Axon Enterprise (NASDAQ:AXON) CAO Sells $860,175.00 in Stock

04 Mar 2026, 18:10 by Doug Wharley · The Cerbat Gem

Axon Enterprise, Inc (NASDAQ:AXON – Get Free Report) CAO Jennifer Mak sold 1,500 shares of the company’s stock in a transaction on Monday, March 2nd. The shares were sold at an average price of $573.45, for a total transaction of $860,175.00. Following the completion of the sale, the chief accounting officer directly owned 12,240 shares of the company’s stock, valued at $7,019,028. This trade represents a 10.92% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this hyperlink.

Axon Enterprise Trading Down 1.6%

Shares of AXON stock traded down $9.28 on Wednesday, hitting $569.81. 783,803 shares of the company’s stock traded hands, compared to its average volume of 1,084,537. The stock has a market capitalization of $45.81 billion, a price-to-earnings ratio of 374.88, a P/E/G ratio of 12.21 and a beta of 1.46. The company’s fifty day simple moving average is $537.12 and its 200 day simple moving average is $621.06. Axon Enterprise, Inc has a one year low of $396.41 and a one year high of $885.91. The company has a debt-to-equity ratio of 0.53, a quick ratio of 2.29 and a current ratio of 2.53.

Axon Enterprise (NASDAQ:AXON – Get Free Report) last posted its quarterly earnings results on Tuesday, February 24th. The biotechnology company reported $2.15 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.60 by $0.55. Axon Enterprise had a net margin of 4.48% and a return on equity of 2.82%. The business had revenue of $796.72 million during the quarter, compared to analyst estimates of $755.29 million. During the same period in the prior year, the business posted $2.08 earnings per share. The company’s revenue was up 38.5% on a year-over-year basis. Equities analysts forecast that Axon Enterprise, Inc will post 5.8 EPS for the current year.

Analyst Ratings Changes

AXON has been the subject of several recent research reports. TD Cowen reiterated a “buy” rating on shares of Axon Enterprise in a research report on Wednesday, November 5th. Citigroup reaffirmed a “buy” rating on shares of Axon Enterprise in a research note on Wednesday, February 25th. UBS Group lowered their price target on shares of Axon Enterprise from $610.00 to $570.00 and set a “neutral” rating for the company in a report on Wednesday, February 25th. Robert W. Baird set a $800.00 price target on shares of Axon Enterprise in a report on Wednesday, February 25th. Finally, Craig Hallum reaffirmed a “buy” rating and set a $820.00 price objective on shares of Axon Enterprise in a research note on Wednesday, February 25th. Sixteen equities research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $762.93.

Get Our Latest Stock Report on Axon Enterprise

Axon Enterprise News Roundup

Here are the key news stories impacting Axon Enterprise this week:

Positive Sentiment: Earnings / growth beat: Management highlighted rapid bookings and subscription (ARR) growth on the recent earnings call, and Q4 results showed revenue and EPS beats that reinforce Axon’s shift toward higher-margin, recurring software and services. This underpins the long-term bull case. Read More.
Positive Sentiment: Analyst support: Brokers including TD Cowen and others have raised price targets and reiterated buy/outperform views after strong bookings, supporting upside potential if execution continues. Read More.
Neutral Sentiment: Conference visibility: Axon presented at the Morgan Stanley TMT conference; the transcript gave additional detail to investors but did not contain a major new catalyst. Increased investor outreach can help re-rating if guidance remains strong. Read More.
Neutral Sentiment: Coverage mention: Zacks included Axon in an investment-ideas roundup — extra coverage can attract attention but typically has limited immediate impact. Read More.
Negative Sentiment: Insider selling: An Axon insider (Isaiah Fields) sold 2,000 shares (~$1.07M at the time), trimming his stake by ~3.5%; aggregated reporting also flags other insider sales. While not necessarily a signal of company trouble, such selling can press sentiment, especially given the stock’s high valuation. Read More.
Negative Sentiment: Valuation risk: Post-earnings commentary highlights strong growth but notes an elevated forward P/E and PEG — the stock needs continued execution to justify current multiples, making it vulnerable to profit-taking. Read More.

Institutional Investors Weigh In On Axon Enterprise

Several institutional investors and hedge funds have recently modified their holdings of AXON. Westside Investment Management Inc. increased its position in shares of Axon Enterprise by 4.8% during the second quarter. Westside Investment Management Inc. now owns 283 shares of the biotechnology company’s stock valued at $225,000 after buying an additional 13 shares during the period. Newbridge Financial Services Group Inc. boosted its position in Axon Enterprise by 2.8% during the 2nd quarter. Newbridge Financial Services Group Inc. now owns 508 shares of the biotechnology company’s stock valued at $421,000 after acquiring an additional 14 shares in the last quarter. Vicus Capital grew its holdings in shares of Axon Enterprise by 3.7% during the 3rd quarter. Vicus Capital now owns 396 shares of the biotechnology company’s stock worth $284,000 after acquiring an additional 14 shares during the period. Evergreen Capital Management LLC raised its position in shares of Axon Enterprise by 3.8% in the 2nd quarter. Evergreen Capital Management LLC now owns 413 shares of the biotechnology company’s stock worth $342,000 after acquiring an additional 15 shares in the last quarter. Finally, STF Management LP raised its position in shares of Axon Enterprise by 1.4% in the 2nd quarter. STF Management LP now owns 1,164 shares of the biotechnology company’s stock worth $964,000 after acquiring an additional 16 shares in the last quarter. 79.08% of the stock is owned by hedge funds and other institutional investors.

Axon Enterprise Company Profile

(Get Free Report)

Axon Enterprise, Inc develops technology and weapons systems for public safety and law enforcement agencies, combining hardware, software and cloud services. The company’s hardware portfolio includes conducted energy weapons (commonly known as TASER devices), body-worn cameras and in-car camera systems. Axon pairs these devices with a suite of connected products and accessories designed to capture, store and manage field evidence.