继续前请同意我们的使用条款、隐私说明及 YouTube 服务条款。

使用条款 隐私说明 YouTube 服务条款 Google 隐私政策
$AXON
这只股票

The Motley Fool 对 $AXON 的判断变化

频道资料 →频道引用的来源：AXON management、Alphabet management on return on invested capital、the company共 2 条

The Motley Fool 自 2026-11-06 起在 2 个视频里谈过 $AXON，最近一次（2026-11-10）为看涨。

2026-11-10看涨
《The Market Hates These 5 Stocks—Here is Why You Should Buy》
AI 摘要 · AXON 是买入机会：其捆绑的 Taser、随身摄像头、无人机与云服务构成持久的执法操作系统，增长已连续四年达 30% 以上，2026 年预计迎来第五年，ARR 增长 40% 至 18 亿美元，留存率为 126%，订单增长 39%。尽管第三季度存在对延迟（很可能是联邦）交易可能持续到 2027 年的担忧，且自由现金流倍数仍高达约 44 倍，但股价下跌 64% 至 2022 年下跌以来最低位，加上持续的 30% 增长，可能使其成为价值股。

Axon。你现在喜欢 Axon 的哪些方面？哦！这是一家规模很大、正在成长的公司。这家公司向执法机构销售硬件，比如泰瑟枪和 Axon 随身摄像头。它还越来越多地进入无人机市场。

除此之外，它还有自己的云平台、软件服务，说实话，它非常高效地把这一切整合在一起。

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.

核查原话与来源
2026-11-06看涨
《Nasdaq In Freefall: Is the AI Trade Ending?》引用来源：AXON management
AI 摘要 · AXON下调指引完全是因为联邦无人机合同本季度和下季度未能落地，说话者认为这是中期选举后的采购时点问题，而非基本面问题；软件增长正在加速，他认为Axon能在未来十年维持管理层30%以上的增长，因此这轮抛售看起来过度了。

Axon 这周在我的关注名单上，股票代码是 AX。不幸的是，市场确实大幅抛售了这只股票，部分原因是这周我们看到的大型科技股抛售，但也因为这家公司公布了财报，而市场是先开枪后问问题。

他们看到 Axon 管理团队下调了业绩指引，还看到一笔对第三方的巨额投资——一家无人机制造商，他们将通过 Axon 的平台来分销。于是他们就想，这是怎么回事？而我认为，如果你深入了解细节，这对 Axon 来说其实比市场所认为的要好得多。

指引下调——整个指引的调整——部分来自与其无人机业务相关的几份联邦采购合同，他们预计本季度或下季度都不会完成，这是一个很大的担忧。但这很大程度上只是联邦层面采购进度延后的结果，中期选举之后出现这种情况并不太令人意外。

但如果你看他们的软件业务，那里的增长正在加速。而且这是一个不断表示“我们不在乎季度盈利。我们是在为长期未来投资，未来十年我们将以30%以上的速度增长”的管理团队。我认为 Axon 正很好地走在这条路上。

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."

核查原话与来源
跨洋听风