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AXON ENTERPRISE, INC. (AXON) is a ordnance & accessories, (no vehicles/guided missiles) company. Piotroski F-Score 5/9. 24 insider Form 4 filings in the last 90 days. Next earnings projected around 2026-08-03 from AXON's year-over-year reporting pattern (not yet company-confirmed). Fundamentals from SEC filings; prices are end-of-day.
EOD daily bars · delayed, not real-time · data: DatabentoCharting by TradingView Lightweight Charts™
XBRL company facts, SEC EDGAR. TTM = last four reported quarters. Valuation ratios arrive with a price source — we don't fake quotes.
FY ending 2025-12-31 vs 2024-12-31. original 1968 formula; calibrated on manufacturers, read financials/REITs with care
A plain-English read on AXON plus an auto-SWOT — built from AXON's SEC filings and market data, every point cited, nothing invented. Educational, not investment advice.
Four AI analysts — a bull, a bear, a risk manager, and a PM — debate AXON using only the SEC-filing and market facts below. Every point cites its evidence; nothing is invented. This is educational research, not investment advice.
Educational only — not financial advice. Data from SEC EDGAR public filings; no live market data is shown. Figures reflect the company's own reported XBRL facts and may lag.
| Baillie Gifford | $1.04B | 1.1% of portfolio |
| Sands Capital Management | $664.4M | 2.6% of portfolio |
| Company | Stake value | % of company owned |
|---|---|---|
| CELLEBRITE DI LTDCLBT | $18.1M | 0.53% |
Long US equity positions from AXON's own 13F-HR (SEC), reported quarterly and lagged up to 45 days. “% of company owned” = reported shares ÷ that company's latest shares outstanding.
| SMITH PATRICK WCHIEF EXECUTIVE OFFICER | SELL | $6.4M | view → |
| SMITH PATRICK WCHIEF EXECUTIVE OFFICER | SELL | $5.0M | view → |
| SMITH PATRICK WCHIEF EXECUTIVE OFFICER | SELL | $10.0M | view → |
| Brooks CameronCHIEF REVENUE OFFICER | SELL | $621K | view → |
| Coughlin Elizabeth ReidChief Human Officer | SELL | $754K | view → |
| Isner JoshuaPRESIDENT | SELL | $6.3M | view → |
| Bagley BrittanyCOO & CFO | SELL | $2.9M | view → |
| Kalinowski Caitlin ElizabethDirector | SELL | $270K | view → |
Projected from AXON's own SEC 8-K filing history — the year-over-year reporting pattern (~50% land the exact day, ~90% within a week). No analyst estimates, no scraped calendars, nothing invented. It upgrades to a confirmed date + time the moment AXON files its announcement.
AXON has rallied after 7 of its last 8 earnings reports.
Large earnings reactions have been common.
AXON has traded higher after most recent earnings releases.
The average is inflated by its most volatile prints (+31.3% and -11.7%).
A more typical earnings reaction has been approximately ±15.7%.
Realized close-to-close history only — no options-implied move, no analyst estimates.
| Reported | Close-to-close |
|---|---|
| 2026-05-06 | +12.2% |
| 2026-02-24 | +22.8% |
| 2025-11-04 | -11.7% |
| 2025-08-04 | +16.8% |
| 2025-05-07 | +14.2% |
| 2025-02-25 | +14.5% |
| 2024-11-07 |
Earnings dates are the company's 8-K Item 2.02 filings (SEC). Reactions from Databento EOD.
| +31.3% |
| 2024-08-06 | +22.0% |