AXONIndustrials · Aerospace & DefenseThe 21 Wall Street analysts covering Axon Enterprise, Inc. hold a median 12-month price target of $700 — +13.7% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 38 of 100 as at 13 Aug 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.
Accruals (25): A large share of reported profit has not shown up as cash, or the balance sheet is expanding quickly — both tend to unwind.
Size (5): 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.
The green dot is the last close — the median target sits +13.7% 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.
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 11% of US stocks
Cheaper than 8% 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 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 →
The Motley Fool featured Axon on its Scoreboard podcast, where contributing analysts discussed the company's position in law enforcement technology and market trends.
Why it matters — The coverage from a major investing publication signals sustained analyst attention on Axon's role in the law enforcement tech space.
Axon reported strong revenue growth in its Q2 earnings release and raised its outlook, supporting its long-term prospects, according to Zacks Investment Research. However, the report notes that high costs, debt, and valuation temper the stock's near-term appeal.
Why it matters — AXON watchers would be interested in how the company's Q2 growth and raised outlook are balanced against its elevated costs, debt, and valuation in the latest assessment.
Axon's Connected Devices segment is experiencing strong revenue growth, driven by TASER devices, body cameras, and counter-drone equipment. The article highlights the segment's surging performance as a key factor in the company's growth.
Why it matters — AXON watchers would care because the Connected Devices unit appears to be a significant growth driver for the company's overall revenue.
Benzinga named Axon Enterprise its Stock of the Day, noting that its shares are consolidating on Wednesday after a strong uptrend. The piece raises the question of whether the current rally has run its course.
Why it matters — Axon watchers would care because the piece tracks the pause in the stock's recent upward momentum and questions whether its rally may be ending.
Seeking Alpha reports that Axon Enterprise's new AI capabilities on its legacy hardware and software offerings have boosted its contracted bookings metric. The firm has raised its FY2026 guidance twice and issued promising FY2028 targets.
Why it matters — The AI-driven boost to bookings and raised guidance signal accelerating adoption of Axon's subscription-based model, which could drive durable revenue growth for the company.
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. 38 out of 100 across roughly 4,600 US stocks as at 13 Aug 2026. None of this is personal advice — it does not consider your circumstances.
As at 13 Aug 2026, Axon Enterprise, Inc. ranks 38 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 +13.7% from the last close, and Ticker Nerd's factor model ranks Axon Enterprise, Inc. 38 out of 100 as at 13 Aug 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 -19.6% over the 12 months to 13 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.
Axon Enterprise, Inc. is a public safety technology company that develops and provides integrated hardware and cloud-based software solutions for law enforcement, justice, and related sectors worldwide.
The most recent item we track (The Motley Fool, 13 Aug 2026): "Axon: A Strong Contender in Law Enforcement Tech". The Motley Fool featured Axon on its Scoreboard podcast, where contributing analysts discussed the company's position in law enforcement technology and market trends.
Axon Enterprise, Inc. is a public safety technology company that develops and provides integrated hardware and cloud-based software solutions for law enforcement, justice, and related sectors worldwide. The company focuses on building a comprehensive public safety operating system that connects devices, data, and workflows for first responders and public safety agencies. Its offerings span conducted energy devices under the TASER brand, body-worn cameras, in-car and fixed cameras, drones, robotic security solutions, and virtual reality training hardware. On the software side, Axon Enterprise delivers software-as-a-service platforms such as Axon Evidence, Axon Records, and other applications that enable secure capture, storage, management, sharing, and analysis of video and digital evidence. The company serves a broad customer base including federal, state, local, and international government agencies, as well as commercial enterprises and individual consumers, primarily through direct sales and channel partners. Founded in 1993 and headquartered in Scottsdale, Arizona, Axon Enterprise plays a significant role in the digital transformation of modern public safety operations.
CEO Mr. Patrick W. Smith · 5,100 employees · United States · https://www.axon.com