A

AXON

Public-safety technology provider with TASER

Overview

Axon provides hardware and software for public safety, including TASER devices, body cameras, and in-car video systems, plus cloud-based evidence management and data analytics software. The hardware captures video and data from the field and transmits it to Axon’s cloud SaaS, which stores, analyzes, and organizes evidence on a subscription basis. It differentiates itself by offering an integrated ecosystem where devices, cloud storage, and analytics work together across agencies. Its goal is to improve safety and accountability by helping agencies protect lives and make data-driven decisions.

Significant Headcount Growth

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About AXON

Simplify's Rating
Why AXON is rated
B+
Rated A on Competitive Edge
Rated A on Growth Potential
Rated C on Differentiation

Industries

Data & AnalyticsHardwareGovernment & Public SectorEnterprise Software

Company Size

5,001-10,000

Company Stage

IPO

Headquarters

Scottsdale, AZ

Founded

1993

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Simplify's take

What believers are saying

  • Q3 2026 revenue reached $909 million, up 28%, despite a difficult comparison.
  • AI annual recurring revenue topped $100 million, showing monetization beyond hardware sales.
  • The Skydio stake rose to 37% on November 5, 2026, deepening DFR penetration.

What critics are saying

  • November 3, 2026 California ALPR class action targets Axon’s surveillance network and disclosures.
  • November 5, 2026 Axon cut 2026 revenue guidance after $130 million Federal Dedrone delays.
  • If federal counter-drone timing keeps slipping, Axon’s growth story and valuation unravel fast.

What makes AXON unique

  • November 5, 2026 Skydio deal makes Axon exclusive U.S.-Canada public-safety drone distributor.
  • Axon’s platform links TASERs, body cameras, ALPRs, evidence software, and DFR workflows.
  • Software and services revenue hit $437 million in Q3 2026, up 43%.

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Funding

Total Funding

$3B

Above

Industry Average

Funded Over

3 Rounds

Post IPO Convertible funding comparison data is currently unavailable. We're working to provide this information soon!
Post IPO Convertible Funding Comparison Coming Soon

Benefits

  • Health Insurance
  • Disability Insurance
  • Life Insurance
  • Wellness Program
  • Hybrid Work Options
  • Paid Vacation
  • Sabbatical Leave
  • Dental Insurance
  • Employee Referral Bonus
  • Professional Development Budget

Stock Price

Growth & Insights and Company News

6 month growth

0%

1 year growth

21%

2 year growth

21%
Yahoo Finance
Nov 11th, 2026
Axon vs Okta: faster growth, with $2.8B revenue up 33.5%, makes Axon the better 2027 buy

Axon Enterprise is the better buy for 2027 than Okta, according to a Motley Fool comparison, because it is growing sales faster. Axon's revenue rose about 33.5% to roughly $2.8 billion in the year ended December 31, 2025, with net income of about $124.9 million. Okta's revenue grew 11.8% to about $2.9 billion in the year ended January 31, 2026, with net income of roughly $235.0 million. Axon trades at a forward price-to-earnings ratio of 42.1x and a price-to-sales ratio of 7.2x. Okta's are 45.4x and 9.7x. Analysts expect Axon's sales to grow about a third to $3.7 billion in fiscal 2026. They expect Okta's to rise about 10% to $3.2 billion.

Yahoo Finance
Nov 11th, 2026
Axon, Toast and Spotify: three growth stocks to hold for 10 years

Analysts expect Axon Enterprise, Toast, and Spotify to grow earnings faster than the S&P 500, which has historically averaged about 11% a year. A Motley Fool writer argues the three stocks can beat the market over the next decade. Axon shares are down about 44% this year after federal drone delays hit its revenue outlook. Software growth still accelerated to 43% in the third quarter, and future contracted bookings rose 39% to $15.8 billion. Analysts expect 27% annual earnings growth. Toast serves 189,000 locations, up 21%, and generated $181 million in free cash flow last quarter. Analysts project 23% annual earnings growth. Spotify reached 788 million monthly users, up 11%. Estimates imply 26% annual earnings growth.

Trade Show News
Nov 11th, 2026
AXON investors have opportunity to join Axon Enterprise, Inc. fraud investigation with SBS law.

AXON investors have opportunity to join Axon Enterprise, Inc. fraud investigation with SBS law. LOS ANGELES-(BUSINESS WIRE)-Schall, Brown & Schwartz LLP ("SBS"), a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Axon Enterprise, Inc. ("Axon" or "the Company") (NASDAQ: AXON) for violations of the securities laws. INVESTIGATION DETAILS: The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors. Axon released its Q3 2026 financial results, revealing revenue and earnings well below analyst expectations. The Company blamed the shortfall on delays in major contracts. Based on this news, shares of Axon fell by almost 18.2% on the same day. Business Wire, Inc. also encourage you to contact Brian Schall or David Schwartz of Schall, Brown & Schwartz LLP, 2049 Century Park East, Suite 2460, Los Angeles, CA 90067, at 310-301-3335, to discuss your rights free of charge. You can also reach Business Wire, Inc. through the firm's website at www.schallfirm.com, or by email at [email protected]. WHY SBS? Schall, Brown & Schwartz LLP represents investors around the world and specializes in securities class action lawsuits and shareholder rights litigation. Bringing together the extensive experience and diverse skillsets of founding partners Brian Schall, Andrew Brown, and David Schwartz, SBS is dedicated to aggressively advocating for every investor. Contacts. Schall, Brown & Schwartz LLP Brian Schall, Esq. Andrew Brown, Esq. David Schwartz, Esq. www.schallfirm.com Office: 310-301-3335 [email protected] Schall, Brown & Schwartz LLP. NASDAQ:AXON Release Summary Release Versions Schall, Brown & Schwartz LLP Brian Schall, Esq. Andrew Brown, Esq. David Schwartz, Esq. www.schallfirm.com Office: 310-301-3335 [email protected]

Spot On Iowa
Nov 9th, 2026
Cedar Rapids won't renew Flock contract, will move to Axon for plate readers.

Cedar Rapids won't renew Flock contract, will move to Axon for plate readers. Cedar Rapids' Police Department won't be using Flock Safety's automated license plate readers once its contract with them ends in February. |!| Cedar Rapids

PR Newswire
Nov 9th, 2026
Axon shareholder probe launched after Q3 revenue miss of $909M and $130M outlook cut

Law firm Levi & Korsinsky, through its SueWallSt service, has opened an investigation into potential securities law violations at Axon on behalf of shareholders who lost money. Axon reported third-quarter revenue of about $909 million on November 5, 2026, below analyst estimates of $934 million to $938 million. Adjusted earnings per share were $1.72, against expectations of $1.88 to $1.91. The company also said a $30 million Federal Dedrone counter-drone deployment, expected in the quarter, had been delayed. It removed about $130 million of revenue tied to three delayed deployments from its 2026 outlook, and the stock fell sharply. The investigation examines whether Axon made false or misleading statements about the timing and revenue from these deployments.

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