Ticker brief
AXON AXON ENTERPRISE INC
Industrial · Miscellaneous Manufactur
last close
$420.37
1 day
+1.4%
14 days
-0.6%
mkt cap
$48.1B
signals 14d
41
authors 14d
18
crowd 14d
+1.5σfade
Options inteloptions-surface reads · latest available day per source
| metric | reading | context |
|---|---|---|
| IV — ATM 30d | 78% rich · 80 pctile own 1y | IV/HV 1.63× |
| Skew — 25Δ RR 30d | -0.034 44 pctile own 1y | balanced vs own range |
| Net dealer OI (NDOI) | +1.75 elevated | 5-session Δ +1.44 (as of 2026-07-06) |
| OI alarm | quiet | last alarm 2026-05-07 (z=3.4) |
| Crowd state | victory-lap fade active | flagged 2026-07-08 (MC3f / MC3L exhaustion) |
| Next earnings | 2026-11-05 (proj) | in 10d |
| CSP screen | rank #97 · $382.5 strike · 0.29% prem | on the CSP screen (2026-10-23) |
Sentiment — last 14 days
daily mean sentiment, 2026-10-02 → 2026-10-16 · now +0.22 (−1 bearish … +1 bullish)
Who spoke18
| author | grade | trader score | signals | mean sent |
|---|---|---|---|---|
| @davey_juice | B | +3.88 | 9 | +0.51 |
| @BourbonCap | B | -1.57 | 8 | +0.58 |
| @Apollo_21mil | B | -1.41 | 4 | +0.55 |
| @USAnt_IDEA | C | -0.64 | 3 | +0.33 |
| @SergeyCYW | B | -1.17 | 3 | +0.33 |
| @AustinsStocks | B | -1.63 | 2 | +0.50 |
| @StockSavvyShay | B | -1.05 | 1 | +0.45 |
| @mhmd7sn | C | -1.24 | 1 | +0.45 |
| @invest091 | B | +0.08 | 1 | +0.15 |
| @carbonfinancex | C | -0.14 | 1 | +0.20 |
| @LongGameEquity | B | -0.44 | 1 | +0.00 |
| @KairosPraxis | A | -0.79 | 1 | +0.30 |
| @HunterAllen4 | C | -2.09 | 1 | +0.55 |
| @LOGOinvestor | A | -0.12 | 1 | +0.80 |
| @TENETTRADEGROUP | C | -0.65 | 1 | +0.00 |
| @InvertirDesde0 | C | -0.72 | 1 | +0.35 |
| @TrendSpider | C | -0.60 | 1 | -0.45 |
| @CapexAndChill | A | +1.07 | 1 | -0.25 |
Recent signals30of 41 in 14d — receipts included
| date (PT) | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|
| 2026-10-16 | @BourbonCap | +0.10 | Notes AXON falling below $400 and references a higher purchase by Trump. | +7.7% | tweet ↗ |
| 2026-10-16 | @CapexAndChill | -0.25 | Says Axon needs roughly another 20% decline before a new position becomes attractive. | +7.7% | tweet ↗ |
| 2026-10-16 | @BourbonCap | +0.80 | Expects AXON to recover based on 35% growth and government support despite a severe decline. | +7.7% | tweet ↗ |
| 2026-10-15 | @BourbonCap | +0.70 | Frames AXON's 27% YTD decline as disconnected from strong software, bookings and revenue growth. | +0.8% | tweet ↗ |
| 2026-10-14 | @TrendSpider | -0.45 | Reports AXON falling below its 200-week moving average for only the third time. | +2.9% | tweet ↗ |
| 2026-10-13 | @InvertirDesde0 | +0.35 | Ranks leading S&P 500 performers over the past 30 years. | +1.7% | tweet ↗ |
| 2026-10-13 | @BourbonCap | +0.80 | Buy IREN, AXON, AVGO and VST. — Explicitly labels all four stocks as buys. | +1.7% | tweet ↗ |
| 2026-10-13 | @BourbonCap | +0.80 | Expects AXON to generate strong cash flows for decades. | +1.7% | tweet ↗ |
| 2026-10-12 | @BourbonCap | +0.45 | Compares projected 2026-2030 revenue and EBITDA growth rates. | +1.4% | tweet ↗ |
| 2026-10-12 | @TENETTRADEGROUP | +0.00 | Educational recap of completed AXON day-two short and long plays. | +1.4% | tweet ↗ |
