AXON Axon Enterprise, Inc.

AXON Axon Enterprise, Inc.

Industrials · Aerospace & Defense

Desk view

Watchingmedium conviction · entry a pullback that holds the $576.14 shelf or the 20-day ($556.43) — not entered
Basis Open desk call
Perspectives Drone Defense
Updated

Market read

Scan convergence 2 scans as of 2026-08-17 1 bull 1 neutral converging

POC $389.60 · VWAP $530.25 · +14.0% vs 12m avg buyer

pullback vol: normalgaps: overnight-shiftchurn: quiet as of

Insiders no data — outside the Form 4 poll — US-filer feed only (foreign filers report via MAR managers'-transactions notices)

Coverage

1 related perspective

Watchlists @drone-defense@monster-discoveries

AXON Price Structure

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Peers

Every watchlist AXON belongs to, members best 30-day change first — AXON highlighted in place. Each pill: 30d change, 1d/7d, and a close spark over the last 30 calendar days (~21 sessions); hover for price, RSI, and the full chart.

@drone-defense
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UMAC+78.1% -11.5%1d +11.3%7d AVEX+39.5% -6.1%1d -7.0%7d ONDS+37.8% -2.6%1d -3.1%7d KTOS+37.5% -2.0%1d +1.4%7d RCAT+36.6% -6.2%1d +4.5%7d AVAV+27.4% -6.1%1d -4.3%7d DFEN+26.8% -2.2%1d -0.1%7d EOPSF+20.7% +9.1%1d +19.1%7d AXON+18.4% -1.4%1d +1.4%7d LMT+16.7% -2.5%1d -1.5%7d RTX+14.5% -0.6%1d -1.1%7d AMPX+14.0% -7.4%1d -2.2%7d DPRO+11.7% -4.3%1d -1.1%7d MSI+10.6% -2.0%1d -1.1%7d NOC+9.3% -2.7%1d -1.3%7d ITA+8.9% -0.8%1d +0.1%7d PL+8.5% -1.3%1d +5.6%7d TDY+6.6% -0.3%1d -1.9%7d ESLT+5.6% -0.1%1d -7.5%7d KRKNF+5.0% -2.9%1d -2.4%7d DRSHF-9.2% -0.7%1d -8.6%7d LASR-22.0% +2.7%1d +5.9%7d
@monster-discoveries
View watchlist →
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Next earnings AXON reports in 77 days Nov 3

Last report Aug 5

Reported the quarter ending 2026-06-30: revenue $904M, diluted EPS $0.36, net income $29M (SEC filing). Across the print the stock moved -14.0% (close before → first close after).

full note →

Against street estimates

How AXON's reported EPS compared with analyst consensus. Street estimates are single-source vendor consensus (yfinance). Actuals are vendor consensus-basis EPS (often non-GAAP); edgarEps is GAAP diluted from filings — disputed flags large disagreement only. EPS only.

8 most recent of 10 quarters · newest report Aug 5 · projection Aug 17

Result
Aug 5 1.841.88 GAAP ≠ +2.0%In line
May 6 1.601.61+0.8%In line
Feb 24 1.602.15+34.5%Beat
Nov 4 '25 1.541.17 GAAP ≠ -24.1%Miss
Aug 4 '25 1.462.12 GAAP ≠ +45.0%Beat
May 7 '25 1.281.41 GAAP ≠ +10.3%Beat
Feb 25 '25 1.402.08+48.2%Beat
Nov 7 '24 1.201.45 GAAP ≠ +21.0%Beat

News (last pull)

Headlines about AXON from the desk's news pull — links go to the publisher. Not a desk read: the market read above is the desk's own.

pulled 42 days ago · Jul 7

“On or before” marks an article that arrived without a publish date — the date shown is when the desk pulled it, so the article is at least that old.

AXON research tape

25 dated scans, research, and events, newest first — the full record. Desk commentary and scheduled prints sit in their own panes.

scan Monster Scan — 2026-08-17 brief The End of Armor, Again brief The Defense Trade Is at Its Highs. The Drone Trade Is Half Off. brief Energy's 17-Point Week, and Four Moves Nobody Can Explain scan Drone-Defense Scan — August 14, 2026
Types
Aug 17 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 15 Article The End of Armor, Again
AVAVRCATUMACONDSAXONKTOSLASRGD#drone-defense +4 more
Aug 15 Article The Defense Trade Is at Its Highs. The Drone Trade Is Half Off.
AVAVAVEXKTOSRCATESLTTDYPLUMAC#drone-defense +4 more
Aug 15 Market Brief Energy's 17-Point Week, and Four Moves Nobody Can Explain
AAUCALMSAMKRBWINCLSCLSKJDLUNR +4 more
Aug 14 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTX +4 more
Aug 14 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 13 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 12 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 8 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTX +4 more
Aug 8 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAALAAMIAAOIABBNY +4 more
Aug 5 Catalyst AXON earnings
AXON
Aug 3 Catalyst AXON earnings
AXON
Jul 31 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTX +4 more
Jul 28 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTX +4 more
Jul 25 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTX +4 more
Jul 17 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTX +4 more
Jul 17 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Jul 11 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTX +4 more
Jul 11 Scan Monster Scan
005930.KS298040.KS5991.T6324.T6779.TAAMIAAOIABCL +4 more
Jul 7 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTX +4 more
Jun 26 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTX +4 more
Jun 25 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTX +4 more
Jun 20 Scan Drone / Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTX +4 more
Jun 16 Scan Drone & Defense Scan
AMPXAVAVAVEXAXONDFENDRSHFEOPSFESLT +4 more
May 29 Scan Drone & Defense Scan
AMPXAVAVAVEXAXONDFENDRSHFEOPSFESLT +4 more