AXON ENTERPRISE ($AXON) posted quarterly earnings results for Q1 2026 on Wednesday, May 6th. The company reported earnings of $1.61 per share, missing estimates of $1.63 by $0.02. The company also reported revenue of $807,350,000, beating estimates of $794,022,192 by $13,327,808.
You can see Quiver Quantitative's $AXON stock page to track data on insider trading, hedge fund activity, congressional trading, and more.
AXON ENTERPRISE Insider Trading Activity
AXON ENTERPRISE insiders have traded $AXON stock on the open market 82 times in the past 6 months. Of those trades, 0 have been purchases and 82 have been sales.
Here’s a breakdown of recent trading of $AXON stock by insiders over the last 6 months:
- PATRICK W SMITH (CHIEF EXECUTIVE OFFICER) has made 0 purchases and 48 sales selling 40,000 shares for an estimated $22,622,136.
- JOSHUA ISNER (PRESIDENT) has made 0 purchases and 10 sales selling 22,041 shares for an estimated $12,144,156.
- BRITTANY BAGLEY (COO & CFO) has made 0 purchases and 8 sales selling 8,766 shares for an estimated $5,043,679.
- JENNIFER H MAK (Chief Accounting Officer) has made 0 purchases and 4 sales selling 3,602 shares for an estimated $2,071,994.
- ISAIAH FIELDS (Chief Legal Officer) has made 0 purchases and 2 sales selling 2,000 shares for an estimated $1,070,016.
- JEFFREY C KUNINS (CPO & CTO) has made 0 purchases and 5 sales selling 1,797 shares for an estimated $968,992.
- CAITLIN ELIZABETH KALINOWSKI sold 930 shares for an estimated $497,879
- JERI WILLIAMS has made 0 purchases and 3 sales selling 257 shares for an estimated $131,993.
- ERIKA NARDINI sold 198 shares for an estimated $100,302
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API.
AXON ENTERPRISE Hedge Fund Activity
We have seen 534 institutional investors add shares of AXON ENTERPRISE stock to their portfolio, and 627 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 1,750,713 shares (-74.9%) from their portfolio in Q4 2025, for an estimated $994,282,434
- BAILLIE GIFFORD & CO added 1,516,099 shares (+1198.7%) to their portfolio in Q4 2025, for an estimated $861,038,105
- EDGEWOOD MANAGEMENT LLC added 1,490,528 shares (+inf%) to their portfolio in Q4 2025, for an estimated $846,515,567
- WELLINGTON MANAGEMENT GROUP LLP added 1,179,038 shares (+326.9%) to their portfolio in Q4 2025, for an estimated $669,611,051
- CAPITAL WORLD INVESTORS removed 773,024 shares (-47.5%) from their portfolio in Q4 2025, for an estimated $439,023,520
- ALLIANCEBERNSTEIN L.P. removed 606,691 shares (-87.6%) from their portfolio in Q4 2025, for an estimated $344,558,019
- FMR LLC removed 441,140 shares (-14.6%) from their portfolio in Q4 2025, for an estimated $250,536,640
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.
AXON ENTERPRISE Government Contracts
We have seen $73,589,601 of award payments to $AXON over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- TD 24066 TASER 10 CYCLICAL REPLACEMENT PLUS 6-BAY DOCK AND CORE, CONTRACT - 15M10424DA4700002 SHIPPING IN...: $4,684,195
- INFORMATION TECHNOLOGY DIVISION (ITD) / BODY-WORN CAMERA PROGRAM OFFICE (BWCPO) ENTERPRISE LICENSE AGREEMEN...: $4,377,002
- TASER SUPPLIES FOR CUSTOMS AND BORDER PROTECTION: $3,960,727
- THIS DELIVERY ORDER PROCURES TASER SUPPLIES/CARTRIDGES UNDER THE ICE INDEFINITE DELIVERY/INDEFINITE QUANTIT...: $3,846,869
- THIS DELIVERY AWARD PROCURES TASER WEAPONS AND REPLACEMENT SUPPLIES/CARTRIDGES FOR ICE- OFFICE OF FIREARMS ...: $3,527,756
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
AXON ENTERPRISE Analyst Ratings
Wall Street analysts have issued reports on $AXON in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Morgan Stanley issued a "Overweight" rating on 12/17/2025
- RBC Capital issued a "Outperform" rating on 11/17/2025
To track analyst ratings and price targets for AXON ENTERPRISE, check out Quiver Quantitative's $AXON forecast page.
AXON ENTERPRISE Price Targets
Multiple analysts have issued price targets for $AXON recently. We have seen 11 analysts offer price targets for $AXON in the last 6 months, with a median target of $690.0.
Here are some recent targets:
- Joseph Cardoso from JP Morgan set a target price of $750.0 on 04/16/2026
- Trevor Walsh from Citizens set a target price of $825.0 on 04/13/2026
- Michael Ng from Goldman Sachs set a target price of $625.0 on 04/08/2026
- Andrew Sherman from TD Cowen set a target price of $825.0 on 04/08/2026
- Tim Long from Barclays set a target price of $682.0 on 02/25/2026
- Meta Marshall from Morgan Stanley set a target price of $675.0 on 02/25/2026
- David Paige from RBC Capital set a target price of $735.0 on 02/25/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
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