AXON

Axon Enterprise (AXON) closed at $403.02, up 2.64%, outperforming the S&P 500. The company has a Zacks Rank #1 (Strong Buy) rating with expected EPS growth of 65.81% and revenue growth of 31.03% for the upcoming quarter. However, the stock trades at a premium valuation with a Forward P/E of 49.8 compared to its industry average of 30.85.

Axon Enterprise (AXON) closed at $392.53, up 2.46%, outperforming the S&P 500's 0.28% gain. The company holds a Zacks Rank #1 (Strong Buy) rating with anticipated Q earnings of $1.94 EPS (+65.81% YoY) and revenue of $934.1M (+31.44% YoY). However, the stock trades at a premium Forward P/E of 48.59 versus the industry average of 31.25.

Axon Enterprise (AXON) declined 1.34% to $407.80, underperforming the S&P 500's 1.11% loss. The stock has dropped 6.5% over the past month.

Despite the recent weakness, the company maintains a Zacks Rank #1 (Strong Buy) rating with projected Q earnings of $1.94 per share (65.81% YoY growth) and full-year earnings of $7.88 per share (15.04% YoY growth). The stock trades at a Forward P/E of 52.44, above its industry average of 31.66.

Axon Enterprise has attracted investor attention despite a -6.5% return over the past month. The company is expected to report strong earnings growth of +65.8% year-over-year for the current quarter and +15% for the fiscal year.

Revenue is projected to grow +31.6% in the current quarter. Axon received a Zacks Rank #1 (Strong Buy) rating, though it trades at a premium valuation (F grade) compared to peers.

Axon Enterprise (AXON) has been upgraded to Zacks Rank #1 (Strong Buy) following a 30.3% increase in consensus earnings estimates over the past three months. The upgrade reflects improving business fundamentals and positions the stock in the top 5% of Zacks-covered stocks, suggesting potential for near-term price appreciation driven by institutional investor buying based on revised earnings outlooks.

Axon Enterprise (AXON) closed at $417.31, up 2.79% in the latest session, outperforming the S&P 500. The company is projected to report earnings of $1.94 per share with 65.81% year-over-year growth and quarterly revenue of $935.35 million, up 31.62%. AXON holds a Zacks Rank #2 (Buy) rating with a Forward P/E of 51.5, trading at a premium to its industry average.

Axon Enterprise stock declined 2.1% to $413.35, underperforming the broader market despite positive analyst expectations. The company is projected to report earnings of $1.94 per share (65.81% YoY growth) and revenue of $935.35 million (31.62% growth).

However, the stock has lost 21.54% over the past month and trades at a premium valuation with a Forward P/E of 53.56 versus its industry average of 33.53. The stock currently holds a Zacks Rank of #3 (Hold).

Axon Enterprise has been trending on Zacks.com's most searched stocks list. The stock has declined 19.1% over the past month, significantly underperforming the S&P 500. While the company shows strong revenue growth forecasts (+32.4% for current fiscal year) and positive earnings revisions, it carries a Zacks Rank #3 (Hold) rating and trades at a premium valuation with an F grade on value metrics, suggesting it may perform in line with the broader market in the near term.

The article compares two high-growth tech stocks: Arista Networks, a networking infrastructure provider for AI data centers with strong profitability but customer concentration risk, and Axon Enterprise, a public safety technology company with diverse customers and impressive software growth. Despite Arista's higher margins and lower P/E ratio, the author recommends Axon as the better buy in 2026, citing its more attractive PEG ratio of 1.36x versus Arista's 2x, following Axon's 50% stock decline from its 2025 peak.

Motley Fool analysts from Team Rule Breakers and Team Hidden Gems identify five stocks worth considering selling: Zoom Communications for stagnant growth despite profitability, Block for slowing user growth and Bitcoin dependence, Cellebrite for limited expansion potential compared to competitors, and Workday for expected modest returns despite AI investments. The article emphasizes that selling decisions deserve as much rigor as buying decisions, and investors should reassess holdings when original investment theses no longer hold.

Nvidia announced a $150 billion share repurchase program, its largest in history, but contributors argue it's insufficient for a $5 trillion company and suggest a $500 billion buyback would be more impressive. The announcement coincided with an AI safety initiative, potentially masking concerns about slowing growth, competitive threats from hyperscalers developing their own chips, and questions about whether existing GPU hardware may become adequate for most enterprise workloads, potentially slowing upgrade cycles.

Motley Fool analysts from Team Rule Breakers and Team Hidden Gems identify five stocks worth considering selling: Zoom Communications for stagnant growth despite profitability, Block for slowing Cash App growth and Bitcoin reliance, Cellebrite for limited expansion potential compared to competitors, and Workday for expected modest 6-8% annual returns despite recent AI investments. The article emphasizes that selling decisions deserve as much rigor as buying decisions, and investors should reassess holdings when original investment theses no longer hold.

Axon Enterprise reported strong Q2 2026 results with revenues surging 35.3% to $904.4 million and adjusted EBITDA margin expanding 110 basis points to 26.8%, despite escalating operating expenses. The company targets a 28% adjusted EBITDA margin by 2028 with $6 billion in annual revenues, driven by robust demand for products like TASER 10 and Axon Body 4, plus growing international expansion.