AXONIndustrials · Aerospace & DefenseThe 21 Wall Street analysts covering Axon Enterprise, Inc. hold a median 12-month price target of $700 — +62.7% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 35 of 100 as at 25 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 (25): 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 +62.7% 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 25 Sept 2026, Axon Enterprise, Inc. returned −39.6% against +18.5% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
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 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 $36.2B and an enterprise value of $37.3B.
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: 185.4×; forward P/E: 42.2× — 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 Enterprise (AXON) shares closed at $430.11 in the latest trading session, a decline of 3.35% from the prior day, underperforming as the broader market gained.
Why it matters — A stock pullback of this magnitude while the broader market rises may signal investor concerns or sector-specific pressure relevant to AXON shareholders.
Axon Enterprise shares fell 1.9% to close at $450.61 in the recent trading session, a larger decline than the general market. The report highlights the stock's underperformance relative to the broader market on that day.
Why it matters — AXON watchers would care because the stock's decline exceeding the broader market reflects a day of relative weakness worth monitoring.
Zacks Investment Research published an article highlighting two aerospace stocks that investors should consider, using the firm's Earnings ESP tool to identify stocks positioned to beat quarterly earnings estimates. The article emphasizes finding stocks that could surprise on earnings.
Why it matters — AXON watchers may find the Earnings ESP methodology relevant for screening stocks, though the article focuses on aerospace names rather than Axon.
Axon reported robust Q2 FY26 revenue growth of 35% year-over-year and raised its 2024 revenue guidance to 32-34%. The company also issued a $1B 0% convertible note, which the analysis describes as misunderstood, with capped-call and cash-settlement structures limiting dilution risk unless shares exceed $1,049.94 by 2031.
Why it matters — AXON watchers would care because the article suggests strong growth and strategic financial flexibility with minimal dilution, reinforcing the stock's risk-reward profile.
Axon Enterprise shares traded flat early Friday as the stock consolidated after a volatile week driven by a major corporate debt issuance. The company's shares were steady following the recent movement.
Why it matters — AXON watchers would care because the flat trading reflects market absorption of a significant corporate debt issuance amid a week of volatility in the stock.
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. 35 out of 100 across roughly 4,600 US stocks as at 25 Sept 2026. None of this is personal advice — it does not consider your circumstances.
As at 25 Sept 2026, Axon Enterprise, Inc. ranks 35 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 +62.7% from the last close, and Ticker Nerd's factor model ranks Axon Enterprise, Inc. 35 out of 100 as at 25 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: $440 to $830 over the next 12 months.
Axon Enterprise, Inc. returned -39.6% over the 12 months to 25 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 and software solutions for law enforcement, government, and other security-focused organizations.
The most recent item we track (Zacks Investment Research, 25 Sept 2026): "Axon Enterprise (AXON) Stock Sinks As Market Gains: What You Should Know". Axon Enterprise (AXON) shares closed at $430.11 in the latest trading session, a decline of 3.35% from the prior day, underperforming as the broader market gained.
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
