AXON

AXON ENTERPRISE, INC.

Nasdaq · Ordnance & Accessories, (No Vehicles/Guided Missiles) · Inc. DE · CIK 0001069183
$423.40 +0.09% $34.1B
Insider Selling Cluster (8 insiders)High Impact Filing (8/10)30 New Institutional Positions20 Institutional Exits
Vol
Market Cap$34.1B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (89%)
Inst. Holders50 funds
Inst. Value$19.4B
Inst. Activity30 buys / 20 sells
Insider Activity0B / 18S
Insider Net $-$28.0M
Reddit Sentiment36° Cool
SEC Reports9
Exchange Nasdaq·Sector Ordnance & Accessories, (No Vehicles/Guided Missiles)·Inc. DE·CIK 0001069183·Prev Close $423.01

Recent Activity

Jun 8, 2026 SEC
A cluster of insider selling at Axon Enterprise over the past week saw the CEO, COO/CFO, and Chief Revenue Officer colle
CLUSTER — Impact 4/10
Jun 5, 2026 Insider
Isner Joshua sold 339 shares
PRESIDENT @ $481.76 ($163.3K)
Jun 5, 2026 short_volume
Short Volume: AXON — 67.4% short (0.5M / 0.7M)
Short: 500,380 | Exempt: 787 | TRF Vol: 742,288 | Short Ratio: 67.4% | Off-exchange volume (dark poo
Jun 4, 2026 Insider
SMITH PATRICK W sold 20,000 shares
CHIEF EXECUTIVE OFFICER @ $500.00 ($10.0M)
Jun 4, 2026 Insider
Brooks Cameron sold 1,242 shares
CHIEF REVENUE OFFICER @ $500.00 ($621.0K)
Jun 2, 2026 SEC
Two AXON directors sold a combined $213K in open-market sales on June 1, 2026, following a routine director grant of 611
CLUSTER — Impact 2/10
Apr 16, 2026 SEC
Axon Enterprise, Inc. has filed a definitive proxy statement for its 2026 Annual Meeting, which includes the election of
DEFA14A — Impact 3/10
Inst.
BAILLIE GIFFORD & CO — ADD
2,459,727 shares ($1.0B)

Price Targets

$662.04 +56.4% upside Strong Buy
Current $423.40 Low $409.68 Median $675.00 High $825.00 18 analysts
$409.68 $825.00

Analyst Ratings

Strong Buy89% buy · 28 analysts
9Strong Buy
16Buy
3Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 8, 2026 Barclays MAINTAIN Overweight → Overweight
May 7, 2026 UBS MAINTAIN Neutral → Neutral
May 7, 2026 JP Morgan MAINTAIN Overweight → Overweight
May 7, 2026 Citizens MAINTAIN Market Outperform → Market Outperform
May 7, 2026 Piper Sandler MAINTAIN Overweight → Overweight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $1.83 $1.53 — $2.18 -14% YoY 18
Next Q $2.02 $1.70 — $2.45 72% YoY 18
Current FY $7.69 $6.70 — $9.39 12% YoY 20
Next FY $10.57 $9.22 — $12.71 38% YoY 20

Top Institutional Holders

FundValueMove
Erste Asset Management GmbH
BlackRock, Inc.$3.4B
VANGUARD CAPITAL MANAGEMENT LLC$2.1B
STATE STREET CORP$1.6B
VANGUARD PORTFOLIO MANAGEMENT LLC$1.5B

Recent Insider Trades

DateInsiderTypeValue
Jun 5, 2026Isner JoshuaSELL$163.3K
Jun 4, 2026SMITH PATRICKSELL$10.0M
Jun 4, 2026Brooks CameronSELL$621.0K
Jun 4, 2026Coughlin ElizabethSELL$753.7K
Jun 2, 2026Bagley BrittanySELL$2.9M

