Right. Axon Enterprise (AXON +18.15%). It went up today. A lot. Which, frankly, is a relief. I mean, one invests in these things, doesn’t one, hoping for… well, not exactly profits necessarily, but at least a temporary reprieve from the creeping sense of financial doom. It seems they had a good quarter. A really good quarter. And after all the AI-induced wobbles, it’s a small victory.
Units of Stock Watched Today: 1. Hours Spent Refreshing Portfolio: 6. Number of Times I Considered Selling Everything and Becoming a Beekeeper: 3. (The bees seem… stable. Predictable.)
The numbers themselves? Impressive, I suppose. Revenue up 39% to $797 million. They’re crediting “premium software adoption,” the TASER 10 (still feels a bit… aggressive, doesn’t it?), Axon Body 4, and counter-drone equipment. Counter-drone! Honestly, it sounds like a spy film. I’m investing in the future of law enforcement, or the plot of a dystopian thriller? It’s hard to tell.
Connected devices were up 37.6%, software and services up 39.8%. It all sounds very… efficient. EBITDA up 46% to $206 million. Adjusted earnings per share from $2.08 to $2.15. (Honestly, the “adjusted” part always feels a little suspect. What wasn’t adjusted? But never mind.)
The CEO, Rick Smith, is apparently very keen on AI. Which is… reassuring? He says Axon needs to be “aggressive and thoughtful” on AI, and become a partner their customers “can’t imagine operating without.” A bit strong, perhaps? Sounds like a hostage situation. But, okay, good ambition.
What Now?
They’re aiming for $6 billion in revenue by 2028. That’s… ambitious. Roughly 30% annual growth. And 28% EBITDA margins. It feels… optimistic. But then, one has to be optimistic, doesn’t one? Otherwise, what’s the point? For 2026, they’re predicting 27%-30% growth and 25.5% margins. It’s a lot of percentages. My brain is starting to hurt.
They’re “firing on all cylinders,” apparently. Which is good. Though I suspect cylinders are a bit of an exaggeration. Still, it’s a positive sign. The stock still looks “expensive,” even after the recent sell-off. But, then again, what isn’t expensive these days? It’s all relative, isn’t it?
I’m holding, for now. Though I’m keeping a very close eye on the beekeeping courses. Just in case.
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2026-02-25 21:12