$730,000 of AXON ENTERPRISE lobbying was just disclosed, from Q1 of 2026, in a new Lobbying Disclosure Act filing.
This included lobbying on issues like:
"Advocating for state, federal, and tribal law enforcement less-lethal, body worn cameras, counter drone and digital evidence management technology HR 2189, Law Enforcement Innovate to De-escalate Act S.1283, Innovate to de-escalate Modernization act HR 4242, Innovate to De-Escalate Tax Modernization Act HR 3598, De-Escalation Drone Pilot Program Act of 2025 Counter-UAS Authority Security, Safety policy FAA drone and counter policy issues FCC policy related to indoor drones for law enforcement and enforcement of HR 2864 the Countering Drones CCP Act FY27 NDAA less lethal technology and drone / counter drone policy"
You can find more data on corporate lobbying on Quiver Quantitative.
AXON Insider Trading Activity
AXON 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 Hedge Fund Activity
We have seen 528 institutional investors add shares of AXON stock to their portfolio, and 583 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 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, check out Quiver Quantitative's $AXON forecast page.
AXON 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.
