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Axon Enterprise Weighs Motorola Counter Drone Deal For Public Safety Future
Simply Wall St.63d agoneutral
Axon Enterprise Weighs Motorola Counter Drone Deal For Public Safety Future

Motorola Solutions recently agreed to acquire counter-drone specialist D-Fend Solutions, expanding its presence in drone security and public safety technology. This move places Motorola Solutions in more direct competition with Axon Enterprise (NasdaqGS:AXON) in areas such as integrated drone responses and airspace protection tools for law enforcement and critical infrastructure. Axon Enterprise is best known for its conducted energy devices and body cameras, but the company also invests in...

Assessing Axon Enterprise (AXON) Valuation After Strong Q1 Growth And Raised AI And Counter Drone Outlook
Simply Wall St.66d agoneutral
Assessing Axon Enterprise (AXON) Valuation After Strong Q1 Growth And Raised AI And Counter Drone Outlook

Axon Enterprise (AXON) is back in focus after reporting first quarter revenue growth of 34% year over year and lifting its full year revenue outlook to a range of 30% to 32%, pointing investors toward its expanding AI and counter drone ecosystem. See our latest analysis for Axon Enterprise. Axon’s share price has been volatile, with a 20.46% 1 month share price return and an 8.33% 7 day share price return following earnings and partnership news. Yet the year to date share price return is down...

Jim Cramer on Axon: “It Sells at a Very High Price to Earnings Multiple”
Insider Monkey67d 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 […]

Is Axon (AXON) Quietly Building a Defensive Moat With Its New Drone Radar Partnership?
Simply Wall St.70d agobullish
Is Axon (AXON) Quietly Building a Defensive Moat With Its New Drone Radar Partnership?

In late May 2026, Echodyne announced a partnership with Axon Enterprise to integrate its MESA radar into Axon’s public safety drone ecosystem, aiming to improve low-altitude airspace awareness for lawful Drone as First Responder operations and the detection of unauthorized drones worldwide. This collaboration highlights Axon’s push deeper into integrated drone and counter-drone infrastructure, potentially strengthening its position in emerging public safety UAS programs that require precise,...

Palantir, Axon, Crowdstrike, and Cloudflare: New age defense stocks
Stocktwits70d agoneutralVIDEO
Palantir, Axon, Crowdstrike, and Cloudflare: New age defense stocks

Shai Ballew breaks down market volatility amidst geopolitical tensions, emphasizing that while there's a risk adjustment, the bull market's fundamentals, especially in AI, remain strong. He discusses how companies like Palantir, Axon, Crowdstrike, and Cloudflare are becoming essential in the new age defense and cybersecurity landscape, with their services proving indispensable for government and public safety operations.

Why AppLovin (APP) Stock Is Trading Up Today
StockStory75d agoneutral
Why AppLovin (APP) Stock Is Trading Up Today

Shares of mobile app technology company AppLovin (NASDAQ:APP) jumped 6.3% in the afternoon session after it received positive analyst commentary, which highlighted strong recent financial performance and the upcoming launch of its AI-powered advertising platform.

Is Axon Enterprise (AXON) Fairly Priced After Recent Public Safety Tech Momentum?
Simply Wall St.76d agoneutral
Is Axon Enterprise (AXON) Fairly Priced After Recent Public Safety Tech Momentum?

Wondering if Axon Enterprise at around US$391 per share is offering value or asking you to pay up for its story is a fair place to start this valuation check. The stock is down 1.8% over the last week, 2.8% over the last month, 30.5% year to date and 47.9% over the past year, although it has gained 102.9% over three years and 176.4% over five years. Recent headlines around Axon have focused on its role in public safety technology and product adoption by law enforcement agencies, which helps...

Axon Enterprise Sees AI, Counter-Drone Demand Fueling Next Growth Wave
MarketBeat77d agoneutral
Axon Enterprise Sees AI, Counter-Drone Demand Fueling Next Growth Wave

Axon Enterprise (NASDAQ:AXON) President Josh Isner said the company is seeing growing demand across counter-drone technology, artificial intelligence products, international markets and enterprise security, during a TD Cowen discussion with software analyst Andrew Sherman. Sherman opened by pointin

AppLovin (APP) Stock Trades Up, Here Is Why
StockStory78d agoneutral
AppLovin (APP) Stock Trades Up, Here Is Why

Shares of mobile app technology company AppLovin (NASDAQ:APP) jumped 3.6% in the afternoon session after reports indicated a major competitor, Meta Platforms, is not expected to bid on certain mobile advertising traffic, potentially opening up more of the market for AppLovin.