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Upturn AI SWOT - About
AXON 
Axon Enterprise Inc. (AXON)
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Upturn Advisory Summary
04/01/2025: AXON (5-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit 227.06% | Avg. Invested days 65 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  5.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 42.03B USD | Price to earnings Ratio 112.28 | 1Y Target Price 665.03 |
Price to earnings Ratio 112.28 | 1Y Target Price 665.03 | ||
Volume (30-day avg) 1049157 | Beta 1.12 | 52 Weeks Range 273.52 - 715.99 | Updated Date 04/2/2025 |
52 Weeks Range 273.52 - 715.99 | Updated Date 04/2/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 4.82 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 18.11% | Operating Margin (TTM) -1.66% |
Management Effectiveness
Return on Assets (TTM) 1.22% | Return on Equity (TTM) 19.12% |
Valuation
Trailing PE 112.28 | Forward PE 83.33 | Enterprise Value 41765740330 | Price to Sales(TTM) 20.18 |
Enterprise Value 41765740330 | Price to Sales(TTM) 20.18 | ||
Enterprise Value to Revenue 20.06 | Enterprise Value to EBITDA 95.57 | Shares Outstanding 77661504 | Shares Floating 72777544 |
Shares Outstanding 77661504 | Shares Floating 72777544 | ||
Percent Insiders 4.57 | Percent Institutions 81.73 |
Analyst Ratings
Rating 4.5 | Target Price 605.9 | Buy 7 | Strong Buy 10 |
Buy 7 | Strong Buy 10 | ||
Hold 1 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Axon Enterprise Inc.
Company Overview
History and Background
Founded in 1993 as TASER International, Axon Enterprise Inc. initially focused on developing and selling conducted electrical weapons (CEWs). It has since evolved into a technology company providing public safety solutions, including body-worn cameras, cloud-based digital evidence management software, and automated license plate recognition (ALPR) systems. The name changed to Axon in 2017 to reflect this broader focus.
Core Business Areas
- TASER: Develops and sells CEWs and related accessories used by law enforcement and security personnel.
- Software & Sensors: Offers body-worn cameras, in-car video systems, and cloud-based digital evidence management (Evidence.com) solutions.
- Other: Includes automated license plate recognition (ALPR) and other ancillary products.
Leadership and Structure
Rick Smith is the founder and CEO. The company has a typical corporate structure with various departments reporting to executive leadership.
Top Products and Market Share
Key Offerings
- Body-Worn Cameras: Body-worn cameras and evidence management solutions are the primary growth drivers for Axon Enterprise. Axon dominates the market share at close to 70% but faces competition from Motorola Solutions, Inc., and Digital Ally Inc..
- TASER CEWs: Conducted electrical weapons used for less-lethal force. Axon is a dominant player in the CEW market with significant market share, estimated above 70%. Competitors include smaller players and some law enforcement equipment manufacturers. Revenue from this product is significant, but the company does not break it out specifically.
- ALPR (Automated License Plate Recognition): Axon also provides Automatic License Plate Recognition (ALPR) technology. Revenue contributions are not significant but it's a valuable part of the overall public safety platform. Key competitors include Genetec and Vigilant Solutions.
- Evidence.com: Cloud-based digital evidence management platform. Growing rapidly, with a large number of users in law enforcement agencies. Competitors include Motorola Solutions and smaller cloud-based solutions.
Market Dynamics
Industry Overview
The public safety technology market is growing, driven by increased demand for accountability, transparency, and efficiency in law enforcement. It's competitive, with consolidation occurring.
Positioning
Axon is a leading provider of connected public safety technologies. Its competitive advantage lies in its integrated suite of hardware and software solutions, as well as its strong brand reputation and customer relationships.
Total Addressable Market (TAM)
TAM is estimated to be over $50 billion. Axon is well-positioned to capture a significant portion of this market with its comprehensive product offerings and established market presence.
