AXON
AXON ENTERPRISE, INC.
$486.12
-5.28%
$39.2B
No data for this timeframe.
Vol
Market Cap$39.2B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (89%)
Inst. Holders8 funds
Inst. Value$8.6B
Inst. Activity1 buys / 0 sells
Insider Activity0B / 14S
Insider Net $-$16.4M
Reddit Sentiment36° Cool
SEC Reports8
Exchange Nasdaq·Sector Ordnance & Accessories, (No Vehicles/Guided Missiles)·Inc. DE·CIK 0001069183·Prev Close $513.20
Recent Activity
Jun 5, 2026
short_volume
Short Volume: AXON — 67.4% short (0.5M / 0.7M)
Short: 500,380 | Exempt: 787 | TRF Vol: 742,288 | Short Ratio: 67.4% | Off-exchange volume (dark poo
Jun 2, 2026
SEC
Two AXON directors sold a combined $213K in open-market sales on June 1, 2026, following a routine director grant of 611
CLUSTER — Impact 2/10
Jun 2, 2026
Insider
Bagley Brittany sold 5,969 shares
COO & CFO @ $485.00 ($2.9M)
Jun 1, 2026
Insider
Kalinowski Caitlin Elizabeth sold 40 shares
Director @ $473.32 ($18.9K)
Jun 1, 2026
Insider
Williams Jeri sold 406 shares
Director @ $477.43 ($193.8K)
Apr 16, 2026
SEC
Axon Enterprise, Inc. has filed a definitive proxy statement for its 2026 Annual Meeting, which includes the election of
DEFA14A — Impact 3/10
Apr 10, 2026
SEC
Matthew McBrady, a director at Axon Enterprise, Inc., notified the board he will not stand for re-election at the 2026 A
8-K — Impact 3/10
Inst.
NORGES BANK — NEW
908,148 shares ($515.8M)
Price Targets
$662.04
+36.2% upside
Strong Buy
Current $486.12
Low $409.68
Median $675.00
High $825.00
18 analysts
$409.68
$825.00
Analyst Ratings
9Strong Buy
16Buy
3Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 8, 2026 | Barclays | MAINTAIN | Overweight → Overweight |
| May 7, 2026 | UBS | MAINTAIN | Neutral → Neutral |
| May 7, 2026 | JP Morgan | MAINTAIN | Overweight → Overweight |
| May 7, 2026 | Citizens | MAINTAIN | Market Outperform → Market Outperform |
| May 7, 2026 | Piper Sandler | MAINTAIN | Overweight → Overweight |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $1.83 ▲ +0.7% | $1.53 — $2.18 | -14% YoY | 18 |
| Next Q | $2.02 ▼ -0.8% | $1.70 — $2.45 | 72% YoY | 18 |
| Current FY | $7.69 ▼ -1.0% | $6.70 — $9.39 | 12% YoY | 20 |
| Next FY | $10.57 ▲ +1.1% | $9.22 — $12.71 | 38% YoY | 20 |
Latest Reports
NEUTRAL
CLUSTER
2/10
Two AXON directors sold a combined $213K in open-market sales on June 1, 2026, following a routine director grant of 611
Jun 2, 2026
NEUTRAL
DEFA14A
3/10
Axon Enterprise, Inc. has filed a definitive proxy statement for its 2026 Annual Meeting, which includes the election of
Apr 16, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $5.3B | — |
| FMR LLC | $1.5B | — |
| NORGES BANK | $515.8M | NEW |
| MORGAN STANLEY | $509.5M | — |
| BANK OF AMERICA CORP | $379.5M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 2, 2026 | Bagley Brittany | SELL | $2.9M |
| Jun 1, 2026 | Kalinowski Caitlin | SELL | $18.9K |
| Jun 1, 2026 | Williams Jeri | SELL | $193.8K |
| Jun 1, 2026 | Fields Isaiah | F | $342.4K |
| Jun 1, 2026 | Brooks Cameron | F | $333.7K |
Reddit Sentiment
36°
Cool
Bearish
Neutral
Bullish
8 institutional holders with $8.6B total value (15,196,560 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, NORGES. Net buying activity: 1 institutions added/increased vs 0 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 9,367,224 | $5.3B | 61.6% | — |
| 2 | FMR LLC | 2,574,185 | $1.5B | 16.9% | — |
| 3 | NORGES BANK | 908,148 | $515.8M | 6.0% | NEW |
| 4 | MORGAN STANLEY | 897,161 | $509.5M | 5.9% | — |
| 5 | BANK OF AMERICA CORP /DE/ | 668,179 | $379.5M | 4.4% | — |
| 6 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 564,844 | $320.8M | 3.7% | NEW |
| 7 | WELLS FARGO & COMPANY/MN | 161,420 | $91.7M | 1.1% | DOUBLED +144.8% |
| 8 | TWO SIGMA INVESTMENTS, LP | 55,399 | $31.5M | 0.4% | TRIM -60.7% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 908,148 | — | $515.8M | 2025-Q4 |
