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Stock impact report

Northcoast Upgrades Axon (AXON) to Buy With $742 Price Target [Yahoo! Finance]

Axon Enterprise, Inc. (AXON) 
Last axon enterprise, inc. earnings: 2/7 04:15 pm Check Earnings Report
Company Research Source: Yahoo! Finance
Earlier on December 17, Morgan Stanley analyst Meta Marshall lowered the firm's price target on Axon to $713 from $760 and kept an Overweight rating on the shares. In a year-ahead outlook, Marshall noted that the AI trade expanded beyond semiconductor stocks in 2025 to include infrastructure companies, specifically benefiting the optical sector. While the analyst believes that this momentum can continue through H1 2026, she cautioned that investors will need to be more selective for full-year returns. In Q3 2025, the company reported that it achieved total revenue of $711 million, which was a 31% increase year-over-year. This growth was spearheaded by the Software and Services segment, which rose 41% to $305 million, while Connected Devices grew 24% to $405 million. Axon Enterprise Inc. (NASDAQ:AXON) highlighted the expansion of the Axon ecosystem through the introduction of Axon 911 and the integration of newly acquired companies, Prepared and Carbyne. These additions use AI and c Show less Read more
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