Axon is the dominant law enforcement technology platform with TASER hardware, body cameras, and Evidence.com cloud software. Federal market expansion (DOD, DHS) and international growth diversify beyond US municipal customers. AI-enabled video and report generation features (Draft One) drive ARPU expansion. Network effects and switching costs underpin the durable moat.
Thesis reviewed May 29, 2026
Axon Enterprise Inc. is headquartered in United States, which is currently showing moderate signals.
🇺🇸United States69REDUCEView United States risk detail →🛡Defense100WATCH| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| LMT | Lockheed Martin | 90 | +9% | ↓41% | ENTRY |
| SAIC | Science Applications International Corp. | 90 | +11% | ↓41% | ENTRY |
| AXON | Axon Enterprise Inc. | 90 | +10% | ↓41% | ENTRY |
| LDOS | Leidos Holdings, Inc. | 90 | +14% | ↓41% | ENTRY |
| NOC | Northrop Grumman Corporation | 90 | +17% | ↓41% | ENTRY |
| BA | The Boeing Company | 90 | +9% | ↓41% | NEUTRAL |
| HEI | HEICO Corporation | 90 | +12% | ↓41% | ENTRY |
Investors who hold AXON may also have indirect exposure through these country funds.
Axon wins major federal agency body camera contract
Draft One AI report generator adoption accelerates
Estimates · Yahoo Finance · Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Alan Armstrong | Buy | $1k–$15k | Mar 27, 26 | ||
| Markwayne Mullin | Buy | $1k–$15k | Jan 4, 24 | -41.6% | |
| Markwayne Mullin | Sell | $15k–$50k | Dec 18, 24 | -24.5% |