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Axon Enterprise (AXON) Stock After 21% Year-To-Date Slide And DCF Premium Pricing
Simply Wall St.63d agoneutral
Axon Enterprise (AXON) Stock After 21% Year-To-Date Slide And DCF Premium Pricing

Wondering if Axon Enterprise at around US$441.73 is offering value or just reflecting high expectations? This article walks through what that price might imply about the stock today. The stock is down 9.1% over the past week and 21.6% year to date, yet it is up 17.2% over the last month and has gained 118.3% over three years and 181.6% over five years. This combination of returns can change how investors think about both risk and opportunity. Recent coverage has focused on Axon Enterprise as...

Billionaire Brad Gerstner Dumped All of His Alphabet Then Bought 2 Stocks Nobody Expected
24/7 Wall St.64d agoneutral
Billionaire Brad Gerstner Dumped All of His Alphabet Then Bought 2 Stocks Nobody Expected

Brad Gerstner’s Altimeter Capital fully exited its entire 519,290-share Alphabet (NASDAQ:GOOGL) position in Q1 2026, according to the firm’s 13F filed May 15, 2026 (SEC CIK 0001541617). In its place, Gerstner opened two brand-new positions that did not exist in the prior quarter: 1,715,440 shares of Arm Holdings (NASDAQ:ARM) worth roughly $259.5 million, and 148,986 ... Billionaire Brad Gerstner Dumped All of His Alphabet Then Bought 2 Stocks Nobody Expected

Forget AI Software: Why the Smart Money is Betting Billions on Autonomous Weapons
24/7 Wall St.65d agoneutral
Forget AI Software: Why the Smart Money is Betting Billions on Autonomous Weapons

The Pentagon’s FY2027 budget request totals $1.5 trillion, with $54 billion earmarked for autonomous and remotely operated systems and another $39 billion routed through what the Department of War now calls “Drone Dominance. That structural tailwind is the entire pitch behind Global X Defense Tech ETF (NYSEARCA:SHLD), a thematic vehicle that has gathered roughly $7.5 ... Forget AI Software: Why the Smart Money is Betting Billions on Autonomous Weapons

Axon Enterprise Weighs Motorola Counter Drone Deal For Public Safety Future
Simply Wall St.66d agoneutral
Axon Enterprise Weighs Motorola Counter Drone Deal For Public Safety Future

Motorola Solutions recently agreed to acquire counter-drone specialist D-Fend Solutions, expanding its presence in drone security and public safety technology. This move places Motorola Solutions in more direct competition with Axon Enterprise (NasdaqGS:AXON) in areas such as integrated drone responses and airspace protection tools for law enforcement and critical infrastructure. Axon Enterprise is best known for its conducted energy devices and body cameras, but the company also invests in...

Assessing Axon Enterprise (AXON) Valuation After Strong Q1 Growth And Raised AI And Counter Drone Outlook
Simply Wall St.69d agoneutral
Assessing Axon Enterprise (AXON) Valuation After Strong Q1 Growth And Raised AI And Counter Drone Outlook

Axon Enterprise (AXON) is back in focus after reporting first quarter revenue growth of 34% year over year and lifting its full year revenue outlook to a range of 30% to 32%, pointing investors toward its expanding AI and counter drone ecosystem. See our latest analysis for Axon Enterprise. Axon’s share price has been volatile, with a 20.46% 1 month share price return and an 8.33% 7 day share price return following earnings and partnership news. Yet the year to date share price return is down...

Jim Cramer on Axon: “It Sells at a Very High Price to Earnings Multiple”
Insider Monkey70d agobearish
Jim Cramer on Axon: “It Sells at a Very High Price to Earnings Multiple”

Axon Enterprise, Inc. (NASDAQ:AXON) was among the stocks on which Jim Cramer gave his opinion, as he warned that increased AI-related spending might cause near-term headwind for stocks. Mentioning that they own shares of the stock, a caller asked if they should buy more, sell, or hold. In response, Cramer said: No, I want you […]

Is Axon (AXON) Quietly Building a Defensive Moat With Its New Drone Radar Partnership?
Simply Wall St.73d agobullish
Is Axon (AXON) Quietly Building a Defensive Moat With Its New Drone Radar Partnership?

In late May 2026, Echodyne announced a partnership with Axon Enterprise to integrate its MESA radar into Axon’s public safety drone ecosystem, aiming to improve low-altitude airspace awareness for lawful Drone as First Responder operations and the detection of unauthorized drones worldwide. This collaboration highlights Axon’s push deeper into integrated drone and counter-drone infrastructure, potentially strengthening its position in emerging public safety UAS programs that require precise,...

Palantir, Axon, Crowdstrike, and Cloudflare: New age defense stocks
Stocktwits73d agoneutralVIDEO
Palantir, Axon, Crowdstrike, and Cloudflare: New age defense stocks

Shai Ballew breaks down market volatility amidst geopolitical tensions, emphasizing that while there's a risk adjustment, the bull market's fundamentals, especially in AI, remain strong. He discusses how companies like Palantir, Axon, Crowdstrike, and Cloudflare are becoming essential in the new age defense and cybersecurity landscape, with their services proving indispensable for government and public safety operations.

Why AppLovin (APP) Stock Is Trading Up Today
StockStory78d agoneutral
Why AppLovin (APP) Stock Is Trading Up Today

Shares of mobile app technology company AppLovin (NASDAQ:APP) jumped 6.3% in the afternoon session after it received positive analyst commentary, which highlighted strong recent financial performance and the upcoming launch of its AI-powered advertising platform.