Axon Enterprise, Inc. (AXON): one to watch?

No broken business found — this looks like a valuation reset of a "priced for perfection" grower, but it's still expensive heading into an unresolved Aug 3 earnings report.

👀 WATCH Fundamentals60/100

Fell 20% in 9 trading day(s) — now $510.28

Why AXON dropped

Multiple searches turned up no fraud, guidance cut, lost contract, or accounting issue — commentary attributes the fall to technical selling, some institutional/insider selling, and a broader multiple-compression after the stock had run up sharply on political/ICE-contract news earlier in the year.

Fwd P/E 48.3Op margin 3.7%Rev growth 33.7%Debt/equity 52.1%Analyst upside 29.5%

How this scored 60/100

✅ Passes all 4 hard checks — profitable, cash-generative, and financially survivable.

✅ Makes money Net profit margin 6.9%

✅ Generates cash Free cash flow $63M

✅ Not drowning in debt Debt/equity 52.1% (limit 200%)

✅ Can pay its bills Current ratio 2.3 (needs 1+)

Bar length shows how much each metric is worth — a 10-point metric is twice as wide as a 5-point one. Hover any row for what it means.

Profitability Does it actually make money? 5/25

Operating margin 3.7% 1/9

Net profit margin 6.9% 3/8

Return on equity 6.8% 1/8

Growth Is it getting bigger, or dying? 25/25

Revenue growth 33.7% 9/9

Earnings growth 89.8% 8/8

Expected profit change 322.9% 8/8

Value Is it cheap right now? 8/25

Forward P/E 48.3 0/10

PEG ratio 1.6 4/8

Analyst target upside 29.5% 3/7

Balance sheet Will it survive? 22/25

Debt / equity 52.1% 8/10

Current ratio 2.3 7/8

Free cash flow $63M 7/7

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Analysis generated by SmartStonks's AI from public fundamentals and news, first flagged 2026-07-20. Research only — not financial advice.