AXONIndustrials · Aerospace & DefenseThe 21 Wall Street analysts covering Axon Enterprise, Inc. hold a median 12-month price target of $700 — +79.4% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 32 of 100 as at 16 Oct 2026 — in the lower half. 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
Issuance (75): The share count has been shrinking and the company is not leaning on new borrowing.
Momentum (17): The shares have been drifting down relative to others.
Size (7): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen 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 +79.4% from it.
Of the 20 most recent actions, 7 moved their price target up and 0 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 3 Sept 2026 | Argus Research | Maintains | Buy | $460 → $600 |
| 6 Aug 2026 | Barclays | Maintains | Overweight | $523 → $688 |
| 6 Aug 2026 | Barclays | Maintains | Overweight | — |
| 6 Aug 2026 | Morgan Stanley | Maintains | Overweight | $600 → $640 |
| 6 Aug 2026 | Morgan Stanley | Maintains | Overweight | — |
| 6 Aug 2026 | Piper Sandler | Maintains | Overweight | — |
| 6 Aug 2026 | Piper Sandler | Maintains | Overweight | $724 → $732 |
| 6 Aug 2026 | UBS | Maintains | Neutral | — |
| 6 Aug 2026 | UBS | Maintains | Neutral | $440 → $600 |
| 13 July 2026 | Piper Sandler | Maintains | Overweight | — |
| 13 July 2026 | Piper Sandler | Maintains | Overweight | $674 → $724 |
| 6 July 2026 | Needham | Maintains | Buy | $600 → $750 |
| 6 July 2026 | Needham | Maintains | Buy | — |
| 25 June 2026 | Citizens | Reiterates | Market Outperform | — |
| 8 May 2026 | Barclays | Maintains | Overweight | — |
| 7 May 2026 | Citizens | Maintains | Market Outperform | — |
| 7 May 2026 | JP Morgan | Maintains | Overweight | — |
| 7 May 2026 | Piper Sandler | Maintains | Overweight | — |
| 7 May 2026 | UBS | Maintains | Neutral | — |
| 16 Apr 2026 | JP Morgan | Maintains | Overweight | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. AXON appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 16 Oct 2026, Axon Enterprise, Inc. returned −40.2% against +16.8% 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 4% of US stocks
Cheaper than 14% of US stocks
Cheaper than 10% of US stocks
Cheaper than 1% of US stocks
Higher than 80% of US stocks
Higher than 21% of US stocks
Higher than 74% of US stocks
Higher than 55% of US stocks
Higher than 63% of US stocks
Higher than 55% of US stocks
Higher than 46% 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 $31.7B and an enterprise value of $32.9B.
Revenue in the twelve months to 30 June 2026: $3.2B. The latest quarter grew 35.3% 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: 161.9×; forward P/E: 37.0× — 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 examines whether Wall Street analysts’ recommendations, including rating changes, matter to investors considering Axon stock. The excerpt does not state a specific analyst rating or change.
Why it matters — AXON watchers may find the discussion relevant when evaluating the role of analyst opinions in stock decisions.
Axon announced recent contract awards across multiple U.S. federal agencies, reflecting adoption of its technology ecosystem. The awards support federal law enforcement, homeland security, and veteran healthcare missions.
Why it matters — The reported awards indicate Axon technology is being adopted across several federal agency missions.
Axon Enterprise closed at $407.80, down 1.34% from its previous close. The headline says the stock fell more than the broader market.
Why it matters — AXON watchers may note the stock's daily decline relative to the broader market.
Zacks Investment Research reports that Axon has recently drawn increased attention from users of Zacks.com, and says this makes the stock worth examining.
Why it matters — AXON watchers may note the reported rise in user attention, though the excerpt provides no further detail about the company or its stock.
Axon Enterprise reported rising operating costs in the second quarter of 2026: cost of sales increased 35.2% year over year to $357.9 million, and selling, general and administrative expenses rose 20.1% to $291 million.
Why it matters — The increases highlight cost pressures relevant to monitoring whether Axon can sustain EBITDA margin momentum.
The 21 Wall Street analysts covering Axon Enterprise, Inc. have a median 12-month price target of $700, with estimates ranging from $440 to $830. 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. 32 out of 100 across roughly 4,600 US stocks as at 16 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 16 Oct 2026, Axon Enterprise, Inc. ranks 32 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 Issuance (75 of 100).
No one can know that. What the data says: the median 12-month target from 21 analysts implies +79.4% from the last close, and Ticker Nerd's factor model ranks Axon Enterprise, Inc. 32 out of 100 as at 16 Oct 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: $440 to $830 over the next 12 months.
Axon Enterprise, Inc. returned -40.2% over the 12 months to 16 Oct 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, 16 Oct 2026): "Is Axon (AXON) a Buy as Wall Street Analysts Look Optimistic?". Zacks examines whether Wall Street analysts’ recommendations, including rating changes, matter to investors considering Axon stock. The excerpt does not state a specific analyst rating or change.
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
