Stock AnalizAxon Enterprise (AXON) earnings for the quarter ended September 2026: EPS misses estimates
Axon Enterprise reported results for the quarter ended September 2026 on November 5, 2026. Adjusted earnings per share came in at $1.72 against the analysts’ average forecast of $1.89, a miss of 8.9%.
Revenue for the quarter was $909 million, up 27.8% from $711 million in the same quarter a year earlier.
The market’s verdict: the stock fell 26.2% on the first trading day after the report.
The last four quarters
Axon Enterprise has beaten the analysts’ EPS forecast in 3 of the last 4 quarters.
| Quarter | EPS | Forecast | Surprise | Revenue growth | Price reaction |
|---|---|---|---|---|---|
| Sep 2026 | $1.72 | $1.89 | −8.9% | +28% | −26.2% |
| Jun 2026 | $1.88 | $1.84 | +2.0% | +35% | −14.0% |
| Mar 2026 | $1.61 | $1.60 | +0.8% | +34% | +12.2% |
| Dec 2025 | $2.15 | $1.60 | +34.5% | +39% | +22.9% |
What comes next
Analysts expect EPS of $1.95 for the next quarter on average and $7.11 for the fiscal year ending December 31, 2026.
The average analyst price target is $541.32, 72% above the current price of $315.43.
Valuation and score
Axon Enterprise scores 1.2 out of 5 overall on Stock Analiz (weak), trades at a trailing P/E of about 101.2, and its intrinsic value under moderate assumptions is about 61% below the current market value. Full Axon Enterprise analysis with 10 years of financials
Frequently asked questions
What was Axon Enterprise’s EPS for the quarter ended September 2026?
$1.72 adjusted per share, against an analyst consensus of $1.89.
How much revenue did Axon Enterprise report?
$909 million, up 27.8% year over year.
More
This report was written automatically from the published numbers within hours of the release. It is information, not investment advice.