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. … Show more

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

Axon is scaling operating expenses faster than profit, and investors will want to see operational efficiency before the stock gets bid up again. Its revenue growth is among the most impressive around, but the falling stock is not one to catch until that trend flips. x.com  x.com 

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

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 

Axon Enterprise looks weak in the near term: it has given up most of its post-earnings gains and more, and a massive rejection at the 100-day moving average created significant risk for those who chased the earnings pop. It may look like a great opportunity, but there is still too much macro uncertainty. That came despite strong results, with revenue up 39% and 122% net revenue retention; an unexpected positive announcement could still lift the stock. x.com  x.com 

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 

Axon's very strong Q1 and rising bookings support its growth case. Revenue was $807 million versus $779 million expected, EPS $1.61 versus $1.60, and net retention 125%. It guides 2026 revenue growth of 30-32%, with future contracted bookings up 44%. Stock-based compensation remains the main drawback, with about 4.5% share dilution that is high but should come down materially over time. x.com  x.com 

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 

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