Axon Enterprise Inc (AXON)

Axon's stock experienced notable movements in the past six months. In August 2025, shares soared 16% after better-than-expected Q2 results and raised its full-year outlook. In September 2025, Axon entered an agreement to acquire Prepared, an AI-powered emergency communications platform, and introduced Axon Body Workforce Mini. In November 2025, Axon agreed to acquire Carbyne, another emergency communications platform. For Q3 2025, Axon's revenue reached $711 million, a 31% year-over-year increase, and its ARR grew 41% to $1.3 billion, but the company reported a small operating loss and a $2 million net loss. In December 2025, Axon secured nearly $25 million in deals with police departments for AI-powered body cameras and cloud services. Overall, after more than doubling in 2024, Axon's stock lost 4% in 2025.

Axon Enterprise, Inc. is part of the Industrials sector, which typically experiences seasonal strength from October 29 to May 10. Historically, a "Buy Date" of October 4 and a "Sell Date" of January 13 for AXON stock has resulted in an average return of 9.33% above the S&P 500 Total Return Index over the past two decades. The company has demonstrated consistent strong revenue growth across quarters, with its subscription-based model and long-term contracts contributing to predictable revenue streams.

Axon Enterprise, Inc. specializes in public safety technology, offering hardware, software, and services for law enforcement and security needs. The company's business model focuses on enhancing officer safety, streamlining operations, and promoting transparency through products like TASER energy devices, body cameras, and cloud-based software solutions. Axon markets its products under the TASER and Axon brand names.

Axon Enterprise, Inc. is headquartered in Scottsdale, Arizona, and has a global presence with operations in the United States, Europe, and Asia Pacific. The company has subsidiaries in the United Kingdom, Germany, the Netherlands, Australia, Vietnam, and Canada. Axon sells its products worldwide through a direct sales force, distribution partners, an online store, and third-party resellers.

Axon's brand reputation has largely been positive, driven by its mission to enhance public safety, transparency, and accountability. The company maintains a high Net Promoter Score (NPS) of over 60, indicating strong customer loyalty. Axon has actively engaged in lobbying efforts, disclosing $550,000 in Q2 2025 for advocating less-lethal technologies, body-worn cameras, and digital evidence management. Concerns have been raised regarding potential issues with the fatality rates and accuracy of new TASER products, which could potentially impact the brand's reputation.

Institutional investors hold a significant portion of Axon Enterprise, Inc.'s stock, ranging from approximately 76.15% to 81% of the company's shares. The largest institutional shareholders include Vanguard Group Inc, BlackRock, Inc., State Street Corp, Fmr Llc, and Capital World Investors. Insiders own about 5.03% of the company's stock, with CEO Patrick Smith holding 3.9% of the shares. Individual investors own approximately 14% to 18.81% of the stock.