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Overview
Smart money at a glance
Filings to Sep 30, 2026Net selling: insiders sold $33.2M and bought $0 on the open market in 90 days (SEC Form 4). Congress: no trades disclosed in 180 days.
- Company insidersSEC Form 4, last 90 days
- -$33.2M netNet selling
- CongressSTOCK Act, last 180 days
- NoneNo trades disclosed
- Big fundsSEC 13F, quarter ended Jun 30, 2026
- 4 added, 3 cutMore adding
Key stats
Fundamentals Sep 29- Open
- $424.76
- 52-wk high
- $764.02
- High
- $427.76
- 52-wk low
- $339.01
- Low
- $415.37
- Prev close
- $419.58
- Mkt cap
- $34.94B
- P/E
- 178.5x
- Volume
- 965.8K
- Fwd P/E
- 58.1x
- Beta
- 1.40
- P/S
- 10.8x
- P/B
- 10.2x
- Profit margin
- +6.2%
- Op margin
- +5.2%
- ROE
- +6.2%
What do analysts expect?
Analyst target and ratings are on paid plans
See the 12-month consensus target and the buy/hold/sell rating split.
Unlock the full resultsQuestions about AXON filings
Are insiders buying or selling Axon Enterprise Inc. (AXON) stock?
Net selling: insiders sold $33.2M and bought $0 of AXON stock on the open market in the 90 days to Sep 30, 2026, according to SEC Form 4 filings. $33.2M of the sales were made under pre-set Rule 10b5-1 trading plans. The largest was Smith, Patrick W (Chief Executive Officer), who sold $17M. The latest filing was on Sep 14, 2026.
Which members of Congress have traded AXON recently?
None. No member of Congress disclosed a AXON trade with a trade date in the last 180 days, according to House and Senate STOCK Act filings.
How current is this AXON smart-money data?
This summary uses filings available on Sep 30, 2026. Insiders must report trades to the SEC within 2 business days, members of Congress have up to 45 days to disclose a trade, and funds file 13F holdings up to 45 days after each quarter ends, so the latest moves may not be public yet.
Smart money
8 funds hold a position, insiders have been net selling, and 2 fin-fluencers are discussing it.
What funds are doing
Buys/Adds (1)
- PR
PRIMECAP
$69.9M
added
Sells/Trims (2)
- BG
Brad Gerstner
$63.3M
sold
- CI
Citadel
$58.7M
trimmed
What insiders are doing
How top traders are positioned
No tracked top-trader positions in AXON right now.
Live Hyperliquid positioning - not every stock is covered
Earnings
Earnings came in 90.0% above what analysts expected.
Earnings per share
$0.30 expected
Revenue
$876.5M expected
Company adjusted EPS
From the company's release
Compared on the analyst basis, which counts earnings differently from the company.
GAAP EPS was $0.36 and adjusted EPS was $1.88. The adjusted figure is comparable to consensus.
Reports Nov 3, 2026, in 34 days
Estimates as of Sep 30, 2026
EPS expected
$1.53 to $2.46
Revenue expected
15 analysts
Last 30 days
Analysts cutting estimates
What the company said
Financials
What it sold, what it cost, what was left.
| USD | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|
| What came in | ||||
| Revenue | $710.6M | $796.7M | $807.3M | $904.4M |
| Cost of what it sold | $283.3M | $335.4M | $330.1M | $357.9M |
| Gross profit | $427.3M | $461.3M | $477.3M | $546.4M |
| What it spent | ||||
| Research and development | $176.7M | $134.0M | $188.9M | $208.7M |
| Sales and admin | $252.8M | $317.4M | $259.1M | $291.0M |
| Total operating expenses | $429.5M | $451.3M | $448.0M | $499.7M |
| What was left | ||||
| Operating profit | -$2.1M | $10.0M | $29.2M | $46.8M |
| Interest on debt | $28.9M | $28.8M | $28.6M | $28.1M |
| Profit before tax | $15.7M | $5.0M | $200.2M | $32.7M |
| Tax | $17.9M | $2.0M | $30.9M | $3.3M |
| Net profit | -$2.2M | $3.0M | $169.3M | $29.4M |
| EBITDA | $64.2M | $55.8M | $259.2M | $60.8M |
Technicals
Price structure
This stock is under pressure, and looks oversold after a sharp drop.
Trend
Under pressure
0 / 100
RSI 14
20D volatility
52-week range
20D support
20D resistance
Returns
Price vs moving averages
Volume pace
News
What the news says
Coverage is mixed
Axon Enterprise stock trades at EUR 370.60 as Q2 growth reaches 35.00 percent
Leans bullishSep 30Cash flow from investing activities of Axon Enterprise Inc – HAN:TCS
NeutralSep 30Long term debt to total equity ratio of Axon Enterprise Inc – HAN:TCS
NeutralSep 29Axon Enterprise Inc Revenue Breakdown – HAN:TCS
NeutralSep 29Axon Enterprise stock last trades at USD 429.12 on September 28, 2026
NeutralSep 28Calif. City Approves $4.5M Expansion of Police Drone Program
BullishSep 28Tempe may ban ALPR cameras
NeutralSep 27Newport Beach Police Department to expand drone program
Leans bullishSep 26
Macro
20 macro signals shaping AXON right now
Unlock sector rotation, regime shifts, and macro event windows tied to this stock.
Unlock the full results