US · Industrials · Aerospace & Defense
EPS came in at 0.29 against a street estimate of 0.44 — a miss of 34.1%.
Analysts rate Axon Enterprise Inc. a buy (18 buy, 3 hold, 0 sell out of 21) with an average price target of $680.37.
CONFIDENT Record Q2 with 35% revenue growth, 39% ARR expansion. Dedrone >$100M quarterly revenue, international bookings 3x YoY. Raised FY26 guidance to 32-34% growth. Strong pipeline across state/local, enterprise, international, and federal. Q2 2026 International bookings 3x prior year with 3 of top 5 AI Era Plan deals from international customers. State & local signed 2 nine-figure municipal deals including largest TASER 10 order ever. Enterprise bookings up 3x. Federal opportunities accelerating including DHS counter-UAS program selection. Analysts pressed customer innovation priorities, Dedrone durability post-World Cup, 911 full-scope adoption pattern, body camera growth composition, and 5-yr bookings rationale. Management emphasized trust/privacy as differentiator, sustained international/enterprise/federal demand, ecosystem network effects, and improved transparency via deal norm…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 10.26% |
| Vanguard Capital Management, LLC | 6.32% |
| State Street Corp | 4.78% |
| Vanguard Portfolio Management, LLC | 4.54% |
| Amvescap Plc. | 3.97% |
| Baillie Gifford & Co Limited. | 3.77% |
| FMR Inc | 3.72% |
| Geode Capital Management, LLC | 2.85% |
| Document | Date |
|---|---|
| Material agreement · Q4 2026 HEADLINE NUMBERS • Axon announced an incremental minority investment of approximately $1.2 billion in Skydio, expected to raise Axon’s ownership from | 2026-11-05 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Q3 2026 revenue was $909 million, up 28% year over year. • Net income was $57 million, or $0.68 per diluted share, versus a net l | 2026-11-05 |
| Material agreement · Q3 2026 AXON ENTERPRISE, INC. — 8-K SUMMARY HEADLINE NUMBERS • Debt Issued: $1,150.0 million aggregate principal amount of 0% Convertible Senior Notes due 2 | 2026-09-21 |
| Material agreement · Q3 2026 AXON ENTERPRISE, INC. – FORM 8-K SUMMARY September 15, 2026 --- HEADLINE NUMBERS • Revolving credit facility increases from $300.0 million to $500. | 2026-09-15 |
| Quarterly report · Q2 2026 AXON ENTERPRISE, INC. – Q2 2026 10-Q SUMMARY --- HEADLINE NUMBERS • Q2 2026 Net Sales: $904.4 million (up 35% vs. Q2 2025: $668.5 million) • Six-Mo | 2026-08-06 |
| Results announced · Q3 2026 AXON ENTERPRISE, INC. — Q2 2026 EARNINGS SUMMARY --- HEADLINE NUMBERS • Q2 2026 revenue: $904 million, up 35% year-over-year; 10th consecutive quar | 2026-08-05 |
| Board / officer change · Q3 2026 AXON ENTERPRISE, INC. – 8-K SUMMARY HEADLINE NUMBERS • Two new independent directors appointed to Board of Directors effective July 8, 2026 • Initia | 2026-07-10 |
| Shareholder vote results · Q2 2026 AXON ENTERPRISE, INC. – SHAREHOLDER MEETING SUMMARY HEADLINE NUMBERS • Annual Meeting held May 28, 2026 • Total shares voted: 72,920,923 (90.5% of 8 | 2026-06-01 |
Readable in the app.
| Announcement | Date |
|---|---|
| Incremental minority investment in Skydio expected to increase ownership to approximately 37% Axon announced an approximately $1.2 billion investment in drone maker Skydio. The deal is expected to increase Axon’s ownership from about 15% to about 37% on a fully diluted basis. Roughly | 2026-11-05 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Axon Enterprise Inc. — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.