Actualités

Axon shares surged after a blowout quarter and a wave of analyst upgrades, but the real question is whether Wall Street's surprisingly steady 2027 earnings estimates are about to crack under the pressure of a $15 billion backlog.

Growth-stock selloffs after second-quarter earnings sparked retail dip-buying, with AppLovin and Dutch Bros leading investor interest.

Axon lifts 2026 revenue growth outlook to 32%-34% after Q2 earnings as software, AI and Dedrone demand expands, even as memory cost pressure near-term margins.

Software gross margin fell to 71.3% from 75.6% as free cash flow turned negative

Axon raises full-year guidance to 32%-34% growth, driven by record bookings, international expansion, and the rapid scaling of its AI Era Plan and Dedrone counter-drone business.

Axon Enterprise (NASDAQ:AXON) reported second-quarter revenue of $904 million, up 35% from a year earlier, as growth across software, connected devices and counter-drone offerings extended the company’s streak of quarterly revenue growth above 30% to 10 consecutive quarters. During the company’s ea

The headline numbers for Axon (AXON) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Axon (AXON) delivered earnings and revenue surprises of -0.53% and +4.15%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Axon Enterprise, the S&P 500 maker of Tasers, body cameras and software for law enforcement, continued its resurgence this week ahead of its Q2 report after today's close. This week's jolt higher may mean it could take a stunning report to maintain upward momentum for Axon stock. Earnings growth is up against what looks like a low bar, but that's only because EPS vaulted 77% in the year-ago quarter.

Axon Enterprise is expected to announce its second-quarter results soon, and analysts project a double-digit earnings decrease.

Axon’s first quarter results were met with a positive market reaction, reflecting management’s emphasis on expanding AI adoption and accelerating demand for its integrated hardware and software solutions. CEO Patrick Smith highlighted that customers are increasingly treating AI as a core element for productivity and operational efficiency, with updated offerings like Axon Vision and Guardian gaining traction. Management also pointed to robust growth in both traditional TASER products and newer s

Shares of The Trade Desk (NASDAQ:TTD) are down roughly 13% to $20.41 in early Friday trading after the company posted a Q1 2026 earnings miss and issued a softer Q2 2026 outlook than the Street had hoped to see. The stock closed Thursday at $23.49, already down 38% year to date (YTD) heading into the ... Trade Desk Tumbles 13%, AppLovin Holds Gains as Ad-Tech Q1 Earnings Split Wall Street

Shares of Axon Enterprise rose sharply Thursday after the maker of law-enforcement technology like Tasers and body cameras reported a spike in international sales. Axon stock jumped 7.6% to $415.14 on Thursday.

Our AppLovin (NASDAQ:APP) call comes at a moment when the stock has recovered ground after a weak first quarter. Shares trade at $468.83 as of writing, and our proprietary model points to meaningful upside from here. The 24/7 Wall St. price target for AppLovin is $576.79, implying 23.03% upside over the next 12 months. Confidence ... AppLovin Price Prediction Raised After Q1 Earnings Beat

A beat and a guidance raise mark Axon's ninth straight quarter of 30%-plus growth

Axon Enterprise (NASDAQ:AXON) executives used the company’s first-quarter 2026 earnings call to highlight continued rapid growth, rising adoption of its AI-focused offerings, and accelerating demand for its counter-drone business, while raising full-year revenue guidance. Management frames AI as a