Axon Enterprise, Inc. AXON NASDAQ

Axon Enterprise, Inc. (AXON) reported exceptional year-over-year revenue growth of +33.4% through 2025-12 (TTM revenue vs prior-year TTM). Net income showed earnings decline of -66.8% YoY, reaching $3M in the latest quarter. The net profit margin is 0.4%, which is thin. the company was profitable in 3 out of the last 4 quarters. The gross margin is 59.8% (high), up 0.4pp vs the prior year. With a $31B market cap, MOAT composite score of 76/100 (strong competitive position).

Criteria proven by this page:

• GROWTH (100/100, Partial) — growth is present but not consistently above 5% across both metrics
• PAST (100/100, Partial) — profitability has been inconsistent. Looking at the full 26-year annual history, the company was profitable in 19 of 26 years — a solid long-term record with occasional losses
• INCOME (30/100, Partial) — the company is profitable but margin is below 15%
• MOAT (76/100, Pass) — strong gross margins and market scale prove a durable competitive advantage

Overall SharesGrow Score: 70/100 with 4/7 criteria passed.