<div id="readability-page-1">Left Brain Wealth Management LLC raised its holdings in shares of Axon Enterprise, Inc (NASDAQ:AXON - Free Report) by 14.3% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 15,768 shares of the biotechnology company's stock after acquiring an additional 1,971 shares during the period. Axon Enterprise makes up 3.6% of Left Brain Wealth Management LLC's holdings, making the stock its 9th largest position. Left Brain Wealth Management LLC's holdings in Axon Enterprise were worth $11,316,000 as of its most recent SEC filing.<div>Get Axon Enterprise alerts:</div><ul><li>Axon Got Caught in the SaaS Crash—Its Earnings Say That Was a Mistake</li></ul>A number of other institutional investors also recently added to or reduced their stakes in the business. Vestor Capital LLC raised its stake in shares of Axon Enterprise by 438,636.3% during the second quarter. Vestor Capital LLC now owns 833,599 shares of the biotechnology company's stock valued at $690,170,000 after purchasing an additional 833,409 shares in the last quarter. Norges Bank acquired a new position in Axon Enterprise during the 2nd quarter valued at about $637,806,000. Vanguard Group Inc. raised its position in shares of Axon Enterprise by 4.2% during the 3rd quarter. Vanguard Group Inc. now owns 9,314,164 shares of the biotechnology company's stock worth $6,684,217,000 after buying an additional 376,904 shares in the last quarter. Jennison Associates LLC lifted its stake in shares of Axon Enterprise by 53.8% in the 3rd quarter. Jennison Associates LLC now owns 943,944 shares of the biotechnology company's stock worth $677,412,000 after acquiring an additional 330,213 shares during the period. Finally, 1832 Asset Management L.P. boosted its holdings in shares of Axon Enterprise by 129.2% in the second quarter. 1832 Asset Management L.P. now owns 536,420 shares of the biotechnology company's stock valued at $444,124,000 after acquiring an additional 302,420 shares in the last quarter. Institutional investors and hedge funds own 79.08% of the company's stock. <h2>Key Axon Enterprise News</h2>Here are the key news stories impacting Axon Enterprise this week:<ul> <li>Positive Sentiment: Q4 revenue beat and record bookings — Axon reported Q4 revenue of $796.7M (up ~38.5% YoY) and highlighted record bookings and fast adoption of its AI report tool (Draft One), which supports the street’s growth narrative and recurring‑revenue mix. Why Axon Enterprise (AXON) Is Up 9.5% After AI-Fueled Revenue Surge But Profit Collapse - And What's Next</li> <li>Positive Sentiment: AI and emergency‑services M&amp;A expand addressable market — Acquisitions (Carbyne, Prepared) plus new AI tools reposition Axon from hardware into a cloud/AI public‑safety platform, supporting higher lifetime‑value subscription revenue. Axon’s AI Push And 911 Acquisitions Reshape Public Safety Growth Story</li> <li>Positive Sentiment: Connected‑devices strength — Sales of TASER 10, Axon Body 4 and counter‑drone solutions drove robust device demand, supporting near‑term revenue and install base expansion for software add‑ons. Axon Gains From Strength in Connected Devices Unit: Can the Momentum Sustain?</li> <li>Neutral Sentiment: Increased investor attention and bullish writeups — Multiple outlets and subscribers (Zacks, Value &amp; Momentum, InsiderMonkey) have been highlighting Axon’s growth story, which can add retail/institutional interest but may already be priced in. Axon Enterprise, Inc (AXON) is Attracting Investor Attention: Here is What You Should Know</li> <li>Neutral Sentiment: Third‑party mentions (AppLovin note) reference Axon as a demand catalyst for related businesses — indirect, not a material company update. AppLovin Seen Benefiting From Demand Catalysts, Axon Expansion, Oppenheimer Says</li> <li>Negative Sentiment: Profit collapse and margin pressure — Despite the revenue beat, net income plunged (Q4 net income fell sharply vs prior year) and EPS compressed, raising questions about near‑term profitability and free cash flow conversion. Why Axon Enterprise (AXON) Is Up 9.5% After AI-Fueled Revenue Surge But Profit Collapse - And What's Next</li> <li>Negative Sentiment: Insider sell and valuation risks — CAO Jennifer Mak sold ~1,500 shares (~$860k); combined with very high forward/trailing P/E multiples, this is a reminder premium expectations carry downside risk if margins don’t recover. Axon Enterprise NASDAQ: AXON CAO Sells $860,175.00 in Stock</li> <li>Negative Sentiment: Analyst target adjustments — Some firms trimmed price targets (Morgan Stanley, Barclays) even while keeping constructive ratings, signaling caution on near‑term upside despite the growth story. Axon Enterprise stock overview</li> </ul><h2>Wall Street Analyst Weigh In</h2><ul><li>Why Axon's 16% Surge Signals a New Era in Public Safety Tech</li></ul>Several equities research analysts recently commented on the company. Citigroup reissued a &#34;buy&#34; rating on shares of Axon Enterprise in a report on Wednesday, February 25th. Northcoast Research raised Axon Enterprise from a &#34;neutral&#34; rating to a &#34;buy&#34; rating and set a $742.00 price objective on the stock in a research note on Tuesday, January 6th. William Blair restated an &#34;outperform&#34; rating on shares of Axon Enterprise in a report on Tuesday, February 3rd. Weiss Ratings reaffirmed a &#34;hold (c-)&#34; rating on shares of Axon Enterprise in a report on