AXON

In November 2025, Axon announced an agreement to acquire Carbyne for $625 million. In late 2025/early 2026, Axon's shares declined by approximately 30% year-to-date by April 30, 2026. On February 24, 2026, Axon reported its Q4 2025 earnings, exceeding expectations, and the stock surged by 16%. On March 2, 2026, CAO Jennifer H. Mak sold 1,500 shares of the company's stock. In Q1 2026, the acquisition of Carbyne was finalized. In April 2026, Axon unveiled new AI tools at its Axon Week 2026 conference. On May 6, 2026, Axon reported strong Q1 2026 earnings, raised its full-year guidance, and the stock surged over 12%. On May 7, 2026, Piper Sandler adjusted its price target for Axon to $674 from $690, while maintaining an "overweight" rating.