Reddit Sentiment

36°
Cool
Bearish Neutral Bullish
3 mentions 0 bullish 2 bearish
50 institutional holders with $19.4B total value (45,705,623 shares) as of 2026-Q1. Top holders: Erste, BlackRock,, VANGUARD. Net buying activity: 30 institutions added/increased vs 20 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1Erste Asset Management GmbH$0.000.0%
2BlackRock, Inc.7,989,186$3.4B17.5%
3VANGUARD CAPITAL MANAGEMENT LLC5,043,125$2.1B11.0%
4STATE STREET CORP3,681,962$1.6B8.1%
5VANGUARD PORTFOLIO MANAGEMENT LLC3,604,673$1.5B7.9%
6BAILLIE GIFFORD & CO2,459,727$1.0B5.4%ADD +49.7%
7WELLINGTON MANAGEMENT GROUP LLP2,418,116$1.0B5.3%ADD +57.0%
8FMR LLC2,396,339$1.0B5.2%
9EDGEWOOD MANAGEMENT LLC2,028,423$861.5M4.4%ADD +36.1%
10Invesco Ltd.1,234,418$524.2M2.7%
11FRANKLIN RESOURCES INC1,047,473$444.9M2.3%
12MASSACHUSETTS FINANCIAL SERVICES CO /MA/1,014,829$433.3M2.2%
13MORGAN STANLEY980,936$416.6M2.1%
14JENNISON ASSOCIATES LLC826,680$351.1M1.8%
15Capital World Investors781,518$331.9M1.7%
16BANK OF AMERICA CORP /DE/659,109$279.9M1.4%
17CHARLES SCHWAB INVESTMENT MANAGEMENT INC585,748$248.8M1.3%
18SUSQUEHANNA INTERNATIONAL GROUP, LLP567,800$241.1M1.2%
19Nuveen, LLC561,268$238.4M1.2%ADD +40.1%
20GOLDMAN SACHS GROUP INC471,657$200.3M1.0%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
BAILLIE GIFFORD & COADD1,642,5782,459,727+49.7%$1.0B2026-Q1
WELLINGTON MANAGEMENT GROUP LLPADD1,539,7382,418,116+57.0%$1.0B2026-Q1
EDGEWOOD MANAGEMENT LLCADD1,490,5282,028,423+36.1%$861.5M2026-Q1
Nuveen, LLCADD400,568561,268+40.1%$238.4M2026-Q1
1832 Asset Management L.P.NEW300,350$127.6M2026-Q1
FEDERATED HERMES, INC.TRIM294,513205,147-30.3%$87.1M2026-Q1
SEI INVESTMENTS COTRIM248,182114,856-53.7%$48.8M2026-Q1
Russell Investments Group, Ltd.ADD66,621104,995+57.6%$44.3M2026-Q1
NORDEA INVESTMENT MANAGEMENT ABDOUBLED11,624105,830+810.4%$44.1M2026-Q1
Hood River Capital Management LLCADD74,733101,762+36.2%$43.2M2026-Q1
DRIEHAUS CAPITAL MANAGEMENT LLCTRIM136,36495,057-30.3%$40.4M2026-Q1
Assenagon Asset Management S.A.TRIM207,42995,045-54.2%$40.4M2026-Q1
Mitsubishi UFJ Trust & Banking CorpADD58,38188,614+51.8%$37.6M2026-Q1
TD ASSET MANAGEMENT INCDOUBLED34,68680,314+131.5%$34.1M2026-Q1
Artemis Investment Management LLPTRIM133,80464,360-51.9%$27.3M2026-Q1
USS Investment Management LtdDOUBLED13,92762,074+345.7%$26.4M2026-Q1
CANADA PENSION PLAN INVESTMENT BOARDADD40,41859,560+47.4%$25.3M2026-Q1
NEOS Investment Management LLCADD33,20852,297+57.5%$22.2M2026-Q1
NATIONAL BANK OF CANADA /FI/TRIM76,14539,370-48.3%$16.7M2026-Q1
FRED ALGER MANAGEMENT, LLCADD28,41037,354+31.5%$15.9M2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPNEW35,478$15.1M2026-Q1
Tredje AP-fondenNEW28,009$11.9M2026-Q1
