Axon Enterprise

AXON

Market cap $43.6B

After getting battered in the second half of 2025 and in early 2026, shares of defense company Axon Enterprise NASDAQ: AXON just roared back to life. After reporting its Q4 financial results on Feb. 24, Axon shares surged nearly 18% the next day.

Axon's revenue jumped 38.5% in the fourth quarter, well higher than analysts expected. The problem is, profitability got worse as the company continued investing in sales and marketing.

Software stocks have plunged this year on fears of an AI disruption. Figma is delivering strong growth and has launched a number of AI products.

Axon Enterprise, Inc. (AXON) Q4 2025 Earnings Call Transcript

Axon Enterprise (AXON) says its business is being "supercharged by AI." Investors are supercharging its stock Wednesday.

Axon easily beat expectations in the fourth quarter. Despite the recent sell-off, the company is firing on all cylinders.

AXON tops Q4 estimates as TASER 10 and software drive 39% revenue growth, with bold 2026 and 2028 targets signaling continued momentum.

Axon Enterprise Inc (NASDAQ: AXON) reported better-than-expected fourth-quarter financial results and issued FY26 sales guidance above estimates on Tuesday.

Axon topped Wall Street's fourth-quarter estimates as new AI capabilities drive more adoption of its software tools. The company is aggressively infusing AI into more technology, including body cameras and license plate readers.

Axon Enterprise ( NASDAQ: AXON ) is surging roughly 19% in premarket trading this morning after the company posted a strong Q4 beat Tuesday evening.