AXONIndustrials · Aerospace & DefenseThe 21 Wall Street analysts covering Axon Enterprise, Inc. hold a median 12-month price target of $700 — +30.1% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 37 of 100 as at 2 Sept 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 (74): The share count has been shrinking and the company is not leaning on new borrowing.
Momentum (23): The shares have been drifting down relative to others.
Size (6): 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 +30.1% from it.
Of the 20 most recent actions, 6 moved their price target up and 0 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 6 Aug 2026 | Barclays | Maintains | Overweight | $523 → $688 |
| 6 Aug 2026 | Morgan Stanley | Maintains | Overweight | $600 → $640 |
| 6 Aug 2026 | Piper Sandler | Maintains | Overweight | $724 → $732 |
| 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 | — |
| 13 Apr 2026 | Citizens | Reiterates | Market Outperform | — |
| 8 Apr 2026 | Goldman Sachs | Maintains | Buy | — |
| 8 Apr 2026 | TD Cowen | Maintains | Buy | — |
| 25 Feb 2026 | Barclays | Maintains | Overweight | — |
| 25 Feb 2026 | Morgan Stanley | 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 3 Sept 2026, Axon Enterprise, Inc. returned −25.8% against +21.4% 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 3% of US stocks
Cheaper than 12% of US stocks
Cheaper than 9% of US stocks
Cheaper than 1% of US stocks
Higher than 81% 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
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 $41.2B and an enterprise value of $43.3B.
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: 213.0×; forward P/E: 48.0× — the forward figure prices analyst consensus estimates, not reported 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 →
Axon's president disposed of 16,775 shares on Aug. 31, 2026, for a total value of approximately $9.6 million. The sold shares represented 5% of the direct equity stake held before the filing.
Why it matters — An insider stock sale can signal management's view of company valuation and is a notable event for shareholders monitoring executive activity.
Axon Enterprise shares fell nearly 8% Tuesday afternoon to around $522, after declining more than 5% during Monday's session, according to Benzinga.
Why it matters — The consecutive sharp declines represent a notable downward move in Axon's stock price that market watchers would want to track.
Axon's Dedrone platform is gaining momentum, driven by Dedrone C2 upgrades, strategic partnerships, and rising counter-unmanned aircraft system (CUAS) demand, after revenues exceeded $100 million in Q2 2026.
Why it matters — AXON watchers would care because the Dedrone platform's continued growth represents a significant revenue stream and a key driver of the company's overall performance.
The article compares Axon Enterprise and Booking Holdings on quarterly revenue trends, finding that Axon shows more consistent sequential revenue growth over the past eight quarters, while Booking generates larger absolute sales but follows a cyclical pattern with recurring peaks and declines.
Why it matters — The analysis highlights Axon's steady quarter-over-quarter revenue expansion, which may be of interest to AXON watchers monitoring the company's growth consistency relative to a much larger peer.
Axon Enterprise Chief Product Officer Jeffrey Kunins sold 9,605 shares for a total of approximately $6.0 million at a weighted-average price of $626.70 on Aug. 21, 2026. The sale represented 5% of his total equity holdings in the company.
Why it matters — The disposition of a meaningful portion of a top executive's holdings is an insider transaction that AXON watchers would track as a gauge of leadership confidence.
The 21 Wall Street analysts covering Axon Enterprise, Inc. have a median 12-month price target of $700, with estimates ranging from $410 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, 2 a Hold and 1 a Sell. Ticker Nerd's systematic factor model ranks Axon Enterprise, Inc. 37 out of 100 across roughly 4,600 US stocks as at 2 Sept 2026. None of this is personal advice — it does not consider your circumstances.
As at 2 Sept 2026, Axon Enterprise, Inc. ranks 37 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 (74 of 100).
No one can know that. What the data says: the median 12-month target from 21 analysts implies +30.1% from the last close, and Ticker Nerd's factor model ranks Axon Enterprise, Inc. 37 out of 100 as at 2 Sept 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: $410 to $830 over the next 12 months.
Axon Enterprise, Inc. returned -25.8% over the 12 months to 3 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.
Axon Enterprise Inc. is a public safety technology company that develops integrated hardware, software, and cloud-based solutions for law enforcement, corrections, fire, emergency medical services, and security organizations.
The most recent item we track (The Motley Fool, 4 Sept 2026): "Insider Alert: Axon President Sells $9.6 Million in Stock". Axon's president disposed of 16,775 shares on Aug. 31, 2026, for a total value of approximately $9.6 million. The sold shares represented 5% of the direct equity stake held before the filing.
Axon Enterprise Inc. is a public safety technology company that develops integrated hardware, software, and cloud-based solutions for law enforcement, corrections, fire, emergency medical services, and security organizations. Its product portfolio includes TASER conducted energy devices, body-worn and in-car cameras, fixed cameras, drones, sensors, and virtual reality training tools, alongside cloud software for digital evidence management, records management, productivity, and real-time operations. The company’s platforms are designed to help agencies capture, store, manage, share, and analyze critical video and operational data within connected workflows. Axon Enterprise Inc. also serves commercial and government customers through direct sales, distribution partners, and resellers, making it a significant provider in the public safety and digital evidence management markets. Headquartered in Scottsdale, Arizona, Axon Enterprise Inc. focuses on combining devices and software into a unified ecosystem for modern public safety operations.
CEO Mr. Patrick W. Smith · 5,100 employees · United States · https://www.axon.com