| UBS Group AG | ADD | 424,058 | 661,939 | +56.1% | $475.0M | 2025-Q3 |
| NORGES BANK | EXIT | 770,353 | 0 | -100.0% | $0.00 | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 1,500 | 0 | -100.0% | $0.00 | 2025-Q3 |
| NORGES BANK | NEW | — | 770,353 | — | $637.8M | 2025-Q2 |
| UBS Group AG | ADD | 336,261 | 424,058 | +26.1% | $351.1M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 125,875 | 49,451 | -60.7% | $40.9M | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | NEW | — | 1,500 | — | $1.2M | 2025-Q2 |
| WELLS FARGO & COMPANY/MN | DOUBLED | 81,277 | 198,953 | +144.8% | $104.6M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 365,672 | 125,875 | -65.6% | $66.2M | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 109,252 | 0 | -100.0% | $0.00 | 2025-Q1 |
| NORGES BANK | EXIT | 811,148 | 0 | -100.0% | $0.00 | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 59,252 | 109,252 | +84.4% | $64.9M | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 429,689 | — | $171.7M | 2024-Q3 |
16 unique insiders with 14 transactions. Net insider value: -$16.4M ($0.00 bought, $16.4M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 2, 2026 | Bagley Brittany | COO & CFO | SELL | 5,969 | $485.00 | $2.9M |
| Jun 1, 2026 | Kalinowski Caitlin Elizabeth | Director | SELL | 40 | $473.32 | $18.9K |
| Jun 1, 2026 | Williams Jeri | Director | SELL | 406 | $477.43 | $193.8K |
| Jun 1, 2026 | Fields Isaiah | Chief Legal Officer | F | 763.16 | $448.72 | $342.4K |
| Jun 1, 2026 | Brooks Cameron | CHIEF REVENUE OFFICER | F | 743.757 | $448.72 | $333.7K |
| Jun 1, 2026 | Coughlin Elizabeth Reid | Chief Human Officer | F | 479.696 | $448.72 | $215.2K |
| Jun 1, 2026 | Isner Joshua | PRESIDENT | F | 32,796.371 | $476.88 | $15.6M |
| Jun 1, 2026 | Bagley Brittany | COO & CFO | F | 16,181.521 | $476.88 | $7.7M |
| Jun 1, 2026 | Kunins Jeffrey C | CPO & CTO | F | 8,113.183 | $476.88 | $3.9M |
| Jun 1, 2026 | Mak Jennifer H | Chief Accounting Officer | F | 155.673 | $448.72 | $69.9K |
| May 29, 2026 | Kalinowski Caitlin Elizabeth | Director | A | 611 | $0.00 | $0.00 |
| May 29, 2026 | Williams Jeri | Director | A | 611 | $0.00 | $0.00 |
| May 29, 2026 | Brown Adriane M | Director | A | 611 | $0.00 | $0.00 |
| May 29, 2026 | Nardini Erika | Director | A | 611 | $0.00 | $0.00 |
| May 29, 2026 | GARNREITER MICHAEL | Director | A | 611 | $0.00 | $0.00 |
| May 29, 2026 | Morgenfeld Todd R | Director | A | 611 | $0.00 | $0.00 |
| May 29, 2026 | SMITH GRAHAM | Director | A | 611 | $0.00 | $0.00 |
| May 29, 2026 | Partovi Hadi | Director | A | 611 | $0.00 | $0.00 |
| May 22, 2026 | Fields Isaiah | Chief Legal Officer | SELL | 2,000 | $400.00 | $800.0K |
| Apr 1, 2026 | Brooks Cameron | CHIEF REVENUE OFFICER | F | 5,849.7 | $423.57 | $2.5M |
| Mar 17, 2026 | Nardini Erika | Director | SELL | 198 | $506.58 | $100.3K |
| Mar 17, 2026 | Williams Jeri | Director | SELL | 157 | $490.00 | $76.9K |
| Mar 10, 2026 | Isner Joshua | PRESIDENT | SELL | 7,390 | $530.27 | $3.9M |
| Mar 9, 2026 | Brooks Cameron | CHIEF REVENUE OFFICER | SELL | 1,221 | $565.51 | $690.5K |
| Mar 9, 2026 | SMITH PATRICK W | CHIEF EXECUTIVE OFFICER | SELL | 124 | $546.81 | $67.8K |
| Mar 3, 2026 | Mak Jennifer H | Chief Accounting Officer | F | 165.956 | $579.09 | $96.1K |
| Mar 3, 2026 | Brooks Cameron | CHIEF REVENUE OFFICER | F | 764.61 | $579.09 | $442.8K |
| Mar 3, 2026 | Coughlin Elizabeth Reid | Chief Human Officer | F | 489.608 | $579.09 | $283.5K |
| Mar 3, 2026 | Fields Isaiah | Chief Legal Officer | F | 775.028 | $579.09 | $448.8K |
| Mar 2, 2026 | Mak Jennifer H | Chief Accounting Officer | SELL | 1,500 | $573.45 | $860.2K |
| Mar 2, 2026 | Bagley Brittany | COO & CFO | SELL | 480 | $550.28 | $264.1K |
| Feb 27, 2026 | Fields Isaiah | Chief Legal Officer | SELL | 1,920 | $534.96 | $1.0M |
| Feb 27, 2026 | Kalinowski Caitlin Elizabeth | Director | SELL | 930 | $535.35 | $497.9K |
