Axon Enterprise (NASDAQ:AXON) CEO Patrick Smith Sells 10,000 Shares

Axon Enterprise, Inc (NASDAQ:AXON) CEO Patrick Smith sold 10,000 shares of Axon Enterprise stock in a transaction that occurred on Wednesday, February 25th. The shares were sold at an average price of $500.24, for a total transaction of $5,002,400.00. Following the transaction, the chief executive officer directly owned 3,090,997 shares in the company, valued at approximately $1,546,240,339.28. The trade was a 0.32% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink.

Axon Enterprise Stock Up 5.8%

Axon Enterprise stock traded up $30.01 during mid-day trading on Thursday, reaching $550.19. 2,088,596 shares of the company were exchanged, compared to its average volume of 1,068,061. The company has a debt-to-equity ratio of 0.57, a quick ratio of 2.89 and a current ratio of 3.12. The firm has a market cap of $43.42 billion, a P/E ratio of 361.97, a PEG ratio of 13.33 and a beta of 1.48. The business has a fifty day moving average of $539.22 and a 200 day moving average of $628.00. Axon Enterprise, Inc has a 12-month low of $396.41 and a 12-month high of $885.91.

Axon Enterprise (NASDAQ:AXON) last announced its quarterly earnings results on Tuesday, February 24th. The biotechnology company reported $2.15 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.60 by $0.55. The business had revenue of $796.72 million for the quarter, compared to the consensus estimate of $755.29 million. Axon Enterprise had a return on equity of 2.94% and a net margin of 4.48%.The business’s revenue was up 38.5% compared to the same quarter last year. During the same period last year, the business posted $2.08 EPS. Research analysts anticipate that Axon Enterprise, Inc will post 5.8 earnings per share for the current fiscal year.

Hedge Funds Weigh In On Axon Enterprise

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in AXON. Brighton Jones LLC purchased a new stake in Axon Enterprise during the 4th quarter valued at about $480,000. NewEdge Advisors LLC lifted its holdings in shares of Axon Enterprise by 41.1% during the first quarter. NewEdge Advisors LLC now owns 2,294 shares of the biotechnology company’s stock worth $1,207,000 after purchasing an additional 668 shares during the period. Empowered Funds LLC boosted its position in Axon Enterprise by 8.4% in the first quarter. Empowered Funds LLC now owns 2,028 shares of the biotechnology company’s stock valued at $1,067,000 after buying an additional 157 shares during the last quarter. Woodline Partners LP increased its holdings in Axon Enterprise by 40.6% in the 1st quarter. Woodline Partners LP now owns 6,932 shares of the biotechnology company’s stock worth $3,646,000 after buying an additional 2,003 shares during the period. Finally, Sivia Capital Partners LLC acquired a new position in Axon Enterprise in the 2nd quarter worth approximately $284,000. Hedge funds and other institutional investors own 79.08% of the company’s stock.

Axon Enterprise News Summary

Here are the key news stories impacting Axon Enterprise this week:

• Positive Sentiment: Q4 beat and strong guidance — Axon reported Q4 revenue ~ $797M (up ~39%) and adjusted EPS that beat estimates; management set FY26 growth targets and a 2028 revenue goal (~$6B) that imply sustained high growth, supporting the rally. Q4 press release
• Positive Sentiment: AI adoption and bookings momentum — Management emphasized AI features across devices/software; future contracted bookings rose sharply (reported +43% to $14.4B) and net revenue retention was ~125%, signaling expanding wallet share with existing customers. MarketBeat article
• Positive Sentiment: Wall Street reaction: several analysts reiterated or maintained bullish views (Buy/Overweight) after the print, and some research notes highlighted the AI-driven platform strength as justification for upside. TipRanks note
• Neutral Sentiment: Analysts trimmed price targets despite the beat — several firms lowered PTs (Barclays, Morgan Stanley, Piper Sandler, UBS) as they re‑rate assumptions after the stock’s prior decline; many targets still imply meaningful upside from current levels. Benzinga roundup
• Neutral Sentiment: More disclosure available — the earnings slide deck and the full earnings-call transcript are published for investors who want to dig into bookings cadence, margin assumptions and product cadence. Earnings call transcript
• Negative Sentiment: Profitability lag — some analysts and commentators note that while revenue growth is accelerating, profitability and margin improvement still need to catch up; investors will watch whether incremental margins materialize as bookings convert to revenue. Motley Fool analysis

Analysts Set New Price Targets

A number of research firms have recently weighed in on AXON. Citigroup restated a “buy” rating on shares of Axon Enterprise in a report on Wednesday. Wall Street Zen downgraded shares of Axon Enterprise from a “hold” rating to a “sell” rating in a research note on Saturday, November 8th. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Axon Enterprise in a report on Monday, December 29th. UBS Group decreased their price objective on Axon Enterprise from $610.00 to $570.00 and set a “neutral” rating for the company in a report on Wednesday. Finally, Barclays lowered their price objective on Axon Enterprise from $702.00 to $682.00 and set an “overweight” rating for the company in a research report on Wednesday. Sixteen equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $762.93.

Axon Enterprise Company Profile

Axon Enterprise, Inc develops technology and weapons systems for public safety and law enforcement agencies, combining hardware, software and cloud services. The company’s hardware portfolio includes conducted energy weapons (commonly known as TASER devices), body-worn cameras and in-car camera systems. Axon pairs these devices with a suite of connected products and accessories designed to capture, store and manage field evidence.

Beyond hardware, Axon operates a subscription-based software platform for digital evidence management, evidence review and records management.