What Makes Axon Enterprise (AXON) a Strong Investment?

In its third-quarter 2025 capitalist letter, Sands Capital Global Growth Fund highlighted stocks specified arsenic Axon Enterprise, Inc. (NASDAQ:AXON). Axon Enterprise, Inc. (NASDAQ:AXON) manufactures conducted vigor devices (CEDs) nether the TASER brand. The one-month instrumentality for Axon Enterprise, Inc. (NASDAQ:AXON) was 4.51%, and its shares mislaid 9.00% implicit the past 52 weeks. On December 16, 2025, Axon Enterprise, Inc. (NASDAQ:AXON) banal closed astatine $555.06 per share, with a marketplace capitalization of $43.8 billion.

Sands Capital Global Growth Fund stated the pursuing regarding Axon Enterprise, Inc. (NASDAQ:AXON) successful its 3rd 4th 2025 capitalist letter:

"Axon Enterprise, Inc. (NASDAQ:AXON) is simply a starring supplier of public-safety technology, including assemblage cameras, software, and the TASER electroshock device. Shares declined during the period, but the determination appeared much method than fundamental. After a beardown tally earlier successful the year, investors apt took profits, prompting a humble rotation retired of the name. Business show remained strong. In August, Axon reported 2nd 4th results with gross of $669 million, up 33 percent twelvemonth implicit twelvemonth and up of expectations. Software and Services drove growth, with yearly recurring gross rising 18 percent to $1.18 billion. Gross borderline expanded to 63.3 percent, and adjusted EBITDA borderline improved to 25.7 percent. Net gross retention held astatine 124 percent, and aboriginal contracted gross grew to $10.7 billion. Axon continues to fortify its AI leadership. The caller acquisition of Prepared, an AI-powered level for 911 telephone centers, enhances real-time operations and broadens Axon’s relation crossed nationalist information workflows. Management reaffirmed guidance, underscoring durable momentum."

Axon Enterprise, Inc. (NASDAQ:AXON) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. As per our database, 61 hedge money portfolios held Axon Enterprise, Inc. (NASDAQ:AXON) astatine the extremity of the 3rd quarter, which was 62 successful the erstwhile quarter. In the 3rd quarter, Axon Enterprise, Inc. (NASDAQ:AXON) generated $711 cardinal in revenue, representing a 31% summation year-over-year. While we admit the imaginable of Axon Enterprise, Inc. (NASDAQ:AXON) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.