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Axon Enterprise SEC Filings

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Welcome to our dedicated page for Axon Enterprise SEC filings (Ticker: AXON), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.

This page provides access to U.S. Securities and Exchange Commission filings for Axon Enterprise, Inc. (NASDAQ: AXON), a public safety technology company that reports under the Exchange Act. Through these filings, investors can review how Axon describes its Connected Devices and Software & Services segments, its public safety operating system strategy and its capital structure.

Axon uses periodic and current reports, including Forms 10-K, 10-Q and 8-K, to disclose financial performance, segment results, annual recurring revenue metrics and material events. Recent Form 8-K filings referenced in company communications include shareholder letters detailing quarterly revenue growth, updates to revenue outlook, and additional information on the performance of Software & Services and Connected Devices. Other 8-K filings describe governance changes, such as the appointment of new directors, and capital markets activity, including privately negotiated exchanges of 0.50% convertible senior notes due 2027 for cash and common stock, and a notice of redemption for these notes with terms for redemption and conversion.

On Stock Titan, Axon’s SEC filings are updated in near real time as documents are posted to the EDGAR system. AI-powered summaries help explain lengthy filings by highlighting key topics such as segment performance, annual recurring revenue, future contracted bookings, note exchanges and redemptions, and other material disclosures. Users can also review insider and executive-related filings, such as Forms 3, 4 and 5, to track equity awards, stock transactions and governance developments.

Whether you are analyzing Axon’s financial condition, understanding its use of convertible notes, or reviewing disclosures about acquisitions and emergency communications strategy, this filings page offers a centralized view of AXON’s regulatory history with AI tools that surface the most important information from each document.

Filing
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AXON ENTERPRISE, INC. chief executive officer and director Patrick W. Smith reported an open-market sale of 10,000 shares of common stock. The transaction occurred on February 25, 2026 at a price of $500.24 per share and was coded as a sale.

The filing states that this transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by Smith on May 12, 2025. After this sale, Smith directly holds 3,090,997 shares of Axon common stock.

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AXON submitted a Form 144 notice reporting the sale of 10,000 common shares tied to an option exercise dated 11/15/2021. The filing shows shares outstanding were 80,397,675 as of 02/25/2026. The excerpt also lists two recent sales by Patrick W. Smith: 10,000 shares on 12/08/2025 for $5,519,164 and 10,000 shares on 01/07/2026 for $6,190,146.

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Axon Enterprise, Inc. is a Delaware-based public safety technology company that sells integrated hardware and cloud software to law enforcement, governments, enterprises and consumers. Its platform combines TASER conducted energy devices, body and in-car cameras, drones, sensors and AI-enhanced SaaS products like Axon Evidence, Axon Records and Axon Fusus.

In 2025 Axon realigned into two segments: Software and Services and Connected Devices. Annual recurring revenue from SaaS solutions totaled $1.3 billion as of December 31, 2025, reflecting the importance of multi-year subscriptions. As of February 18, 2026, Axon had 80,397,675 common shares outstanding, and as of June 30, 2025 non-affiliate market value was about $62.2 billion.

The company reports more than 5,100 full-time and 1,200 temporary employees and emphasizes stock-based compensation, benefits and low regrettable attrition below 1.0%. Key risks highlighted include dependence on law enforcement demand, CED sales concentration, rapid technology and AI-related change, supply chain and tariff exposure, cybersecurity and data privacy challenges, regulatory scrutiny of CEDs and AI, and extensive competition across cameras, evidence management, productivity software, drones, counter-drone systems and VR training.

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Axon Enterprise, Inc. reported strong growth for Q4 and full-year 2025 and shared new multi‑year targets. Q4 revenue reached $797. million, up 39% year over year, driven by Connected Devices and 40% growth in Software & Services. Q4 net income was $3 million, while non‑GAAP net income was $178 million and Adjusted EBITDA was $206 million with a 25.9% margin.