| 2026-10-11 | @LOGOinvestor | +0.80 | Strong bullish thesis cites retention, ARR growth, bookings and new counter-drone, AI and international engines. | -0.6% | tweet ↗ |
| 2026-10-11 | @HunterAllen4 | +0.55 | Detailed constructive long-term AXON thesis, conditional on support holding and a durable base forming. | -0.6% | tweet ↗ |
| 2026-10-11 | @SergeyCYW | +0.30 | Lists analyst-estimated forward revenue growth rates for leading SaaS companies. | -0.6% | tweet ↗ |
| 2026-10-10 | @Apollo_21mil | +0.55 | Argues AXON can realize the modeled outcome with 30% initial growth followed by 12.4% growth | -0.6% | tweet ↗ |
| 2026-10-10 | @Apollo_21mil | +0.65 | Argues AXON's apparent valuation is justified by growth, margins and management's greater-than-30% outlook | -0.6% | tweet ↗ |
| 2026-10-09 | @USAnt_IDEA | +0.40 | Expects an ICE shooting controversy to support procurement of Axon body cameras and Tasers. | -0.6% | tweet ↗ |
| 2026-10-09 | @AustinsStocks | +0.35 | Constructive due-diligence view cites durable demand and backlog but questions profitability. | -0.6% | tweet ↗ |
| 2026-10-09 | @BourbonCap | +0.30 | Rhetorically highlights AXON's margins with an accompanying chart. | -0.6% | tweet ↗ |
| 2026-10-09 | @BourbonCap | +0.70 | Expresses liking for AXON based on revenue, EPS growth and a low PEG ratio. | -0.6% | tweet ↗ |
| 2026-10-09 | @KairosPraxis | +0.30 | Finds AXON attractive while acknowledging credible competitive pressure from MSI. | -0.6% | tweet ↗ |
| 2026-10-09 | @USAnt_IDEA | +0.05 | Flags political and public-safety unrest as relevant to AXON and GEO without a clear direction. | -0.6% | tweet ↗ |
| 2026-10-09 | @Apollo_21mil | +0.40 | Recalls a prior 65% AXON gain while asking rhetorically whether to buy again. | -0.6% | tweet ↗ |
| 2026-10-08 | @AustinsStocks | +0.65 | Discloses selling Vistra for a gain and initiating a small Axon position while researching it. | +0.7% | tweet ↗ |
| 2026-10-08 | @LongGameEquity | +0.00 | Watchlist names are near buy levels, but valuations do not yet support the desired return. | +0.7% | tweet ↗ |
| 2026-10-07 | @carbonfinancex | +0.20 | Ranks the leading S&P 500 stocks by performance over the last 30 years. | +3.5% | tweet ↗ |
| 2026-10-06 | @invest091 | +0.15 | Valuation screen finds revenue historically tracked AXON enterprise value better than earnings or cash flow. | +0.4% | tweet ↗ |
| 2026-10-06 | @davey_juice | +0.55 | Highlights AXON's estimated four-hour weekly productivity benefit for police. | +0.4% | tweet ↗ |
| 2026-10-06 | @davey_juice | +0.70 | AXON management describes 700% AI revenue growth, global adoption and product expansion. | +0.4% | tweet ↗ |
| 2026-10-06 | @davey_juice | +0.60 | AXON describes counter-drone as a nascent, large market becoming necessary at major events. | +0.4% | tweet ↗ |
| 2026-10-06 | @davey_juice | +0.50 | AXON reports strong international interest and adoption for its AI products. | +0.4% | tweet ↗ |
“Since then” = price move from the close on the signal's date (PT) to the latest close — what happened after they said it, not a backtest. A — means no trading session has closed since the signal yet. Sentiment is our extracted per-tweet score, −1…+1.