Axon(NASDAQ: NASDAQ: AXON ) is exactly the type of company I like to have in my portfolio. Solid growth, a strong business model, a dominant brand, good financial results, and still great untapped potential in AI. However, this is not just aHi, I'm Martin, I focus on maintaining a delta neutral portfolio. I want to be long/short at the same time and benefit from market volatility. I specialize in using options through which I enter and exit trades. I look for market opportunities primarily in small companie ...

CANADA - 2025/08/12: In this photo illustration, the Axon Enterprise logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)SOPA Images/LightRocket via Getty ImagesAxon Enterprise’s stock dropped 10% on September 24th following the announcement of its acquisition of Prepared, an AI-powered 911 communication company. This decline was likely fueled by investor concerns regarding the acquisition's price and its potential impact on Axon's inc ...

软件与服务业务表现 - 软件与服务业务收入在2024年同比增长33.4% 2025年第一季度增长39% 第二季度增长38.8% [1][8] - 数字证据管理业务势头强劲 高端附加功能需求增长推动业务表现 [2] - 高端订阅计划采用率持续提升 客户认可增强功能价值 [2] 用户基础与收入模式 - 近70%国内用户仍使用基础套餐 软件与服务业务未来增长空间巨大 [3] - 现有客户持续回购附加服务 反映强客户满意度与参与度 [2] - 年度经常性收入（ARR）基础持续扩大 支持长期增长 [2] 产品创新与技术发展 - Draft One和OSP 10高端套餐等新产品推动快速增长 客户采用迅速 [3][8] - 通过AI驱动工具、数字化工作流和订阅模式持续扩展生态系统 [4] - 产品供应紧密契合客户需求 支撑近期成功 [4] 同业对比表现 - Woodward工业业务部门2025财年第三季度净销售额3.19亿美元 同比下降3.2% 占当季总销售额34.9% [5] - Teledyne数字成像部门2025年第二季度收入7.71亿美元 同比增长4.3% 占当季总收入50.9% [6] 股价与估值表现 - 过去一年股价上涨96.8% 同期行业增长36.2% [7] - 远期市盈率656.9倍 显著高于行业平均49.93倍 [10] - 价值评分获F级 [10] 盈利预期趋势 - 2025年第三季度盈利共识预期过去60天持续上调 [11] - 当前季度（2025年9月）预期1.65美元 较60天前1.54美元上调7.1% [12] - 当前年度（2025年12月）预期6.93美元 较60天前6.35美元上调9.1% [12]

Piper Sandler initiated coverage on NASDAQ:AXON with an "Overweight" rating, citing the company's innovation and market potential.Axon's acquisition of Prepared, an AI-powered emergency communications platform, aims to enhance its public safety ecosystem.The current stock price of AXON reflects a slight increase, with a market capitalization of approximately $61 billion and a trading volume of 428,531 shares.On September 23, 2025, Piper Sandler initiated coverage on NASDAQ:AXON with an "Overweight" rating, ...

SCOTTSDALE, Ariz. , Sept. 23, 2025 /PRNewswire/ -- Axon (Nasdaq: AXON), the global public safety technology leader, today announced it has entered into a definitive agreement to acquire Prepared, an AI-powered emergency communications platform that turns 911 calls into actionable intelligence and enables faster response. ...

We recently published These 10 Stocks are Buzzing After Important Analyst Calls. Axon Enterprise, Inc. (NASDAQ:AXON) is one of the stocks analysts were recently talking about. Michael Landsberg, Landsberg Bennett Private Wealth Management CIO, recently pitched Axon Enterprise during a program on CNBC as one of the top non-tech stocks to own. Here is why Landsberg is bullish on the company: “Again, clients have cash today and a lot of times they’ve got overexposure to the Mag 7, which we’re going to proba ...

In this article, we will take a detailed look at These 10 Stocks are Buzzing After Important Analyst Calls.Investors are continuing to pour money into AI companies as all indicators point to continued momentum and the strong impact of AI technologies on major aspects of human civilization. Valuations of the Magnificent Seven companies of private markets, including giants like OpenAI, SpaceX, Anthropic, xAI and Databricks, have nearly doubled over the past year to reach a whopping $1.2 trillion, CNBC reporte ...

公司表现 - 公司股票在过去五年中上涨近800% 其中2025年上涨26% [1] - 分析师持续看好公司股票并认为仍有上涨空间 [1] 业务范围 - 公司开发TASER设备 并提供执法记录仪、数字证据管理软件和公共安全互联解决方案 [2] 投资比较 - 尽管承认公司投资潜力 但部分AI股票被认为具有更大上涨空间和更低下行风险 [3]

核心观点 - Axon Enterprise Inc (AXON) 的联网设备业务表现强劲 主要受益于新一代TASER 10产品的成功推出和Axon Body 4的强劲订单 该业务在2025年第二季度收入同比增长28.6% [1][2][3] - 全球恐怖主义和犯罪活动增加 预计将继续推动对Axon先进公共安全技术的需求 为业务持续增长提供支撑 [4] - 公司股价过去一年上涨96.3% 大幅超越行业35.6%的涨幅 但估值水平较高 远期市盈率达96.06倍 显著高于行业平均的48.20倍 [7][10] 联网设备业务表现 - TASER设备收入在2025年第二季度同比增长19% 主要受TASER 10手柄采用率提升带动弹药收入增长 [1][8] - 2023年4月推出的新一代Axon Body 4随身相机获得强劲订单 该产品具备双向通信功能和视角相机模块选项 于2023年6月开始发货 [2] - 业务增长还受益于现场部署设备数量增加带来的保修收入增长 [3] 同业比较 - 同行Kratos Defense & Security Solutions (KTOS) 政府解决方案业务2025年第二季度收入2.783亿美元 同比增长29.9% 主要受C5ISR、国防火箭支持和微波产品单元推动 该业务占总收入79.2% [5] - 同行Teledyne Technologies (TDY) 数字成像业务2025年第二季度收入7.71亿美元 同比增长4.3% 主要受无人航空系统和商用红外成像组件需求推动 该业务占总收入50.9% [6] 财务数据与估值 - 公司2025年9月季度每股收益预期为1.65美元 12月季度为1.66美元 2025年全年为6.93美元 2026年全年为8.18美元 [13] - 过去60天内2025年盈利预期持续上调 [12] - 公司当前远期市盈率96.06倍 显著高于行业平均的48.20倍 价值评分为F [10]

Axon Enterprise, Inc. (AXON) is a technology and public safety company that designs and manufactures hardware and software solutions for law enforcement, first responders, and civilians. Founded in 1993, Axon develops electroshock weapons under the TASER brand, body-worn cameras, cloud-based evidence management platforms, drones, digital reporting tools, and related services. The company is headquartered in Scottsdale, Arizona. Axon’s market cap is around $58.9 billion. Companies with a market cap of $10 ...