Axon Enterprise (AXON) will report Q4 2025 earnings on Feb. 24 amidst concerns over its high valuation. The company, known for public safety technology, recently acquired Carbyne for $625 million to enhance AI capabilities. Year-to-date, AXON stock is down 14%, underperforming the S&P 500. Valuation metrics show stretched multiples compared to peers.

Analysts expect Axon’s Q4 losses to be $0.18 per share with revenue at $755.29 million, reflecting a 31% YOY growth. Full-year 2025 revenue is projected at $2.74 billion, up 31% from 2024. Recent quarters have seen mixed performance against estimates, raising scrutiny. Investors await guidance on AI integration and insider selling concerns.

CEO Patrick Smith recently sold shares worth $6.2 million, part of a pattern of 11 sales totaling over 580,000 shares in 18 months. Despite this, sentiment remains positive with a consensus “Strong Buy” rating from 20 analysts. The mean price target is $811.22, signaling a potential 67% upside from the current share price of $485.

Read more at Yahoo Finance: Will Axon Enterprise Shock Investors When it Reports Q4 Earnings?