AXON Earnings
Wednesday, May 06 2026
EPS Estimate
$1.60
$1.18 – $2.20
Revenue Estimate
$780M
Current Price
$403.75
Our Position
neutralAxon’s Q4 revenue surges 39% but shares fall
est. revisions stable
(-0.9pp / 30d)
Strong financial growth clashes with market valuation pressures, creating near-term uncertainty despite solid fundamentals and notable hedge fund accumulation.
Watch: Q1 2026 bookings commentary will confirm if growth momentum sustains or if valuation pressures continue to weigh on shares.
Data Signal Summary
1 bullish
2 bearish
Insider selling cluster
Put/call 0.5 (bullish skew)
Price downtrend
Key Context
Analyst Consensus
mixed
Insider Activity
selling
Price Trend
downtrend
From 52w High
0.0%
P/E Ratio
272.3
Est. Revisions (30d)
-0.1% 3up/11dn
Analyst Target (mean)
$708 $521–$825 +75%
Options P/C Ratio
0.51
Est. Dispersion
64% 18 analysts
Insider Cluster
strong sell
Fund Convergence
strong D.E. Shaw, Citadel, Coatue
Recent Activity
insider trades
128 transactions
Sell
·
WILLIAMS JERI L (Director)
·110 shares
·$44,000
Sell
·
WILLIAMS JERI L (Director)
·157 shares
·$76,930
Sell
·
ISNER JOSHUA M (President)
·34,581 shares
·$18,479,632
Sell
·
BROOKS CAMERON DAVID (Officer)
·1,221 shares
·$690,488
Sell
·
SMITH PATRICK W. (Chief Executive Officer)
·10,000 shares
·$5,602,394
123 more
Sell
·
MAK JENNIFER H
·1,500 shr
·$860,175
Sell
·
BAGLEY BRITTANY
·4,266 shr
·$2,358,680
Sell
·
KALINOWSKI CAITLIN ELIZABETH
·930 shr
·$497,879
Sell
·
FIELDS ISAIAH
·2,000 shr
·$1,070,017
Sell
·
SMITH PATRICK W.
·10,000 shr
·$5,002,400
Sell
·
SMITH PATRICK W.
·10,000 shr
·$6,190,146
Sell
·
MAK JENNIFER H
·1,134 shr
·$680,400
Award
·
MAK JENNIFER H
·1,359 shr
Other
·
KALINOWSKI CAITLIN ELIZABETH
·180 shr
Sell
·
BAGLEY BRITTANY
·2,000 shr
·$1,160,000
Sell
·
ISNER JOSHUA M
·20,000 shr
·$11,052,007
Sell
·
SMITH PATRICK W.
·10,000 shr
·$5,519,164
Sell
·
MAK JENNIFER H
·894 shr
·$491,700
Sell
·
WILLIAMS JERI L
·100 shr
·$55,063
Sell
·
ISNER JOSHUA M
·2,041 shr
·$1,092,150
Sell
·
MAK JENNIFER H
·74 shr
·$39,720
Sell
·
KUNINS JEFFREY C
·1,797 shr
·$968,992
Award
·
ISNER JOSHUA M
·67,910 shr
Award
·
MAK JENNIFER H
·3,906 shr
Award
·
BAGLEY BRITTANY
·30,560 shr
Award
·
KUNINS JEFFREY C
·20,618 shr
Award
·
BROOKS CAMERON DAVID
·15,810 shr
Award
·
SMITH PATRICK W.
·97,015 shr
Sell
·
BAGLEY BRITTANY
·2,500 shr
·$1,525,000
Sell
·
SMITH PATRICK W.
·10,000 shr
·$5,910,426
Sell
·
SMITH PATRICK W.
·10,000 shr
·$7,137,353
Sell
·
BAGLEY BRITTANY
·5,000 shr
·$3,569,388
Sell
·
MAK JENNIFER H
·77 shr
·$58,520
Sell
·
BAGLEY BRITTANY
·870 shr
·$672,725
Sell
·
WILLIAMS JERI L
·100 shr
·$75,254
Sell
·
SMITH PATRICK W.
·10,000 shr
·$7,436,415
Sell
·
MAK JENNIFER H
·75 shr
·$54,262
Award
·
WILLIAMS JERI L
·100 shr
Award
·
PARTOVI HADI
·100 shr
Award
·
BROOKS CAMERON DAVID
·31,620 shr
Award
·
MORGENFELD TODD R
·336 shr
Sell
·
ISNER JOSHUA M
·15,919 shr
·$11,879,725
Sell
·
KUNINS JEFFREY C
·7,891 shr
·$5,919,011
Buy
·
PARTOVI HADI
·1,358 shr
·$1,004,920
Sell
·
SMITH PATRICK W.
