Axon Beats Q4 Forecast, Projects 27‑30% FY26 Growth
$AXON Reports Q4 (Dec) earnings of $2.15 per share, excluding non-recurring items, $0.55 better than the FactSet Consensus of $1.60; revenues rose 38.5% year/year to $796.72 mln vs the $755.56 mln FactSet Consensus. Co issues upside guidance for FY26, sees FY26 revs growing +27-30%, which we compute as $3.53-3.61 bln vs. $3.44 bln FactSet Consensus. Co guides to FY26 cap-ex of $185-215 mln. 2028 Target Model: Co intends to: Achieve $6 bln in annual revenue, deliver Adjusted EBITDA margins of approximately 28%, Generate strong cash flow with Adjusted Free Cash Flow conversion of 60% of Adjusted EBITDA, limit annual dilution from stock-based compensation to less than 2.5%.
Axon Beats Earnings, Raises FY26 Revenue Guidance
Axon beats by $0.55, beats on revs; guides FY26 revs above consensus; provides FY28 outlook $AXON
Algorithms, Not Humans, Now Drive Stock Selling
Exactly. I’m not sure real people are selling stocks anymore, just algo driven slop driven by news headlines tagged to “Anthropic”.
