| AXON |
Report |
Revenue (Q2 2026) |
BEAT |
pred ~$905M vs. cons $876M |
MEDIUM |
| AXON |
Report |
ARR (Q2 2026) |
BEAT |
pred ~$1,640M vs. cons $1,589M |
MEDIUM |
| AXON |
Report |
Adj. EBITDA Margin (Q2 2026) |
IN-LINE |
pred ~25.3% vs. cons 25.2% |
MEDIUM |
| AXON |
Guide |
FY 2026 Revenue (FY) |
BETTER |
guide ~$3,740M midpoint vs. cons $3,674M |
MEDIUM |
| AXON |
Guide |
FY 2026 Adj. EBITDA Margin (FY) |
UNCHANGED |
guide ~25.5% vs. cons 25.6% |
HIGH |
| AXON |
Guide |
FY 2026 FCF (FY) |
UNCHANGED |
guide ~$450M reaffirmed vs. cons $457M |
HIGH |
| AXON |
Return |
Day-1 residual (stock − beta × S&P 500) |
+4.0% |
— |
MEDIUM |
| AXON |
Return |
5-day cumulative residual |
+8.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — sell-side raises Q3/Q4 on FY guide raise; partial reset in run-in supports follow-through but absolute multiple caps upside vs. historical Archetype A median |
MEDIUM |