Market Cap
$34.3B
AXON
AXON ENTERPRISE, INC.
$412.07 ▼ -2.40%
Prev close $422.21Market cap$34.3B
ConsensusStrong Buy
12-mo target$704.11 (+71.0%)
▲ Bullish
Analyst conviction 9/10
Insider Selling Cluster (4 insiders)High Impact Filing (8/10)40 New Institutional Positions10 Institutional Exits Defense Tech
Snapshot
The big-picture read on AXON right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Strong Buy (89%)
Inst. Holders
50 funds
Inst. Value
$31.5B
Inst. Activity
40 buys / 10 sells
Insider Activity
$0.00 buy / $15.5M sell
Insider Net $
-$15.5M
Social Sentiment
55° Neutral
SEC Reports
13
Price chart 30d -18.7%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 16, 2026 other
Sep 15, 2026 SEC Axon Announces Pricing of $1.0 Billion Offering of 0% Convertible Senior Notes Due 2031
SCOTTSDALE, Ariz., Sept. 16, 2026 /PRNewswire/ -- Axon Enterprise, Inc. (Nasdaq: AXON) ("Axon") anno
Axon Enterprise is issuing $1 billion of 0% convertible senior notes due 2031 (plus a $150 million over-allotment option
424B5, 8-K — Impact 6/10
Two AXON insiders, CEO Patrick Smith and CLO Isaiah Fields, sold a combined $869K in open-market sales over a one-week w
CLUSTER — Impact 3/10
Sep 11, 2026 Insider
Sep 9, 2026 SEC Fields Isaiah sold 1,017 shares
Chief Legal Officer @ $480.45 ($488.6K)
Director Patrick W. Smith filed a Form 144 notice of intent to sell 10,000 shares of AXON common stock, with an estimate
144 — Impact 2/10
Sep 8, 2026 Insider
SMITH PATRICK W sold 749 shares
CHIEF EXECUTIVE OFFICER @ $507.48 ($380.1K)
Sep 8, 2026 Insider
SMITH PATRICK W sold 1,104 shares
CHIEF EXECUTIVE OFFICER @ $505.59 ($558.2K)
Jun 30, 2026 Inst.
FMR LLC — ADD
3,024,957 shares ($1.7B)
Analyst ratings buy % +0.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
89% rate it Buy or better · 28 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 3, 2026 | Argus Research | MAINTAIN | Buy | 54% |
| Aug 6, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Aug 6, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Aug 6, 2026 | Piper Sandler | MAINTAIN | Overweight | 54% |
| Aug 6, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Jul 13, 2026 | Piper Sandler | MAINTAIN | Overweight | 54% |
| Jul 6, 2026 | Needham | MAINTAIN | Buy | 50% |
| Jun 25, 2026 | Citizens | REITERATE | Market Outperform | 38% |
| May 8, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| May 7, 2026 | UBS | MAINTAIN | Neutral | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 9 | 16 | 3 | 0 | 0 | 89% | |
| Aug 1, 2026 | 9 | 16 | 3 | 0 | 0 | 89% | |
| Jul 1, 2026 | 9 | 16 | 3 | 0 | 0 | 89% | |
| Jun 1, 2026 | 9 | 16 | 3 | 0 | 0 | 89% | |
| May 1, 2026 | 9 | 16 | 3 | 0 | 0 | 89% | |
| Apr 1, 2026 | 9 | 16 | 3 | 0 | 0 | 89% | |
| Mar 1, 2026 | 9 | 16 | 3 | 0 | 0 | 89% | |
| Feb 1, 2026 | 9 | 16 | 2 | 0 | 0 | 93% |
Price targets
Where 19 covering analysts think AXON trades over the next 12 months.
