Nama Insights

Axon Enterprise (AXON)

Industrials · Aerospace Defense · NASDAQ

S&P 500Nasdaq-100
Axon Enterprise (AXON) is a Industrials company in the Aerospace Defense industry. It has a market capitalization of $25.43B, a trailing price-to-earnings ratio of 42.5 and a free-cash-flow yield of 0.3%. Over the most recent reported fiscal year, revenue grew 33.5% and free cash flow per share fell 78.3%. Nama's AI scorecard rates it Hold, 4.4 out of 10. On 12-month momentum it ranks in the lagging band of its market.
AI scorecard
Hold · 4.4/10
The sections balance. As of Nov 7, 2026.
Momentum
Lagging · -30.9% over 12 months ex. last
Second-worst fifth of its market on the past year's move.
Shariah screen
Not Shariah Compliant
At least one of the three ratios or the industry test failed.
Off its high
-64.7%
How far the last close sits under the highest price of the past five years.
Market cap$25.43B
Trailing P/E42.5
Price / book6.9
Price / sales7.9
FCF yield0.3%
Dividend yield—
Gross margin59.4%
Operating margin0.7%
Net margin6.2%
Revenue growth (YoY)+33.5%
Revenue growth (3-yr annual)+32.8%
EPS growth (YoY)+16.5%
FCF/share growth (YoY)-78.3%
Beta1.4
ExchangeNASDAQ
SectorIndustrials
IndustryAerospace Defense

AXON earnings

Next report: Feb 24, 2027 (Q4 2026, EPS estimate $1.98). Beat the EPS estimate in 3 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q3 2026 Nov 5, 2026 $1.72 $1.89 -9.0% —
Q2 2026 Aug 5, 2026 $1.88 $1.84 +2.2% $904.39M
Q1 2026 May 6, 2026 $1.61 $1.60 +0.6% $807.35M
Q4 2025 Feb 24, 2026 $2.15 $1.60 +34.4% $796.72M

AXON analyst price target

Median target $688.00 from 19 analysts, ranging $440.00 – $830.00.

Aerospace Defense peers

TickerCompanyMarket capP/E
SPCX Space Exploration Technologies $1.82T —
GE GE Aerospace $335.38B 42.0
RTX RTX $255.76B 25.3
BA Boeing $137.41B 20.1
LMT Lockheed Martin $131.00B 20.1
GD General Dynamics $95.68B 20.8
HWM Howmet Aerospace $81.84B 40.7
NOC Northrop Grumman $74.59B 18.1
Explore live AXON data on Nama Insights →

Recent Congressional trades

Axon Enterprise trades disclosed by members of the US House and Senate under the STOCK Act. See the full Congress trades board →

Member Chamber Trade Amount Disclosed
Alan Armstrong Senate Buy $1,001 - $15,000 Jul 21, 2026
Jefferson Shreve House Sell $15,001 - $50,000 Jun 22, 2025
Jefferson Shreve House Buy $15,001 - $50,000 Apr 11, 2025
Rob Bresnahan House Sell $1,001 - $15,000 Feb 13, 2025
Greg Stanton House Sell $1,001 - $15,000 Nov 9, 2023
Greg Stanton House Buy $1,001 - $15,000 Nov 9, 2023

AXON FAQ

Is AXON a buy?
Nama's AI scorecard currently rates Axon Enterprise Hold (4.4 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is AXON's P/E ratio?
Axon Enterprise trades at a trailing price-to-earnings ratio of 42.5.
When does AXON report earnings?
Axon Enterprise's next scheduled report is on Feb 24, 2027. Analysts expect EPS of $1.98.
What is the AXON price target?
The median analyst price target from 19 analysts is $688.00, with a range of $440.00 – $830.00.
Is AXON Shariah compliant?
Nama's AAOIFI-style screen reads Axon Enterprise as Not Shariah Compliant. At least one of the three ratios or the industry test failed.