| Feb 25, 2026 | SMITH PATRICK W | CHIEF EXECUTIVE OFFICER | SELL | 10,000 | $500.24 | $5.0M |
8 SEC filing reports analyzed. Sentiment: 1 bullish, 1 bearish, 0 mixed, 6 neutral. Avg impact: 3.9/10.
NEUTRAL
CLUSTER
2/10
Two AXON directors sold a combined $213K in open-market sales on June 1, 2026, following a routine d
Jun 2, 2026
NEUTRAL
DEFA14A
3/10
Axon Enterprise, Inc. has filed a definitive proxy statement for its 2026 Annual Meeting, which incl
Apr 16, 2026
NEUTRAL
8-K
3/10
Matthew McBrady, a director at Axon Enterprise, Inc., notified the board he will not stand for re-el
Apr 10, 2026
NEUTRAL
CLUSTER
3/10
Two non-executive directors at Axon Enterprise sold shares in a coordinated open-market transaction
Mar 19, 2026
NEUTRAL
8-K
3/10
Julie Anne Cullivan will not stand for re-election to Axon Enterprise's board at the 2026 Annual Mee
Mar 11, 2026
NEUTRAL
CLUSTER
3/10
Two insiders at Axon Enterprise sold shares in the past week, including Chief Legal Officer Isaiah F
Mar 4, 2026
BEARISH
CLUSTER
6/10
Axon Enterprise CEO Patrick Smith sold $5.0 million worth of shares in an open-market transaction, f
Mar 3, 2026
BULLISH
8-K
8/10
Axon reported strong Q4 2025 results with revenue of $797 million, up 39% year-over-year, driven by
Feb 24, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Buy (89% buy). Based on 28 analysts: 9 strong buy, 16 buy, 3 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$662.04 mean target
+36.2% upside
Strong Buy (3.00)
$409.68 Low
$825.00 High
| Metric | Value |
|---|---|
| Current Price | $486.12 |
| Target Low | $409.68 |
| Target Mean | $662.04 |
| Target Median | $675.00 |
| Target High | $825.00 |
| # Analysts | 18 |
| Recommendation | Strong Buy (3.00) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$1.83 | $1.53 | $2.18 | -13.9% | +0.7% | 10↑ 8↓ | $0.9B | 31.1% | 18 |
| Next Q 2026-09-30 |
$2.02 | $1.70 | $2.45 | 72.5% | -0.8% | 8↑ 9↓ | $0.9B | 31.9% | 18 |
| Current FY 2026-12-31 |
$7.69 | $6.70 | $9.39 | 12.3% | -1.0% | 10↑ 9↓ | $3.7B | 31.5% | 20 |
| Next FY 2027-12-31 |
$10.57 | $9.22 | $12.71 | 37.5% | +1.1% | 12↑ 6↓ | $4.7B | 29.3% | 20 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $1.826 | |
| 7d ago | $1.826 | |
| 30d ago | $1.814 | +0.013 |
| 60d ago | $1.814 | +0.012 |
| 90d ago | $1.814 | +0.012 |
10 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 8, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
| May 7, 2026 | UBS | MAINTAIN | Neutral | Neutral |
| May 7, 2026 | JP Morgan | MAINTAIN | Overweight | Overweight |
| May 7, 2026 | Citizens | MAINTAIN | Market Outperform | Market Outperform |
| May 7, 2026 | Piper Sandler | MAINTAIN | Overweight | Overweight |
| Apr 16, 2026 | JP Morgan | MAINTAIN | Overweight | Overweight |
| Apr 13, 2026 | Citizens | REITERATE | Market Outperform | Market Outperform |
| Apr 8, 2026 | TD Cowen | MAINTAIN | Buy | Buy |
| Apr 8, 2026 | Goldman Sachs | MAINTAIN | Buy | Buy |
| Feb 25, 2026 | UBS | MAINTAIN | Neutral | Neutral |
| Feb 25, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
| Feb 25, 2026 | Morgan Stanley | MAINTAIN | Overweight | Overweight |
| Feb 25, 2026 | RBC Capital | MAINTAIN | Outperform | Outperform |
| Feb 25, 2026 | Piper Sandler | MAINTAIN | Overweight | Overweight |
| Feb 20, 2026 | Needham | MAINTAIN | Buy | Buy |
