AXON ENTERPRISE, INC.(AXON)Stock Analysis
AI analysis on 2,800+ stocks →Deep AI analysis on 2,800+ stocks →13F Pro Quality Score
Rank #1,144 of 2,961 stocksTOP 50%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
Unusual Activity in AXON
Events flagged as statistical outliers against AXON's own multi-year baseline — not fixed dollar thresholds.
- Score shock2026-08-06
AXON quality score dropped 12 points (56→44) on a new filing
View source filing →
AXON Stock Analysis & AI Quality Score
Data updated 2026-09-11AI stock analysis and institutional research for AXON ENTERPRISE, INC. (AXON), a Industrials sector company. 13F Pro's AI-powered ranking engine scores AXON at 56.6/100 on a 32-signal composite quality model, placing it at rank #1,144 of 2,961 stocks — the top half of the AI-ranked universe. AXON scores in the top quartile across revenue growth (89.1), institutional flow (87.8). Areas of concern include profitability (37.7) and free cash flow (39.2), which score below median versus the broader universe. Shareholder dilution risk is elevated at 7.9/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), AXON ENTERPRISE, INC. reports quarterly revenue of $904.4M, net income of $29.4M, free cash flow of $-972.0K. Top institutional holders of AXON by reported 13-F value include BlackRock, VANGUARD CAPITAL MANAGEMENT, STATE STREET, based on the most recent SEC filings. AXON trades on the Nasdaq exchange and files with the SEC under CIK 1069183. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate AXON daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for AXON ENTERPRISE, INC. directly from SEC EDGAR. AXON ENTERPRISE, INC.'s 13F Pro composite quality score has ranged between 35 and 74 since 2021, currently 56.6 — an improving long-term trajectory across 68 quarterly and live scoring snapshots.
Revenue
Q2 2026
$904.4M
Net Income
Q2 2026
$29.4M
Free Cash Flow
Q2 2026
$-972.0K
ROIC
Q2 2026
3.5%
D/E Ratio
Q2 2026
0.47
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+33.5% YoYNet Income
-66.9% YoYOperating Income
-206.0% YoYEPS (Diluted)
-68.5% YoYTotal Assets
+56.4% YoYTotal Debt
+39.0% YoYOp. Cash Flow
-48.2% YoYFree Cash Flow
-77.2% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $2.78B +33.5% | $2.08B +33.4% | $1.56B +31.5% | $1.19B +37.5% | $863.4M +26.8% | $681.0M |
| Net Income | $124.7M -66.9% | $377.0M +114.5% | $175.8M +19.6% | $146.9M +344.8% | $-60.0M -3381.3% | $-1.7M |
| Operating Income | $-62.1M -206.0% | $58.5M -62.7% | $156.8M +68.7% | $93.0M +155.3% | $-168.1M -1088.1% | $-14.2M |
| EPS (Diluted) | $1.51 -68.5% | $4.80 +106.0% | $2.33 +14.8% | $2.03 +323.1% | $-0.91 -2933.3% | $-0.03 |
| Total Assets | $7.00B +56.4% | $4.47B +31.3% | $3.41B +19.5% | $2.85B +68.9% | $1.69B +22.2% | $1.38B |
| Total Debt | $1.89B +39.0% | $1.36B +100.9% | $677.1M | — | — | — |
| Operating Cash Flow | $211.3M -48.2% | $408.3M +115.7% | $189.3M -19.6% | $235.4M +89.1% | $124.5M +223.5% | $38.5M |
| Free Cash Flow | $75.1M -77.2% | $329.5M +154.2% | $129.6M -27.8% | $179.6M +140.7% | $74.6M +318.5% | $-34.1M |
Get alerted when AXON's score changes
Free account: watchlist tracking, the daily AI brief, and the AI screener.
Available Research
13F Pro tracks comprehensive data for AXON ENTERPRISE, INC. including:
Top Institutional Holders of AXON
BlackRock, Inc.
$4.7B8,334,551 shVANGUARD CAPITAL MANAGEMENT LLC
$2.9B5,130,199 shSTATE STREET CORP
$2.2B3,885,570 shVANGUARD PORTFOLIO MANAGEMENT LLC
$2.1B3,684,814 shInvesco Ltd.
$1.8B3,229,060 shBAILLIE GIFFORD & CO
$1.7B3,059,487 shFMR LLC
$1.7B3,024,957 shGEODE CAPITAL MANAGEMENT, LLC
$1.3B2,312,765 shWELLINGTON MANAGEMENT GROUP LLP
$1.2B2,103,142 shPRICE T ROWE ASSOCIATES INC /MD/
$1.0B1,871,812 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $4.7B | 8,334,551 |
| VANGUARD CAPITAL MANAGEMENT LLC | $2.9B | 5,130,199 |
| STATE STREET CORP | $2.2B | 3,885,570 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $2.1B | 3,684,814 |
| Invesco Ltd. | $1.8B | 3,229,060 |
| BAILLIE GIFFORD & CO | $1.7B | 3,059,487 |
| FMR LLC | $1.7B | 3,024,957 |
| GEODE CAPITAL MANAGEMENT, LLC | $1.3B | 2,312,765 |
| WELLINGTON MANAGEMENT GROUP LLP | $1.2B | 2,103,142 |
| PRICE T ROWE ASSOCIATES INC /MD/ | $1.0B | 1,871,812 |
Companies Similar to AXON
Ranked by quality-profile closeness and shared hedge-fund ownership — not just sector membership.
Rocket Lab Corp
Tesla, Inc.
QUANTA SERVICES, INC.
EBAY INC
Accenture plc
ZEBRA TECHNOLOGIES CORP
JACOBS SOLUTIONS INC.
DoorDash, Inc.
Similarity is computed from the 8 composite sub-scores and latest-quarter 13F conviction holdings (index-style filers excluded). Refreshed monthly.
More Industrials Companies
View all Industrials →Put AXON on your watchlist
Track score changes the day AXON ENTERPRISE, INC. files with the SEC, follow the hedge funds that own it, screen 2,800+ AI-scored stocks, and get the daily brief — free.
Free tier includes 13F data, economic indicators, and market overview. Pro starts at $6.67/mo (billed annually).
Popular Research
Is AXON a good stock to buy?
13F Pro's AI-powered analysis of AXON ENTERPRISE, INC. (AXON) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Industrials sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for AXON are available on the AXON stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. AXON is classified as a large company.
Which hedge funds own AXON?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling AXON. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of AXON ENTERPRISE, INC.'s investment landscape.