Axon Enterprise, Inc.
At today's price, Axon Enterprise, Inc. (AXON) is priced for today's economics sustained for ~28.0 years. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
At $423.06 (as of June 27, 2026) Axon is a growth-stage business priced as if the growth never slows: the price implies operating profit compounding at its self-funding ceiling for about 26 years, and no valuation family reaches the quote. It is rich on assets, earnings power, peers, and even forward growth. Read at the right stage, the numbers explain the premium. Q1 2026 revenue grew 34% to $807 million, the ninth straight quarter above 30%, with annual recurring revenue up 35% to $1.5 billio
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1,015 institutional managers reported holding AXON in 13F filings for the quarter ended 2026-03-31. Together they hold about 80% of the company; the top 10 hold 43%. 112 opened new positions that quarter. Held by Vanguard Group, BlackRock, State Street, among others. On the short side, 3.8M shares were sold short as of the 2026-06-15 count, about 5% of shares outstanding (3.5 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
AXON's share count grew 23% over the past five years. It pays no dividend.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at AXON over the trailing three years: 2025: 1 buy totaling $1.00M. 18 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
AXON's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-05-10 | -13.1% | +1.6% |
| 2023-08-09 | +11.6% | +9.6% |
| 2023-11-08 | +5.8% | +8.6% |
| 2024-05-08 | -1.9% | -6.0% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
AXON's latest 8-K filings: 2026-07-10 (items 5.02); 2026-06-01 (items 5.07, 9.01); 2026-05-06 (items 2.02, 9.01); 2026-04-10 (items 5.02); 2026-03-11 (items 5.02).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: July 3, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.