---
title: "AXON Axon Enterprise"
canonical: "https://supercyclehq.com/stock/axon-enterprise"
type: "stock"
dataAsOf: "2026-11-06"
ticker: "AXON"
license: "Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset."
disclaimer: "Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI."
---

# Axon Enterprise (AXON)

Axon Enterprise sells public safety technology.

## AI Exposure Score

**35/100, Growing.** Sells Tasers, body cameras, and cloud software to police, with AI products like Draft One report writing driving premium plans. AI features are a growing upsell in its software bundle, though hardware and evidence subscriptions dominate revenue.

## Quote

| Field | Value |
| --- | --- |
| Price (EOD close) | $313.00 |
| Change 1d | -18.18% |
| Change 7d | -26.83% |
| Change 30d | -25.00% |
| Change 1y | -48.05% |
| 52-week high | $645.72 |
| 52-week low | $313.00 |
| Market cap | $25.4B |
| P/E | 129.88 |
| EPS | $2.41 |
| Next earnings | 2026-11-05 |

Quote as of 2026-11-06.

## Company

| Field | Value |
| --- | --- |
| Exchange | NASDAQ |
| Sector | Industrials |
| Headquarters | Scottsdale, Arizona |
| CEO | Patrick W. Smith |
| Employees | 5,100 |
| Website | https://www.axon.com |
| Buildout layers | [Defense & Aerospace AI](https://supercyclehq.com/category/defense-ai) |

## What the company does

Axon Enterprise sells public safety technology. It makes money from Taser devices, body cameras, and the cloud software subscriptions that police departments use to manage digital evidence and operations.

AI is its premium software layer: Draft One writes police reports from body camera footage, Fusus powers real-time crime centers that fuse live video feeds, Axon Body AI adds intelligence to its cameras, and the broader Axon AI portfolio runs analytics across evidence.

Founded in 1993 and headquartered in Scottsdale, Arizona, Axon trades on the NASDAQ and employs about 5,100 people.

## Role in the AI buildout

Axon sits in the Defense & Aerospace AI layer of the buildout as a vertical AI seller for public safety. Products like Draft One report writing and Fusus real-time crime centers drive premium software plans on top of its hardware and evidence subscriptions. AI is a growing upsell inside the bundle, though hardware and evidence subscriptions still dominate revenue, which is why Supercycle scores its AI exposure at 35 out of 100.

## Recent news

- [Axon Enterprise earnings analysis: questions answered and next catalysts](https://finance.yahoo.com/markets/stocks/articles/axon-enterprise-earnings-analysis-questions-183440738.html?.tsrc=rss) (source, 2026-11-06)
- [Axon Stock Plunges as Delayed Drone Deals Hit Revenue](https://finance.yahoo.com/m/f618d712-0042-3c1b-b668-b3697989fba4/axon-stock-plunges-as-delayed.html?.tsrc=rss) (source, 2026-11-06)
- [Axon Sinks 17% on Revenue Miss, Guidance Cut and $1.2 Billion Skydio Bet on “Millions of Drones”](https://www.tikr.com/blog/axon-sinks-17-on-revenue-miss-guidance-cut-and-1-2-billion-skydio-bet-on-millions-of-drones?ref=yahoofinance&tlnk=yf-261106-pv875w77&.tsrc=rss) (source, 2026-11-06)
- [AXON Q3 Earnings Call Highlights Federal Delays and AI Growth](https://finance.yahoo.com/technology/ai/articles/axon-q3-earnings-call-highlights-142100006.html?.tsrc=rss) (source, 2026-11-06)
- [Axon Enterprise Q3 Earnings Miss Estimates as Margins Narrow](https://finance.yahoo.com/markets/stocks/articles/axon-enterprise-q3-earnings-miss-134200927.html?.tsrc=rss) (source, 2026-11-06)

## FAQ

### What does Axon Enterprise do?

Axon sells public safety technology: Taser devices, body cameras, and cloud software subscriptions that police departments use to manage digital evidence, operations, and real-time intelligence.

### How is Axon Enterprise exposed to AI?

Through premium software. AI products like Draft One report writing drive upsell into higher plans, while hardware and evidence subscriptions still dominate revenue. Supercycle gives it an AI Exposure Score of 35 out of 100.

### What are Axon's main AI products?

Draft One, which writes police reports from body camera footage, the Fusus real-time crime center platform, Axon Body AI in its cameras, and the wider Axon AI analytics portfolio.

### Where is Axon headquartered and who leads it?

Axon is headquartered in Scottsdale, Arizona, and led by CEO Rick Smith. The company was founded in 1993, employs about 5,100 people, and its shares trade on the NASDAQ.

### Is AXON a pure play AI stock?

No. Axon is a public safety company where AI features are a growing upsell within a hardware and software bundle. Its AI Exposure Score of 35 out of 100 marks real but partial exposure.

---

Source: https://supercyclehq.com/stock/axon-enterprise. Data as of 2026-11-06. Prices are end-of-day closes, never live.

Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI.

Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset.