Recent discussions on X about Axon Enterprise (AXON) have centered around the company's impressive historical performance and analyst updates. Many users have highlighted the stock's strong compound annual growth rates over various timeframes, with some pointing to its consistent multi-year growth as a sign of robust potential. There’s also chatter about the company’s transition from traditional products like Tasers to comprehensive public safety cloud systems, sparking interest in its recurring revenue model.
Additionally, posts on X have noted recent analyst actions, including target price increases and initiations of coverage with neutral ratings, reflecting a mix of optimism and caution. Some users are projecting bullish price targets, while others discuss the stock’s positioning in the defense and security sector amid upcoming quarterly earnings expectations. The conversation remains dynamic as investors weigh both past achievements and future uncertainties.
Note: This discussion summary was generated from an AI condensation of post data.
Axon Enterprise Congressional Stock Trading
Members of Congress have traded $AXON stock 2 times in the past 6 months. Of those trades, 1 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $AXON stock by members of Congress over the last 6 months:
- REPRESENTATIVE JEFFERSON SHREVE has traded it 2 times. They made 1 purchase worth up to $50,000 on 03/05 and 1 sale worth up to $50,000 on 05/12.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Axon Enterprise Insider Trading Activity
Axon Enterprise insiders have traded $AXON stock on the open market 63 times in the past 6 months. Of those trades, 0 have been purchases and 63 have been sales.
Here’s a breakdown of recent trading of $AXON stock by insiders over the last 6 months:
- JOSHUA ISNER (PRESIDENT) has made 0 purchases and 33 sales selling 19,810 shares for an estimated $14,162,650.
- PATRICK W SMITH (CHIEF EXECUTIVE OFFICER) has made 0 purchases and 19 sales selling 10,000 shares for an estimated $5,409,861.
- MICHAEL GARNREITER has made 0 purchases and 2 sales selling 6,000 shares for an estimated $4,560,000.
- BRITTANY BAGLEY (COO & CFO) sold 3,400 shares for an estimated $2,380,000
- CAMERON BROOKS (CHIEF REVENUE OFFICER) sold 3,000 shares for an estimated $2,222,295
- CAITLIN ELIZABETH KALINOWSKI has made 0 purchases and 2 sales selling 2,100 shares for an estimated $1,531,086.
- JERI WILLIAMS has made 0 purchases and 2 sales selling 964 shares for an estimated $629,585.
- JULIE A CULLIVAN sold 657 shares for an estimated $459,900
- MATTHEW R MCBRADY sold 400 shares for an estimated $287,361
- JENNIFER H MAK (Chief Accounting Officer) sold 75 shares for an estimated $57,885
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Axon Enterprise Hedge Fund Activity
We have seen 553 institutional investors add shares of Axon Enterprise stock to their portfolio, and 478 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- GQG PARTNERS LLC removed 804,867 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $423,319,798
- GAMMA INVESTING LLC removed 763,005 shares (-99.8%) from their portfolio in Q2 2025, for an estimated $631,722,359
- JENNISON ASSOCIATES LLC added 611,418 shares (+23203.7%) to their portfolio in Q1 2025, for an estimated $321,575,297
- BANK OF AMERICA CORP /DE/ added 407,910 shares (+196.8%) to their portfolio in Q1 2025, for an estimated $214,540,264
- JPMORGAN CHASE & CO added 355,664 shares (+82.7%) to their portfolio in Q1 2025, for an estimated $187,061,480
- FMR LLC added 287,195 shares (+12.0%) to their portfolio in Q1 2025, for an estimated $151,050,210
- WINSLOW CAPITAL MANAGEMENT, LLC added 262,254 shares (+inf%) to their portfolio in Q1 2025, for an estimated $137,932,491
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Axon Enterprise Government Contracts
We have seen $92,321,122 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:
- DELIVERY ORDER BODY WORN CAMERAS: $9,489,933
- BODY WORN CAMERAS FOR THE OFFICE OF FIREARMS AND TACTICAL PROGRAMS (OFTP) FIELD USE: $7,162,929
- PROCUREMENT OF CONGRESSIONAL MANDATED BODY WORN CAMERA (BWC) COMMODITIES AND SERVICES TO INCLUDE AUTOMATICA...: $5,076,758
- TD 24066 TASER 10 CYCLICAL REPLACEMENT PLUS 6-BAY DOCK AND CORE, CONTRACT - 15M10424DA4700002 SHIPPING IN...: $4,614,842
- DUAL CARTRIDGE ELECTRONIC CONTROL WEAPONS (TASER) ACCESSORIES FOR CBP.: $4,434,838
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 8 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- JP Morgan issued a "Overweight" rating on 07/17/2025
- Wolfe Research issued a "Outperform" rating on 07/08/2025
- B of A Securities issued a "Buy" rating on 06/04/2025
- Goldman Sachs issued a "Buy" rating on 05/14/2025
- Barclays issued a "Overweight" rating on 05/09/2025
- Needham issued a "Buy" rating on 05/08/2025
- Citizens Capital Markets issued a "Market Outperform" rating on 02/26/2025
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 9 analysts offer price targets for $AXON in the last 6 months, with a median target of $750.0.
Here are some recent targets:
- Paul Chung from JP Morgan set a target price of $850.0 on 07/17/2025
- Andrew Spinola from UBS set a target price of $820.0 on 07/16/2025
- Jordan Lyonnais from B of A Securities set a target price of $895.0 on 06/04/2025
- Michael Ng from Goldman Sachs set a target price of $830.0 on 05/14/2025
- Tim Long from Barclays set a target price of $735.0 on 05/09/2025
- Joshua Reilly from Needham set a target price of $750.0 on 05/08/2025
- Daniel Stauder from Citizens Capital Markets set a target price of $725.0 on 02/26/2025
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.
