DEFA14A ·Filed Apr 16, 2026

AXON

AXON ENTERPRISE, INC.
NEUTRAL
Impact 3/10
Horizonimmediate Processed5mo ago SEC0001628280-26-025543
Proxy solicitation materials
Actionable Insight • Neutral

Investors should review the proxy materials and vote on the proposals. The departure of Matthew McBrady may be a point of interest, but there are no significant changes to the board or governance structure.

DirectionNeutral
Confidencehigh
Horizonimmediate
Final — all horizons settled through T+60d
AXON ▲ +35.85% at T+60d
NEUTRAL call ✓ call won +35.85% · α vs SPY +29.70% · entry $402.85 → $547.26
Entry anchored
Apr 16, 03:59 PM ET
via exchange tick
T+1d
+0.22%
call +0.22% · α +0.42%
$403.75
settled 6mo ago
T+5d
-1.42%
call -1.42% · α -1.98%
$397.12
settled 5mo ago
T+20d
-3.64%
call -3.64% · α -9.01%
$388.19
settled 5mo ago
T+60d
+35.85%
call +35.85% · α +29.70%
$547.26
settled 3mo ago

Price Chart

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Executive Summary

Axon Enterprise, Inc. has filed a definitive proxy statement for its 2026 Annual Meeting, which includes the election of nine directors, an advisory vote on executive compensation, and the ratification of PricewaterhouseCoopers as the independent auditor. This filing follows the recent announcement that director Matthew McBrady will not stand for re-election.

Key Facts

  • The filing is a definitive proxy statement for the 2026 Annual Meeting.
  • Nine directors are up for election, including Erika Ayers Badan, Adriane Brown, and Patrick Smith.
  • There is an advisory vote on executive compensation and ratification of the independent auditor.
  • Director Matthew McBrady will not stand for re-election, as announced in a prior 8-K filing.

Financial Impact

No immediate financial impact; standard governance matters.

governanceboard composition

Risk Factors

  • No significant risks identified in this filing.
  • The advisory vote on executive compensation could be a point of discussion, but it is non-binding.

Market Snapshot

Exchange
Nasdaq
Sector
Ordnance & Accessories, (No Vehicles/Guided Missiles)

Investment Themes

Defense Tech

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
DEFA14A Filing (Primary)0001628280-26-025543
Document: 0001628280-26-025543-index-headers.html0001628280-26-025543
Document: 0001628280-26-025543-index.html0001628280-26-025543
Document: 0001628280-26-025543.txt0001628280-26-025543
13 reports for AXON
Performance horizon
100% Hit rate 3 of 3 directional calls best @ T+60▲ +23.40%Feb 25, 2026
Filters
Rows
Reports for AXON — sortable, filterable
TypeNow
Sep 15, 2026
17d ago
424B5 / 8-K
MIXED ★ 6/10
$442.08 $459.32▲ +3.90%▲ +3.08%$411.50 (−6.92%)
Sep 14, 2026
18d ago
Insider Cluster
NEUTRAL ★ 3/10
$490.18 $452.06▼ −7.78%▼ −9.44%$411.50 (−16.05%)
Sep 8, 2026
23d ago
144
NEUTRAL ★ 2/10
$490.00 $466.88▼ −4.72%▼ −4.38%$411.50 (−16.02%)
Jul 15, 2026
11w ago
Institutional Cluster
BULLISH ★ 4/10
$541.12 $491.49▼ −9.17%▼ −8.19%$411.50 (−23.95%)
Jun 8, 2026
16w ago
Insider Cluster
NEUTRAL ★ 4/10
$452.51 $443.21▼ −2.06%▼ −4.47%$411.50 (−9.06%)
Jun 2, 2026
17w ago
Insider Cluster
NEUTRAL ★ 2/10
$481.48 $447.59▼ −7.04%▼ −3.22%$411.50 (−14.53%)
Apr 16, 2026
24w ago
DEFA14A
NEUTRAL ★ 3/10
$402.85 $397.12▼ −1.42%▼ −1.98%$411.50 (+2.15%)
Apr 10, 2026
24w ago
8-K
NEUTRAL ★ 3/10
$359.63 $403.75▲ +12.27%▲ +8.97%$411.50 (+14.42%)
Mar 17, 2026
28w ago
Insider Cluster
NEUTRAL ★ 3/10
$506.57 $456.60▼ −9.86%▼ −7.21%$411.50 (−18.77%)
Mar 11, 2026
29w ago
8-K
NEUTRAL ★ 3/10
$499.40 $502.18▲ +0.56%▲ +1.54%$411.50 (−17.60%)
Showing 10 of 13

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