Here’s Insiders Fund’s View on Axon Enterprises (AXON)

2 hours ago 1

Soumya Eswaran

Fri, January 2, 2026 astatine 6:51 AM CST 3 min read

Alpha Wealth Funds, LLC, an concern absorption company, released its Q3 2025 missive for the “Insiders Fund”. A transcript of the missive tin beryllium downloaded here. The money returned 4.96% successful September, bringing the YTD returns to 21.37%. This compares to the benchmark, S&P 500 September instrumentality of 3.65% and the year-to-date instrumentality done September 30, 2025, of 14.83%. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its third-quarter 2025 capitalist letter, Alpha Wealth Insiders Fund highlighted stocks specified arsenic Axon Enterprise, Inc. (NASDAQ:AXON). Axon Enterprise, Inc. (NASDAQ:AXON) manufactures conducted vigor devices (CEDs) nether the TASER brand. The one-month instrumentality for Axon Enterprise, Inc. (NASDAQ:AXON) was 3.15%, and its shares mislaid 4.79% implicit the past 52 weeks. On December 31, 2025, Axon Enterprise, Inc. (NASDAQ:AXON) banal closed astatine $567.93 per share, with a marketplace capitalization of $45.115 billion.

Alpha Wealth Insiders Fund stated the pursuing regarding Axon Enterprise, Inc. (NASDAQ:AXON) successful its 3rd 4th 2025 capitalist letter:

"Business: Axon Enterprise, Inc. (NASDAQ:AXON), formerly TASER International, makes conducted-energy devices, assemblage cameras, and unreality bundle for instrumentality enforcement and nationalist safety. Its ecosystem—devices, sensors, Evidence.com, and AI tools—drives beardown recurring revenue. Strengths see marque enactment and integrated platforms, portion risks impact ethics, regulation, and reliance connected authorities budgets. Expanding into retail, healthcare, and smart-city surveillance, Axon projects $2.55–2.65B gross for 2025.

Jim Cramer Notes Axon (AXON) is simply a “New High Natural”

Axon Enterprise, Inc. (NASDAQ:AXON) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. As per our database, 61 hedge money portfolios held Axon Enterprise, Inc. (NASDAQ:AXON) astatine the extremity of the 3rd quarter, which was 62 successful the erstwhile quarter. In the 3rd quarter, Axon Enterprise, Inc. (NASDAQ:AXON) generated $711 cardinal in revenue, representing a 31% summation year-over-year. While we admit the imaginable of Axon Enterprise, Inc. (NASDAQ:AXON) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.