Axon Enterprise Stock (AXON) Opinions on Recent Analyst Reiterates

Analyst optimism amid dip: Social media buzz around Axon Enterprise stock has intensified following recent analyst reiterations, with firms like RBC maintaining an Outperform rating and a $735 price target, highlighting expansion in public safety and AI-driven revenue from the Axon 911 platform. Investors note the stock's current level near $389 offers substantial upside potential, viewing the pullback as market rotation rather than fundamental issues.

Earnings anticipation builds: As Axon approaches its earnings report, discussions focus on resistance levels and growth prospects in software monetizing AI tailwinds. Traders express confidence in the company's $159 billion total addressable market and competitive edge, positioning it favorably against larger software peers on valuation metrics.

Buyers eye weakness: Recent share price declines have sparked calls to buy the dip, with some highlighting accelerating earnings growth outpacing revenue and strong analyst upside projections around 78-89%. Sentiment remains robust despite queries on the downturn's drivers, underscoring long-term opportunities in international and enterprise segments.

Note: This discussion summary was generated from an AI condensation of post data.

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.

Axon Enterprise Revenue

Axon Enterprise had revenues of $796.7M in Q4 2025. This is an increase of 38.53% from the same period in the prior year.

You can track AXON financials on Quiver Quantitative's AXON stock page.

Axon Enterprise Hedge Fund Activity

We have seen 527 institutional investors add shares of Axon Enterprise stock to their portfolio, and 577 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.

Axon Enterprise Government Contracts

We have seen $74,504,189 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:

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 8 analysts offer price targets for $AXON in the last 6 months, with a median target of $686.0.

Here are some recent targets:

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
James Fish from Piper Sandler set a target price of $690.0 on 02/25/2026
Andrew Spinola from UBS set a target price of $570.0 on 02/25/2026
Joshua Reilly from Needham set a target price of $600.0 on 02/20/2026
Michael Ng from Goldman Sachs set a target price of $800.0 on 11/05/2025

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.