$704.11 +71.0% upside Strong Buy
Current$411.64 Low$440.00 Median$700.00 High$830.00 19 analysts
$440.00$830.00
Analyst rating Buy· 1.7/5 as of Oct 2, 2026
Social media sentiment mood +20.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
55°
Neutral
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
13 SEC filing reports analyzed · 2 bullish, 1 bearish, 1 mixed, 9 neutral · avg impact 3.8/10.
MIXED424B5, 8-K6/10
Axon Enterprise is issuing $1 billion of 0% convertible senior notes due 2031 (plus a $150 million o
Sep 15, 2026
NEUTRALCLUSTER3/10
Two AXON insiders, CEO Patrick Smith and CLO Isaiah Fields, sold a combined $869K in open-market sal
Sep 15, 2026
NEUTRAL1442/10
Director Patrick W. Smith filed a Form 144 notice of intent to sell 10,000 shares of AXON common sto
Sep 9, 2026
BULLISHINST-CLUSTER4/10
Three institutional investors accumulated $78.5M in AXON during Q2 2026, led by a $77.8M new positio
Jul 15, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 16, 2026
other
Axon Announces Pricing of $1.0 Billion Offering of 0% Convertible Senior Notes Due 2031
SCOTTSDALE, Ariz., Sept. 16, 2026 /PRNewswire/ -- Axon Enterprise, Inc. (Nasdaq: AXON) ("Axon") announced today that it has priced its offering of $1.
Sep 16, 2026
short_volume
Short Volume: AXON — 81.5% short (1.0M / 1.2M)
Short: 1,009,838 | Exempt: 30,344 | TRF Vol: 1,238,677 | Short Ratio: 81.5% | Off-exchange volume (dark pool + OTC)
Sep 15, 2026
short_volume
Short Volume: AXON — 64.4% short (0.6M / 1.0M)
Short: 625,048 | Exempt: 26,679 | TRF Vol: 970,562 | Short Ratio: 64.4% | Off-exchange volume (dark pool + OTC)
Sep 7, 2026
dark_pool
Dark Pool: AXON — 0.9M shares, 35,970 trades
Week starting 2026-09-07. Total ATS volume: 907,528 shares across 35,970 trades.
Sep 1, 2026
ftd
FTD: AXON — 2,524 shares ($1.4M) failed to deliver
Settlement: 20260901, Price: $566.56, FTD Value: $1,429,997.44, AXON ENTERPRISE INC COM STK (D
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.95 | $1.53–$2.46 | 66.5% | -0.7% | 5↑ 9↓ | $0.9B | 17 |
| Next Q | $2.27 | $1.34–$2.84 | 5.8% | -0.2% | 10↑ 6↓ | $1.1B | 18 |
| Current FY | $7.65 | $6.32–$8.80 | 11.7% | -0.8% | 11↑ 5↓ | $3.7B | 20 |
| Next FY | $10.54 | $8.41–$12.05 | 37.8% | -0.1% | 12↑ 5↓ | $4.8B | 20 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.948 | — |
| 7d ago | $1.961 | -0.013 |
| 30d ago | $1.961 | -0.014 |
| 60d ago | $2.033 | -0.085 |
| 90d ago | $2.018 | -0.070 |
Institutional ownership
Which big funds own AXON (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $31.5B total value (56,286,810 shares) as of 2026-Q2. Top holders: Erste, BlackRock,, VANGUARD. Net buying activity: 40 institutions added/increased vs 10 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| BlackRock, Inc. | 8,334,551 | $4.7B | 14.8% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 5,130,199 | $2.9B | 9.1% | — |
