Group 1 - Axon Enterprise (AXON) is successfully providing utility-like SaaS infrastructure to government customers, indicating a shift in the nature of its business that investors are beginning to recognize [1] - The success of Axon may be changing the business dynamics in ways that the market is just starting to understand [1] Group 2 - Mr. Arunangshu Das is developing Tranzoro Investments to bridge the gap between US and Indian investors, focusing on liquid India-focused ETFs and ADRs for US investors while covering a wide range of US equities, ETFs, and REITs for Indian investors [1]

Fidelity Investments, an investment management company, recently released its “Fidelity Growth Strategies Fund” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. The Fidelity Growth Strategy is a diversified equity strategy aimed at domestic midcap growth stocks. The approach focuses on identifying quality companies that deliver steady above-average growth and can outperform over time. The Fund (Retail Class shares) returned -3.44% in the quarter compared to the benchmark Ru ...

Axon Enterprise, Inc. (NASDAQ:AXON) is one of the stocks Jim Cramer shared his opinion on. A caller asked about Cramer’s thoughts on the stock, and he remarked: You know, I saw the body camera story in Minnesota. First thing I said was like, does Axon have that contract? And I don’t know the answer. I’m going to certainly find out about it. I know that the stock was up because of it, and then reversed. I want you to trim it again, alright? I want you to trim it again because it should have been up today, ...

Core Viewpoint - Baillie Gifford continues to focus on technology and growth sectors, maintaining a global perspective despite a reduction in total assets held to $120 billion, down $15 billion from the previous quarter [1]. Holdings Overview - As of Q4 2025, Baillie Gifford holds a total of 265 companies with assets amounting to $120 billion, reflecting a decrease of $15 billion from Q3 [1]. Top Holdings - The firm remains heavily invested in global technology and consumer giants, with a notable emphasis on Latin American e-commerce platform MercadoLibre, and Nvidia leading the portfolio, indicating confidence in the long-term potential of AI infrastructure [4]. Top Buys - Significant increases in holdings include: - Axon Enterprise (AXON) with an additional investment of $860 million - Medline Inc (MDLN) with $437 million - Rocket Lab (RKLB) with $399 million - Google-A (GOOGL) with $373 million - Duolingo (DUOL) with $357 million - The firm shows strong interest in vertical technology sectors, particularly in safety technology and education [5][6]. Top Sells - The firm has reduced its positions in: - Datadog Inc (DDOG) by $1.01 billion - Cloudflare (NET) by $990 million - Shopify (SHOP) by $680 million - BioNTech SE (BNTX) by $630 million - Meta Platforms (META) by $590 million - This indicates a strategic retreat from cloud computing and vaccine-related companies, likely based on valuation and growth switching logic [7][8]. New Positions - New investments include: - Medline Inc (MDLN) with $437 million - United Therapeutics (UTHR) with $157 million - MongoDB (MDB) with $112 million - BillionToOne (BLLN) with $104 million - Silvergate Capital (SVM) with $35 million - The new positions reflect Baillie Gifford's exploration in emerging fields such as rare disease treatment and databases, showcasing a commitment to long-term tracking in technology and healthcare [9][10].

Axon Enterprise (AXON) is set to release its fourth-quarter 2025 earnings on Feb. 24 amid mounting investor concerns over its lofty valuation. The company, a leader in public safety technology, has seen its stock stumble early in the year, reflecting broader market jitters about high-growth tech firms trading at premium multiples. Despite this, Axon continues to expand its AI capabilities, highlighted by its November agreement to acquire Carbyne for $625 million. This move integrates cloud-native 911 tec ...

Shares of Axon Enterprise (NASDAQ: AXON), the maker of TASER electrical weapons and body cameras, were taking a dive this week, even though there was no major company-specific news out on it. Instead, the sell-off seemed to be part of a broader wipeout in software-as-a-service (SaaS) stocks due to concerns about disruption from AI and lofty valuations in the sector. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join St ...