·10,000 shr
·$8,312,886
Sell
·
ISNER JOSHUA M
·2,500 shr
·$2,177,147
Sell
·
KALINOWSKI CAITLIN ELIZABETH
·580 shr
·$505,162
Sell
·
ISNER JOSHUA M
·905 shr
·$702,633
Sell
·
MAK JENNIFER H
·75 shr
·$57,886
Sell
·
GARNREITER MICHAEL
·6,000 shr
·$4,560,000
Other
·
GARNREITER MICHAEL
·1,000 shr
Sell
·
BROOKS CAMERON DAVID
·3,000 shr
·$2,222,295
Award
·
CULLIVAN JULIE ANNE
·446 shr
Award
·
KALINOWSKI CAITLIN ELIZABETH
·446 shr
Award
·
NARDINI ERIKA
·446 shr
Award
·
WILLIAMS JERI L
·446 shr
Award
·
SMITH GRAHAM V
·446 shr
Award
·
MCBRADY MATTHEW R
·446 shr
Award
·
BROWN ADRIANE M
·446 shr
Award
·
PARTOVI HADI
·446 shr
Award
·
GARNREITER MICHAEL
·481 shr
Sell
·
ISNER JOSHUA M
·9,905 shr
·$7,310,207
Sell
·
KALINOWSKI CAITLIN ELIZABETH
·1,300 shr
·$960,487
Sell
·
KALINOWSKI CAITLIN ELIZABETH
·800 shr
·$572,785
Sell
·
MCBRADY MATTHEW R
·400 shr
·$287,362
Sell
·
BAGLEY BRITTANY
·3,400 shr
·$2,380,000
Sell
·
KALINOWSKI CAITLIN ELIZABETH
·800 shr
·$570,600
Sell
·
ISNER JOSHUA M
·9,000 shr
·$6,149,810
Sell
·
CULLIVAN JULIE ANNE
·657 shr
·$459,900
Sell
·
WILLIAMS JERI L
·657 shr
·$459,900
Sell
·
SMITH PATRICK W.
·10,000 shr
·$5,409,861
Award
·
ISNER JOSHUA M
·135,822 shr
Award
·
BAGLEY BRITTANY
·61,120 shr
Award
·
KUNINS JEFFREY C
·41,236 shr
Award
·
SMITH PATRICK W.
·194,030 shr
Sell
·
WILLIAMS JERI L
·307 shr
·$169,685
Sell
·
KALINOWSKI CAITLIN ELIZABETH
·450 shr
·$271,832
Sell
·
KUNINS JEFFREY C
·1,035 shr
·$646,329
Sell
·
ISNER JOSHUA M
·1,291 shr
·$829,375
Sell
·
KUNINS JEFFREY C
·1,370 shr
·$875,623
Sell
·
GARNREITER MICHAEL
·1,000 shr
·$639,687
Other
·
SMITH PATRICK W.
·45,108 shr
Sell
·
ISNER JOSHUA M
·3,094 shr
·$2,019,470
Sell
·
CULLIVAN JULIE ANNE
·1,261 shr
·$860,077
Sell
·
KUNINS JEFFREY C
·2,637 shr
·$1,730,769
Sell
·
BAGLEY BRITTANY
·3,500 shr
·$2,240,000
Sell
·
ISNER JOSHUA M
·9,600 shr
·$6,096,539
Sell
·
MCBRADY MATTHEW R
·1,000 shr
·$605,196
Sell
·
BAGLEY BRITTANY
·6,325 shr
·$3,787,070
Sell
·
GARNREITER MICHAEL
·1,000 shr
·$599,530
Other
·
ISNER JOSHUA M
·9,000 shr
Sell
·
KUNINS JEFFREY C
·43,668 shr
·$26,269,686
Sell
·
ISNER JOSHUA M
·20,000 shr
·$12,123,060
Sell
·
GARNREITER MICHAEL
·1,000 shr
·$437,980
Sell
·
SMITH PATRICK W.
·4,767 shr
·$1,926,545
Sell
·
SMITH PATRICK W.
·165,000 shr
·$66,341,432
Exercise
·
SMITH PATRICK W.
·170,000 shr
·$68,183,170
Sell
·
NARDINI ERIKA
·198 shr
·$100,303
Sell
·
GARNREITER MICHAEL
·1,000 shr
·$380,990
Sell
·
BAGLEY BRITTANY
·4,338 shr
·$1,643,876
Sell
·
ISNER JOSHUA M
·25,811 shr
·$9,287,936
Sell
·
KUNINS JEFFREY C
·8,182 shr
·$2,985,294
Sell
·
CULLIVAN JULIE ANNE
·900 shr
·$318,177
Sell
·
SMITH PATRICK W.
·170,539 shr
·$60,996,785
Exercise
·
SMITH PATRICK W.
·170,000 shr
·$61,412,106
Sell
·
SMITH PATRICK W.
·170,300 shr
·$62,453,237
Exercise
·
SMITH PATRICK W.
·170,000 shr
·$63,019,000
Sell
·
WILLIAMS JERI L
·220 shr
·$82,707
Sell
·
KALINOWSKI CAITLIN ELIZABETH
·450 shr
·$167,864
Sell
·
GARNREITER MICHAEL
·1,000 shr
·$374,990
Sell
·
BAGLEY BRITTANY
·2,017 shr
·$755,005
Sell
·
MCBRADY MATTHEW R
·2,000 shr
·$729,328
Sell
·
ISNER JOSHUA M
·1,434 shr
·$427,016
Sell
·
CULLIVAN JULIE ANNE
·993 shr
·$279,748
Sell
·
CULLIVAN JULIE ANNE
·478 shr
·$136,727
Sell
·
KALINOWSKI CAITLIN ELIZABETH
·2,000 shr
·$580,387
Award
·
CULLIVAN JULIE ANNE
·657 shr
Award
·
KALINOWSKI CAITLIN ELIZABETH
·657 shr
Award
·
NARDINI ERIKA
·657 shr
Award
·
WILLIAMS JERI L
·657 shr
Award
·
SMITH GRAHAM V
·657 shr
Award
·
MCBRADY MATTHEW R
·657 shr
Award
·
BROWN ADRIANE M
·657 shr
Award
·
PARTOVI HADI
·657 shr
Award
·
GARNREITER MICHAEL
·723 shr
Sell
·
ISNER JOSHUA M
·44,000 shr
·$13,638,357
Sell
·
KUNINS JEFFREY C
·43,668 shr
·$13,534,282
Sell
·
WILLIAMS JERI L
·308 shr
·$95,501
analyst ratings
2 ratings
JP Morgan
→Overweight
4d ago
Citizens
→Market Outperform
8d ago
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