Axon Enterprise, IncNasdaq: AXON

No material news in the last 48 hours.

No material news in the last 48 hours.

No material news in the last 48 hours.

No material news in the last 48 hours. Recent items (Q1 earnings, May 27 Echodyne partnership) predate the 48-hour window.

Axon reported Q1 2026 revenue of $807.3M (+34% YoY), beating analyst estimates of $778.6M, with EPS of $1.61 versus $1.28 expected. AI product revenue grew over 700% YoY, with Dedrone bookings up 500%. Management raised full-year 2026 revenue growth guidance to 30-32% from 27-30% prior, maintaining Adjusted EBITDA margin guidance of ~25.5%. Software & Services revenue rose 35% to $355M, with ARR reaching $1.5B.

Axon Q1 2026 Press Releaseinvestor.axon.comAxon Raises 2026 Revenue Guidanceseekingalpha.comAxon Q1 2026 AI Adoptionindexbox.io

No material news in the last 48 hours. Most recent catalyst was the May 6 Q1 2026 report showing revenue of $807M (up 34% YoY) and raised full-year guidance to 30-32% growth.

No material news in the last 48 hours.

Axon shares continued to rise as investors digested strong Q1 2026 results delivered May 6 and recent large-agency contract momentum, including a major U.S. city's 10-year, $153 million contract for upgraded body-worn cameras and TASER devices. Q1 revenue of $807.3 million was up 33.7% year-over-year, exceeding the $778.6 million consensus, and Adjusted EPS reached $1.61 vs $1.60 estimate (some reports cited GAAP EPS of $2.11). It marked the ninth consecutive quarter of 30%+ growth. Software & Services revenue grew 35% to $355 million, with AI products up over 700% year-over-year and counter-drone product revenue up over 300%. Axon raised full-year 2026 revenue growth guidance to 30%-32% from 27%-30%, maintaining adjusted EBITDA margin of approximately 25.5%. Analyst consensus is Strong Buy with mean price target of $713, signaling 68% upside.

Axon reports Q1 2026 revenue of $807 million, up 34% year over yearinvestor.axon.comAxon shares rise as investors continue to digest strong Q1 results and recent large-agency contract momentumquiverquant.comAxon Enterprise (AXON) Q1 EPS Rebound To US$2.11 Tests Volatile Earnings Narrativesimplywall.st

Axon delivered a strong Q1 2026 on May 7: revenue of $807.35M (+34% YoY, ninth consecutive 30%+ growth quarter) vs $778.45M estimate; EPS $1.61 vs $1.60 estimate; record bookings of $14.3B (+44% YoY). AI Product Revenue grew over 700% YoY and counter-drone revenue from Dedrone more than quadrupled. Management raised 2026 revenue growth guidance to 30-32%. The stock initially surged ~12% after hours but has since cooled, trading at $381.54 on May 15 between $366.11 and $394.89. Consensus rating is Strong Buy with a mean target of $713 (~68% upside). Axon also announced plans to acquire 911 communications firm Prepared and launched the Axon Body Workforce Mini camera.

Axon Enterprise Q1 2026 beats forecasts with strong growthinvesting.comAxon Q1 EPS Rebound To US$2.11 Tests Volatile Earnings Narrativesimplywall.stAxon Climbs on International Taser Demandbarchart.com

Axon Enterprise reported Q1 2026 revenue of $807.35M (+34% YoY), beating $778.45M consensus, with EPS of $2.11 and a ninth consecutive quarter of 30%+ growth. AI Product Revenue surged over 700% YoY and bookings hit a record $14.3B (+44%). Counter-drone revenue from Dedrone more than quadrupled. Axon raised 2026 revenue growth guidance to 30-32% from 27-30% and maintained ~25.5% Adjusted EBITDA margin. Despite the beat, multiple analysts cut price targets on May 7: Goldman Sachs to $535 from $625, Morgan Stanley to $600 from $675. Shares fell 2.27% on May 11 to $394.36, down approximately 35% from YTD high. Consensus rating Strong Buy with mean target of $713 (68% upside). Axon Vision and Axon Guardian field trials targeted for mid-2026.

Axon reports Q1 2026 revenue of $807 million, up 34% year over yearinvestor.axon.comEarnings call transcript: Axon Enterprise Q1 2026 beats forecastsinvesting.comAxon Enterprises Climbs on International Taser Demandbarchart.com

No material news in the last 48 hours.

Axon reported Q1 2026 revenue of $807M (up 34% YoY) and basic EPS of $2.11 on May 6, beating estimates of $779M. AI product revenue surged over 700% YoY (Draft One and Axon Assistant) and counter-drone revenue rose 300% with bookings up 500%. International revenue more than doubled, now 20% of sales. The company raised full-year 2026 revenue growth guidance to 30-32% (from 27-30%), implying $3.6-3.7B. Backlog reached $14.3B (up 44%). Stock surged ~8% in morning trading. Despite the beat, analysts trimmed targets: Barclays to $523 from $682, Goldman Sachs to $535 from $625, Morgan Stanley to $600 from $675. Consensus Strong Buy with $713 average target.

Axon Q1 2026 resultsinvestor.axon.comAxon Q1 reviewsimplywall.stAXON growth - Barchartbarchart.com

Axon Enterprise reported record Q1 2026 revenue of $807.3M (+33.7% YoY) and basic EPS of $2.11 on May 6, marking its ninth consecutive quarter of 30%+ growth. AI-related product revenue grew more than 700%, and Software & Services revenue reached $355M (+35% YoY). Annual recurring revenue hit $1.5B (+35%), and future contracted bookings climbed to $14.3B (+44%). The company raised full-year 2026 revenue growth guidance to 30-32% from 27-30% and maintained an adjusted EBITDA margin of approximately 25.5%. The stock ended in the green on May 7 with bullish momentum after clearing its 20-day moving average. Mixed analyst response: Barclays lowered PT to $523 from $682 and Goldman Sachs cut to $535 from $625, but consensus rating remains "Strong Buy" with a mean PT of $713. Axon Vision field trials are targeted for mid-2026.

Axon reports Q1 2026 revenue of $807 million, up 34% year over yearinvestor.axon.comAxon Enterprise (AXON) Q1 EPS Rebound To US$2.11 Tests Volatile Earnings Narrativesimplywall.stAxon Enterprises Climbs on International Taser Demandbarchart.com