Core Viewpoint - Axon Enterprise has demonstrated exceptional stock performance over the past decade, consistently delivering positive returns even during broader market downturns, with a significant stock price increase of 3,340% from the end of 2015 to 2024 [2][3]. Company Performance - From 2016 to 2024, Axon generated positive returns in every year, contrasting with the S&P 500, which had two losing years [2]. - In 2025, Axon experienced a 4% decline in stock price, marking its first underperformance against the S&P 500 since 2017, despite being up over 40% at one point during the year [5]. Revenue Growth - Axon has achieved robust revenue growth, with over 30% growth in the last seven quarters and in 14 of the last 15 quarters [6]. - The company raised its full-year revenue guidance for 2025 to $2.74 billion, reflecting a 31% annual growth [7]. Valuation and Market Position - The stock's growth has been constrained by a significant increase in its price-to-sales ratio, which rose from 4 a decade ago to 19 today [7]. - Despite valuation challenges, Axon is well-positioned for future growth due to strategic acquisitions and product innovations [7][8]. Strategic Acquisitions - Axon has made key acquisitions, including Prepared and Carbyne, which have expanded its total addressable market by $5 billion to $159 billion [8]. - The launch of Axon 911, utilizing AI technology for emergency response, is a significant development that enhances the company's service offerings [8]. Technological Innovations - The introduction of a generative AI product called Draft One, which automates police report writing, exemplifies Axon's commitment to leveraging technology to improve efficiency [9]. - Axon is expanding its market for body cameras, achieving its largest sale in 2024 to a package delivery company [10]. Long-term Outlook - The company is viewed as healthy and capable of returning to its previous growth trajectory, with strategic moves indicating a focus on long-term success [12][13].

Scottsdale, Arizona-based Axon Enterprise, Inc. (AXON) is a public safety company that develops and sells both conducted electrical weapons and an integrated suite of hardware and cloud-based software solutions for law enforcement and public safety agencies. Valued at a market cap of $50.2 billion, the company is scheduled to announce its fiscal Q4 earnings for 2025 in the near future. Ahead of this event, analysts expect this defense company to report a loss of $0.20 per share, down 122.5% from a profit ...

Core Viewpoint - Axon Enterprise Inc. is considered a strong long-term investment opportunity, with recent upgrades and positive revenue growth indicating a favorable outlook for the company [1][3]. Financial Performance - In Q3 2025, Axon reported total revenue of $711 million, reflecting a 31% year-over-year increase [3]. - The Software and Services segment contributed significantly to this growth, rising 41% to $305 million, while Connected Devices grew 24% to $405 million [3]. Analyst Ratings and Price Targets - Northcoast analyst Keith Housum upgraded Axon to a Buy rating from Neutral, setting a price target of $742 [1]. - Conversely, Morgan Stanley analyst Meta Marshall lowered the price target on Axon to $713 from $760 but maintained an Overweight rating [2]. Company Overview - Axon Enterprise Inc. specializes in public safety technology solutions, operating in two segments: Software & Sensors and TASER [4]. Strategic Developments - The company is expanding its ecosystem through the introduction of Axon 911 and the integration of newly acquired companies, Prepared and Carbyne, which leverage AI and cloud infrastructure to improve emergency response and voice communications [3].

Core Insights - Axon Enterprise's stock experienced a 4% decline in 2025 after more than doubling in 2024, yet the company maintains strong long-term growth prospects [1] Company Overview - Axon specializes in technology-driven public safety products, including innovative devices and a growing cloud-based platform that integrates hardware and software [2] - The company is widely recognized for its Taser product, having sold over 1 million units, with a goal to reduce police-related deaths by 50% by 2033 [2] Financial Performance - In the third quarter, Axon reported a 31% year-over-year increase in sales, although it faced a small operating loss and a net loss of $2 million due to growth-related expenses [3] - Despite the recent losses, Axon has reported positive net income in years prior to the third quarter [3] Revenue Model - Axon's business model includes long-term contracts and recurring revenue, creating a high barrier to entry for competitors [4] - Annual recurring revenue rose by 41% year-over-year in the third quarter, reaching $1.3 billion, with future contracted bookings totaling $11.4 billion [4] Valuation Metrics - Axon stock has a forward one-year P/E ratio of 61 and a price-to-free-cash-flow ratio of 329, indicating a premium valuation typical for high-growth stocks [6] - The premium valuation is supported by the company's strong performance and long-term opportunities, despite the stock's poor performance in the previous year [6] Investment Considerations - While Axon does not appear to be a bargain at its current price, it may be suitable for long-term investors who could consider a dollar-cost-averaging strategy for better entry points [7]