Axon Enterprise (AXON) – Investment Analysts’ Recent Ratings Updates

Several brokerages have updated their recommendations and price targets on shares of Axon Enterprise (NASDAQ: AXON) in the last few weeks:

• 10/27/2026 – Axon Enterprise had its “buy” rating reaffirmed by Needham & Company LLC.
• 10/26/2026 – Axon Enterprise had its price target lowered by TD Cowen from $825.00 to $800.00. They now have a “buy” rating on the stock.
• 10/20/2026 – Axon Enterprise had its price target lowered by Piper Sandler from $732.00 to $561.00. They now have an “overweight” rating on the stock.
• 10/15/2026 – Axon Enterprise was given a new $675.00 price target by Raymond James Financial.
• 10/13/2026 – Axon Enterprise had its “buy” rating reaffirmed by TD Cowen.
• 10/5/2026 – Axon Enterprise was upgraded by Zacks Research from “hold” to “strong-buy”.
• 9/21/2026 – Axon Enterprise had its price target lowered by The Goldman Sachs Group from $715.00 to $675.00. They now have a “buy” rating on the stock.
• 9/17/2026 – Axon Enterprise had its “market outperform” rating reaffirmed by Citigroup.
• 9/3/2026 – Axon Enterprise had its price target raised by Argus from $460.00 to $600.00. They now have a “buy” rating on the stock.
• 9/2/2026 – Axon Enterprise had its “buy” rating reaffirmed by Needham & Company LLC.

Insider Activity at Axon Enterprise

In other news, CEO Patrick W. Smith sold 10,000 shares of the business’s stock in a transaction dated Tuesday, September 8th. The shares were sold at an average price of $508.99, for a total value of $5,089,900.00. Following the completion of the sale, the chief executive officer owned 3,118,012 shares of the company’s stock, valued at approximately $1,587,036,927.88. The trade was a 0.32% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Isaiah Fields sold 1,017 shares of the company’s stock in a transaction dated Friday, September 11th. The shares were sold at an average price of $480.45, for a total transaction of $488,617.65. Following the completion of the sale, the insider owned 56,264 shares in the company, valued at approximately $27,032,038.80. This trade represents a 1.78% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 47,397 shares of company stock worth $26,722,984 over the last three months. 4.20% of the stock is owned by corporate insiders.

Axon Enterprise, Inc develops technology and connected products for public safety organizations. The company’s portfolio includes TASER conducted-energy weapons, body-worn cameras, in-car cameras, and related hardware designed to support law enforcement, corrections, security, and other emergency-response professionals.

Axon also provides cloud-based software for managing digital evidence, records, workflows, real-time operations, investigations, and communications. Its platform is intended to connect hardware, software, and services across the public-safety ecosystem, helping agencies collect, store, analyze, and share operational information.

The company was founded in 1993 as TASER International by Rick Smith and Tom Smith and adopted the name Axon Enterprise in 2017 as it expanded beyond conducted-energy weapons into a broader technology platform.