FAA Waiver Allows Campbell PD to Deploy DedroneBeyond for Drone-Agnostic Day and Night DFR Operations Without a Visual ObserverSCOTTSDALE, Ariz., Oct. 18, 2024 /PRNewswire/ -- Axon (Nasdaq: AXON), the global leader in public safety technologies, today announced that the Campbell Police Department in California received a groundbreaking waiver from the Federal Aviation Administration (FAA) for beyond visual line of sight (BVLOS) operations as part of its Drone as a First Responder (DFR) program. This approva ...

文章核心观点 - 该文章介绍了Bert Hochfeld先生的投资银行从业经验和研究分析师的背景 [1] - Hochfeld先生曾在多家科技公司工作,并在20世纪90年代担任卖方分析师,获得了华尔街日报的奖项 [1] - 2001年,Hochfeld先生成立了自己的独立研究公司,为多家知名机构提供研究服务,并运营了一只专注于科技投资的对冲基金 [1] - 2012年,Hochfeld先生因挪用对冲基金资金而被定罪 [1] - Hochfeld先生在Seeking Alpha上发表了500多篇关于信息技术公司的文章,被认为是投资智慧卓越的分析师 [1] 根据相关目录分别进行总结 个人背景 - Hochfeld先生拥有宾夕法尼亚大学经济学学位和哈佛MBA学位 [1] - 他在IBM、Memorex/Telex、Raytheon Data Systems和BMC Software等科技公司工作多年 [1] 分析师经历 - 20世纪90年代,Hochfeld先生担任卖方分析师,获得了华尔街日报的奖项 [1] - 2001年,他成立了自己的独立研究公司,为多家知名机构提供研究服务 [1] - 他还运营了一只专注于科技投资的对冲基金,该基金被评为2011年表现最佳的小型基金 [1] 违法行为 - 2012年,Hochfeld先生因挪用对冲基金资金而被定罪 [1] 投资分析成就 - Hochfeld先生在Seeking Alpha上发表了500多篇关于信息技术公司的文章 [1] - 他被认为是投资智慧卓越的分析师,在Tip Ranks分析师排名中位列前0.1% [1]

Axon Enterprise (NASDAQ: AXON ) has become a top performer in the industrial sector as its stock has gained almost 70% year-to-date. The company reported another strong quarter in Q2 with both top and bottom-lineAt Miletus Research, we specialize in analyzing technology companies, exploring the nuances of their strategies in depth. Our team of experienced researchers merges cutting-edge market analytics with strategic expertise, empowering you with actionable insights that drive informed investments.Analyst ...

文章核心观点 - Nvidia股票的估值问题很难简单判断 [1] - Nvidia股票的市盈率虽然较高,但仍低于过去5年的平均水平 [1][2] - 即使估值较高,Nvidia股票在过去也曾取得超过2700%的涨幅 [1] - 判断一家公司的估值是否合理,需要关注其未来的利润增长潜力,而不仅仅看过去的财务数据 [3] 行业和公司分析 Nvidia - Nvidia的利润率大幅提升,主要得益于人工智能带来的硬件需求增长 [4] - 如果Nvidia能够维持当前的利润率水平,其股票仍有进一步上涨空间 [5] - 但如果利润率回落至正常水平,股票表现可能会受到影响 [5] Costco - Costco是一家优质的零售业务,但增长相对平稳,未来增长动力有限 [6] - 因此Costco当前的估值可能过高,不太符合其实际增长情况 [6] Axon - Axon拥有硬件和软件服务捆绑销售的竞争优势,业务增长前景良好 [7] - 但其当前的估值水平已经接近历史高位,存在一定风险 [7] CrowdStrike - CrowdStrike所处的网络安全市场前景广阔,未来增长潜力大 [8][9] - 公司目前仍有较大的交叉销售空间,增长动力充足 [9] - 尽管估值指标较高,但考虑到其未来增长前景,CrowdStrike股票仍可能是最具价值的选择 [9]

Investors in Axon Enterprise, Inc. (AXON) need to pay close attention to the stock based on moves in the options market lately. That is because the Dec 20, 2024 $115.00 Put had some of the highest implied volatility of all equity options today.What is Implied Volatility?Implied volatility shows how much movement the market is expecting in the future. Options with high levels of implied volatility suggest that investors in the underlying stocks are expecting a big move in one direction or the other. It could ...

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about Axon Enterprise (AXON) .Axon currently has an average brokerage recommenda ...

Axon Enterprise Inc. (AXON, Financial) has positioned itself as a leader in the public safety technology industry, specializing in personal protection and law enforcement. While the company is primarily known for its less-than-lethal devices for law enforcement, Tasers, its biggest opportunities lie in digital evidence management, real-time operations and body-worn cameras. Law enforcement agencies, defense attorneys and prosecutors are increasingly adopting integrated software and hardware bundles to impro ...

公司业务 - Axon公司有一体化的产品阵容且产品是更广泛集成生态系统的一部分旨在变革公共安全 [2] - 公司硬件如执法记录仪和泰瑟枪设备与云软件平台协同发展有望成为执法和公共安全机构不可或缺的伙伴 [3] - 公司有从采集证据到管理证据再到利用人工智能简化管理任务的全栈生态系统旗舰软件Axon Evidence被90个国家超20000个机构使用管理400PB数据 [4] - 公司软件栈新增Draft One工具可根据执法记录仪镜头自动生成警情报告能将警员写报告时间削减超50% [4] 公司营收 - 2024年第二季度末公司有8.5亿美元的年度经常性收入（ARR）较上一年增长44%净收入留存率为122% [5] - 公司将硬件和软件套件整合进统一的商业模式解锁可预测的收入流并提供无限增长空间 [5] - 公司在不断扩大客户群包括惩教机构联邦机构和商业企业总可触达市场（TAM）达770亿美元 [6] - 公司国际营收在2024年第二季度同比增长近50%软件/云业务板块营收增长47% [6] 公司发展潜力 - 公司处于长期增长潜力期如TASER 10需求增加Axon Cloud&Services加速采用 [8] - 公司收购Fusus整合后给予执法部门前所未有的态势感知能力包括使用无人机实时监控 [8] 公司估值 - 公司的预期市盈率（P/E）和市销率（P/S）分别为73.2和12.7 [9] - 公司过去五年的最近12个月营收和每股收益（EPS）的复合年增长率（CAGR）均超32% [10]

The latest trading session saw Axon Enterprise (AXON) ending at $361.71, denoting a +0.66% adjustment from its last day's close. The stock's change was less than the S&P 500's daily gain of 1.07%. Elsewhere, the Dow saw an upswing of 0.31%, while the tech-heavy Nasdaq appreciated by 2.17%.Shares of the maker of stun guns and body cameras witnessed a loss of 2.61% over the previous month, trailing the performance of the Industrial Products sector with its gain of 0.75% and the S&P 500's gain of 2.92%.Investo ...

A month has gone by since the last earnings report for Axon Enterprise (AXON) . Shares have added about 1.8% in that time frame, underperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Axon due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important catalysts. Axon Enterprise Q2 Earnings Top Estimates, '24 View ...