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Kairos

Stock Research

9 Oct, 15:00Latest

Axon remains attractive, though Motorola's police radio relationships could help it sell cameras and evidence software and put pricing pressure on Axon in upcoming deals. Louisiana State Police, an Axon customer since 2017, signed a 10-year Motorola contract. Motorola's police drone partnerships and counter-drone acquisition also make drones a battleground, though Axon has the edge in international growth and drones. The stickiness of Axon's taser and evidence workflows remains an open question. x.com

AXON

28 Sep, 21:02

Axon is not cheap, but its expected return is reasonably attractive, with the stock reaching $750-800 in three years. First-half results point to 33% growth this year and 28% for the next few, backed by $15.1 billion of signed but undelivered contracts, 20-25% delivered yearly. Adjusted EBITDA margin rising from 25.9% to 29% and a 25x terminal EBITDA multiple in 2029 imply $757. It is a set-and-forget stock with a decade of tailwinds; stock-based compensation is the main risk. x.com

AXON

Bill 'Latency Lord' Brennan

Fundamental Growth Investor, B2B/Sector Leaders & Picks-and-Shovels

19 Oct

AXON

Unrest could increase demand for Axon's police equipment as the economy worsens. Western Europe now looks bullish for Axon if police departments have competent leadership: with riots, police need everything they can get. x.com

DekmarTrades

Stock Day Trader & Educator, Live Trading

29 Jun

AXON

Axon is a buy because Trump is buying it. x.com

Ashton Invests

Long-Term Equity Investor, Fundamental Stock Research

19 Jul

AXON

Axon is an incredible company, but its roughly $42B price already assumes much of management's 2028 plan. That is about 11.4-11.6x projected 2026 revenue and 45x estimated adjusted EBITDA; 25x the 2028 target of about $1.68B EBITDA is roughly today's value. Revenue grows above 30%, AI is already monetized and switching costs are high, yet near-perfect expectations can mean weak returns. Q1 net income leaned on investment gains, and stock-based compensation and dilution need watching. x.com x.com

FIRED Up Wealth

Motley Fool Analyst & Investment Educator

27 May

AXON

Axon is the only drone-related stock worth touching, because it offers network effects rather than a commodity product. x.com

The Inflection Economy

Portfolio Managers at Logos LP

18 Oct

AXON

Axon's potential to compound for a long time makes it look undervalued. x.com

Crossroads

Retail Investor, YouTube Investing Creator

7 Aug

AXON

Axon Enterprise still trades at too much of a premium, even though it is an amazing company with a strong moat. The latest quarter was good, but it raised some concerns, or at least questions, about margins. x.com

Say No To Trading

Public Markets Investor, Opportunistic Buying & Cost-Basis Management

23 Aug

AXON

Axon remains a better investment than Flock Safety, its closest peer, even after an 80% rise. Public backlash against Flock's automated license plate reading cameras won't go away and will weigh on its valuation; secondary pricing implied 30x revenue or more, versus Axon at 9x forward when it traded at a $33B enterprise value. Flock is probably too expensive to be acquired, leaving an eventual IPO as its likely exit. x.com

Rand Group

Crypto Trader & Investor, Building RR2 Capital, Early-Stage Investing

14 Jul

TXT

MSI

NOC

LMT

Drone stocks fell in 2026 even as backlogs hit records: Ukraine turned aircraft into ammunition, and the Pentagon's 2027 request holds nearly $75B for drones and counter-drone. AeroVironment's reordered loitering munitions and Kratos's jet drones are highest conviction. Counter-drone names Ondas, Axon, Motorola Solutions, Safe Pro, DroneShield and Rheinmetall gain as threats grow, Unusual Machines from Chinese-parts bans. Primes bury drone exposure; pure plays may not convert backlog. x.com … Show more

Jonah Lupton

CEO & CIO of FirstWave Capital, Long-Biased Growth

12 Apr

AXON

Axon still looks a little expensive even after falling 60% from its highs, and it only looks cheap at a forward P/E in the 20s, around the $250s. Revenue is expected to grow 30% a year for two to three years and its forward sales multiple has compressed from 22.9 to 7.8 times. Support should hold in the high $320s; a tiny swing position is justified only above $325. x.com

Venu

Position Trader, Market Leaders, Fundamental/Technical Analysis

10 Jul

AXON

Axon is attempting to start a new Stage 2 uptrend in Stan Weinstein's Stage Analysis, the transition that often produces the biggest winners. It completed a Stage 4 decline, built a six-month Stage 1 base, and reclaimed its 200-day moving average and all-time-high anchored VWAP. The public-safety ecosystem of TASERs, body cameras and AI software is projected to grow revenue from $3.0B to $6.1B by 2028 and EPS from $2.98 to $13.73. x.com

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