The company raised 2026 guidance to $3.67-$3.73 billion. Shares fell 6.32% after hours to $570.95.
2 min readAxon Enterprise reported lower Q2 gross margin, citing a higher mix of professional services and spending to scale new product offerings, according to Reuters. Adjusted gross margin in its software and services segment fell 3.8 points to 75.1%. Revenue rose to $904 million, above $877 million estimates, and adjusted EPS was $1.88 vs $1.85 expected. Shares fell over 6% after hours.
3 min readAXON ENTERPRISE, INC. (AXON) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 axon-20260805xex991.htm EX-99.1 Document Exhibit 99.1 CONTACT: Investor Relations Axon Enterprise, Inc. IR@axon.com Axon reports Q2 2026 revenue of $904 million, up 35% year over year • Annual recurring revenue grows 39% to $1.6 billion; net revenue retention reaches 12
6 min readAxon (NASDAQ:AXON) reported Q2 CY2026 results. Revenue rose 35.3% year on year to $904.4 million, beating Wall Street estimates by 3.3%, and non-GAAP adjusted EPS was $1.88, 2% above consensus. The company’s operating margin was 5.2%. Shares rose 2.9% to $627.50 after the release.
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