AXON is containing margin pressure despite rising costs, supported by strong revenue growth, tariff refunds and manufacturing efficiency.

Axon's revenue has climbed steadily for eight straight quarters, while Celsius' momentum slowed after explosive early growth.

Axon Enterprise is Thursday's IBD Stock Of The Day as the the S&P 500 maker of Tasers, body cameras and software for law enforcement sees its Dedrone drone defense business take off. Dedrone "was still in its infancy just a year ago, and is quickly becoming one of our largest product lines, surpassing $100 million in quarterly revenue," Axon President Joshua Isner told analysts on the Aug. 5 earnings call. Isner announced on the call that Axon had been among the vendors selected among dozens of applicants for a potential $1.5 billion counter-drone program in a further validation of its technology.

Axon's Software & Services momentum continues as premium software adoption and new users lift revenues, though margins remain under pressure.

Expensive stocks typically earn their valuations through superior growth rates that other companies simply can’t match. The flip side though is that these lofty expectations make them particularly susceptible to drawdowns when market sentiment shifts.

AppLovin stock has fallen sharply in the short term while still showing a very large gain over three years, and the current valuation checks point to neither a clear bargain nor a clear premium. AppLovin has delivered roughly 7x over the past three years, which means many holders are now sitting on sizeable gains even after the recent pullback. Investor expectations for continued growth from the AXON advertising engine can support the current price, while recent revenue shortfalls and...

Two category leaders are still off their highs, yet continue to report double-digit revenue growth.

In early August 2026, Axon Enterprise reported second-quarter 2026 results showing revenue rising to US$904.39 million from US$668.54 million a year earlier, while quarterly net income eased to US$29.43 million from US$36.12 million and diluted EPS from continuing operations moved to US$0.36 from US$0.44. Alongside this, Axon raised its full-year 2026 revenue growth guidance to a range of 32% to 34%, citing support from US$15.10 billion in future contracted bookings and strong demand across...

Axon's second quarter results surpassed Wall Street expectations on both revenue and adjusted earnings, but the market reacted negatively, reflecting investor concerns about profitability and the trajectory of margins. Management attributed strong performance to broad-based demand for Axon’s ecosystem, with notable growth in international markets and the rapid scaling of its counter-drone and AI-enabled software segments. CEO Rick Smith pointed to the company’s expanding role in public safety te

On Aug. 13, 2026, the digital forensics firm reported delays in large transactions and heightened demand for cloud and AI procurement, prompting a leadership change.

Axon's strong Q2 revenue growth and raised outlook support its long-term prospects, but high costs, debt and valuation temper near-term appeal.

Axon's Connected Devices segment is surging as TASER, body cameras and counter-drone equipment drive strong revenue growth.

AppLovin has shed more than half its value this year while Wall Street analysts refuse to budge on their bullish targets, creating a tension that forces investors to pick a side: broken growth story or the discount of the decade.

Axon shares surged after a blowout quarter and a wave of analyst upgrades, but the real question is whether Wall Street's surprisingly steady 2027 earnings estimates are about to crack under the pressure of a $15 billion backlog.

A number of stocks jumped in the afternoon session after the July jobs report showed an unexpected loss of 23,000 jobs, signaling a cooling labor market. Economists had forecast a gain of around 80,000 nonfarm payrolls.

The market sold a raised outlook, then bought part of it back a session later, and the disagreement is about memory prices and counter-drone hardware.

Jim Cramer has spent months giving mixed signals on Axon Enterprise, Inc. (NASDAQ:AXON). While he regularly praises the company’s law enforcement products, he has repeatedly warned that the stock costs too much. That caution finally turned into a pass during the August 6 episode of Mad Money when a caller asked about buying the post-earnings […]

The Nasdaq 100 (^NDX) is home to some of the biggest success stories in tech and growth investing. However, certain stocks in the index face challenges like profitability concerns, rising costs, or shifts in market trends.

What does a 35%-plus slide mean for one of the market's great decade-long compounders?

Axon's 33% revenue surge commands a 67x forward multiple, while Chewy's steady 6% growth trades at less than half that valuation.

Wall Street closed lower on Thursday as market participants waited for a permanent settlement of the Middle East geopolitical conflicts.

Growth-stock selloffs after second-quarter earnings sparked retail dip-buying, with AppLovin and Dutch Bros leading investor interest.

Axon Enterprise (AXON) lifted its 2026 revenue growth outlook to a range of 32% to 34% after reporting Q2 results that exceeded sales estimates but came with margin pressure and an earnings per share miss versus expectations. See our latest analysis for Axon Enterprise. The raised 2026 guidance comes after a sharp rebound in Axon Enterprise’s share price, with a 7 day share price return of 14.74% and a 90 day share price return of 42.77%. That pace contrasts with a 1 year total shareholder...

Axon tops revenue estimates as strong demand across connected devices and software prompt higher 2026 revenue growth guidance despite an EPS miss.

Booking offers stability and cash flow, while Axon Enterprise brings one of the most consistent growth records in the market today.