LMR Partners LLPNEW23,600$10.0M2026-Q1
AustralianSuper Pty LtdTRIM55,86922,250-60.2%$9.4M2026-Q1
CAPTRUST FINANCIAL ADVISORSADD17,53922,009+25.5%$9.3M2026-Q1
16 unique insiders with 38 transactions. Net insider value: -$28.0M ($0.00 bought, $28.0M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 5, 2026Isner JoshuaPRESIDENTSELL339$481.76$163.3K
Jun 4, 2026SMITH PATRICK WCHIEF EXECUTIVE OFFICERSELL20,000$500.00$10.0M
Jun 4, 2026Brooks CameronCHIEF REVENUE OFFICERSELL1,242$500.00$621.0K
Jun 4, 2026Coughlin Elizabeth ReidChief Human OfficerSELL1,554$485.00$753.7K
Jun 2, 2026Bagley BrittanyCOO & CFOSELL5,969$485.00$2.9M
Jun 1, 2026Kalinowski Caitlin ElizabethDirectorSELL40$473.32$18.9K
Jun 1, 2026Williams JeriDirectorSELL406$477.43$193.8K
Jun 1, 2026Fields IsaiahChief Legal OfficerTAX W/H763.16$448.72$342.4K
Jun 1, 2026Brooks CameronCHIEF REVENUE OFFICERTAX W/H743.757$448.72$333.7K
Jun 1, 2026Coughlin Elizabeth ReidChief Human OfficerTAX W/H479.696$448.72$215.2K
Jun 1, 2026Isner JoshuaPRESIDENTTAX W/H32,796.371$476.88$15.6M
Jun 1, 2026Bagley BrittanyCOO & CFOTAX W/H16,181.521$476.88$7.7M
Jun 1, 2026Kunins Jeffrey CCPO & CTOTAX W/H8,113.183$476.88$3.9M
Jun 1, 2026Mak Jennifer HChief Accounting OfficerTAX W/H155.673$448.72$69.9K
May 29, 2026Kalinowski Caitlin ElizabethDirectorAWARD611
May 29, 2026Williams JeriDirectorAWARD611
May 29, 2026Brown Adriane MDirectorAWARD611
May 29, 2026Nardini ErikaDirectorAWARD611
May 29, 2026GARNREITER MICHAELDirectorAWARD611
May 29, 2026Morgenfeld Todd RDirectorAWARD611
May 29, 2026SMITH GRAHAMDirectorAWARD611
May 29, 2026Partovi HadiDirectorAWARD611
May 22, 2026Fields IsaiahChief Legal OfficerSELL2,000$400.00$800.0K
Apr 1, 2026Brooks CameronCHIEF REVENUE OFFICERTAX W/H5,849.7$423.57$2.5M
Mar 17, 2026Nardini ErikaDirectorSELL198$506.58$100.3K
Mar 17, 2026Williams JeriDirectorSELL157$490.00$76.9K
Mar 10, 2026Isner JoshuaPRESIDENTSELL7,390$530.27$3.9M
Mar 9, 2026Brooks CameronCHIEF REVENUE OFFICERSELL1,221$565.51$690.5K
Mar 9, 2026SMITH PATRICK WCHIEF EXECUTIVE OFFICERSELL124$546.81$67.8K
Mar 3, 2026Mak Jennifer HChief Accounting OfficerTAX W/H165.956$579.09$96.1K
Mar 3, 2026Brooks CameronCHIEF REVENUE OFFICERTAX W/H764.61$579.09$442.8K
Mar 3, 2026Coughlin Elizabeth ReidChief Human OfficerTAX W/H489.608$579.09$283.5K
Mar 3, 2026Fields IsaiahChief Legal OfficerTAX W/H775.028$579.09$448.8K
Mar 2, 2026Mak Jennifer HChief Accounting OfficerSELL1,500$573.45$860.2K
Mar 2, 2026Bagley BrittanyCOO & CFOSELL480$550.28$264.1K
Feb 27, 2026Fields IsaiahChief Legal OfficerSELL1,920$534.96$1.0M
Feb 27, 2026Kalinowski Caitlin ElizabethDirectorSELL930$535.35$497.9K
Feb 25, 2026SMITH PATRICK WCHIEF EXECUTIVE OFFICERSELL10,000$500.24$5.0M