| Dec 17, 2025 | Morgan Stanley | MAINTAIN | Overweight | Overweight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 9 | 16 | 3 | 0 | 0 | 89% | |
| May 1, 2026 | 9 | 16 | 3 | 0 | 0 | 89% | |
| Apr 1, 2026 | 9 | 16 | 3 | 0 | 0 | 89% | |
| Mar 1, 2026 | 9 | 16 | 3 | 0 | 0 | 89% | |
| Feb 1, 2026 | 9 | 16 | 2 | 0 | 0 | 93% | |
| Jan 1, 2026 | 8 | 16 | 3 | 0 | 0 | 89% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
36°
Cool
Bearish
Neutral
Bullish
3 mentions
0 bullish
2 bearish
3 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Apr 9, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| Apr 9, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| Feb 28, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
Recent Reddit Threads
Axon continues the dump
▲ 1
💬 0
⚡ 0.5
AXON STOCK
▲ 1
💬 1
⚡ 0.4
Jun 5, 2026
short_volume
Short Volume: AXON — 67.4% short (0.5M / 0.7M)
Short: 500,380 | Exempt: 787 | TRF Vol: 742,288 | Short Ratio: 67.4% | Off-exchange volume (dark pool + OTC)
Jun 4, 2026
short_volume
Short Volume: AXON — 64.0% short (0.3M / 0.5M)
Short: 330,894 | Exempt: 1,693 | TRF Vol: 517,200 | Short Ratio: 64.0% | Off-exchange volume (dark pool + OTC)
Jun 3, 2026
short_volume
Short Volume: AXON — 76.0% short (0.4M / 0.5M)
Short: 413,461 | Exempt: 220 | TRF Vol: 544,062 | Short Ratio: 76.0% | Off-exchange volume (dark pool + OTC)
Jun 2, 2026
short_volume
Short Volume: AXON — 66.1% short (0.4M / 0.5M)
Short: 353,623 | Exempt: 393 | TRF Vol: 535,288 | Short Ratio: 66.1% | Off-exchange volume (dark pool + OTC)
Jun 1, 2026
short_volume
Short Volume: AXON — 60.9% short (0.4M / 0.6M)
Short: 369,247 | Exempt: 246 | TRF Vol: 606,722 | Short Ratio: 60.9% | Off-exchange volume (dark pool + OTC)
May 14, 2026
short_interest
FTD: AXON — 6,214 shares ($2.3M) failed to deliver
Settlement: 20260514, Price: $376.82, FTD Value: $2,341,559.48, AXON ENTERPRISE INC COM STK (D
May 13, 2026
short_interest
FTD: AXON — 2,418 shares ($1.0M) failed to deliver
Settlement: 20260513, Price: $393.66, FTD Value: $951,869.88, AXON ENTERPRISE INC COM STK (D
May 12, 2026
short_interest
FTD: AXON — 7,896 shares ($3.1M) failed to deliver
Settlement: 20260512, Price: $394.36, FTD Value: $3,113,866.56, AXON ENTERPRISE INC COM STK (D
May 11, 2026
dark_pool
Dark Pool: AXON — 1.4M shares, 62,229 trades
Week starting 2026-05-11. Total ATS volume: 1,360,306 shares across 62,229 trades.
May 8, 2026
short_interest
FTD: AXON — 4,555 shares ($1.9M) failed to deliver
Settlement: 20260508, Price: $426.89, FTD Value: $1,944,483.95, AXON ENTERPRISE INC COM STK (D
May 6, 2026
short_volume
Short Volume: AXON — 55.9% short (0.4M / 0.7M)
Short: 370,546 | Exempt: 1,620 | TRF Vol: 663,465 | Short Ratio: 55.9% | Off-exchange volume (dark pool + OTC)
May 6, 2026
earnings_calendar
AXON Q1 2026 Earnings Scheduled — 2026-05-06
May 6, 2026
short_interest
FTD: AXON — 8,374 shares ($3.2M) failed to deliver
Settlement: 20260506, Price: $380.60, FTD Value: $3,187,144.4, AXON ENTERPRISE INC COM STK (D
May 4, 2026
dark_pool
Dark Pool: AXON — 2.1M shares, 81,466 trades
Week starting 2026-05-04. Total ATS volume: 2,115,898 shares across 81,466 trades.
Apr 27, 2026
dark_pool
Dark Pool: AXON — 1.0M shares, 45,305 trades
Week starting 2026-04-27. Total ATS volume: 1,045,861 shares across 45,305 trades.