Part 1: Deep dive on Axon ($AXON)
Part 1: Deep dive on Axon ($AXON)
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Company: AXON, formerly known as Taser
Ticker: (AXON)
Website: Axon.com
IPO date: June 2001 (traditional IPO)
IPO price: $13.00 ($0.52 stock split adjusted)
Current stock price: $214.71
Outstanding shares: 74.76 million
52 week high: $229.95 on May 03, 2023
52 week low: $109.31 on September 23, 2022
ATH: $229.95 on May 03, 2023
Market cap: $16.052 billion
Net cash/debt: +$417 million
Enterprise value: $15.635 billion
Headquarters: Scottsdale, Arizona, United States
Number of employees: 2,800+
Average price target from analysts: $235.82
Investor Relations: https://investor.axon.com/home
Q2 2023 Earnings Report [click here]
Q2 2023 Webcast [click here]
Q2 2023 Shareholder Letter [click here]
August 2023 Presentation [click here]
Outline
Introduction [part 1]
Company Background [part 1]
Opportunity [part 1]
Business Model [part 1]
Competitive Advantages [part 1]
Risks [part 1]
Valuation [part 2]
Investment Model [part 2]
Analysts [part 2]
Technicals [part 2]
Conclusion [part 2]
Additional Sources [part 1 and 2]
Below the paywall is the Axon ($AXON) deep dive along with links to my investment portfolio (up +104% YTD), investment models and daily webcasts.