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Stock impact report

Axon: Don't Pull The Trigger Yet (Rating Upgrade) [Seeking Alpha]

Axon Enterprise, Inc. (AXON) 
Last axon enterprise, inc. earnings: 2/7 04:15 pm Check Earnings Report
Company Research Source: Seeking Alpha
Q4 2025 results showed 39% YoY revenue growth and accelerating top-line performance, but 2026 guidance disappointed versus the company's large TAM. Adjusted EBITDA margin improved to 25.9% in Q4 even as tariff pressures and product mix led to gross margin contraction. Despite robust demand and long-term growth potential, reputational and tariff risks, plus a still-elevated forward P/E over 50, warrant investor caution. halbergman/E+ via Getty Images As shown below, it has been nearly a year now since I initiated Axon Enterprise, Inc. ( AXON ) with a sell rating. While that article was primarily focused on the technical side of things, I found Show less Read more
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