---
title: "研究警報：CFRA 維持對 Axon Enterprise, Inc.股票的強烈買入建議"
type: "News"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/277239067.md"
description: "CFRA 對 Axon Enterprise, Inc. 維持強烈買入的意見，重申 12 個月目標價為 785 美元。分析師將 2026 年的每股收益預期上調至 7.94 美元，2027 年的預期上調至 10.78 美元，此次調整是基於強勁的第四季度表現。Axon 報告了創紀錄的 74 億美元訂單，未來合同訂單總額為 144 億美元。公司預計 2026 年收入增長將達到 27%-30%，並設定了 2028 年的新目標，展現了對其產品路線圖和擴展新市場的信心"
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)
---

# 研究警報：CFRA 維持對 Axon Enterprise, Inc.股票的強烈買入建議

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.

### 相關股票

- [AXUP.US](https://longbridge.com/zh-HK/quote/AXUP.US.md)
- [AXON.US](https://longbridge.com/zh-HK/quote/AXON.US.md)
- [GUNZ.US](https://longbridge.com/zh-HK/quote/GUNZ.US.md)

## 相關資訊與研究

- [AI 正進入警務與城市安全 Axon 訂單飆升至 143 億美元](https://longbridge.com/zh-HK/news/286118795.md)
- [NewEdge Wealth LLC 增加了在 Axon Enterprise, Inc $AXON 中的股票持倉](https://longbridge.com/zh-HK/news/286070665.md)
- [在強勁的第一季度業績以及提高的收入增長預期之後，Axon Enterprise (AXON) 進行估值檢查](https://longbridge.com/zh-HK/news/286276742.md)
- [在 2026 年第一季度表現強勁並上調收入預期後，Axon Enterprise (AXON) 的估值檢查](https://longbridge.com/zh-HK/news/287114860.md)
- [Axon Enterprise 宣傳其在人工智能和無人機領域的增長，力求成為公共安全領域的操作系統](https://longbridge.com/zh-HK/news/286996689.md)