Axon Enterprise
AXON
About: Axon Enterprise Inc is building a public safety operating system by integrating a suite of hardware devices and cloud software solutions. The company's suite includes cloud-hosted digital evidence management solutions, productivity and real-time operations software, body cameras, in-car cameras, TASER energy devices, drones and robotic security, and training solutions. The company's operation comprises of two operating segments, Software and Sensors, and TASER. The company generates the majority of its revenue from the Software and Sensors segment, which is engaged in developing, manufacturing, and selling fully integrated hardware and cloud-based software solutions that enable law enforcement to capture, securely store, manage, share, and analyze video and other digital evidence.
Employees: 4,970
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
187% more first-time investments, than exits
New positions opened: 221 | Existing positions closed: 77
62% more capital invested
Capital invested by funds: $31.7B [Q1] → $51.5B (+$19.8B) [Q2]
29% more repeat investments, than reductions
Existing positions increased: 462 | Existing positions reduced: 359
24% more funds holding in top 10
Funds holding in top 10: 25 [Q1] → 31 (+6) [Q2]
13% more funds holding
Funds holding: 1,029 [Q1] → 1,160 (+131) [Q2]
2.45% more ownership
Funds ownership: 78.63% [Q1] → 81.08% (+2.45%) [Q2]
10% less call options, than puts
Call options by funds: $1.15B | Put options by funds: $1.28B
Research analyst outlook
7 Wall Street Analysts provided 1 year price targets over the past 3 months
7 analyst ratings
B of A Securities
Jordan Lyonnais
|
$1,000
|
Buy
Maintained
|
6 Aug 2025 |
Craig-Hallum
Jeremy Hamblin
|
$900
|
Buy
Upgraded
|
5 Aug 2025 |
Raymond James
Brian Gesuale
|
$855
|
Outperform
Maintained
|
5 Aug 2025 |
UBS
Andrew Spinola
|
$840
|
Neutral
Maintained
|
5 Aug 2025 |
Needham
Joshua Reilly
|
$870
|
Buy
Maintained
|
5 Aug 2025 |
JMP Securities
Trevor Walsh
|
$825
|
Market Outperform
Maintained
|
22 Jul 2025 |
JP Morgan
Paul Chung
|
$850
|
Overweight
Maintained
|
17 Jul 2025 |
Financial journalist opinion
Based on 13 articles about AXON published over the past 30 days