Diversified Trust Co decreased its holdings in shares of Axon Enterprise, Inc (NASDAQ: AXON) by 11.8% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 9,189 shares of the biotechnology company's stock after selling 1,229 shares during the quarter. Diversified Trust Co's

Law enforcement technology company Axon Enterprise has produced big returns for investors. Motley Fool analyst Jason Moser recently talked with Axon President Josh Isner about the recent quarter, recent acquisitions, and the future of Axon.

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?

Axon is expanding its counter-drone footprint as Dedrone boosts CUAS capabilities through AI platforms, acquisitions and new defense partnerships.

Axon (NASDAQ: AXON) has had a turbulent 2025.

WWD appears better positioned than AXON, with stronger stock performance, improving estimates and a more attractive valuation in aerospace and defense.

Chapin Davis Inc. lowered its stake in shares of Axon Enterprise, Inc (NASDAQ: AXON) by 90.4% during the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 644 shares of the biotechnology company's stock after selling 6,066 shares during the period. Chapin Davis

Axon 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.

AXON's Software & Services revenues jump 39.6% in the first nine months of 2025 as subscriptions, add-ons and ARR growth fuel a higher outlook guidance.

The Virtus Zevenbergen Technology Fund returned 11.56% (Class INST) in the quarter, trailing its comparison benchmark, the S&P North American Technology Sector Index's 13.14% return. Alphabet (GOOG) and NVIDIA (NVDA) were the largest contributors to performance in the quarter. The Trade Desk (TTD) and Axon Enterprise (AXON) were the largest detractors from performance in the quarter.