| STATE STREET CORP | 3,885,570 | $2.2B | 6.9% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3,684,814 | $2.1B | 6.6% | — |
| Invesco Ltd. | 3,229,060 | $1.8B | 5.7% | — |
| BAILLIE GIFFORD & CO | 3,059,487 | $1.7B | 5.4% | — |
| FMR LLC | 3,024,957 | $1.7B | 5.4% | ADD +26.2% |
| GEODE CAPITAL MANAGEMENT, LLC | 2,312,765 | $1.3B | 4.1% | — |
| WELLINGTON MANAGEMENT GROUP LLP | 2,103,142 | $1.2B | 3.7% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FMR LLC | ADD | 2,396,339 | 3,024,957 | +26.2% | $1.7B |
| WESTFIELD CAPITAL MANAGEMENT CO LP | ADD | 1,064,134 | 1,491,490 | +40.2% | $836.1M |
| NORGES BANK | NEW | — | 931,827 | — | $522.4M |
| GOLDMAN SACHS GROUP INC | ADD | 471,657 | 825,444 | +75.0% | $462.8M |
| Winslow Capital Management, LLC | NEW | — | 504,819 | — | $283.0M |
| AMERIPRISE FINANCIAL INC | ADD | 311,847 | 393,304 | +26.1% | $220.5M |
| BNP PARIBAS FINANCIAL MARKETS | ADD | 239,754 | 354,241 | +47.8% | $198.6M |
| Artemis Investment Management LLP | DOUBLED | 64,360 | 269,751 | +319.1% | $151.2M |
| SEI INVESTMENTS CO | DOUBLED | 114,856 | 267,434 | +132.8% | $149.9M |
| VOYA INVESTMENT MANAGEMENT LLC | TRIM | 305,134 | 218,364 | -28.4% | $122.4M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
7 insiders, 50 transactions. Net -$15.5M — $0.00 bought, $15.5M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 11, 2026 | Fields Isaiah | Chief Legal Officer | SELL | 1,017 | $480.45 | $488.6K |
| Sep 8, 2026 | SMITH PATRICK W | CHIEF EXECUTIVE OFFICER | SELL | 749 | $507.48 | $380.1K |
| Sep 8, 2026 | SMITH PATRICK W | CHIEF EXECUTIVE OFFICER | SELL | 1,104 | $505.59 | $558.2K |
| Sep 8, 2026 | SMITH PATRICK W | CHIEF EXECUTIVE OFFICER | SELL | 1,251 | $511.43 | $639.8K |
| Sep 8, 2026 | SMITH PATRICK W | CHIEF EXECUTIVE OFFICER | SELL | 71 | $501.99 | $35.6K |
| Sep 8, 2026 | SMITH PATRICK W | CHIEF EXECUTIVE OFFICER | SELL | 744 | $506.48 | $376.8K |
| Sep 8, 2026 | SMITH PATRICK W | CHIEF EXECUTIVE OFFICER | SELL | 1,319 | $509.32 | $671.8K |
| Sep 8, 2026 | SMITH PATRICK W | CHIEF EXECUTIVE OFFICER | SELL | 1,033 | $512.70 | $529.6K |
| Sep 8, 2026 | SMITH PATRICK W | CHIEF EXECUTIVE OFFICER | SELL | 410 | $503.74 | $206.5K |
| Sep 8, 2026 | SMITH PATRICK W | CHIEF EXECUTIVE OFFICER | SELL | 1,348 | $510.59 | $688.3K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for AXON.
Shares short
3,644,077
Settlement Sep 15, 2026
Change vs prior
+0.8%
Semi-monthly cycle
Days to cover
3.6
At avg daily volume
Of shares outstanding
≈4.5%
Estimate — not % of float
All AXON filing & press-release reports (13)
- 424B5, 8-K reportSep 15, 2026
- CLUSTER reportSep 15, 2026
- 144 reportSep 9, 2026
- INST-CLUSTER reportJul 15, 2026
- CLUSTER reportJun 8, 2026
- CLUSTER reportJun 2, 2026
- DEFA14A reportApr 16, 2026
- 8-K reportApr 10, 2026
- CLUSTER reportMar 19, 2026
- 8-K reportMar 11, 2026
- CLUSTER reportMar 4, 2026
- CLUSTER reportMar 3, 2026
- 8-K reportFeb 24, 2026