Axon Enterprise, Inc $AXON Shares Sold by Oppenheimer & Co. Inc.

Oppenheimer & Co. Inc. decreased its stake in shares of Axon Enterprise, Inc (NASDAQ:AXON) by 24.3% in the 3rd quarter, HoldingsChannel.com reports. The firm owned 6,944 shares of the biotechnology company’s stock after selling 2,231 shares during the quarter. Oppenheimer & Co. Inc.’s holdings in Axon Enterprise were worth $4,983,000 at the end of the most recent quarter.

A number of other large investors also recently bought and sold shares of AXON. Stone House Investment Management LLC purchased a new stake in shares of Axon Enterprise during the 3rd quarter valued at $29,000. Whipplewood Advisors LLC raised its position in shares of Axon Enterprise by 192.9% in the 2nd quarter. Whipplewood Advisors LLC now owns 41 shares of the biotechnology company’s stock worth $34,000 after buying an additional 27 shares during the period. Root Financial Partners LLC acquired a new position in Axon Enterprise in the third quarter valued at $34,000. Darwin Wealth Management LLC purchased a new stake in Axon Enterprise during the second quarter valued at about $37,000. Finally, NewSquare Capital LLC increased its stake in Axon Enterprise by 96.2% during the second quarter. NewSquare Capital LLC now owns 51 shares of the biotechnology company’s stock worth $42,000 after acquiring an additional 25 shares during the last quarter. Hedge funds and other institutional investors own 79.08% of the company’s stock.

Axon Enterprise Trading Down 2.8%

NASDAQ AXON opened at $434.45 on Thursday. The stock has a market cap of $34.28 billion, a P/E ratio of 137.48, a PEG ratio of 13.46 and a beta of 1.48. The company’s fifty day simple moving average is $562.29 and its 200-day simple moving average is $652.35. The company has a current ratio of 3.12, a quick ratio of 2.89 and a debt-to-equity ratio of 0.57. Axon Enterprise, Inc has a 52 week low of $396.41 and a 52 week high of $885.91.

Key Stories Impacting Axon Enterprise

Here are the key news stories impacting Axon Enterprise this week:

• Positive Sentiment: RBC Capital reaffirmed its Buy rating on Axon, providing analyst support that can underpin the stock into the earnings release. RBC Capital Sticks to Their Buy Rating for Axon Enterprise (AXON)
• Positive Sentiment: Syracuse Common Council voted to install Axon license-plate readers despite pushback — a local deployment that supports recurring hardware/software revenues, though the vote drew protests. Syracuse Common Council votes to install Axon readers despite pushback
• Neutral Sentiment: Axon announced its Q4 2025 earnings date for Feb 24 after the close — a clear near-term catalyst that could swing the stock. Axon to Release Fourth Quarter 2025 Earnings on February 24, 2026
• Neutral Sentiment: Public filings show Advisors Asset Management trimmed a small position (2,132 shares) in Axon — a minor institutional sell that is unlikely to be a major directional force by itself. Advisors Asset Management Inc. Sells 2,132 Shares of Axon Enterprise, Inc $AXON
• Neutral Sentiment: Reported short-interest data in the feeds is effectively zero/uncertain (shows 0 shares and NaN changes) — not a reliable signal for current crowd positioning. Axon Enterprise (AXON) Sees a More Significant Dip Than Broader Market: Some Facts to Know
• Negative Sentiment: Broader negative sentiment in software stocks and commentary that Axon has fallen sharply in the sector sell-off are press headwinds; analysts note earnings-estimate revision trends may limit upside. Software Bear Market: 1 SaaS Stock To Buy Now, 1 To Avoid
• Negative Sentiment: Local protests and controversy around license-plate readers (coverage of meetings where protesters were removed) add political and reputational risk that could complicate municipal rollouts in some jurisdictions. Protesters removed from Syracuse Common Council meeting during vote on license plate readers

Wall Street Analysts Forecast Growth

Several equities analysts have recently weighed in on the company. The Goldman Sachs Group reduced their price objective on Axon Enterprise from $940.00 to $800.00 and set a “buy” rating on the stock in a research note on Wednesday, November 5th. Piper Sandler reduced their price target on shares of Axon Enterprise from $893.00 to $753.00 and set an “overweight” rating on the stock in a research report on Wednesday, November 5th. Barclays dropped their price objective on shares of Axon Enterprise from $861.00 to $702.00 and set an “overweight” rating for the company in a research report on Thursday, November 6th. William Blair reissued an “outperform” rating on shares of Axon Enterprise in a research note on Tuesday, February 3rd. Finally, Wall Street Zen cut shares of Axon Enterprise from a “hold” rating to a “sell” rating in a research report on Saturday, November 8th. Fifteen research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, Axon Enterprise currently has a consensus rating of “Moderate Buy” and a consensus price target of $805.71.

Insider Transactions at Axon Enterprise

In other Axon Enterprise news, CAO Jennifer H. Mak sold 1,134 shares of the company’s stock in a transaction dated Friday, December 19th. The shares were sold at an average price of $600.00, for a total value of $680,400.00. Following the completion of the transaction, the chief accounting officer directly owned 13,740 shares of the company’s stock, valued at $8,244,000. This represents a 7.62% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, President Joshua Isner sold 20,000 shares of Axon Enterprise stock in a transaction dated Monday, December 8th. The stock was sold at an average price of $552.60, for a total value of $11,052,000.00. Following the sale, the president directly owned 249,502 shares in the company, valued at approximately $137,874,805.20. The trade was a 7.42% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 48,040 shares of company stock worth $27,249,338 over the last three months. Insiders own 4.40% of the company’s stock.

Axon Enterprise Profile

Axon Enterprise, Inc develops technology and weapons systems for public safety and law enforcement agencies, combining hardware, software and cloud services. The company’s hardware portfolio includes conducted energy weapons (commonly known as TASER devices), body-worn cameras and in-car camera systems. Axon pairs these devices with a suite of connected products and accessories designed to capture, store and manage field evidence.

Beyond hardware, Axon operates a subscription-based software platform for digital evidence management, evidence review and records management.