Axon Enterprise (AXON) to Release Quarterly Earnings on Tuesday

Axon Enterprise (NASDAQ:AXON) is anticipated to issue its Q4 2025 results after the market closes on Tuesday, February 24th. Analysts expect Axon Enterprise to post earnings of $1.65 per share and revenue of $755.2910 million for the quarter. Individuals can find conference call details on the company’s upcoming Q4 2025 earning report page for the latest details on the call scheduled for Tuesday, February 24, 2026 at 4:30 PM ET.

Axon Enterprise Trading Down 1.6%

Shares of NASDAQ AXON opened at $433.91 on Friday. The company has a current ratio of 3.12, a quick ratio of 2.89 and a debt-to-equity ratio of 0.57. The company has a market cap of $34.24 billion, a PE ratio of 137.31, a P/E/G ratio of 13.07 and a beta of 1.48. The company has a 50-day moving average of $544.63 and a two-hundred day moving average of $636.33. Axon Enterprise has a 1-year low of $396.41 and a 1-year high of $885.91.

Insider Activity

In related news, CFO Brittany Bagley sold 2,000 shares of the stock in a transaction dated Thursday, December 11th. The stock was sold at an average price of $580.00, for a total transaction of $1,160,000.00. Following the completion of the transaction, the chief financial officer directly owned 103,501 shares in the company, valued at approximately $60,030,580. This trade represents a 1.90% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO Patrick W. Smith sold 10,000 shares of Axon Enterprise stock in a transaction that occurred on Monday, December 8th. The shares were sold at an average price of $551.92, for a total transaction of $5,519,200.00. Following the completion of the sale, the chief executive officer owned 3,110,997 shares in the company, valued at $1,717,021,464.24. This trade represents a 0.32% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 48,040 shares of company stock worth $27,249,338. 4.40% of the stock is currently owned by insiders.

Hedge Funds Weigh In On Axon Enterprise

Several hedge funds have recently modified their holdings of the stock. Evergreen Capital Management LLC increased its stake in shares of Axon Enterprise by 3.8% during the 2nd quarter. Evergreen Capital Management LLC now owns 413 shares of the biotechnology company’s stock worth $342,000 after purchasing an additional 15 shares during the last quarter. Synergy Financial Group LTD increased its position in Axon Enterprise by 1.4% during the third quarter. Synergy Financial Group LTD now owns 1,388 shares of the biotechnology company’s stock worth $996,000 after buying an additional 19 shares during the last quarter. Tower Research Capital LLC TRC raised its stake in Axon Enterprise by 1.2% in the second quarter. Tower Research Capital LLC TRC now owns 1,631 shares of the biotechnology company’s stock valued at $1,350,000 after buying an additional 19 shares during the period. Van ECK Associates Corp lifted its position in shares of Axon Enterprise by 30.1% in the fourth quarter. Van ECK Associates Corp now owns 108 shares of the biotechnology company’s stock valued at $61,000 after buying an additional 25 shares during the last quarter. Finally, Menard Financial Group LLC boosted its stake in shares of Axon Enterprise by 0.9% during the 4th quarter. Menard Financial Group LLC now owns 2,994 shares of the biotechnology company’s stock worth $1,700,000 after acquiring an additional 27 shares during the period. Institutional investors own 79.08% of the company’s stock.

Wall Street Analysts Forecast Growth

AXON has been the subject of a number of recent research reports. Piper Sandler dropped their target price on Axon Enterprise from $893.00 to $753.00 and set an “overweight” rating for the company in a research report on Wednesday, November 5th. Northcoast Research upgraded shares of Axon Enterprise from a “neutral” rating to a “buy” rating and set a $742.00 price target for the company in a research report on Tuesday, January 6th. Royal Bank Of Canada began coverage on shares of Axon Enterprise in a report on Monday, November 17th. They issued an “outperform” rating and a $860.00 price objective on the stock. UBS Group reduced their price target on Axon Enterprise from $840.00 to $610.00 and set a “neutral” rating on the stock in a research report on Wednesday, November 5th. Finally, Needham & Company LLC decreased their price objective on Axon Enterprise from $870.00 to $600.00 and set a “buy” rating for the company in a research note on Friday. Fifteen equities research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, Axon Enterprise currently has a consensus rating of “Moderate Buy” and an average price target of $786.43.

Axon Enterprise News Roundup

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

• Positive Sentiment: Needham kept a Buy rating and cites strong bookings momentum and an expanding ecosystem, supporting medium-term growth expectations. Axon: Strong Bookings Momentum and Expanding Ecosystem Drive Sustained Growth and Buy Rating
• Positive Sentiment: Recent market-coverage pieces highlighted a trading-day gain (a prior session rise of ~2.6%), showing there remains near-term buying interest on positive news flow. Why the Market Dipped But Axon Enterprise (AXON) Gained Today
• Neutral Sentiment: Wall Street projections for AXON’s Q4 (Dec‑2025) revenues, bookings and margins are now widely circulated; these estimates will drive the next big move when quarterly results and guidance arrive. Insights Into Axon (AXON) Q4: Wall Street Projections for Key Metrics
• Neutral Sentiment: Several “trending” and company‑profile summaries are circulating, increasing retail attention but not adding new fundamental catalysts by themselves. Axon Enterprise, Inc (AXON) Is a Trending Stock: Facts to Know Before Betting on It
• Neutral Sentiment: Reported short‑interest data in the feeds appears to be erroneous/zeroed out (no actionable signal); ignore until accurate figures are posted by exchanges.
• Negative Sentiment: Multiple insiders sold about US$43M of AXON stock recently — a near‑term negative for sentiment as investors often view sizeable insider selling as cautionary. Axon Enterprise Insiders Sell US$43m Of Stock, Possibly Signalling Caution
• Negative Sentiment: Needham lowered its price target from $870 to $600 — while the Buy rating remains, the reduced target trims upside and can weigh on investor sentiment and momentum. Benzinga Coverage of Needham Price Target Change

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.