From TASER to the Skies. Buy Axon Stock While It's Still Down 49%

1 hour ago 1

Justin Pope, The Motley Fool

Tue, June 16, 2026 astatine 11:35 AM CDT 3 min read

Truly large companies person an uncanny quality to germinate and expand, replicating what made them palmy astatine 1 thing, and turning that into excellence astatine thing else. Axon Enterprise (NASDAQ: AXON) made its sanction with TASER, a non-lethal electrical limb utilized by instrumentality enforcement to incapacitate suspects. Then it expanded into assemblage cameras, dominating the U.S. market.

Now Axon is taking to the skies. The institution has entered the instrumentality enforcement drone and robotics market, which it estimates is simply a $20 cardinal opportunity. It's a cleanable acceptable into what has go a hardware ecosystem, tied unneurotic by Axon's unreality bundle offerings.

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Here's wherefore this caller accidental makes Axon banal a buy, particularly portion it is trading 49% beneath its August 2025 all-time high.

Fleet of drones flying successful the sky.

The warfare successful Iran is putting drones connected the representation astatine location

The warfare successful Iran showcased drones arsenic a large subordinate successful modern warfare. In today's integer world, determination are countless videos and articles astir however drones are becoming a superior instrumentality successful battle. The warfare besides illustrates however hard drones tin beryllium to support against, opening up information vulnerabilities that U.S. instrumentality enforcement could put much successful to address.

Axon has already spent years laying the instauration for its drone business. It partnered with Skydio successful 2021 to merchantability its drones done Axon Air, the company's broad drone hardware and bundle solution. Axon past acquired Dedrone successful precocious 2024, a person successful astute airspace information and counter-drone systems. It's fantastic timing, positioning Axon to proviso the exertion to support stadiums and different nationalist spaces that whitethorn beryllium susceptible to hostile drones.

Drones are an evident triumph for a institution that already has breathtaking maturation prospects

Axon already works extensively with astir nationalist agencies passim the United States. Having that existing narration makes cross-selling overmuch easier. For example, Axon has started offering artificial quality (AI) solutions. Revenue from AI grew by implicit 700% successful the archetypal 4th of 2026.

The cardinal vantage present is that Axon sells some the hardware and the bundle that ties everything together. It's a implicit ecosystem astatine this point, and drones are conscionable arsenic elemental a tie-in, conscionable arsenic assemblage cameras were aft agencies were already utilizing TASER. Axon's aboriginal bookings presently basal astatine $14.3 billion, adjacent its all-time precocious from the anterior quarter, and customers person a nett gross retention complaint of 125%, meaning existing customers proceed to walk more.

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