AXON — Axon Enterprise Inc.

Founder-Led

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

About Axon Enterprise Inc.

Axon Enterprise, Inc. provides public safety technology solutions in the United States and internationally. The company operates in two segments, Software and Services, and Connected Devices. The Software and Services segment develops, manufactures, and sells cloud-based software-as-a-service solutions to capture, store, manage, share, and analyze video and other digital evidence. Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$386.00
Market Cap$31.64B
Float77.1M
Shares Outstanding80.6M
P/E (Forward)48.31
P/E (TTM)157.65
Price/Sales (TTM)10.61
vs. Analyst Target+71.5% to analyst PT
Profit Margin6.91%
Operating Margin (TTM)3.75%
Revenue (TTM)$2.98B
Earnings Growth (YoY)89.80%
Dividend RateNone
Analyst Target Price$662.04 (17 analysts)

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2020 $681M -$1.7M $416M $6.3M
2021 $863M -$60.0M $531M -$117M
2022 $1.19B $147M $729M $228M
2023 $1.56B $176M $955M $183M
2024 $2.08B $377M $1.24B $437M
2025 $2.78B $125M $1.66B $196M

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Jun 2025 $669M $36.1M
Sep 2025 $711M -$2.2M
Dec 2025 $797M $3.0M
Mar 2026 $807M $169M

Ownership & Float

Insider Ownership4.3%
Institutional Ownership88.8%
Short Float4.5%
% of All Funds Holding11.87%
Number of Funds Holding976

Current Moving Averages

Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$406.87Near-term / short-term trend
Weekly40-Week SMA$560.95Medium-term trend
Weekly80-Week SMA$609.82Cyclical trend (business cycle)
Weekly200-Week SMA$388.01Secular trend (multi-year)
Monthly10-Month SMA$554.37Near-term monthly trend
Monthly20-Month SMA$593.11Medium-term monthly trend
Monthly40-Month SMA$425.00Secular monthly trend

Volume Shelves — Support & Resistance

Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.

Price LevelTypeVolume RatioAge
$548.00 resistance 1.11x 1 months ago
$573.00 resistance 1.02x 3 months ago
$737.00 resistance 1.47x 5 months ago
$300.00 support 1.51x 20 months ago

Historical Earnings Reactions (99 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap 1.94% 0.53% 57.58% 24.75% -20.15%
1 Day 2.02% 0.31% 51.52% 28.68% -19.67%
1 Week 1.84% -0.18% 48.48% 45.94% -24.73%
2 Weeks 1.58% -2.18% 43.43% 45.49% -29.82%
1 Month 3.92% -0.52% 47.96% 93.55% -33.43%

Next earnings: July 25, 2026 (59 days away)

Seasonality & Day-of-Week Patterns

Monthly Seasonality

MonthAvg ReturnWin RateSamples
Jan4.4%52.0%25
Feb2.9%64.0%25
Mar1.1%60.0%25
Apr3.0%64.0%25
May4.1%50.0%24
Jun3.7%58.3%24
Jul-0.7%52.0%25
Aug5.4%52.0%25
Sep2.4%52.0%25
Oct8.7%72.0%25
Nov8.9%64.0%25
Dec2.4%56.0%25

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday 0.18% 50.4% 1177
Tuesday 0.19% 52.4% 1285
Wednesday 0.31% 48.7% 1285
Thursday 0.11% 50.3% 1260
Friday 0.11% 48.3% 1257

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 88.8%

Insider Transactions — Smart Summary

Total insider ownership: 4.3%

Founder-led management: Patrick W. Smith (Founder, CEO & Director)

12-Month Insider Activity Summary

Total Filings40
Net Value-$168M
Net Shares Change-278,199
% of Float-0.4%
C-Suite Filings31
Clusters Detected5

Key Insiders

NameTitleNet ValueFilingsActivity
Isner Joshua PRESIDENT -$29.5M 2 2 sell
Bagley Brittany COO and CFO -$3.5M 2 2 sell
Brooks Cameron CHIEF REVENUE OFFICER -$2.2M 1 1 sell
Fields Isaiah Chief Legal Officer -$1.5M 1 1 sell
Partovi Hadi +$1.0M 1 1 buy
Mak Jennifer H Chief Accounting Officer -$956,278.46 1 1 sell
Kalinowski Caitlin Elizabeth -$497,879.406 1 1 sell
Nardini Erika -$100,302.642 1 1 sell

Transaction Clusters

PeriodFilingsInsidersNet ValueSeniority
2025-06-02 – 2025-06-16 3 3 -$6.8M 2 C-suite
2025-08-11 – 2025-08-15 6 5 -$40.8M 4 C-suite
2025-09-03 – 2025-09-15 5 4 -$8.4M 4 C-suite
2025-12-03 – 2025-12-12 9 7 -$45.6M 7 C-suite
2026-02-26 – 2026-03-11 8 7 -$35.1M 7 C-suite

Significant Filings

DateInsiderTitleNet ValuePrice After
2026-03-11 Isner Joshua PRESIDENT -$18.5M Transaction at $534.39, now -27.8%
2026-03-04 Mak Jennifer H Chief Accounting Officer -$956,278.46 Transaction at $576.27, now -33.0%
2026-03-03 Fields Isaiah Chief Legal Officer -$1.5M Transaction at $557.05, now -30.7%
2026-03-03 Bagley Brittany COO and CFO -$2.4M Transaction at $552.90, now -30.2%
2026-03-18 Nardini Erika -$100,302.642 Transaction at $506.58, now -23.8%
2026-03-03 Kalinowski Caitlin Elizabeth -$497,879.406 Transaction at $535.35, now -27.9%

View full insider transaction history on Trend Edge →

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for Axon Enterprise Inc. (AXON) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for AXON on Trend Edge →