Axon Enterprise (AXON) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.Shares of this maker of stun guns and body cameras have returned +1.9% over the past month versus the Zacks S&P 500 composite's +3.6% change. The Zacks Security and Safety Services industry, to which Axon belongs, has lost 0.4% over this period. Now the key question is: Where could the stock be headed in the near te ...

文章核心观点 - 公司任命Andrea James为首席财务官,她拥有丰富的财务管理经验,将在公司商业化发展中发挥重要作用 [1][2][3] - 公司预计2024年和2025年将是转型年,将在移植领域和肿瘤诊断领域取得进展,期待Andrea James为公司创造价值 [3] - Andrea James在Axon Enterprise和特斯拉等公司担任过重要职务,在资本市场和投资者关系方面有丰富经验 [4][5] 公司概况 - 公司是一家精准诊断公司,主要产品包括VitaGraft™、GraftAssure™、DetermaIO™和DetermaCNI™ [7][8] - 公司产品主要应用于器官移植监测和肿瘤免疫治疗预测等领域 [7][8] 财务情况 - 公司在Axon Enterprise的资本运作中发挥了重要作用,支持了超过5.5亿美元的股权融资 [3] - 公司预计未来将实现规模化发展,成为一家高度盈利的企业 [5]

文章核心观点 - 分析师推荐对股票价格有影响,但其可靠性存在问题 [1] - 分析师倾向于给予积极偏好的评级,与普通投资者利益不一致 [5][6] - 使用Zacks Rank评级系统可能更有效地预测股价走势 [7] 公司概况 - Axon Enterprise目前的平均券商评级(ABR)为1.31,介于强烈买入和买入之间 [2] - 10家券商给予强烈买入评级,2家给予买入评级,占总评级的92.3% [3] 分析师评级局限性 - 分析师评级存在积极偏好,不能完全反映股票未来价格走势 [5][6][10][11] - Zacks Rank评级系统更客观,与股价走势相关性更强 [7][11][12] - 分析师评级不一定及时更新,Zacks Rank更能反映最新情况 [13] 投资建议 - Axon目前的盈利预期未发生变化,Zacks Rank为3(中性),投资者需谨慎 [14][15][16]

Growth stocks paired with profits are some of the best-performing stocks on the market right now. These stocks have been the biggest gainers in the past few years and will likely keep delivering market-beating returns as long as they keep growing and delivering profits. Wall Street does not like companies with high amounts of cash burn, especially if they have no cash buffer, no matter how much growth they have.As such, building your holdings around profitable growth businesses can help you realize market-b ...

Axon Enterprise, Inc. (AXON) has been witnessing persistent strength in its TASER segment, driven by growing orders for devices and cartridge products. Stable demand for virtual reality training services has also been supporting the segment’s growth. Also, solid momentum in Axon Evidence and cloud services, driven by an increase in the number of users and average revenue per user, is driving the Software & Sensors segment’s growth. For 2024, it expects revenues in the range of $1.94-$1.99 billion, indicatin ...

Investing is quite certainly a slow-and-steady journey that resembles a marathon; patience and consistency are the keys to success. But let’s face it – we all try to identify which stocks have the potential to create life-changing wealth!While the largest chunk of my portfolio is more securely nestled in ETFs, I also maintain a handful of carefully chosen positions that I plan to hold for a decade or more. This is fueled by the speculation that they may outperform the overall market.The following three name ...

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?Let's take a look at what these Wall Street heavyweights have to say about Axon Enterprise (AXON) before we discuss the reliability of brokerage recommendations and how to use them to your advantage.Axon currently has an average brokerage recommendation ( ...

Shares of the TASER maker fell despite a strong earnings report.Shares of Axon Enterprise (AXON -4.55%) were falling today after the company beat estimates in its first-quarter earnings report. Investors seemed to think the results weren't enough to justify the company's high valuation.As a result, the stock was down 4.7% as of 2:57 p.m. ET. Axon's good but not-good-enough quarterAxon, which makes the TASER electrical stun gun, as well as body and dashboard cameras for law enforcement, said that revenue in ...

