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Defense

Axon Enterprise, Inc.

AXONNASDAQpure-play
Market cap$36B
Conviction5/ 5
HQScottsdale, Arizona, USA

For informational purposes only. Not financial advice, not a recommendation to buy or sell any security. Standing Order is a directory and research project, not an advisory service.

Price · 180d

$448.72

-15.8%

Thesis

Axon builds connected public-safety hardware and software, from TASER devices to body cameras and cloud evidence management. Its recurring software and autonomy ambitions extend it toward broader security and autonomous-systems markets.

Catalysts

  • Software and recurring-revenue expansion
  • Drone and autonomous public-safety initiatives
  • Agency adoption of integrated hardware-software suites

Not financial advice — research and opinion only. Disclosures