Axon EnterpriseAXON
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 Q1 regulatory disclosures by fund managers ($100M+ AUM)
19% more repeat investments, than reductions
Existing positions increased: 419 | Existing positions reduced: 351
6% more first-time investments, than exits
New positions opened: 128 | Existing positions closed: 121
1.31% less ownership
Funds ownership: 79.65% [Q4 2024] → 78.34% (-1.31%) [Q1 2025]
2% less funds holding
Funds holding: 1,039 [Q4 2024] → 1,018 (-21) [Q1 2025]
14% less capital invested
Capital invested by funds: $36.7B [Q4 2024] → $31.6B (-$5.09B) [Q1 2025]
18% less call options, than puts
Call options by funds: $687M | Put options by funds: $833M
29% less funds holding in top 10
Funds holding in top 10: 34 [Q4 2024] → 24 (-10) [Q1 2025]
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
4 analyst ratings
B of A Securities Jordan Lyonnais | 15%upside $895 | Buy Maintained | 4 Jun 2025 |
Goldman Sachs Michael Ng | 6%upside $830 | Buy Maintained | 14 May 2025 |
Barclays Tim Long | 6%downside $735 | Overweight Maintained | 9 May 2025 |
Needham Joshua Reilly | 4%downside $750 | Buy Maintained | 8 May 2025 |
Financial journalist opinion
Based on 19 articles about AXON published over the past 30 days









