The software sell-off has set up some good buying opportunities.Investors came into 2026 worried about an AI bubble. Indeed, a bubble is bursting, but it's not in AI stocks.Instead, software stocks have dived this year with the iShares Expanded Tech-Software Sector ETF (IGV +3.11%), which counts Microsoft, Palantir, and Salesforce among its biggest holdings, down 24% year-to-date through Feb. 25 as fears of AI disruption have sparked a wave of selling in high-priced software-as-a-service (SaaS) stocks.While ...

Core Insights - Axon Enterprise (AXON) claims that its business is being significantly enhanced by artificial intelligence (AI), leading to increased investor interest and stock performance [1] Company Summary - The integration of AI into Axon Enterprise's operations is described as a "supercharged" factor, indicating a strong positive impact on the company's growth and innovation [1] - The positive sentiment from investors is reflected in the stock performance, suggesting that the market is responding favorably to the company's AI initiatives [1]

Key Takeaways AXON beat Q4 estimates with EPS of $2.15 and revenues up 39% year over year.Connected Devices and Software & Services revenues jumped 37.6% and 39.8%, respectively.Axon targets 27-30% revenue growth in 2026 and $6B annual revenues by 2028.Axon Enterprise, Inc. (AXON) reported fourth-quarter 2025 adjusted earnings of $2.15 per share, which beat the Zacks Consensus Estimate of $1.67. The bottom line increased 3.4% year over year.Total revenues of $797 million surpassed the consensus estimate of ...

Axon Enterprise Inc (NASDAQ:AXON) reported better-than-expected fourth-quarter financial results and issued FY26 sales guidance above estimates on Tuesday.Axon posted fourth-quarter revenue of $796.72 million, beating analyst estimates of $755.40 million. The company reported fourth-quarter adjusted earnings of $2.15 per share, beating estimates of $1.60 per share, according to Benzinga Pro."Our momentum is accelerating as we enter 2026, supported by disciplined investment, strong product market fit and dee ...

Representative imageThe Dow Jones Industrial Average rose 183.1 points, or 0.37%, to 49,357.63 at the open. The S&P 500 gained 25.1 points, or 0.36%, to 6,915.15, while the Nasdaq Composite advanced 141.3 points, or 0.62%, to 23,005.008.Nvidia remains at the centre of the AI-driven market narrative, with its chips playing a pivotal role in the ongoing surge in artificial intelligence investments. The company has become one of the most influential stocks on Wall Street.Analysts are projecting another strong ...

Core Insights - Axon Enterprise's stock increased by over 18% following strong fourth-quarter results, driven by heightened demand for its software products due to artificial intelligence advancements [1] - The company reported adjusted earnings of $2.15 per share and revenue of $797 million, exceeding analyst expectations of $1.60 per share and $755 million in revenue [1] - Axon provided optimistic revenue guidance for 2026, projecting growth between 27% and 30%, surpassing the previous estimate of 25.8% [2] Company Strategy - CEO Rick Smith emphasized the unique moment AI presents for the company since its inception in 1993, indicating a transformative impact on operations and offerings [2] - The company aims to deploy AI more aggressively and thoughtfully than competitors, focusing on creating unique value for customers that cannot be easily replicated [3]

Core Insights - Axon Enterprise (AXON) experienced a 16% surge in premarket trading following a strong Q4 earnings report, with revenue of $796.7 million exceeding consensus estimates by 5.4% [1] - The company's annual bookings increased by 46% to $7.4 billion, with future contracted bookings reaching $14.4 billion, indicating robust revenue visibility [1] - Management provided guidance for 2026 revenue growth of 27% to 30% and an adjusted EBITDA margin of 25.5% [1] Financial Performance - Q4 revenue was reported at $796.7 million, a 38.6% year-over-year increase, surpassing the FactSet consensus of $755.6 million [1] - Non-GAAP EPS was $2.15, compared to $2.08 in the previous year, significantly above the consensus estimate of $1.67 [1] - Adjusted EBITDA rose by 46% to $206.3 million, with a margin improvement to 25.9% [1] Future Outlook - Management's guidance for 2026 includes revenue growth of 27% to 30% and an adjusted EBITDA margin of 25.5% [1] - The long-term target for 2028 aims for approximately $6 billion in annual revenue and a 28% adjusted EBITDA margin [1] - The substantial backlog of future contracted bookings provides significant revenue visibility heading into 2026 and beyond [1] Market Reaction - The stock had previously declined by 22% year-to-date before the earnings report, making the positive response from investors notable [1] - Analyst consensus remains bullish, with 18 buy ratings and a consensus price target near $784 [1] - The premarket surge indicates that the earnings report met investor expectations, potentially leading to revisions in analyst targets [1]

Tasker maker reports strong earnings and says it will pivot into AI services. ...

Axon shares rise as Taser-maker's profit gets boost from government spending | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]A van marketing jobs at Axon Enterprise is seen near the company's headquarters in Scottsdale, Arizona, U.S. August 22, 2022. REUTERS/Jeffrey Dastin [Purchase Licensing Rights, opens new tab]Feb 25 (Reuters) - Axon Enterprise [(AXON.O), opens new tab] shares jumped 16% in premarket trading on Wednesday after ...

Axon Enterprise ( AXON ) stock is soaring after hours on Tuesday following upbeat quarterly results in the midst of a steep downtrend over the last few months. I think this upward momentum is sustainable, and AXONTo follow me click the "Follow" button! (Easy right?)And check out my Substack for stock analysis made fun and easy :)https://kumquatresearch.substack.com/ Hi there, thanks for coming to my profile page! My name is Kumquat Research (but you can call me Jeremy) and I've been writing for Seeking Alph ...