For 2025, Axon delivered $2.8 billion in revenue, up 33%, with a 4.5% net income margin and 25.5% Adjusted EBITDA margin. Annual recurring revenue climbed to $1.3 billion, up 35%, and future contracted bookings reached $14.4 billion, up 43%. Management guides 2026 revenue growth of 27%–30% with a 25.5% Adjusted EBITDA margin and targets $6 billion revenue and a 28% Adjusted EBITDA margin in 2028, reflecting confidence in its AI‑driven public safety ecosystem.

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Axon Enterprise, Inc. filed a Form 13F-HR reporting institutional holdings with a total reported market value of $27,213,418 across 1 position. The filing is signed by Isaiah Fields, Chief Legal Officer, and is dated 02-17-2026.

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Axon Enterprise, Inc. reports that it has eliminated all of its 0.50% convertible senior notes due 2027. The company redeemed $840,000 aggregate principal amount of these notes on February 10, 2026 for cash at 100% of principal plus accrued interest.

On February 11, 2026, Axon settled conversions of an additional $80,270,000 aggregate principal amount of notes, delivering approximately $80.3 million in cash and 211,870 shares. In connection with these conversions, Axon received 41,139 shares from option counterparties under its convertible note hedges. After these redemptions and conversions, no 0.50% convertible senior notes due 2027 remain outstanding.

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Axon Enterprise, Inc. provides an update on its previously announced plan to redeem its 0.50% convertible senior notes due 2027. The company has elected to redeem all outstanding notes on February 10, 2026 at 100% of principal plus accrued and unpaid interest to, but excluding, the redemption date.

Noteholders may instead convert their notes into a combination of cash and Axon common stock until the close of business on February 6, 2026. Axon will pay cash up to the principal amount and deliver shares for any conversion value above principal. Settlement amounts will be based on a 30-trading-day observation period that began on December 24, 2025 and, due to a market disruption on January 29, 2026, is expected to run through February 9, 2026, excluding January 29. Axon expects to deliver settlement amounts to converting holders on February 11, 2026.

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BlackRock, Inc. reports beneficial ownership of 7,486,272 shares of Axon Enterprise Inc. common stock, representing 9.5% of the class as of 12/31/2025. BlackRock has sole power to vote 6,992,413 of these shares and sole power to dispose of all 7,486,272 shares, with no shared voting or dispositive power.

The shares are attributed to certain BlackRock business units, with other units disaggregated. Various underlying persons may receive dividends or sale proceeds, but no single person has more than five percent of Axon’s outstanding common shares. BlackRock certifies the holdings are in the ordinary course of business and not for the purpose of changing or influencing control of Axon.

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Axon Enterprise, Inc. reported the initial holdings of Chief Legal Officer Isaiah FieldsJanuary 1, 2026 on a Form 3. He beneficially owned 57,588.31 shares of common stock, held directly.

This amount includes 16,001.31 restricted stock units from four time-vested awards under the Axon Amended and Restated 2022 Stock Incentive Plan, scheduled to vest in tranches from March 3, 2026 through November 30, 2028. It also includes 10,488 performance-based restricted stock units granted for achievement of tranche 3 of the 2024 eXponential Stock Plan, which are set to vest on June 1, 2026, followed by a minimum holding period until the earlier of December 31, 2030 or a subsequent tranche vesting. In addition, the total reflects 31,099 shares previously issued upon the release of time- and performance-based RSUs prior to January 1, 2026.

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FAQ

What is the current stock price of Axon Enterprise (AXON)?

The current stock price of Axon Enterprise (AXON) is $542.4 as of February 27, 2026.

What is the market cap of Axon Enterprise (AXON)?

The market cap of Axon Enterprise (AXON) is approximately 43.7B.

AXON Rankings

AXON Stock Data

43.71B
75.42M
Aerospace & Defense
Ordnance & Accessories, (no Vehicles/guided Missiles)
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United States
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