Axon's Sell Off Is One Of Santa's Gifts

Jake Blumenthal619 FollowersFollow5ShareSavePlay(11min)Comment(1)SummaryAxon Enterprise is a dominant player in public safety, with a 38% sell-off presenting a compelling long-term buying opportunity.AXON's recurring revenue model, strong net retention, and robust contract backlog support a sustained high-20% to low-30% revenue growth outlook.Valuation and margin pressure (mainly from tariffs) are risks, but software growth and market leadership justify a premium multiple.Wall Street's average price target sits at $783 (42% upside), reinforcing a bullish stance. Douglas Rissing/iStock via Getty Images Investment Thesis I believe the roughly 38% sell-off in Axon Enterprise (AXON) over the past 5 months is a gift to long-term investors. Axon is the leader in providing hardware and devices, along with software and services, to government bodies and enterprisesThis article was written byJake Blumenthal619 FollowersFollowMy name is Jake Blumenthal, I serve as a Wealth Management Advisor & Portfolio Analyst at Meridian Wealth Management, a registered investment advisory. I use a combination of financial, technical, and macroeconomic analysis to best support my clients, form my opinions, and develop investment theses. My research and data analysis shared allow me to clearly review the growth and value of companies along with a vast selection of funds and themes. It also enables me to identify both short-term trends and long-term opportunities. I strive to find winners for investors to grow portfolios and mitigate risk by utilizing different valuation methods and modeling techniques.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Jake Blumenthal is a Registered Investment Advisor and Portfolio Analyst with Meridian Wealth Management, a SEC Registered Investment Advisor. The views and opinions expressed in the following content are solely those of Jake Blumenthal and do not necessarily reflect the views and opinions of his employer, Meridian Wealth Management. The content provided is for informational purposes only and should not be considered as financial advice or a recommendation to engage in any investment or financial strategy including the buy or sell of any specific security. Readers are encouraged to conduct their own research and consult with a qualified financial professional before making any investment decisions.

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