Axon Enterprise, Inc. filings document operating results and corporate actions for a public safety technology company with Software & Services and Connected Devices activities. Form 8-K reports include shareholder letters on financial results and outlooks, product demand across TASER devices, Axon Body cameras, Axon Evidence, AI products, counter-drone offerings and real-time operations, as well as material-event disclosures tied to capital structure.
Proxy materials cover board composition, shareholder meeting matters, executive compensation and equity awards. Other 8-K and 8-K/A filings record director election updates and the redemption and settlement of 0.50% convertible senior notes due 2027, including the disclosure that no convertible notes remained outstanding after the redemptions and conversions.
Axon Enterprise’s Chief Legal Officer Isaiah Fields reported recent stock transactions. On February 27, he completed open-market sales of 2,000 shares of common stock at weighted average prices of $534.9634 and $536.085, executed in multiple trades within narrow price ranges.
On March 3, an additional 775.028 shares were disposed of at $579.09 to cover tax withholding from the vesting of restricted stock units, rather than as an open-market sale. After these transactions, Fields directly held about 55,813 shares of Axon common stock.
AXON ENTERPRISE, INC. director Caitlin Elizabeth Kalinowski reported an open-market sale of common stock. On February 27, 2026, she sold 930 shares at a weighted average price of $535.3542 per share in multiple trades. After this transaction, she directly owns 3,585 common shares of Axon.
The sale price reflects a range of trade prices between $535.17 and $535.65, with the reported figure representing the weighted average sales price across those trades.
Axon Enterprise COO & CFO Brittany Bagley reported selling a total of 4,266 shares of Axon common stock in multiple open-market transactions on March 2, 2026 at prices above $550 per share. After these sales, she directly owned 99,235 shares of Axon common stock.
AXON filed a Form 144 reporting a proposed sale of 4,266 common shares related to restricted stock vesting under a registered plan on 09/26/2025. The filing lists the seller as Issuer. The excerpt also shows a prior sale of 2,000 common shares by Brittany Bagley on 12/11/2025 for $1,160,000. The filing includes a context figure of 80,397,675 shares outstanding as of 03/02/2026.
AXON Form 144 resale notice lists restricted stock vesting events and planned sales by a broker-dealer representative. The filing itemizes three restricted stock vesting entries dated 05/20/2023, 05/27/2023, and 05/29/2023 with quantities 274, 56, and 600 respectively. The form names Morgan Stanley Smith Barney LLC Executive Financial Services as the broker/dealer handling the securities and references NASDAQ.
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.
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.
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.
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.