Axon Shares Jumped 26% After Q4 Revenue Hit $797M: What 2026 Growth Guidance Means

Rexielyn Diaz3 minute read
Reviewed by: Thomas Richmond
Last updated Feb 26, 2026

Key Stats for AXON Stock

  • Price Change for AXON stock: +26.36%
  • AXON Share Price as of Feb. 25: $520
  • 52-Week High: $886
  • AXON Stock Price Target: $780

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What Happened?

Axon Enterprise (AXON) shares jumped 17.6% on Feb. 25 after the company reported fourth-quarter results that beat expectations. Axon posted Q4 revenue of $797 million, up 39% year over year. The company also reported adjusted EPS of $2.15, which topped consensus estimates.

Management also guided for 2026 revenue growth of 27% to 30%. That outlook helped because it signaled continued momentum in both devices and software. Investors also focused on bookings, which Axon said rose strongly in 2025.

The move came as investors weighed higher federal spending and broader demand for Axon’s ecosystem. Reuters reported strength tied to government activity and corporate security demand. That backdrop supported the stock’s sharp reaction after the Q4 beat.

AXON Stock Price Targets (TIKR)

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What the Market Is Telling Us About AXON Stock

The rally suggests investors are prioritizing growth and revenue visibility. Axon generated $2.8 billion in trailing twelve-month revenue, up 33.5% year over year. Gross margin remained strong at 59.8%, which supports continued product and software investment.

Profitability metrics are mixed at the operating line. Axon’s trailing EBIT margin is -2.1%, even as net income margin was 4.5% over the last twelve months. This gap reflects heavy operating investment alongside non-operating items that can affect reported earnings.

Cash generation has also been volatile, which investors will keep watching. Free cash flow was $75.1 million over the last twelve months, or a 2.7% margin. That was down sharply from the prior year, even as revenue continued to rise.

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Should You Invest in Axon Enterprise, Inc.?

The only way to really know is to look at the numbers yourself. TIKR gives you free access to the same institutional-quality financial data that professional analysts use to answer exactly that question.

Pull up AXON, and you’ll see years of historical financials, what Wall Street analysts expect for revenue and earnings in the quarters ahead, how valuation multiples have moved over time, and whether price targets are trending up or down.

You can build a free watchlist to track AXON alongside every other stock on your radar. No credit card required. Just the data you need to decide for yourself.

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Disclaimer:

Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!

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