Axon Enterprise, Inc $AXON Position Boosted by Left Brain Wealth Management LLC

Left Brain Wealth Management LLC grew its holdings in Axon Enterprise, Inc (NASDAQ:AXON) by 14.3% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 15,768 shares of the biotechnology company’s stock after purchasing an additional 1,971 shares during the period. Axon Enterprise comprises 3.6% of Left Brain Wealth Management LLC’s portfolio, making the stock its 9th largest holding. Left Brain Wealth Management LLC’s holdings in Axon Enterprise were worth $11,316,000 as of its most recent SEC filing.

Several other institutional investors have also made changes to their positions in the stock. Stone House Investment Management LLC acquired a new position in Axon Enterprise in the 3rd quarter valued at approximately $29,000. New Millennium Group LLC purchased a new position in shares of Axon Enterprise during the 3rd quarter valued at $29,000. Darwin Wealth Management LLC acquired a new position in shares of Axon Enterprise in the second quarter worth $37,000. Root Financial Partners LLC purchased a new stake in shares of Axon Enterprise during the third quarter worth $34,000. Finally, NewSquare Capital LLC boosted its position in Axon Enterprise by 96.2% during the second quarter. NewSquare Capital LLC now owns 51 shares of the biotechnology company’s stock valued at $42,000 after purchasing an additional 25 shares during the last quarter. 79.08% of the stock is currently owned by institutional investors and hedge funds.

Axon Enterprise Trading Up 0.1%

Shares of AXON stock opened at $570.49 on Friday. Axon Enterprise, Inc has a 12 month low of $396.41 and a 12 month high of $885.91. The company has a quick ratio of 2.29, a current ratio of 2.53 and a debt-to-equity ratio of 0.53. The business’s 50 day moving average is $536.28 and its two-hundred day moving average is $620.35. The company has a market cap of $45.87 billion, a PE ratio of 375.32, a price-to-earnings-growth ratio of 12.16 and a beta of 1.46.

Axon Enterprise (NASDAQ:AXON) last issued its quarterly earnings data on Tuesday, February 24th. The biotechnology company reported $2.15 earnings per share for the quarter, topping analysts’ consensus estimates of $1.60 by $0.55. Axon Enterprise had a net margin of 4.48% and a return on equity of 2.82%. The business had revenue of $796.72 million during the quarter, compared to analysts’ expectations of $755.29 million. During the same period in the previous year, the company earned $2.08 earnings per share. Axon Enterprise’s revenue for the quarter was up 38.5% on a year-over-year basis. Equities analysts predict that Axon Enterprise, Inc will post 5.8 EPS for the current year.

More Axon Enterprise News

Here are the key news stories impacting Axon Enterprise this week:

• Positive Sentiment: Q4 revenue beat and record bookings — Axon reported Q4 revenue of $796.7M (up ~38.5% YoY) and highlighted record bookings and fast adoption of its AI report tool (Draft One), which supports the street’s growth narrative and recurring‑revenue mix. Why Axon Enterprise (AXON) Is Up 9.5% After AI-Fueled Revenue Surge But Profit Collapse – And What’s Next
• Positive Sentiment: AI and emergency‑services M&A expand addressable market — Acquisitions (Carbyne, Prepared) plus new AI tools reposition Axon from hardware into a cloud/AI public‑safety platform, supporting higher lifetime‑value subscription revenue. Axon’s AI Push And 911 Acquisitions Reshape Public Safety Growth Story
• Positive Sentiment: Connected‑devices strength — Sales of TASER 10, Axon Body 4 and counter‑drone solutions drove robust device demand, supporting near‑term revenue and install base expansion for software add‑ons. Axon Gains From Strength in Connected Devices Unit: Can the Momentum Sustain?
• Neutral Sentiment: Increased investor attention and bullish writeups — Multiple outlets and subscribers (Zacks, Value & Momentum, InsiderMonkey) have been highlighting Axon’s growth story, which can add retail/institutional interest but may already be priced in. Axon Enterprise, Inc (AXON) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: Third‑party mentions (AppLovin note) reference Axon as a demand catalyst for related businesses — indirect, not a material company update. AppLovin Seen Benefiting From Demand Catalysts, Axon Expansion, Oppenheimer Says
• Negative Sentiment: Profit collapse and margin pressure — Despite the revenue beat, net income plunged (Q4 net income fell sharply vs prior year) and EPS compressed, raising questions about near‑term profitability and free cash flow conversion. Why Axon Enterprise (AXON) Is Up 9.5% After AI-Fueled Revenue Surge But Profit Collapse – And What’s Next
• Negative Sentiment: Insider sell and valuation risks — CAO Jennifer Mak sold ~1,500 shares (~$860k); combined with very high forward/trailing P/E multiples, this is a reminder premium expectations carry downside risk if margins don’t recover. Axon Enterprise (NASDAQ:AXON) CAO Sells $860,175.00 in Stock
• Negative Sentiment: Analyst target adjustments — Some firms trimmed price targets (Morgan Stanley, Barclays) even while keeping constructive ratings, signaling caution on near‑term upside despite the growth story. Axon Enterprise stock overview

Insider Activity at Axon Enterprise

In other news, insider Isaiah Fields sold 2,000 shares of the firm’s stock in a transaction dated Friday, February 27th. The stock was sold at an average price of $535.01, for a total value of $1,070,020.00. Following the sale, the insider directly owned 55,588 shares of the company’s stock, valued at approximately $29,740,135.88. This trade represents a 3.47% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, President Joshua Isner sold 20,000 shares of Axon Enterprise stock in a transaction dated Monday, December 8th. The stock was sold at an average price of $552.60, for a total value of $11,052,000.00. Following the completion of the transaction, the president owned 249,502 shares in the company, valued at $137,874,805.20. The trade was a 7.42% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 56,634 shares of company stock valued at $31,534,295. 4.40% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

Several research analysts have weighed in on AXON shares. Robert W. Baird set a $800.00 target price on Axon Enterprise in a research report on Wednesday, February 25th. Wall Street Zen upgraded Axon Enterprise from a “sell” rating to a “hold” rating in a report on Saturday, February 28th. Citigroup reaffirmed a “buy” rating on shares of Axon Enterprise in a research report on Wednesday, February 25th. Weiss Ratings reissued a “hold (c-)” rating on shares of Axon Enterprise in a research report on Monday, December 29th. Finally, Craig Hallum restated a “buy” rating and set a $820.00 price target on shares of Axon Enterprise in a report on Wednesday, February 25th. Sixteen equities research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $762.93.

Axon Enterprise Profile

Axon Enterprise, Inc develops technology and weapons systems for public safety and law enforcement agencies, combining hardware, software and cloud services. The company’s hardware portfolio includes conducted energy weapons (commonly known as TASER devices), body-worn cameras and in-car camera systems. Axon pairs these devices with a suite of connected products and accessories designed to capture, store and manage field evidence.

Beyond hardware, Axon operates a subscription-based software platform for digital evidence management, evidence review and records management.