AXON Axon Enterprise Inc

$AXON Q3 '26 Earnings Results & Recap • Reported GAAP EPS of $1.72 up 38.71% YoY • Reported revenue of $908.55M up 27.85% YoY • Axon expects Q4 2026 revenue of $990M to $1.01B and Adjusted EBITDA of $245M to $250M; FY 2026 revenue is approximately $3.61B to $3.63B.

$AXON $QQQ $SPY for an earnings move. Can pump or even dump 20%. Gonna be positioned for either. Even an iron condor/butterfly if it stays flat and IV crushes. There’s a rotation away from Ai into these beaten down stocks so I see $500 after earnings. NFA

$AXON Even after the sell-off still valued with a (trailing) PE of 105, its richly valued. Company itself is great and technology is awesome but I will wait for a better entry.

$AXON "History has favored patient holders: after 14 of Axon’s 19 previous drops of 20% or more, the stock was higher a year later, with a median gain of 58%." Not so bad after all, will start a tiny position and add on weakness.

$AXON the dump before the pump. Load up before earnings! Let’s go! Lots of $$$ to be made here over the next 3 years.

$AXON I don’t care what people say about it p/e. I company doesn’t lose half its value with increasing revenue and earnings , will be 1200 at some point. It’s an expensive stock because it’s a premier growth company.

$AXON has struggled to close above the 10/20d for a couple months now, one of the worst performing stocks in the market. Nice bounce today... but hard to get excited, as largely recovering from a big move down last week. Buyers have clearly been on strike just watching this get walked down each day, and relief bounces quickly sold. As breadth widens, does it catch a bid? With earnings two weeks away, time to take a position under the 200dma and $400. Long growth runway and many years of 30% growth and product expansion ahead. At some point, have to zoom out and trust.

$AXON This earnings report reveals again their investment in the future. This Skyfio investment is a game changer. Drones that will be mounted on either base stations or police car rooftops. Overwatch: The drone arrives at the scene in seconds—often long before ground units—providing live high-definition and thermal video feeds to commanders, dispatchers, and responding officers. Unlike traditional manual-piloted drones that rely heavily on GPS, Skydio drones use computer vision and deep learning. They utilize arrays of optical cameras around the body to build a real-time 3D map of their surroundings, enabling them to fly through dense woods, inside dark or cluttered buildings, and under structures without crashing into walls, trees, or wires. The U.S. government and law enforcement agencies have phased out foreign-made drones Skydio has captured significant market share as being American made compliant.

$AXON the party is over. The downgrades are coming in now. It was priced to perfection and failed. Forget about this stock until February and Q4 earnings release

$AXON I’ve been calling this out to people since it dropped into the $400’s because it didn’t make sense. There was a fundamental disconnect between every analysts’ price target and the actual price. I still think under $500 is a STEAL. They have so many government contracts. They are a massive company and every police department in the country uses their products. More important, they are the one stock that seems to rocket on earnings (look it up if you don’t believe me). I have shares and calls and am so ready.

$AXON 450’s next week and 500’s after earnings hope everyone picked some shares up in the 370’s.

$AXON $QQQ Does anyone remember when clowns like this lost all their credibility? It wasn’t too long ago. Now you know why

$AXON best short in the market the last year plus, but maybe it is time for me to close out the rest of my short. Oh wait it still has a 150 multiple, maybe not. Get this POS off the $QQQ

$AXON this is such an overreaction. But I’m also the big loser so I guess I just have to wait

$AXON i bought and sold this year i am still up 25k on 237 shears if they got that federal dedrone contract they would have made numbers i feel comfortable holding my buy price is around 200

$AXON Great company, near monopol, good management BUT extremly high valuation and thus not an investment worth yet, for me.

$AXON Last week you could Switch Axon 1 :1 with $LMT Now you can swap 1:1 with $AAPL Next week 1:1 w / CVX I told everyone switch to $JMKE months beginning of Summer

$AXON has trended downward for three months. The company is estimated to report Q3 earnings on Nov 3rd. Upside catalysts: The market is waiting on the rollout of major government contracts for its Dedrone counter-drone platform. Federal agencies also added > 22,000 body cameras and evidence licenses this year, and the VA added more than 1,600 TASER 10 devices. The ongoing shift by public safety agencies from basic contracts to premium plans and AI-enabled bundles is visible in $AXON's annual recurring revenue growth to $1.6B, net revenue retention of 126%, and future contracted bookings of $15.1B. Concerns: •Share dilution concerns from a $1.15B convertible debt offering in September •Margin compression due to higher memory costs etc •Cash position dropped from $1.7B in late 2025 to under $700M by mid-2026

$AXON Zacks is now giving AXON a #1 rating (strong buy). I believe that’s a first for them, at least from my recollection.

$AXON does hardware and software $PLTR only does software. Axon has way more upside and once it starts moving it moves.