Axon Enterprise Inc vs Union Pacific Corporation — how do they compare? Axon Enterprise Inc trades at $549.79 (market cap $44.11B), while Union Pacific Corporation trades at $287.67 (market cap $171.17B). The key difference: Union Pacific Corporation is far larger — about 3.9× Axon Enterprise Inc's market cap, and Union Pacific Corporation pays a 1.91% dividend while Axon Enterprise Inc pays none. Which is the better fit depends on your goals.
| AXON | UNP | |
|---|---|---|
Market Cap | $44.11B | $171.17B |
Sector | Technology | Industrials |
52-Week High | $870.97 | $289.13 |
52-Week Low | $345.94 | $214.91 |
Enterprise Value | $45.20B | $201.64B |
Dividend Yield | — | 1.91% |
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.
Union Pacific (UNP) trades at $289.13, up 0.76% with a bullish technical signal. The company shows strong profitability with 29.2% net margins and 40.69% ROE, though valuation multiples remain elevated. Recent earnings beat expectations in Q1 2026, and the proposed Norfolk Southern merger represents a significant growth catalyst. Cash flow generation remains robust at $9.29B from operations in 2025.
Outlook remains positive with analyst consensus at Buy and $304.23 price target, though regulatory hurdles for the merger and elevated RSI levels pose near-term risks. The stock offers dividend growth potential with stable operational performance, but faces headwinds from industry consolidation concerns and potential legal liabilities from ongoing class action litigation.
Trailing returns across standard periods
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 →Omaha, Nebraska-based Union Pacific is the largest public railroad in North America. Operating on more than 30,000 miles of track in the western two thirds of the U.S., UP generated roughly $22 billion of revenue in 2021 by hauling coal, industrial products, intermodal containers, agriculture goods, chemicals, and automotive goods. UP owns about one fourth of Mexican railroad Ferromex and derives about 10% of its revenue hauling freight to and from Mexico.
Read more on UNP →