---
title: "Research Alert: CFRA Maintains Strong Buy Opinion On Shares Of Axon Enterprise, Inc."
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/277239067.md"
description: "CFRA maintains a Strong Buy opinion on Axon Enterprise, Inc., reiterating a 12-month target of $785. Analysts raised EPS estimates for 2026 to $7.94 and for 2027 to $10.78, following a strong Q4 performance. Axon reported record bookings of $7.4B, with future contracted bookings of $14.4B. The company anticipates 27%-30% revenue growth in 2026 and has set new targets for 2028, showcasing confidence in its product roadmap and expansion into new markets."
datetime: "2026-02-27T18:25:00.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/277239067.md)
  - [en](https://longbridge.com/en/news/277239067.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/277239067.md)
---

# Research Alert: CFRA Maintains Strong Buy Opinion On Shares Of Axon Enterprise, Inc.

01:25 PM EST, 02/27/2026 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:

We reiterate our 12-month target of $785, 72.8x our 2027 EPS estimate, below AXON's avg. fwd P/E of 100.1x (during the trailing-twelve-month period) but above peers' avg. of 52.8x. Following the strong Q4 beat, we raise our EPS estimates: 2026 by $0.15 to $7.94 and 2027 by $0.84 to $10.78. AXON's fundamental strength is evident in its record bookings of $7.4B (+46% Y/Y) and future contracted bookings of $14.4B. The AI Era Plan generated $750M in bookings during its first full year, demonstrating strong customer adoption. Net revenue retention of 125% reflects expanding wallet share with existing customers. 2026 revenue guidance of 27%-30% growth and new 2028 targets ($6B revenue, 28% EBITDA margin) showcase confidence in the company's product roadmap, including Axon 911, Vehicle Intelligence, and Body Mini. Geographic and vertical expansion into corrections, enterprise, and international markets (which surpassed $1B in bookings) provides multiple growth vectors beyond core U.S. state and local law enforcement.

MT Newswires does not provide investment advice. Unauthorized reproduction is strictly prohibited.

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