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$AXON
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The Motley Fool on $AXON

Channel profile →Sources cited by the channel: AXON management, Alphabet management on return on invested capital, the company2 entries

The Motley Fool has discussed $AXON in 2 videos since 2026-11-06. The latest, on 2026-11-10, was bullish.

2026-11-10Bullish
“The Market Hates These 5 Stocks—Here is Why You Should Buy”
AI summary · AXON is a buy opportunity: its bundled Tasers, body cameras, drones and cloud form a durable law-enforcement operating system, growth has been 30%+ for four straight years with a fifth expected in 2026, ARR rose 40% to $1.8 billion, retention is 126%, and bookings are up 39%. Despite Q3 concern over delayed, likely federal, deals possibly lasting until 2027 and a still-rich ~44x free cash flow multiple, the 64% fall to its lowest since the 2022 drop plus continued 30% growth could make it a value stock.

Axon. What do you like about Axon right now? Oh! So, this is a very large growing company. This company sells hardware to law enforcement agencies, such as Tasers and Axon body cameras.

It is also increasingly entering the drone market. In addition to this, it also has its own cloud platform, software services, and frankly, it is very efficient at putting all of this together.

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2026-11-06Bullish
“Nasdaq In Freefall: Is the AI Trade Ending?”Cited source: AXON management
AI summary · AXON's guidance cut is entirely from federal drone contracts not closing this quarter or next, which the speaker sees as procurement timing after the midterms, not a fundamental issue; software growth is accelerating and the speaker thinks Axon can sustain management's 30+% growth over the next decade, so the selloff looks overdone.

Axon is on my radar this week. The tickers AX and unfortunately the market has really sold off this in part because of the big tech selloff we saw this week, but also after this company reported earnings and the market was you shoot first, ask questions later.

They saw a pullback in guidance from Axon's management team here as well as a massive investment into a uh third party, a drone maker where they're going to distribute via Ax Ax axon's platform.

And they were like, what what's happening here? And I think if you get into the details here, it's actually a lot better for Axon than the market is making it out to be. Part of the guidance, the entire guidance um revision comes from a couple of federal procurement contracts related to their drone business that they do not expect to close this quarter or next quarter, which is a big concern.

But that largely is a result of just an extension in the procurement prog progress at the federal level, which is not overly surprising coming out of the midterms. But if you look at their software business, growth is accelerating there.

And this is a management team who continues to says, "We don't care about quarterly earnings. We are investing for a long-term future that is going to have us growing at a 30 plus% rate over the course of the next decade.

And I think Axon's well on the rate of doing that."

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