AXON Stock Recent News

AXON trades near its 52-week high as strong device sales, rising ARR and new drone ventures fuel investor optimism.

StoneCo, Axon and Intuit stand out as Zacks-backed winners amid market weakness and rising global trade tensions.

Axon Enterprise NASDAQ: AXON has been one of the hottest names in security and defense. However, competition is heating up.

Zacks.com users have recently been watching Axon (AXON) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

The Investment Committee give you their top stocks to watch for the second half.

Axon Enterprise, Inc. (NASDAQ:AXON ) TD Cowen's 53rd Annual Technology, Media & Telecom Conference May 28, 2025 9:40 AM ET Company Participants Josh Isner - President Conference Call Participants Andrew Sherman - TD Cowen Andrew Sherman Okay. We're on. Thank you, everyone, for joining.

Axon continues to justify its premium valuation with strong revenue growth, innovative products, and a robust recurring software revenue model. Recent launches like Axon Outpost and Lightpost expand its ecosystem, driving new growth opportunities and strengthening customer retention. Tariff risks are mitigated by diversified manufacturing, a growing software mix, and resilient government customer budgets.

Axon Enterprise delivers strong growth in both hardware and software, beating Q1 2025 estimates and raising full-year guidance for revenue and EBITDA. The company targets a $129 billion addressable market with innovative security solutions, including TASER devices, cameras, and AI-driven software. Despite impressive growth, Axon's high EV/EBITDA multiple—over 3x peers—raises concerns about sustainability and limits near-term upside.

Recently, Zacks.com users have been paying close attention to Axon (AXON). This makes it worthwhile to examine what the stock has in store.

For security and defense company Axon Enterprise NASDAQ: AXON, Q1 earnings were exactly what it needed to take its 2025 returns from decent to delightful.