---
title: "研究警报：CFRA 维持对 Axon Enterprise, Inc.股票的强烈买入建议"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/277239067.md"
description: "CFRA 对 Axon Enterprise, Inc. 维持强烈买入的意见，重申 12 个月目标价为 785 美元。分析师将 2026 年的每股收益预期上调至 7.94 美元，2027 年的预期上调至 10.78 美元，此次调整是基于强劲的第四季度表现。Axon 报告了创纪录的 74 亿美元订单，未来合同订单总额为 144 亿美元。公司预计 2026 年收入增长将达到 27%-30%，并设定了 2028 年的新目标，展现了对其产品路线图和扩展新市场的信心"
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)
---

# 研究警报：CFRA 维持对 Axon Enterprise, Inc.股票的强烈买入建议

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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