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 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
379% more first-time investments, than exits
New positions opened: 249 | Existing positions closed: 52
51% more capital invested
Capital invested by funds: $24.2B [Q3] → $36.6B (+$12.4B) [Q4]
43% more funds holding in top 10
Funds holding in top 10: 23 [Q3] → 33 (+10) [Q4]
21% more funds holding
Funds holding: 846 [Q3] → 1,021 (+175) [Q4]
0.49% less ownership
Funds ownership: 79.95% [Q3] → 79.45% (-0.49%) [Q4]
3% less repeat investments, than reductions
Existing positions increased: 323 | Existing positions reduced: 333
10% less call options, than puts
Call options by funds: $778M | Put options by funds: $868M
Research analyst outlook
7 Wall Street Analysts provided 1 year price targets over the past 3 months
7 analyst ratings
Barclays Tim Long 51% 1-year accuracy 27 / 53 met price target | 38%upside $726 | Overweight Maintained | 27 Feb 2025 |
Citizens Capital Markets Daniel Stauder 50% 1-year accuracy 3 / 6 met price target | 38%upside $725 | Market Outperform Reiterated | 26 Feb 2025 |
Needham Joshua Reilly 45% 1-year accuracy 34 / 75 met price target | 14%upside $600 | Buy Reiterated | 26 Feb 2025 |
Craig-Hallum Jeremy Hamblin 39% 1-year accuracy 9 / 23 met price target | 19%upside $625 | Hold Downgraded | 20 Feb 2025 |
JMP Securities Trevor Walsh 70% 1-year accuracy 40 / 57 met price target | 38%upside $725 | Market Outperform Maintained | 4 Feb 2025 |
Financial journalist opinion
Based on 55 articles about AXON published over the past 30 days
