AXON
Axon Enterprise, Inc.Price & Indicators
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
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.
|
$48.35B | +5.6% | +33.5% | 241.9 | 4.8% |
|
SPCX
Space Exploration Technologies Corp
|
$1.95T | — | — | — | 0.3% |
|
GE
General Electric Co
|
$374.73B | +15.9% | +18.5% | 44.2 | 1.3% |
|
RTX
RTX Corp
|
$261.44B | +7.1% | +17.1% | 36.4 | 1.4% |
|
EADSF
Airbus SE/ADR
|
$180.23B | -1.9% | — | — | 0.1% |
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 | +7.0% | +27.3% | -6.5% | +7.0% | +5.6% |
| SPY | -0.2% | +0.8% | +7.4% | -0.2% | +9.3% |
| vs SPY | +7.2% | +26.5% | -13.9% | +7.2% | -3.7% |
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.