Axon Enterprise Inc Aktie News

Axon is reporting high growth and has a large market opportunity. It has a unique ecosystem of products with higher barriers to entry.

Invesco Global Opportunities Fund outperformed most in consumer staples due to stock selection and in real estate due to an underweight allocation. Stock selection in consumer discretionary, IT and materials were the largest detractors from relative performance. An underweight in materials also detracted. Palantir Technologies' stock continued to trade well amid expectations for strong AI demand.

Axon remains a wide-moat, high-quality compounder with robust growth prospects despite a recent 35% pullback from highs. Short-term margin compression from tariffs and R&D spending is manageable; AXON raised full-year revenue guidance to $2.74B and reaffirmed 25% EBITDA margin. AXON's integrated AI-driven ecosystem, sticky software, and large proprietary datasets underpin its competitive advant...

Law enforcement technology company Axon Enterprise has produced big returns for investors. Motley Fool analyst Jason Moser recently talked with Axon President Josh Isner about the recent quarter, recent acquisitions, and the future of Axon.

Axon (NASDAQ: AXON) has had a turbulent 2025.

Axon Enterprise is a dominant player in public safety, with a 38% sell-off presenting a compelling long-term buying opportunity. AXON's recurring revenue model, strong net retention, and robust contract backlog support a sustained high-20% to low-30% revenue growth outlook. Valuation and margin pressure (mainly from tariffs) are risks, but software growth and market leadership justify a premium...

The Virtus Zevenbergen Technology Fund returned 11.56% (Class INST) in the quarter, trailing its comparison benchmark, the S&P North American Technology Sector Index's 13.14% return. Alphabet (GOOG) and NVIDIA (NVDA) were the largest contributors to performance in the quarter. The Trade Desk (TTD) and Axon Enterprise (AXON) were the largest detractors from performance in the quarter.

The Touchstone Mid Cap Growth Fund outperformed its benchmark, the Russell Midcap® Growth Index, for the quarter ended September 30, 2025. From a factor perspective, the Fund's overweight exposure to size was a relative tailwind to performance, offsetting a headwind from being underweight volatility. Consumer Discretionary was the largest source of relative gains.