Wall Street analyst estimates for Axon Enterprise, Inc. (AXON): consensus price target, buy/hold/sell recommendations and forecasts for revenue and EPS for the upcoming fiscal years.
Axon Enterprise, Inc., founded in 1993 and headquartered in Scottsdale, Arizona, was previously known as TASER International, Inc. until its rebranding in April 2017. The company specializes in the development, production, and sale of conducted energy devices (CEDs) marketed under its well-known TASER brand, catering to both domestic and international clients. Axon's operations are divided into two primary segments: TASER, and Software and Sensors.
Consensus price target
$633.63 (+48 % vs price $427.77)
between $440.00 and $750.00 · 7 targets published in the last quarter
Closing price, Oct 30
A twelve-month target is not a fair value: compare it with the range in the Valuation tab.
Revenue and EPS estimates
| Fiscal year | Revenue (average) | Revenue (low – high) | EPS (average) | Analysts |
|---|---|---|---|---|
| 2026E | $3.7B | $3.5B – $3.8B | $7.68 | 12 |
| 2027E | $4.8B | $4.4B – $5.0B | $10.56 | 12 |
Figures in USD · consensus as of October 29, 2026
Analyst Consensus
| Strong Buy | 0 |
| Buy | 18 |
| Hold | 4 |
| Sell | 0 |
| Strong Sell | 0 |
| Total analysts | 22 |
| Avg rating (−2 sell to +2 buy) | 0.82 |
Recent Earnings Surprises
| Date | EPS Actual | EPS Est. | vs Est. |
|---|---|---|---|
| 2026-11-03 | $1.94 | ||
| 2026-08-05 | $1.88 | $1.84 | +2.2% |
| 2026-05-06 | $1.61 | $1.60 | +0.6% |
| 2026-02-24 | $2.15 | $1.60 | +34.4% |
| 2025-11-04 | $1.17 | $1.52 | -23.0% |
| 2025-08-04 | $2.12 | $1.45 | +46.2% |
| 2025-05-07 | $1.41 | $1.27 | +11.0% |
| 2025-02-25 | $2.08 | $1.37 | +51.8% |
Valuation Ratios
| P/E Ratio | 177.34 |
| Price / Book | 9.36 |
| EV / EBITDA | 75.37 |
| Dividend Yield | 0.00% |
Income Statement (10y)
| Year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $268.2M | $343.8M | $420.1M | $530.9M | $681.0M | $863.4M | $1.19B | $1.56B | $2.08B | $2.78B |
| Cost of Revenue | $97.7M | $136.7M | $161.5M | $223.6M | $264.7M | $332.3M | $461.3M | $605.2M | $841.1M | $1.12B |
| Gross Profit | $170.5M | $207.1M | $258.6M | $307.3M | $416.3M | $531.1M | $728.6M | $955.5M | $1.24B | $1.66B |
| Research & Development | $30.6M | $55.4M | $76.9M | $100.7M | $123.2M | $194.0M | $233.8M | $303.7M | $441.6M | $684.3M |
| Selling, General & Admin | $107.2M | $138.6M | $154.9M | $211.7M | $309.1M | $503.9M | $399.3M | $494.9M | $741.2M | $1.03B |
| Operating Expenses | $138.4M | $194.1M | $231.7M | $312.4M | $430.5M | $697.9M | $635.4M | $796.0M | $1.18B | $1.72B |
| Operating Income | $32.2M | $13.0M | $26.8M | -$5.1M | -$14.2M | -$166.8M | $93.3M | $159.4M | $58.5M | -$62.1M |
| EBITDA | $35.2M | $23.8M | $38.7M | $13.4M | $6.3M | -$122.7M | $220.9M | $183.4M | $437.0M | $196.4M |
| Interest Expense | 0 | 0 | 0 | 0 | $100,000 | 0 | 0 | $7.0M | $7.1M | $94.2M |
| Pre-tax Income | $31.5M | $15.8M | $28.1M | $2.1M | -$6.3M | -$141.4M | $196.5M | $157.1M | $381.5M | $19.0M |
| Income Tax | $14.2M | $10.6M | -$1.1M | $1.2M | -$4.6M | -$81.4M | $49.4M | -$18.7M | $4.5M | -$105.7M |
| Net Income | $17.3M | $5.2M | $29.2M | $882,000 | -$1.7M | -$60.0M | $147.1M | $175.8M | $377.0M | $124.9M |
| EPS | $0.33 | $0.10 | $0.52 | $0.01 | $-0.03 | $-0.91 | $2.07 | $2.37 | $4.98 | $1.60 |
| EPS (Diluted) | $0.32 | $0.10 | $0.50 | $0.01 | $-0.03 | $-0.91 | $2.03 | $2.33 | $4.80 | $1.51 |
| Shares Outstanding (Diluted) | 53.5 M | 53.9 M | 57.9 M | 60.0 M | 61.8 M | 66.2 M | 72.5 M | 75.5 M | 78.6 M | 100.0 M |
Price
| Price | $427.77 (closing price, October 30, 2026) |
| Market Cap | $34.8B |
| Exchange | NASDAQ |
| Country | US |
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