Axon Enterprise's (AXON) stock cratered 9.4% on Wednesday, marking the stock's worst single-day decline since mid-February, after the maker of Tasers and law enforcement software badly missed profit expectations despite posting record quarterly revenue. AXON stock has dropped another 8% during today's trading session. In Q3 of 2025, Axon reported adjusted earnings per share of $1.17, below estimates of $1.52. The earnings miss was attributed to tariff pressures, which squeezed margins amid rising operatin ...

格隆汇11月6日｜巴克莱银行将公共安全技术公司Axon Enterprise目标价从861美元大幅下调至702美 元。 ...

财务表现与市场反应 - 公司第三季度业绩表现混乱，股价下跌约9% [1] - 公司强调该季度实际表现强劲，调整后息税折旧摊销前利润率为25%，并维持了盈利能力 [3][4] - 公司连续第七个季度实现超过30%的增长 [5] - 尽管有关税影响，但公司仍达到了运营目标，调整后息税前利润符合预期 [6] 会计准则与盈利指标 - 由于与股价挂钩的股票薪酬会计处理，公司不以GAAP每股收益作为指引 [3] - 近期税收会计规则变更导致公司出现GAAP净亏损，但剔除这些因素后利润率仍为25% [5] - 公司指引的关键指标是调整后IBIDA [4] 战略收购与技术整合 - 公司收购了Prepared 911，旨在将911呼叫系统从1970年代的技术栈升级为现代化系统 [7][8] - 收购的技术栈可集成AI代理，实现实时翻译、记录摘要，并能向实时犯罪中心发出警报、调度无人机 [8][9] - 公司进行了两次收购，以构建处理911呼叫的最现代技术栈，第二次收购的解决方案可完全在云端运行呼叫中心 [9][10] - 在某大城市部署后，即使在呼叫量激增的周末，AI处理了所有非紧急呼叫，使人工接线员需要处理的呼叫量下降了33% [11][12] 市场竞争与机遇 - 公司面临来自摩托罗拉解决方案等竞争对手的挑战，后者声称其AI驱动助手SVX可以与之竞争并赢得业务 [13][14] - 公司表示其专注于客户需求而非竞争对手，并相信拥有行业最佳的技术栈 [14][15] - 公司指出一个巨大的市场机会，规模达1590亿美元 [13]

Okay. So, talk to about these acquisitions, particularly the 9/11 acquisition, which I thought made a ton of sense, but some people were saying represented older technology. Again, I didn't understand the objection, but let's have uh you tell people why this is a good acquisition.>> Yeah. So, let's take a step back. Last year, 240 million phone calls were made to 911.And a 911 phone call comes in on a technology stack right out of the 1970s, right. You could be doing this on a rotary phone. and 911 has no w ...

Axon Enterprise Inc (NASDAQ:AXON) experienced a significant Power Inflow alert, a key bullish indicator that is closely tracked by traders who value order flow analytics, specifically institutional and retail order flow data.At 10:28 AM EST on November 5, AXON triggered a Power Inflow signal at a price of $584.93. In the hour leading up to the Power Inflow signal, AXON's stock price had some slight pullback following the initial price rise that occurred earlier in the day. Following the Power Inflow signal, ...

核心观点 - Axon Enterprise第三季度每股收益低于分析师预期 主要受关税和新产品投资导致的利润率下滑影响 [1] - 尽管业绩未达预期 但公司预计第四季度订单量将非常可观 [1] - Axon Enterprise的相对强度评级获得上调 显示其技术面表现正在改善 [1] 财务表现 - Axon Enterprise第三季度每股收益未达到分析师预估 [1] - 公司利润率受到关税和针对新产品的投资冲击 [1] - 强劲的利润和销售增长由不断扩展的产品线驱动 [1] 市场表现与评级 - Axon Enterprise股价在周三早盘交易中领跌标普500指数成分股 [1] - 高盛分析师Michael Ng对该公司评级或目标价进行了大幅调整 [1] - 公司相对强度评级获得升级 技术面表现改善 [1] - Axon Enterprise多次因其强劲表现被纳入IBD 50等权威成长股观察名单 [3] - 公司股价创下历史新高 并入选多个最佳成长股榜单 [3] 产品与业务展望 - 公司预计第四季度将是订单量非常可观的季度 [1] - 不断扩展的产品线是驱动公司销售和利润增长的关键因素 [1]

Key Takeaways Connected Devices unit's Q3 revenues rose 23.6% to $405.4 million; margins slipped to 52.1%.Software and Services unit's Q3 revenues surged 41.1% to $305.2 million; margins improved to 76.8%.Axon's Q3 adjusted gross margin was down to 62.7%; operating costs were up 40%; free cash flow turned negativeAxon Enterprise, Inc. (AXON) reported third-quarter 2025 adjusted earnings of $1.17 per share, which missed the Zacks Consensus Estimate of $1.63. The bottom line decreased 19.3% year over year ami ...

Key Points Axon posted a sales beat in Q3, but earnings fell far short of Wall Street's target. The business posted 30.6% year-over-year sales growth last quarter, but margins came in weaker than expected. Axon is guiding for another round of robust sales growth in the current quarter, but investors are selling the stock on margin concerns. 10 stocks we like better than Axon Enterprise › Axon Enterprise (NASDAQ: AXON) stock is getting hit with a sharp valuation pullback in Wednesday's trading. The ...

Axon Enterprise's stock plummeted 17% after the TASER maker missed Wall Street's third-quarter profit expectations as it grapples with tariff constraints.Adjusted earnings totaled $1.17 per share adj., falling short of a $1.52 per share forecast from LSEG. Adjusted gross margins fell 50 basis points from a year ago to 62.7%, which Axon attributed to tariff impacts.Axon's connected devices business, which includes its TASER and counter drone equipment, felt the biggest pinch during the first full quarter wit ...

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