Union Bancaire Privee UBP SA Lowers Stock Holdings in Axon Enterprise, Inc $AXON

Union Bancaire Privee UBP SA lowered its stake in Axon Enterprise, Inc (NASDAQ:AXON) by 99.3% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 1,397 shares of the biotechnology company’s stock after selling 209,997 shares during the period. Union Bancaire Privee UBP SA’s holdings in Axon Enterprise were worth $793,000 at the end of the most recent reporting period.

Several other large investors have also modified their holdings of AXON. GAMMA Investing LLC grew its position in Axon Enterprise by 7.8% in the 4th quarter. GAMMA Investing LLC now owns 1,963 shares of the biotechnology company’s stock valued at $1,115,000 after buying an additional 142 shares during the last quarter. PVG Asset Management Corp raised its position in Axon Enterprise by 19.7% during the 3rd quarter. PVG Asset Management Corp now owns 730 shares of the biotechnology company’s stock worth $524,000 after buying an additional 120 shares during the last quarter. Allworth Financial LP lifted its stake in shares of Axon Enterprise by 1.0% in the 3rd quarter. Allworth Financial LP now owns 5,792 shares of the biotechnology company’s stock worth $4,156,000 after acquiring an additional 58 shares during the period. Swiss Life Asset Management Ltd boosted its holdings in shares of Axon Enterprise by 23.5% in the third quarter. Swiss Life Asset Management Ltd now owns 14,153 shares of the biotechnology company’s stock valued at $10,157,000 after acquiring an additional 2,694 shares in the last quarter. Finally, Strategic Advocates LLC boosted its holdings in shares of Axon Enterprise by 1.2% in the third quarter. Strategic Advocates LLC now owns 1,856 shares of the biotechnology company’s stock valued at $1,332,000 after acquiring an additional 22 shares in the last quarter. Hedge funds and other institutional investors own 79.08% of the company’s stock.

Insider Buying and Selling

In related news, Director Jeri Williams sold 157 shares of the business’s stock in a transaction dated Tuesday, March 17th. The shares were sold at an average price of $490.00, for a total value of $76,930.00. Following the sale, the director directly owned 1,159 shares in the company, valued at $567,910. The trade was a 11.93% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Erika Nardini sold 198 shares of the stock in a transaction dated Tuesday, March 17th. The shares were sold at an average price of $506.58, for a total transaction of $100,302.84. Following the completion of the sale, the director directly owned 1,946 shares in the company, valued at approximately $985,804.68. The trade was a 9.24% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 23,855 shares of company stock valued at $13,299,928 in the last three months. 4.40% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

Several research analysts recently issued reports on the stock. Piper Sandler cut their price target on shares of Axon Enterprise from $753.00 to $690.00 and set an “overweight” rating for the company in a report on Wednesday, February 25th. Wall Street Zen upgraded Axon Enterprise from a “sell” rating to a “hold” rating in a research report on Saturday, February 28th. William Blair reissued an “outperform” rating on shares of Axon Enterprise in a research note on Tuesday, February 3rd. Northcoast Research raised Axon Enterprise from a “neutral” rating to a “buy” rating and set a $742.00 price target for the company in a report on Tuesday, January 6th. Finally, Barclays decreased their price target on Axon Enterprise from $702.00 to $682.00 and set an “overweight” rating on the stock in a research note on Wednesday, February 25th. Sixteen equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat.com, Axon Enterprise presently has a consensus rating of “Moderate Buy” and a consensus target price of $762.93.

Axon Enterprise Trading Down 1.2%

Shares of Axon Enterprise stock opened at $496.12 on Friday. The company has a 50-day moving average of $519.47 and a two-hundred day moving average of $600.33. Axon Enterprise, Inc has a 12-month low of $396.41 and a 12-month high of $885.91. The company has a current ratio of 2.53, a quick ratio of 2.29 and a debt-to-equity ratio of 0.53. The stock has a market cap of $39.89 billion, a PE ratio of 326.39, a price-to-earnings-growth ratio of 10.59 and a beta of 1.46.

Axon Enterprise (NASDAQ:AXON) last announced its quarterly earnings results on Tuesday, February 24th. The biotechnology company reported $2.15 EPS for the quarter, topping the consensus estimate of $1.60 by $0.55. Axon Enterprise had a return on equity of 2.82% and a net margin of 4.48%.The business had revenue of $796.72 million for the quarter, compared to analyst estimates of $755.29 million. During the same quarter in the previous year, the company earned $2.08 EPS. The company’s quarterly revenue was up 38.5% on a year-over-year basis. On average, research analysts anticipate that Axon Enterprise, Inc will post 5.8 EPS for the current fiscal year.

Key Stories Impacting Axon Enterprise

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

• Positive Sentiment: Strong Software & Services momentum supports a higher-margin recurring revenue outlook—analyst write-ups highlight ~38% revenue growth and continued subscription expansion, which underpins long-term upside. Read More.
• Positive Sentiment: Earnings beat: Axon’s Feb. quarter topped estimates on EPS and revenue (revenue up ~38.5% YoY), reinforcing the growth narrative that many investors cite when valuing the stock. Read More.
• Positive Sentiment: Municipal procurement continues to drive hardware + software adoption—local grants (e.g., Decatur, IL) are cited as examples of steady demand for public-safety tech. Read More.
• Positive Sentiment: Institutional/coverage interest (features mentioning funds and “trending” status) can attract flows and boost liquidity, supporting the stock over time. Read More.
• Neutral Sentiment: Aggregator/“trending” articles raise awareness but are not direct fundamental catalysts; useful for retail/institutional interest but don’t change cash flows immediately. Read More.
• Neutral Sentiment: Short-interest data being reported as “0 shares” with NaN changes reads like a reporting error—treat as noise until exchanges/brokers clarify; not an actionable signal now.
• Negative Sentiment: Insider selling: Director Erika Nardini sold 198 shares (~$506.58 avg) and Director Jeri Williams sold 157 shares (~$490 avg) in mid‑March; while small in absolute dollars, these filings can dent sentiment. Read More. Read More.
• Negative Sentiment: Near-term skepticism: critical pieces noting a multi‑day losing streak and a sizable short-term market‑cap decline are amplifying caution and likely contributing to today’s pullback. Read More.

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.