Taser maker Axon's shares surge as strength in demand drives Q4 beat

Axon Enterprise

25/02/2026 10:01

** Shares of Taser maker Axon Enterprise AXON.O jumps 15.9% to $513.01 in premarket trading after co beat Q4 profit and revenue estimates on strong demand for its security devices and software

** Co reported adj Q4 EPS of $2.15, beating analysts' average est of $1.60, per LSEG data; revenue of $796.7 mln also topped expectations

** "This was a critical quarter & AXON knocked it out of the park," said analysts at TD Cowen

** Connected devices, Axon's biggest segment, revenue jumped 38% while software and services' segment revenue rose 40%, from a year earlier

** 21 analysts rate the stock "buy" on average; their median PT is $727.5 - data compiled by LSEG

** As of last close, AXON down over 22% YTD

 (Reporting by Kanchana Chakravarty in Bengaluru)

 ((Kanchana.Chakravarty@thomsonreuters.com;))