AXONIndustrials · Aerospace & DefenseThe 21 Wall Street analysts covering Axon Enterprise, Inc. hold a median 12-month price target of $540 — +75.8% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 15 of 100 as at 11 Nov 2026 — in the weakest quartile. The Street sees upside; the factor read is a caution. That gap is the story on this page.
Consensus tells you what everyone already believes. The model scores Axon Enterprise, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Growth (63): Sales and profits are climbing, and climbing faster than before.
Momentum (14): The shares have been drifting down relative to others.
Size (8): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
The bullish and bearish analyst opinions on AXON, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +75.8% from it.
Of the 20 most recent actions, 5 moved their price target up and 7 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 9 Nov 2026 | Barclays | Maintains | Overweight | $688 → $507 |
| 7 Nov 2026 | JP Morgan | Maintains | Overweight | — |
| 6 Nov 2026 | JP Morgan | Maintains | Overweight | $755 → $610 |
| 6 Nov 2026 | Needham | Maintains | Buy | $750 → $500 |
| 6 Nov 2026 | Piper Sandler | Reiterates | Overweight | $561 → $540 |
| 6 Nov 2026 | RBC Capital | Maintains | Outperform | $735 → $615 |
| 26 Oct 2026 | TD Cowen | Maintains | Buy | — |
| 26 Oct 2026 | TD Cowen | Maintains | Buy | $825 → $800 |
| 20 Oct 2026 | Piper Sandler | Maintains | Overweight | — |
| 20 Oct 2026 | Piper Sandler | Maintains | Overweight | $732 → $561 |
| 3 Sept 2026 | Argus Research | Maintains | Buy | $460 → $600 |
| 3 Sept 2026 | Argus Research | Maintains | Buy | — |
| 6 Aug 2026 | Barclays | Maintains | Overweight | $523 → $688 |
| 6 Aug 2026 | Barclays | Maintains | Overweight | — |
| 6 Aug 2026 | Morgan Stanley | Maintains | Overweight | — |
| 6 Aug 2026 | Morgan Stanley | Maintains | Overweight | $600 → $640 |
| 6 Aug 2026 | Piper Sandler | Maintains | Overweight | $724 → $732 |
| 6 Aug 2026 | Piper Sandler | Maintains | Overweight | — |
| 6 Aug 2026 | UBS | Maintains | Neutral | $440 → $600 |
| 6 Aug 2026 | UBS | Maintains | Neutral | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
AXON appears in the Radar on the weeks it earns a place.
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 12 Nov 2026, Axon Enterprise, Inc. returned −46.1% against +12.0% for the S&P 500, dividends included.
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Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 7% of US stocks
Cheaper than 17% of US stocks
Cheaper than 14% of US stocks
Cheaper than 2% of US stocks
Higher than 77% of US stocks
Higher than 69% of US stocks
Higher than 74% of US stocks
Higher than 54% of US stocks
Higher than 65% of US stocks
Higher than 57% of US stocks
Higher than 45% of US stocks
Higher than 1% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Axon Enterprise, Inc. has a market value of $24.6B and an enterprise value of $26.0B.
Revenue in the twelve months to 30 June 2026: $3.2B. The latest quarter grew 27.9% year on year.
Net income over the same four quarters: $199.3M, a 6.2% net margin.
Diluted earnings per share, trailing twelve months: $2.41.
Free cash flow in the twelve months to 30 June 2026: $133.2M.
Trailing P/E: 97.6×; forward P/E: 32.0× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.00%, paying out 0% of earnings.
Axon Enterprise, Inc. employs 5,100 people — $631K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Axon Enterprise, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Zacks Investment Research reports that users of Zacks.com have recently been paying close attention to Axon Enterprise (AXON), prompting a closer look at the stock.
Why it matters — AXON watchers may note the recent increase in attention among Zacks.com users.
Axon announced that Howard County Police Department in Maryland has adopted an Axon solutions suite, including Skydio X10 drones, counter-drone technology and AI tools, for its Drone as First Responder program.
Why it matters — The adoption reflects a deployment of Axon products by a local police department, including technologies intended to support response and decision-making.
Business Wire reported that SBS Law announced an opportunity for Axon Enterprise investors to join a fraud investigation involving the company.
Why it matters — The announcement concerns a fraud investigation involving AXON and may be relevant to investors monitoring company-related legal matters.
The Motley Fool compares Axon Enterprise with Okta, describing Axon’s deeply integrated hardware-and-software ecosystem and its dominant position in public safety, alongside Okta’s cloud identity services for more than 20,000 customers.
Why it matters — The comparison highlights Axon’s public safety market position and integrated product ecosystem for investors following the company.
Axon lowered its FY2026 guidance amid lumpy hardware bookings, delayed pipeline conversion, elevated inventories, and margin and free-cash-flow compression. The article also points to SaaS and AI monetization prospects, while noting that growth and retention expectations are reflected in elevated valuation multiples.
Why it matters — AXON watchers may weigh the near-term hardware and margin pressures against its digital offerings and growth prospects.
The 21 Wall Street analysts covering Axon Enterprise, Inc. have a median 12-month price target of $540, with estimates ranging from $380 to $700. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 21 analysts covering Axon Enterprise, Inc., 18 rate it a Buy, 3 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Axon Enterprise, Inc. 15 out of 100 across roughly 4,600 US stocks as at 11 Nov 2026. None of this is personal advice — it does not consider your circumstances.
As at 11 Nov 2026, Axon Enterprise, Inc. ranks 15 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Growth (63 of 100).
No one can know that. What the data says: the median 12-month target from 21 analysts implies +75.8% from the last close, and Ticker Nerd's factor model ranks Axon Enterprise, Inc. 15 out of 100 as at 11 Nov 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Axon Enterprise, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for AXON are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $380 to $700 over the next 12 months.
Axon Enterprise, Inc. returned -46.1% over the 12 months to 12 Nov 2026, with dividends reinvested. Past performance does not indicate future returns.
Axon Enterprise, Inc. is a public safety technology company that develops integrated hardware and software solutions for law enforcement, government, and other security-focused organizations.
The most recent item we track (Zacks Investment Research, 12 Nov 2026): "Axon Enterprise, Inc (AXON) is Attracting Investor Attention: Here is What You Should Know". Zacks Investment Research reports that users of Zacks.com have recently been paying close attention to Axon Enterprise (AXON), prompting a closer look at the stock.
Axon Enterprise, Inc. is a public safety technology company that develops integrated hardware and software solutions for law enforcement, government, and other security-focused organizations. Its product portfolio includes conducted energy devices under the TASER brand, body-worn and fixed cameras, in-car video systems, drone and counter-drone technologies, and virtual reality training tools. The company also provides cloud-based software for capturing, storing, managing, sharing, and analyzing digital evidence and operational data. Axon Enterprise, Inc. serves first responders and public sector customers through a connected ecosystem designed to support incident documentation, evidence management, and day-to-day field operations. Headquartered in Scottsdale, Arizona, and incorporated in 1993, the company plays a significant role in the public safety and security technology market.
CEO Mr. Patrick W. Smith · 5,100 employees · United States · https://www.axon.com
