AXON lowered its FY2026 guidance due to uneven hardware bookings, delayed sales pipeline, high inventories, and margin compression. Despite strong SaaS and AI growth prospects from its connected systems and digital evidence products, challenges like inventory issues, rising costs, and increased debt from investments limit near-term recovery. The stock has fallen more than 50%, reflecting concerns over mixed upcoming performance and limited margin of safety at its current valuation. AXON remains a Hold for now as investors await clearer signs of turnaround.
Axon Enterprise Inc (AXON) trades at USD 307.00 on Pluang as of Nov 11, 2026 20:01 WIB, just above its 52-week low of USD 302.54 and well below its 52-week high of USD 645.72. Despite a 1-day gain of 1.47%, the stock remains closer to the bottom of its yearly range, reflecting ongoing investor caution. Pluang users show strong buying interest with 80% of order activity favoring buys, and a typical hold time of 21 days.
Axon Enterprise reported Q3 2026 revenue of $909 million, falling short of analyst estimates by up to $29 million, and earnings per share below expectations. The company disclosed delays in three Federal Dedrone deployments worth $130 million in reve...
Axon reported third-quarter revenue of about $909 million and adjusted earnings per share of $1.72, both below Wall Street expectations. The company disclosed a delay in a $30 million Federal Dedrone counter-drone deployment, which contributed to mis...
Axon Enterprise lowered its 2026 revenue forecast to $3.61-$3.63 billion on November 5, removing about $130 million due to delays in three Federal Dedrone counter-drone deployments. This revision followed an August 5 forecast increase to 32%-34% grow...
Axon Enterprise made its largest-ever investment by committing $1.2 billion to private drone maker Skydio, increasing its stake to 37% and becoming Skydio's exclusive public safety distributor in the U.S. and Canada. This move supports Axon's vision ...