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Buy (89% buy). Based on 28 analysts: 9 strong buy, 16 buy, 3 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$662.04 mean target +56.4% upside Strong Buy (1.60)
$409.68 Low $825.00 High
MetricValue
Current Price$423.40
Target Low$409.68
Target Mean$662.04
Target Median$675.00
Target High$825.00
# Analysts18
RecommendationStrong Buy (1.60)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$1.83 $1.53 $2.18 -13.9% +0.0% 10↑ 8↓ $0.9B 31.1% 18
Next Q
2026-09-30
$2.02 $1.70 $2.45 72.5% +0.0% 8↑ 9↓ $0.9B 31.9% 18
Current FY
2026-12-31
$7.69 $6.70 $9.39 12.3% +0.0% 10↑ 9↓ $3.7B 31.5% 20
Next FY
2027-12-31
$10.57 $9.22 $12.71 37.5% +0.0% 12↑ 6↓ $4.7B 29.3% 20

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$1.826
7d ago$1.826
30d ago$1.826
60d ago$1.814+0.012
90d ago$1.814+0.012
10 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 8, 2026 Barclays MAINTAIN Overweight Overweight
May 7, 2026 UBS MAINTAIN Neutral Neutral
May 7, 2026 JP Morgan MAINTAIN Overweight Overweight
May 7, 2026 Citizens MAINTAIN Market Outperform Market Outperform
May 7, 2026 Piper Sandler MAINTAIN Overweight Overweight
Apr 16, 2026 JP Morgan MAINTAIN Overweight Overweight
Apr 13, 2026 Citizens REITERATE Market Outperform Market Outperform
Apr 8, 2026 TD Cowen MAINTAIN Buy Buy
Apr 8, 2026 Goldman Sachs MAINTAIN Buy Buy
Feb 25, 2026 UBS MAINTAIN Neutral Neutral
Feb 25, 2026 Barclays MAINTAIN Overweight Overweight
Feb 25, 2026 Morgan Stanley MAINTAIN Overweight Overweight
Feb 25, 2026 RBC Capital MAINTAIN Outperform Outperform
Feb 25, 2026 Piper Sandler MAINTAIN Overweight Overweight
Feb 20, 2026 Needham MAINTAIN Buy Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202691630089%
May 1, 202691630089%
Apr 1, 202691630089%
Mar 1, 202691630089%
Feb 1, 202691620093%
Jan 1, 202681630089%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

36°
Cool
Bearish Neutral Bullish
3 mentions 0 bullish 2 bearish 3 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Apr 9, 2026140° Cool011
Apr 9, 2026140° Cool011
Feb 28, 2026150° Neutral001
Jun 5, 2026
short_volume
Short Volume: AXON — 67.4% short (0.5M / 0.7M)
Short: 500,380 | Exempt: 787 | TRF Vol: 742,288 | Short Ratio: 67.4% | Off-exchange volume (dark pool + OTC)
Jun 4, 2026
short_volume
Short Volume: AXON — 64.0% short (0.3M / 0.5M)
Short: 330,894 | Exempt: 1,693 | TRF Vol: 517,200 | Short Ratio: 64.0% | Off-exchange volume (dark pool + OTC)
Jun 3, 2026
short_volume
Short Volume: AXON — 76.0% short (0.4M / 0.5M)
Short: 413,461 | Exempt: 220 | TRF Vol: 544,062 | Short Ratio: 76.0% | Off-exchange volume (dark pool + OTC)
Jun 2, 2026
short_volume
Short Volume: AXON — 66.1% short (0.4M / 0.5M)
Short: 353,623 | Exempt: 393 | TRF Vol: 535,288 | Short Ratio: 66.1% | Off-exchange volume (dark pool + OTC)
Jun 1, 2026
short_volume
Short Volume: AXON — 60.9% short (0.4M / 0.6M)
Short: 369,247 | Exempt: 246 | TRF Vol: 606,722 | Short Ratio: 60.9% | Off-exchange volume (dark pool + OTC)
May 29, 2026
ftd
FTD: AXON — 5,138 shares ($2.3M) failed to deliver
Settlement: 20260529, Price: $439.32, FTD Value: $2,257,226.16, AXON ENTERPRISE INC COM STK (D
May 25, 2026
dark_pool
Dark Pool: AXON — 1.2M shares, 49,516 trades
Week starting 2026-05-25. Total ATS volume: 1,232,633 shares across 49,516 trades.
May 21, 2026
ftd
FTD: AXON — 2,351 shares ($0.9M) failed to deliver
Settlement: 20260521, Price: $398.44, FTD Value: $936,732.44, AXON ENTERPRISE INC COM STK (D
May 18, 2026
dark_pool
Dark Pool: AXON — 1.4M shares, 53,245 trades
Week starting 2026-05-18. Total ATS volume: 1,382,100 shares across 53,245 trades.
May 15, 2026
ftd
FTD: AXON — 3,958 shares ($1.5M) failed to deliver
Settlement: 20260515, Price: $388.19, FTD Value: $1,536,456.02, AXON ENTERPRISE INC COM STK (D
May 14, 2026
short_interest
FTD: AXON — 6,214 shares ($2.3M) failed to deliver
Settlement: 20260514, Price: $376.82, FTD Value: $2,341,559.48, AXON ENTERPRISE INC COM STK (D
May 13, 2026
short_interest
FTD: AXON — 2,418 shares ($1.0M) failed to deliver
Settlement: 20260513, Price: $393.66, FTD Value: $951,869.88, AXON ENTERPRISE INC COM STK (D
May 12, 2026
short_interest
FTD: AXON — 7,896 shares ($3.1M) failed to deliver
Settlement: 20260512, Price: $394.36, FTD Value: $3,113,866.56, AXON ENTERPRISE INC COM STK (D
May 11, 2026
dark_pool
Dark Pool: AXON — 1.4M shares, 62,229 trades
Week starting 2026-05-11. Total ATS volume: 1,360,306 shares across 62,229 trades.
May 8, 2026
short_interest
FTD: AXON — 4,555 shares ($1.9M) failed to deliver
Settlement: 20260508, Price: $426.89, FTD Value: $1,944,483.95, AXON ENTERPRISE INC COM STK (D