AXON Earnings

AXON reported its earnings on 2026-02-24, showcasing a revenue of 796.72M against an estimate of 753.65M, resulting in a 5.72% surprise. The EPS was 2.15, surpassing the expected 1.6 by 34.37%. The stock experienced a 17.55% price change on the earnings day and a 0% change over the next five days, reflecting market reactions to the results.

Following AXON's earnings announcement on 2026-02-24, the stock price moved by 17.55% on the day of the release. Over the subsequent five days, it saw a 0% change. Historically, AXON's stock price tends to shift by an average of 2.85% in the 10 days leading up to earnings and 8.83% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate AXON's annual revenue to reach 770.49M, while the EPS is projected at 1.59. These estimates reflect recent revisions, with revenue estimates unchanged by 0% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between AXON's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were unchanged by 0%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, AXON's stock price typically moves by 2.85% in the 10 days before its earnings and 8.83% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of 1.59 and revenue of 770.49M.

The earnings call summary and Q&A session highlight strong financial performance with a 31% revenue growth forecast and a 46% increase in adjusted EBITDA. Despite tariff impacts, the company maintains a 25% EBITDA margin target. Positive factors include strategic investments in AI and international expansion, a record 9-figure cloud deal, and confidence in future growth. While specific guidance was avoided, optimism in demand and market traction was evident. These elements suggest a positive stock price movement over the next two weeks.