Axon Enterprise Inc vs CF Industries Holdings, Inc. — how do they compare? Axon Enterprise Inc trades at $538.84 (market cap $44.11B), while CF Industries Holdings, Inc. trades at $115.69 (market cap $18.31B). The key difference: Axon Enterprise Inc is far larger — about 2.4× CF Industries Holdings, Inc.'s market cap, and CF Industries Holdings, Inc. pays a 2.01% dividend while Axon Enterprise Inc pays none. Which is the better fit depends on your goals.
| AXON | CF | |
|---|---|---|
Market Cap | $44.11B | $18.31B |
Sector | Technology | Basic Materials |
52-Week High | $870.97 | $137.55 |
52-Week Low | $345.94 | $76.08 |
Enterprise Value | $45.20B | $19.89B |
Dividend Yield | — | 2.01% |
Signals from Pluang's Aura AI — not financial advice
Axon Enterprise (AXON) trades at $547.03, down 3.32% on the day, with strong analyst support (81% buy ratings) and a consensus price target of $648.67. The stock shows bullish technical signals with support at $539 and resistance at $553. Recent earnings have been mixed with Q3 2025 missing estimates but Q4 2025 and Q1 2026 beating expectations. Revenue growth remains solid with 2026 projections at $3.0B and net profit margin improving to 6.9%.
Axon presents growth potential driven by strong demand for connected devices and software services, though elevated valuation ratios (P/E 220.67) pose risk. Positive sentiment stems from recent upgrades and institutional interest, including notable insider buying. Key risks include execution challenges and competitive pressures in the law enforcement technology sector.
CF Industries stock trades at $120.92, up 3.42% today, with a bullish technical outlook and strong fundamentals. Recent earnings beats, a 20% dividend hike announced July 8, 2026, and robust profitability metrics like a 23.73% net margin support investor confidence. The stock is near consensus price targets, with moving averages signaling upward momentum.
The outlook is positive, driven by firm nitrogen demand and shareholder returns, but risks include input cost pressures and cyclical industry headwinds. Upside potential exists if earnings continue to exceed expectations, though overbought RSI levels suggest near-term consolidation may occur.
Trailing returns across standard periods
Latest headlines on both assets
Axon develops technology and weapons for law enforcement and military use. Its ecosystem includes TASER devices, body cameras, and Evidence.com, a cloud-based platform for digital evidence management.
Read more on AXON →CF Industries is a leading producer and distributor of nitrogen fertilizers. The company operates seven nitrogen facilities in North America and holds joint venture interests in further production capacity in the United Kingdom and Trinidad and Tobago. CF makes nitrogen primarily using low-cost U.S. natural gas as its feedstock, making CF one of the lowest-cost nitrogen producers globally.
Read more on CF →