Axon Enterprise (AXON) Earnings Report Preview: Analysts Expect 28.3% YoY EPS Growth and 27.4% YoY Revenue Growth

Axon Enterprise is expected to report Q2 2025 earnings on August 4, with a Zacks Consensus Estimate of $1.54 per share, a 28.3% YoY increase. Revenues are expected to be $642.19 million, up 27.4% YoY. The consensus EPS estimate has been revised 12% higher over the last 30 days. The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, with a positive reading indicating a likely earnings beat.

Axon Enterprise (AXON), a leading manufacturer of stun guns and body cameras, is set to release its Q2 2025 earnings report on August 4. Analysts anticipate the company to post earnings of $1.54 per share, representing a year-over-year (YoY) increase of 28.3% [1]. Revenue is expected to reach $642.19 million, a 27.4% YoY increase. The consensus EPS estimate has been revised 12% higher over the past 30 days, reflecting analysts' reassessment of the company's earnings prospects [1].

The Zacks Earnings ESP (Expected Surprise Prediction) model suggests that Axon is likely to beat the consensus estimate, with a positive Earnings ESP of +0.54% [1]. This indicates that analysts have recently become bullish on the company's earnings prospects. The stock carries a Zacks Rank of #2, further indicating a potential earnings beat. Historically, Axon has beaten consensus EPS estimates four times over the last four quarters [1].

Analysts have provided varied price targets and ratings for Axon Enterprise. Barclays raised their price target to $735.00 with an "overweight" rating, while JMP Securities boosted their target to $825.00 with a "market outperform" rating [2]. UBS Group set a "neutral" rating with a $820.00 price target, while Bank of America raised their target to $895.00 with a "buy" rating. Needham & Company LLC also upgraded their target to $750.00 with a "buy" rating [2].

Insider transactions have been active in recent months. Jennifer H. Mak, the CAO, sold 75 shares, while Cameron Brooks, the CRO, sold 3,000 shares [2]. Institutional investors, such as Brighton Jones LLC, Empowered Funds LLC, NewEdge Advisors LLC, and Woodline Partners LP, have also increased their stakes in the company [2].

Investors should closely monitor Axon's earnings report and the subsequent earnings call for insights into the company's business conditions and future prospects. The stock's performance may be influenced by how the actual results compare to the consensus estimates and the company's outlook for the remainder of the year.

References:
[1] https://finance.yahoo.com/news/axon-enterprise-axon-reports-next-140007251.html
[2] https://www.marketbeat.com/instant-alerts/axon-enterprise-axon-to-release-earnings-on-monday-2025-07-28/