johan10/iStock via Getty Images Introduction It's time to talk about politics. As most of my readers may know, my investment strategy is based on the "big picture," which includes being on top of major trends in macroeconomics, supply chains, and politics - including market sentiment, valuations, and other factors. Leo Nelissen Politics may be one of the most important, as it influences everything else as well. However, it's also one of the most tricky topics, as politics isn't a very transparent issue ...

The most recent trading session ended with Axon Enterprise (AXON) standing at $293.29, reflecting a -1.75% shift from the previouse trading day's closing. The stock trailed the S&P 500, which registered a daily gain of 1.02%. At the same time, the Dow added 1.09%, and the tech-heavy Nasdaq gained 1.18%.The maker of stun guns and body cameras's shares have seen an increase of 4.01% over the last month, surpassing the Industrial Products sector's loss of 2.29% and falling behind the S&P 500's gain of 4.44%.In ...

公司业绩 - Axon Enterprise, Inc. (AXON) 的 TASER 部门受益于设备和弹药产品的强劲订单，虚拟现实训练服务的稳定需求也支持该部门的成长。软件与传感器部门则因用户数量和平均收入的增长而推动了 Axon Evidence 和云服务的强劲发展。第一季度，TASER 和软件与传感器部门的收入分别同比增长 33.1% 和 34.9% [1] 产品创新与市场展望 - 公司持续投资于产品创新、自动化和制造设施以推动增长。例如，AXON 推出了下一代身体佩戴相机 Axon Body 4，并于 2023 年 6 月开始发货，客户反应良好。此外，TASER 10 设备的普及也促使公司提供乐观的 2024 年收入预测，预计收入将在 19.4-19.9 亿美元之间，同比增长 26% [2] 并购策略 - 公司通过收购来增强其产品组合。2024 年 1 月，公司收购了实时犯罪中心技术领导者 Fusus，这将有助于提升其公共安全技术产品。此外，2023 年 7 月收购的 Sky-Hero，一家无人机和地面车辆创新者，扩展了 Axon Air 的产品线 [3] 市场表现 - 在过去六个月中，公司股价增长了 16.9%，超过了行业平均的 14.2% 增长 [4] 成本与财务状况 - 公司面临成本和费用的上升。2023 年，销售成本同比增长 31.8%，第一季度该指标同比增长 44.5%。原材料成本的增加可能会继续影响其利润率和盈利能力 [5]

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?Let's take a look at what these Wall Street heavyweights have to say about Axon Enterprise (AXON) before we discuss the reliability of brokerage recommendations and how to use them to your advantage.Axon currently has an average broke ...

Cutting-edge less-lethal technology will enhance safety, alongside immersive virtual reality training pilot to prepare US Marshals for dynamic real-world scenariosSCOTTSDALE, Ariz., June 25, 2024 /PRNewswire/ -- Axon (Nasdaq: AXON), the global public safety technology leader, today announced that the United States Marshals Service (USMS) has deployed Axon's next-gen less-lethal energy weapon, TASER 10. The USMS will also be piloting Axon's VR Training solution to support the deployment of TASER 10 and to pr ...

文章核心观点 - 全球公共安全技术领导者Axon和美国领先无人机制造商Skydio宣布推出面向公共安全的无人机端到端解决方案,包括可扩展的"无人机作为首批应急响应者"(DFR)解决方案 [2] - DFR可以让执法机构部署远程操控无人机应对紧急呼叫,通常能比地面部队更早到达现场,并为多方利益相关方提供实时情况感知 [3] - DFR可以显著提高事故响应时间、为执法人员和社区提供更安全的应对策略,并优化资源配置 [3] - 这一合作将Skydio的领先无人机技术与Axon公共安全产品套件相结合,为各地机构提供DFR解决方案 [4] 解决方案概述 - 该解决方案包括Skydio提供的美国制造自主无人机、停靠站和集成飞行控制软件,以及Axon提供的实时作战、实时犯罪中心功能、证据管理、机队和项目管理等 [4] - 该解决方案还包括Dedrone的空域感知和分离技术,可支持超视距(BVLOS)无人机飞行,无需视觉观察员 [4] - 这将有助于将DFR的好处扩展到更多社区和用例,并未来支持公共安全领域以外的应用 [4] 合作背景和意义 - Axon的目标是在2033年之前将美国警民枪击死亡人数减少50% [10] - Skydio的使命是通过自主飞行技术提高生产力和安全性,与Axon的使命高度契合 [6] - 这是无人机在公共安全领域应用扩展的一个重要时刻,从小型专业团队到彻底改变首次响应的性质 [6]

Axon Enterprise (AXON) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.Shares of this maker of stun guns and body cameras have returned +1.9% over the past month versus the Zacks S&P 500 composite's +3.6% change. The Zacks Security and Safety Services industry, to which Axon belongs, has lost 0.4% over this period. Now the key question is: Where could the stock be headed in the near te ...

文章核心观点 - 公司任命Andrea James为首席财务官,她拥有丰富的财务管理经验,将在公司商业化发展中发挥重要作用 [1][2][3] - 公司预计2024年和2025年将是转型年,将在移植领域和肿瘤诊断领域取得进展,期待Andrea James为公司创造价值 [3] - Andrea James在Axon Enterprise和特斯拉等公司担任过重要职务,在资本市场和投资者关系方面有丰富经验 [4][5] 公司概况 - 公司是一家精准诊断公司,主要产品包括VitaGraft™、GraftAssure™、DetermaIO™和DetermaCNI™ [7][8] - 公司产品主要应用于器官移植监测和肿瘤免疫治疗预测等领域 [7][8] 财务情况 - 公司在Axon Enterprise的资本运作中发挥了重要作用,支持了超过5.5亿美元的股权融资 [3] - 公司预计未来将实现规模化发展,成为一家高度盈利的企业 [5]

文章核心观点 - 分析师推荐对股票价格有影响,但其可靠性存在问题 [1] - 分析师倾向于给予积极偏好的评级,与普通投资者利益不一致 [5][6] - 使用Zacks Rank评级系统可能更有效地预测股价走势 [7] 公司概况 - Axon Enterprise目前的平均券商评级(ABR)为1.31,介于强烈买入和买入之间 [2] - 10家券商给予强烈买入评级,2家给予买入评级,占总评级的92.3% [3] 分析师评级局限性 - 分析师评级存在积极偏好,不能完全反映股票未来价格走势 [5][6][10][11] - Zacks Rank评级系统更客观,与股价走势相关性更强 [7][11][12] - 分析师评级不一定及时更新,Zacks Rank更能反映最新情况 [13] 投资建议 - Axon目前的盈利预期未发生变化,Zacks Rank为3(中性),投资者需谨慎 [14][15][16]

Growth stocks paired with profits are some of the best-performing stocks on the market right now. These stocks have been the biggest gainers in the past few years and will likely keep delivering market-beating returns as long as they keep growing and delivering profits. Wall Street does not like companies with high amounts of cash burn, especially if they have no cash buffer, no matter how much growth they have.As such, building your holdings around profitable growth businesses can help you realize market-b ...