AXON Stock Crashes To Over 18-Month Lows – Retail Expects Further Downside

• Axon unveiled Axon Assistant to give police officers access to AI to create BOLO alerts.
• Axon Vision can analyze live CCTV footage in real time, the company said.
• In February, Axon reported a 39% spike in fourth-quarter revenue.

Shares of Axon Enterprise Inc (AXON) fell over 7% on Tuesday, hitting their lowest level since September 2024, even as the company kicked off its Axon Week event.

Axon kicked off the event, running from April 7 to April 10, and focusing on public safety technology innovations, by unveiling three new AI-powered tools for public safety operations.

Axon’s New AI-Based Product Launches

Axon Assistant gives police officers secure, FBI Criminal Justice Information Services (CJIS) Security Policy-compliant access to data across Axon platforms on mobile devices. It uses AI to help with tasks like creating BOLO alerts, researching cases, and improving coordination between field teams and back-office staff.

Axon Vision analyzes live CCTV footage in real time to detect critical incidents and help operators respond faster. Meanwhile, the Axon 911 integrates cloud and AI capabilities to improve emergency response, providing responders with real-time data and enhanced situational awareness before arriving on scene.

How Did Retail Traders React?

Retail sentiment on Stocktwits for AXON turned ‘neutral’ from ‘bearish’ a day earlier, amid ‘high’ message volumes.

One Stocktwits user said they expect further downside.

AXON has a price-to-earnings (P/E) ratio of more than 270, according to data on TradingView.

Q4 Revenue Beats Estimates

According to its latest financial report for the quarter ended Dec. 31, 2025, Axon reported revenue of $797 million, up 39% and slightly above Wall Street’s expectations, as per Fiscal.ai data. However, net income dropped sharply to $3 million from $135 million. Axon expects 27% to 30% revenue growth in 2026 and targets $6 billion in annual revenue and 28% margins by 2028.

Following the results, BofA cut the stock’s price target because of “negative sentiment clouding fundamentals,” according to The Fly.

The stock has shed nearly 35% so far this year.

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