Axon Enterprise, Inc. (AXON) reported first-quarter 2024 adjusted earnings of $1.15 per share, which surpassed the Zacks Consensus Estimate of 97 cents. The bottom line increased 30.7% year over year despite a significant rise in the cost of sales.Total revenues of $460.7 million outperformed the Zacks Consensus Estimate of $438 million and increased 34.3% year over year. The top line benefited from continued strength in Axon Cloud & Services, increasing adoption of TASER 10 driving growth in TASER devices ...

财务数据和关键指标变化 - 公司Q1收入同比增长34%,达到创纪录水平 [22] - 云服务和订阅收入同比增长51.5%,成为公司增长的主要动力 [22] - TASER业务收入同比增长33%,得益于TASER 10产品供给的增加 [22] - 传感器和其他收入同比增长14%,主要受益于Axon Body 4相机的销售 [22] - 公司Q1调整后EBITDA利润率达23.6%,较去年同期提升460个基点 [26][27] 各条业务线数据和关键指标变化 - TASER业务收入同比增长33%,得益于TASER 10产品供给的增加 [22][50] - 传感器和其他收入同比增长14%,主要受益于Axon Body 4相机的销售 [22] - 云服务和订阅收入同比增长51.5%,成为公司增长的主要动力 [22] 各个市场数据和关键指标变化 - 公司Q1超过25%的收入来自国内执法以外的市场,包括国际市场、联邦政府、矫正和司法等相关市场以及企业客户 [23] - 公司在国际市场和新兴市场的业务正在成为更有意义的收入贡献者 [17] 公司战略和发展方向及行业竞争 - 公司正在大力投资无人机和机器人安全领域,认为这是一个巨大的机遇 [6][7][8] - 公司推出了基于AI的报告自动生成工具Draft One,可以大幅提高警员的工作效率 [9][10][38][39][41] - 公司正在整合Dedrone公司,扩大了公司的总地址市场规模,增强了在机器人安全和实时操作方面的能力 [28][29][30] - 公司在AI和数据分析领域的投入,有助于提升公司产品的竞争力 [9][38][39][41][81][82][83][84][85] 管理层对经营环境和未来前景的评论 - 公司Q1业绩表现出色,展现了公司在执行力和创新能力方面的优势 [14][19][20] - 公司对未来保持乐观,认为有很多增长机会,包括国内外市场以及新兴业务领域 [15][17] - 公司正在不断加强管理团队,为未来的快速发展做好准备 [18][19] - 公司将继续保持高速增长,同时也注重提升盈利能力和投资回报 [20][26][27][31][32] 问答环节重要的提问和回答 问题1 **Meta Marshall 提问** 询问Draft One产品的审批进度以及对公司财务的贡献 [36][37] **Rick Smith 和 Josh Isner 回答** - Draft One产品获得了广泛的客户认可,审批进度较快,有望在今年下半年和明年为公司贡献可观的收入和利润 [38][39][40][41][42] 问题2 **Will Power 提问** 询问Q1强劲增长是否存在一定程度的提前,以及TASER业务的产能投资情况 [45][46][47][48][49][50] **Josh Isner 和 Brittany Bagley 回答** - Q1增长强劲主要是由于去年同期基数较低,公司对全年保持谨慎态度 [46][47] - 公司正在大幅增加TASER业务的产能投资,以满足强劲的市场需求 [49][50][97][98][99] 问题3 **Keith Housum 提问** 询问公司业务的季节性特点,尤其是Q1的订单情况 [53][54][55] **Josh Isner 回答** - Q1通常是公司全年订单最低的季度,主要是由于客户预算等因素,但公司对后续几个季度的订单保持乐观 [54][55]