AXON
Axon Enterprise, Inc.Price & Indicators
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from its earnings releases, calls, and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted EBITDA non-GAAP | $202M | Q1 2026 | — |
|
|
|||
| Adjusted EBITDA margin non-GAAP | 25% | Q1 2026 | — |
| Annual recurring revenue | 1.5B | Q1 2026 | — |
| net revenue retention | 125% | Q1 2026 | — |
|
|
|||
| AI bookings growth | 140% | Q1 2026 call | — |
| AI product revenue growth | 700% | Q1 2026 call | — |
| ARR | $1.5B | Q1 2026 call | — |
| Dedrone bookings growth | 500% | Q1 2026 call | — |
| Dedrone revenue growth | 300% | Q1 2026 call | — |
| Enterprise telecom opportunity | $40M | Q1 2026 call | — |
| future contracted bookings | $14.3B | Q1 2026 call | — |
| Platform solutions growth | 95% | Q1 2026 call | — |
| Annual bookings | $7.4B | full-year 2025 | — |
| Rule of 40 metric non-GAAP | 55 | full-year 2025 | — |
| Total future contracted bookings | $14.4B | full-year 2025 | — |
Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file
Versus peers
Aerospace & Defense — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
AXON
this stock
Axon Enterprise, Inc.
|
$45.60B | +2.5% | +33.5% | 228.2 | 5.1% |
|
SPCX
Space Exploration Technologies Corp
|
$2.00T | — | — | — | 1.5% |
|
GE
General Electric Co
|
$374.60B | +17.0% | +18.5% | 44.2 | 1.2% |
|
RTX
RTX Corp
|
$261.08B | +7.6% | +17.1% | 36.4 | 1.2% |
|
EADSF
Airbus SE/ADR
|
$178.70B | -2.3% | — | — | 0.0% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| AXON | -2.0% | +25.5% | -7.5% | +3.8% | +2.5% |
| SPY | +0.8% | +2.0% | +8.9% | +0.7% | +10.2% |
| vs SPY | -2.8% | +23.5% | -16.4% | +3.2% | -7.8% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.