Upturn SWOT Analysis
Strengths
- Market leadership in CEWs and body-worn cameras
- Strong brand reputation and customer relationships
- Recurring revenue from cloud-based services
- Integrated suite of hardware and software solutions
- High switching costs for customers
Weaknesses
- Reliance on government contracts
- Potential for negative publicity related to CEW use
- High valuation relative to peers
- Long sales cycles with government agencies
Opportunities
- Expansion into international markets
- Development of new products and services (e.g., drone technology)
- Increased adoption of cloud-based solutions
- Strategic acquisitions to expand product portfolio
Threats
- Competition from larger companies (e.g., Motorola Solutions)
- Changes in government regulations and funding
- Technological obsolescence
- Economic downturn affecting government budgets
Competitors and Market Share
Key Competitors
- MSI
- DIGI
Competitive Landscape
Axon has a strong competitive advantage due to its integrated suite of hardware and software solutions and its strong brand reputation. However, it faces competition from larger companies with more resources.
Major Acquisitions
DroneSense
- Year: 2021
- Acquisition Price (USD millions): 50
- Strategic Rationale: To integrate drone technology into its public safety platform.
Skypatrol
- Year: 2023
- Acquisition Price (USD millions): 280
- Strategic Rationale: To enter the Automatic License Plate Recognition market
Growth Trajectory and Initiatives
Historical Growth: Axon has experienced strong historical growth, driven by increased adoption of its CEWs and body-worn cameras, as well as its cloud-based digital evidence management platform.
Future Projections: Analysts project continued revenue growth in the double digits, driven by increasing adoption of cloud solutions and expansion into new markets.
Recent Initiatives: Recent initiatives include expanding its international presence, developing new products such as drones, and strategic acquisitions to expand its product portfolio.
Summary
Axon Enterprise Inc. is a strong company with a leading position in the public safety technology market. Its integrated suite of hardware and software solutions, strong brand reputation, and recurring revenue from cloud-based services are all working well. The company needs to be aware of competition, government regulations, and potential negative publicity.
Similar Companies
MSI
Motorola Solutions Inc
MSI
Motorola Solutions Inc
Sources and Disclaimers
Data Sources:
- Company filings, financial news outlets, market research reports
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. Market data can fluctuate rapidly, and past performance is not indicative of future results.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Axon Enterprise Inc.
Exchange NASDAQ | Headquaters Scottsdale, AZ, United States | ||
IPO Launch date 2001-06-07 | Founder, CEO & Director Mr. Patrick W. Smith | ||
Sector Industrials | Industry Aerospace & Defense | Full time employees 4100 | Website https://www.axon.com |
Full time employees 4100 | Website https://www.axon.com | ||
Axon Enterprise, Inc. develops, manufactures, and sells conducted energy devices (CEDs) under the TASER brand in the United States and internationally. It operates through two segments, Software and Sensors, and TASER. The company also offers hardware and cloud-based software solutions that enable law enforcement to capture, securely store, manage, share, and analyze video and other digital evidence. Its products include axon officer safety plan; taser 10, taser7, taser X26P, taser X2, taser 7 CQ, and civilian series; cameras, such as axon body, axon flex, axon fleet, axon air, axon signal sidearm, axon signal vehicle, axon interview, and axon interview portable kit; software, including axon records, evidence, standards, commander, performance, auto-transcribe, justice, investigate, respond, and justice, my90, and redaction assistant; mobile applications, and training services, as well as hardware extended warranties; and Axon docks, cartridges, and batteries. The company sells its products through its direct sales, distribution partners, online store, and third-party resellers. Axon Enterprise, Inc. has a strategic partnership with Fusus, Inc. to expand bility to aggregate live video, data, and sensor feeds. It serves law enforcement, federal, correction, fire, EMS, campus, justice healthcare, retail, private security, and personal safety industries. The company was formerly known as TASER International, Inc. and changed its name to Axon Enterprise, Inc. in April 2017. Axon Enterprise, Inc. was incorporated in 1993 and is headquartered in Scottsdale, Arizona.
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