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Axon Enterprise (AXON) On Earnings Focus And AI Narrative Looks Undervalued
Simply Wall St.13d agoneutral
Axon Enterprise (AXON) On Earnings Focus And AI Narrative Looks Undervalued

Why Axon Enterprise Stock Is Back in Focus Axon Enterprise (AXON) is back on investors’ radar after the company appointed two independent directors, Vivek Mohindra and Eiso Kant, to its board. This development coincides with earnings expectations that combine softer EPS with faster revenue growth. See our latest analysis for Axon Enterprise. Recent board changes and the upcoming earnings report arrive after a mixed stretch for Axon Enterprise, with the share price down over the year to date...

Jim Cramer on Axon: “It Sells at a Very High Price to Earnings Multiple”
Insider Monkey60d agobearish
Jim Cramer on Axon: “It Sells at a Very High Price to Earnings Multiple”

Axon Enterprise, Inc. (NASDAQ:AXON) was among the stocks on which Jim Cramer gave his opinion, as he warned that increased AI-related spending might cause near-term headwind for stocks. Mentioning that they own shares of the stock, a caller asked if they should buy more, sell, or hold. In response, Cramer said: No, I want you […]

Should Axon’s Strong Q1 2026 Results and Higher Guidance Require Action From Axon Enterprise (AXON) Investors?
Simply Wall St.78d agoneutral
Should Axon’s Strong Q1 2026 Results and Higher Guidance Require Action From Axon Enterprise (AXON) Investors?

Axon Enterprise, Inc. reported first-quarter 2026 results with revenue of US$807.35 million and net income of US$169.31 million, both higher than a year earlier, and raised its full-year 2026 revenue growth guidance to a 30%–32% range. The company highlighted accelerating adoption of its real-time AI tools, cloud-based evidence platform, and long-term law enforcement contracts, suggesting these integrated offerings are becoming a more important driver of its expanding earnings base. Next,...

5 Must-Read Analyst Questions From Axon’s Q1 Earnings Call
StockStory81d agoneutral
5 Must-Read Analyst Questions From Axon’s Q1 Earnings Call

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

Trade Desk Tumbles 13%, AppLovin Holds Gains as Ad-Tech Q1 Earnings Split Wall Street
24/7 Wall St.89d agobearish
Trade Desk Tumbles 13%, AppLovin Holds Gains as Ad-Tech Q1 Earnings Split Wall Street

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

AppLovin Price Prediction Raised After Q1 Earnings Beat
24/7 Wall St.90d agobullish
AppLovin Price Prediction Raised After Q1 Earnings Beat

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

Axon Enterprise Q1 Earnings Call Highlights
MarketBeat90d agoneutral
Axon Enterprise Q1 Earnings Call Highlights

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