Axon Enterprise stock has delivered a very strong 230.1% return over the past five years, yet the current valuation checks point to a company that screens as expensive on a Discounted Cash Flow (DCF) basis and only about fair when judged by market multiples. For investors, the recent share price recovery sits against an intrinsic value estimate that suggests the stock trades at a premium. Axon Enterprise has returned 230.1% over five years, which puts extra weight on whether today’s price...

Axon lifts 2026 revenue growth outlook to 32%-34% after Q2 earnings as software, AI and Dedrone demand expands, even as memory cost pressure near-term margins.

Software gross margin fell to 71.3% from 75.6% as free cash flow turned negative

Axon raises full-year guidance to 32%-34% growth, driven by record bookings, international expansion, and the rapid scaling of its AI Era Plan and Dedrone counter-drone business.

Investors didn't seem to get a clear read on Axon's latest earnings report.

Axon Enterprise (NASDAQ:AXON) reported second-quarter revenue of $904 million, up 35% from a year earlier, as growth across software, connected devices and counter-drone offerings extended the company’s streak of quarterly revenue growth above 30% to 10 consecutive quarters. During the company’s ea

TASER-maker Axon Enterprise posted lower second-quarter gross margin on Wednesday, weighed ‌by a higher mix of less lucrative ‌professional services and investments in scaling new product offerings. Shares of ​the Scottsdale, Arizona-based company fell more than 6% in aftermarket trading following the results. Here are some details: • Axon manufactures TASER energy weapons, body cameras, drones ‌and real-time surveillance ⁠systems for law enforcement agencies.

The headline numbers for Axon (AXON) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Axon (AXON) delivered earnings and revenue surprises of -0.53% and +4.15%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Axon Enterprise, the S&P 500 maker of Tasers, body cameras and software for law enforcement, topped Q2 earnings forecasts and raised its outlook as revenue growth accelerated amid surging demand for its AI Era software bundle and drone systems. Axon Enterprise said AI Era revenue, which includes its Draft One offering that saves manpower by writing the first draft of police reports audio uploaded to the cloud from body cameras, saw nearly 700% growth from the year-ago quarter. Revenue from Dedrone counter-drone defense system topped $100 million as the technology was deployed at all 11 World Cup sites.

Self defense company AXON (NASDAQ:AXON) reported Q2 CY2026 results topping the market’s revenue expectations, with sales up 35.3% year on year to $904.4 million. Its non-GAAP profit of $1.88 per share was 2% above analysts’ consensus estimates.

One generates billions in free cash flow with a 20% net margin; the other is growing 33% but trades at 2.4x the valuation multiple.

Its orders come from police budgets and counter-drone contracts rather than the economic cycle, yet the stock still falls harder than the market on down days.

According to the average brokerage recommendation (ABR), one should invest in Axon (AXON). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?

AXON heads into Q2 results with strong revenue growth expectations as demand across devices and software offsets rising cost pressures.

Axon Enterprise has posted consecutive quarter-over-quarter revenue gains, while Chipotle's growth has proven more uneven — a divergence that could reshape investor expectations.

Axon Enterprise (AXON) closed the most recent trading day at $525.12, moving 1.14% from the previous trading session.

Axon (AXON) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

The S&P 500 (^GSPC) is packed with companies that have built dominant market positions, making it a core index for investors. A select few continue to innovate and expand, setting themselves up for long-term success.

Investors can debate if S&P 500 CEOs deserve their sky-high pay packages. But not all CEOs get such princely sums.

The latest trading day saw Axon Enterprise (AXON) settling at $502.34, representing a +2.12% change from its previous close.

WWD stands out against AXON on valuation and growth, with strong aerospace momentum and shareholder returns supporting its outlook.

Axon Enterprise recently expanded its board, appointing former Dell executive Vivek Mohindra and AI entrepreneur Eiso Kant as independent directors on July 8, 2026, with Mohindra joining the Audit and Compensation Committees and Kant observing the M&A and Capital Structure Committee. This board refresh brings together deep enterprise strategy and cutting-edge AI infrastructure expertise, potentially influencing how Axon develops and governs its evolving public safety technology...

Why Axon Enterprise Stock Is Back in Focus Axon Enterprise (AXON) is back on investors’ radar after the company appointed two independent directors, Vivek Mohindra and Eiso Kant, to its board. This development coincides with earnings expectations that combine softer EPS with faster revenue growth. See our latest analysis for Axon Enterprise. Recent board changes and the upcoming earnings report arrive after a mixed stretch for Axon Enterprise, with the share price down over the year to date...

Axon Enterprise’s valuation is pulling in two directions, with a Discounted Cash Flow (DCF) intrinsic value estimate suggesting the stock trades at a premium, while market based multiples look more forgiving and recent three year returns remain strong. Axon Enterprise has delivered a 183.9% return over the past three years, which puts more pressure on today’s price to be supported by future cash flows. Expectations for bookings growth around new products and international expansion can...