Headquartered in Scottsdale, AZ Fiscal year ends December NASDAQ: AXON axon.com
Axon Enterprise is a public safety technology company serving state, local, federal and international public safety agencies. It also serves a growing Enterprise market that protects critical infrastructure and frontline workers in corporate security, hospitality, retail and healthcare.
It reports two segments:
- **Connected Devices:** TASER energy devices and cartridges (TASER 10 and the new TASER Ion); Personal Sensors such as Axon Body 4 and Axon Body 5 body cameras; and Platform Solutions, which include Axon Fleet in-car video, interview room and fixed cameras, drones, Dedrone counter-drone equipment and VR training.
- **Software & Services:** cloud software and subscriptions, including Axon Evidence digital evidence management, Axon Records, real-time operations via Axon Fusus, Axon 911, Dedrone airspace security software, and the AI Era Plan suite (Axon Assistant and Axon Guardian).
Much of its revenue is sold through multi-year subscription plans such as OSP. The company reports annual recurring revenue of about $1.75 billion, 126% net revenue retention and $15.8 billion of future contracted bookings.
In November 2026 Axon announced a $1.2 billion investment raising its stake in drone maker Skydio to 37%. Alongside the investment, Axon becomes Skydio's exclusive public safety distributor in the U.S. and Canada through Axon Air, extending its Drone as First Responder strategy. Updated
Axon's $313 close marks a fresh one-year low, 9.52% under the prior trough set back in April. Competitor Motorola Solutions barely budged at -0.52%, so this is an Axon-specific reset.
Moves: Nov 6, 2026 · Alpha Vantage daily close
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Friday's close spanned more than 41 points, from IonQ up 20% to Opendoor down 21%, an unusually wide gap across a 378-name priority list. DraftKings and Axon both shed roughly a fifth of their value in the same session.
DraftKings opened down nearly 29% at $16.63, a 40-point gap between it and the day's top gainer across our 379-stock board. Semis and travel took the other side, with Lam Research, Airbnb and AMD all up 8% or more.
Record Q3 revenue of $909 million, up 28% year over year, did not keep the stock from selling off in one of its steepest single-session drops. Axon also disclosed a $1.2 billion investment in drone maker Skydio the same evening.
Three delayed Federal Dedrone deployments worth roughly $130 million got pulled out of the full-year outlook, cutting 2026 revenue growth guidance to about 30% from 32% to 34%. Both EPS and revenue missed expectations, even with software and services revenue accelerating.
A 5.96% slide to $401.27 from a $426.72 open comes a day after Motorola Solutions, a competitor, filed Q3 results, a pattern this stock has followed in 3 of 3 prior Motorola Solutions reports with a 2.8% average move. This one is more than double that.
A 7.71% drop to $389.21 takes roughly $2.6 billion off a $31.6 billion company in a single session, an outsized move for a name that rarely swings this hard. Whether the after-hours level holds into tomorrow's open is the thing to track.
Cipher Mining closed the session up 10.4% at $16.66, the widest gain across 111 priority names. At the other end, ON Semiconductor gave up 8.9% and Diamondback Energy 7.8%, a roughly 19-point spread between the best and worst names on the day.
Tempus AI closed the session up 10.5%, the only double-digit move among 111 tracked names. The downside was deeper and broader: Axon, Cava and Clover Health all gave up more than 9%.
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Work Flow Axon Enterprise is a public safety technology company serving state, local, federal and international public safety agencies. It also serves a growing Enterprise market that protects critical infrastructure and frontline workers in corporate security, hospitality, retail and healthcare.
24/7 Wall St.'s 12-month price target for AXON is $500.08, rated Buy. The Wall Street consensus target is $561.32. AXON price prediction →