Monday, December 29th. Finally, Morgan Stanley dropped their price target on shares of Axon Enterprise from $713.00 to $675.00 and set an &#34;overweight&#34; rating on the stock in a research report on Wednesday, February 25th. Sixteen analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company's stock. Based on data from MarketBeat.com, the company presently has a consensus rating of &#34;Moderate Buy&#34; and a consensus price target of $762.93.View Our Latest Report on AXON<h2>Axon Enterprise Stock Up 0.1%</h2><ul><li>MarketBeat Week in Review – 06/02 - 06/06</li></ul>Shares of Axon Enterprise stock opened at $570.49 on Friday. The stock's fifty day moving average is $536.28 and its 200-day moving average is $620.35. The firm has a market capitalization of $45.87 billion, a PE ratio of 375.32, a price-to-earnings-growth ratio of 12.16 and a beta of 1.46. The company has a quick ratio of 2.29, a current ratio of 2.53 and a debt-to-equity ratio of 0.53. Axon Enterprise, Inc has a 12-month low of $396.41 and a 12-month high of $885.91. Axon Enterprise (NASDAQ:AXON - Get Free Report) last released its quarterly earnings results on Tuesday, February 24th. The biotechnology company reported $2.15 earnings per share for the quarter, beating analysts' consensus estimates of $1.60 by $0.55. The business had revenue of $796.72 million during the quarter, compared to analyst estimates of $755.29 million. Axon Enterprise had a return on equity of 2.82% and a net margin of 4.48%.Axon Enterprise's revenue for the quarter was up 38.5% on a year-over-year basis. During the same quarter last year, the company posted $2.08 EPS. Equities analysts anticipate that Axon Enterprise, Inc will post 5.8 earnings per share for the current year. <h2>Insiders Place Their Bets</h2>In other news, insider Isaiah Fields sold 2,000 shares of the business's stock in a transaction that occurred on Friday, February 27th. The shares were sold at an average price of $535.01, for a total transaction of $1,070,020.00. Following the sale, the insider owned 55,588 shares in the company, valued at $29,740,135.88. The trade was a 3.47% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities &amp; Exchange Commission, which can be accessed through the SEC website. Also, CFO Brittany Bagley sold 2,000 shares of the firm's stock in a transaction that occurred on Thursday, December 11th. The stock was sold at an average price of $580.00, for a total transaction of $1,160,000.00. Following the completion of the transaction, the chief financial officer directly owned 103,501 shares of the company's stock, valued at $60,030,580. This represents a 1.90% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 56,634 shares of company stock valued at $31,534,295 over the last 90 days. 4.40% of the stock is owned by corporate insiders. <h2>Axon Enterprise Profile</h2> (Free Report)Axon Enterprise, Inc develops technology and weapons systems for public safety and law enforcement agencies, combining hardware, software and cloud services. The company's hardware portfolio includes conducted energy weapons (commonly known as TASER devices), body-worn cameras and in-car camera systems. Axon pairs these devices with a suite of connected products and accessories designed to capture, store and manage field evidence. Beyond hardware, Axon operates a subscription-based software platform for digital evidence management, evidence review and records management.<h2>Featured Stories</h2><ul><li>Five stocks we like better than Axon Enterprise</li><li>Silver Is the New Oil—And the World’s Running Dry</li><li>BNZI stands out as a Zacks Buy. Earnings momentum and analyst upgrades align</li><li>1,500 Banks Just Handed the Fed Your Bank Account</li><li>Elon Musk’s $1 Quadrillion AI IPO</li><li>[How To] Invest Pre-IPO In SpaceX With $100!</li></ul>Want to see what other hedge funds are holding AXON? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Axon Enterprise, Inc (NASDAQ:AXON - Free Report).<img src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/scripts/SECFilingChart.ashx/query-UHJlZml4PU5BU0RBUSZTeW1ib2w9QVhPTg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="650" height="350" original-src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/scripts/SECFilingChart.ashx/query-UHJlZml4PU5BU0RBUSZTeW1ib2w9QVhPTg"/>This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.<h2>Should You Invest $1,000 in Axon Enterprise Right Now?</h2>Before you consider Axon Enterprise, you'll want to hear this.MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Axon Enterprise wasn't on the list.While Axon Enterprise currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.View The Five Stocks Here </div>

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Left Brain Wealth Management LLC increased its stake in Axon Enterprise, Inc by 14.3% in Q3, now holding 15,768 shares valued at approximately $11.32 million. Other institutional investors also raised their positions significantly. Axon reported a 38.5% YoY revenue increase in Q4, driven by strong demand for its AI tools and connected devices, despite facing profit declines and margin pressures. Analysts have mixed sentiments, with some maintaining buy ratings while others express caution due to valuation risks and profit concerns.

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Left Brain Wealth Management LLC Has $11.32 Million Position in Axon Enterprise, Inc $AXON