Axon Enterprise, Inc. (AXON): A Bull Case Theory
We came across a bullish thesis on Axon Enterprise, Inc. on Compounding Your Wealth’s Substack by Sergey. In this article, we will summarize the bulls’ thesis on AXON.
Axon Enterprise Inc. (AXON)
Market is closed
Sector: Industrials
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period: Filing is Ongoing
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Zevenbergen Capital Investments Nancy Zevenbergen | 369,364 | $265,070,381 | -6% | 5.15% |
| 2. | Scalar Gauge Management Sumit Gautam | 15,500 | $11,123,420 | +83% | 5.66% |
| 3. | Aubrey Capital Management Andrew Dalrymple And Barry Mccorkell | 7,700 | $5,525,672 | -3% | 1.74% |
| 4. | Bailard Inc Thomas Bailard | 453 | $325,091 | -3% | 0.01% |
| 5. | Bayforest Capital Theodoros Tsagaris | 0 | $0 | 0% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $740.00 | 1,358 | $1,004,919.73 | 237,938 | 2025-08-13 | Filing | |
| $191.45 | 8,981 | $1,719,405.27 | 413,817 | 2023-06-23 | Filing | |
| $190.90 | 16,019 | $3,057,982.25 | 404,836 | 2023-06-23 | Filing | |
| $190.75 | 10,000 | $1,907,471.00 | 388,817 | 2023-05-25 | Filing | |
| $200.00 | 250 | $50,000.00 | 109,174 | 2023-05-17 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $724.31 | 155 | $112,268.05 | 3,033,982 | 2025-10-07 | Filing | |
| $723.15 | 73 | $52,789.95 | 3,034,137 | 2025-10-07 | Filing | |
| $721.85 | 433 | $312,560.01 | 3,034,210 | 2025-10-07 | Filing | |
| $721.17 | 456 | $328,854.57 | 3,034,643 | 2025-10-07 | Filing | |
| $719.59 | 1,007 | $724,626.83 | 3,035,099 | 2025-10-07 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 943,944 | $677,411,621 | 0.39% | |
| 2. | 681,642 | $489,173,564 | 0.15% | |
| 3. | 368,520 | $263,905,461 | 0.26% | |
| 4. | 184,423 | $132,349,322 | 0.08% | |
| 5. | 32,626,000 | $102,621,820 | 0.38% |
News See All
JMP Securities Reiterates Outperform Rating, $825 Price Target For Axon Enterprise Inc. (AXON)
Axon Enterprise Inc. (NASDAQ:AXON) is among the 9 Defense Stocks That Will Skyrocket.
9 Defense Stocks That Will Skyrocket
Smaller U.S. defense stocks have surged in 2025, driven by the Pentagon’s shift towards agile and adaptable combat systems.
Dedrone by Axon Enterprise, Inc. (AXON) Partners with Mobile Camera Security (MCS)
On September 15, 2025, Dedrone by Axon Enterprise, Inc.
10 Best Defense Contractor Stocks to Buy Now
The Pentagon has recently accelerated its shift toward agile and adaptable combat systems. Amid this, smaller U.S. defense contractors have been some of 2025’s strongest market performers.
Multiple Growth Drivers Lifted Axon (AXON) in Q2
Fidelity Investments, an investment management company, recently released its “Fidelity Growth Strategies Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Analyst Says You Should Buy This Non-AI Stock With ‘Huge’ Market Share
Michael Landsberg, Landsberg Bennett Private Wealth Management CIO, recently pitched Axon Enterprise during a program on CNBC as one of the top non-tech stocks to own.
Axon Enterprise, Inc. (AXON) In Advanced Talks to Buy Emergency Response Startup, Prepared: Report
Axon Enterprise, Inc. (NASDAQ:AXON) is among the 12 Best Defense Stocks to Buy Right Now.
Axon Enterprise, Inc. (AXON)’s CEO Patrick W. Smith Sells Roughly $7.4 Million Worth of Shares Under a Pre-Arranged Rule 10b5-1 Trading Plan
On September 9, 2025, Axon Enterprise, Inc. (NASDAQ:AXON) announced that CEO Patrick W. Smith sold roughly $7.4 million worth of shares under a pre-arranged Rule 10b5-1 trading plan.
These 10 Stocks are Buzzing After Important Analyst Calls
Investors are continuing to pour money into AI companies as all indicators point to continued momentum and the strong impact of AI technologies on major aspects of human civilization.
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