Axon Enterprise (AXON) Projected to Post Quarterly Earnings on Tuesday

Axon Enterprise (NASDAQ:AXON) is expected to be announcing its Q4 2025 results after the market closes on Tuesday, February 24th. Analysts expect the company to announce earnings of $1.65 per share and revenue of $755.2910 million for the quarter. Investors are encouraged to explore the company’s upcoming Q4 2025 earning overview page for the latest details on the call scheduled for Tuesday, February 24, 2026 at 4:30 PM ET.

Axon Enterprise Stock Down 1.6%

NASDAQ AXON opened at $433.91 on Monday. The stock has a 50 day moving average price of $544.63 and a 200-day moving average price of $634.72. Axon Enterprise has a one year low of $396.41 and a one year high of $885.91. The company has a debt-to-equity ratio of 0.57, a quick ratio of 2.89 and a current ratio of 3.12. The company has a market capitalization of $34.24 billion, a P/E ratio of 137.31, a P/E/G ratio of 13.07 and a beta of 1.48.

Insiders Place Their Bets

In other news, CEO Patrick W. Smith sold 10,000 shares of the stock in a transaction on Wednesday, January 7th. The stock was sold at an average price of $619.01, for a total transaction of $6,190,100.00. Following the transaction, the chief executive officer owned 3,100,997 shares of the company’s stock, valued at approximately $1,919,548,152.97. This represents a 0.32% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Jeri Williams sold 100 shares of the firm’s stock in a transaction on Thursday, December 4th. The shares were sold at an average price of $550.63, for a total value of $55,063.00. Following the transaction, the director owned 1,316 shares in the company, valued at approximately $724,629.08. This represents a 7.06% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 48,040 shares of company stock worth $27,249,338. 5.70% of the stock is owned by company insiders.

Institutional Investors Weigh In On Axon Enterprise

Several hedge funds have recently modified their holdings of the business. Evergreen Capital Management LLC boosted its stake in shares of Axon Enterprise by 3.8% during the second quarter. Evergreen Capital Management LLC now owns 413 shares of the biotechnology company’s stock valued at $342,000 after purchasing an additional 15 shares in the last quarter. Synergy Financial Group LTD boosted its position in Axon Enterprise by 1.4% during the 3rd quarter. Synergy Financial Group LTD now owns 1,388 shares of the biotechnology company’s stock valued at $996,000 after acquiring an additional 19 shares in the last quarter. Tower Research Capital LLC TRC increased its holdings in shares of Axon Enterprise by 1.2% in the 2nd quarter. Tower Research Capital LLC TRC now owns 1,631 shares of the biotechnology company’s stock valued at $1,350,000 after acquiring an additional 19 shares during the period. Van ECK Associates Corp increased its holdings in shares of Axon Enterprise by 30.1% in the 4th quarter. Van ECK Associates Corp now owns 108 shares of the biotechnology company’s stock valued at $61,000 after acquiring an additional 25 shares during the period. Finally, Menard Financial Group LLC raised its position in shares of Axon Enterprise by 0.9% in the 4th quarter. Menard Financial Group LLC now owns 2,994 shares of the biotechnology company’s stock worth $1,700,000 after acquiring an additional 27 shares in the last quarter. Hedge funds and other institutional investors own 79.08% of the company’s stock.

Key Headlines Impacting Axon Enterprise

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

• Positive Sentiment: Needham kept a Buy rating and cites strong bookings momentum and an expanding ecosystem, supporting medium-term growth expectations. Axon: Strong Bookings Momentum and Expanding Ecosystem Drive Sustained Growth and Buy Rating
• Positive Sentiment: Recent market-coverage pieces highlighted a trading-day gain (a prior session rise of ~2.6%), showing there remains near-term buying interest on positive news flow. Why the Market Dipped But Axon Enterprise (AXON) Gained Today
• Neutral Sentiment: Wall Street projections for AXON’s Q4 (Dec‑2025) revenues, bookings and margins are now widely circulated; these estimates will drive the next big move when quarterly results and guidance arrive. Insights Into Axon (AXON) Q4: Wall Street Projections for Key Metrics
• Neutral Sentiment: Several “trending” and company‑profile summaries are circulating, increasing retail attention but not adding new fundamental catalysts by themselves. Axon Enterprise, Inc (AXON) Is a Trending Stock: Facts to Know Before Betting on It
• Neutral Sentiment: Reported short‑interest data in the feeds appears to be erroneous/zeroed out (no actionable signal); ignore until accurate figures are posted by exchanges.
• Negative Sentiment: Multiple insiders sold about US$43M of AXON stock recently — a near‑term negative for sentiment as investors often view sizeable insider selling as cautionary. Axon Enterprise Insiders Sell US$43m Of Stock, Possibly Signalling Caution
• Negative Sentiment: Needham lowered its price target from $870 to $600 — while the Buy rating remains, the reduced target trims upside and can weigh on investor sentiment and momentum. Benzinga Coverage of Needham Price Target Change

Wall Street Analysts Forecast Growth

AXON has been the subject of a number of recent research reports. Piper Sandler dropped their price objective on shares of Axon Enterprise from $893.00 to $753.00 and set an “overweight” rating for the company in a research note on Wednesday, November 5th. UBS Group dropped their price target on Axon Enterprise from $840.00 to $610.00 and set a “neutral” rating for the company in a research report on Wednesday, November 5th. TD Cowen reiterated a “buy” rating on shares of Axon Enterprise in a research report on Wednesday, November 5th. The Goldman Sachs Group lowered their target price on shares of Axon Enterprise from $940.00 to $800.00 and set a “buy” rating for the company in a report on Wednesday, November 5th. Finally, William Blair restated an “outperform” rating on shares of Axon Enterprise in a research report on Tuesday, February 3rd. Fifteen equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat.com, Axon Enterprise presently has an average rating of “Moderate Buy” and an average target price of $786.43.

Axon Enterprise Company 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.