Public safety is going digital, and this player sells the gear and the cloud. When the stock trips but the story doesn’t, you don’t panic, you lean into it and let compound growth do what it does.
High-Conviction Plays (Sponsored)
Why settle for decent gains when you could aim for transformational ones?
Our research team just finished analyzing thousands of companies — and narrowed them down to 5 stocks with the highest potential to gain +100% or more over the next 12 months.
While no strategy can guarantee results, past editions of this report have uncovered stocks that went on to post exceptional returns — some soaring triple digits in a single cycle.
If you want to see which 5 names made the cut, you can download the full report today — absolutely free.
But act fast: this opportunity is only available until MIDNIGHT TONIGHT.
[Get Your Free Report Now]
*This free resource is being sent by Zacks. We identify investment resources you may choose to use in making your own decisions. Use of this resource is subject to the Zacks Terms of Service.
*Past performance is no guarantee of future results. Investing involves risk. This material does not constitute investment, legal, accounting, or tax advice. Zacks Investment Research is not a licensed dealer, broker, or investment adviser.
Strategic Positioning
Axon Enterprise Inc. (NASDAQ: AXON) is a business with a full stack for safer communities.
It makes the iconic conducted-energy devices, the body cameras everyone recognizes, and the cloud software that stores, searches, and shares evidence.
Lately, it has pushed past policing into dispatch, retail, and healthcare, anywhere people need accountability and de-escalation tools.
A few reasons the franchise matters now:
From hardware to platform. Devices create the footprint; subscriptions keep the relationship. Evidence management and modern records systems make it sticky.
New front doors. The pending purchase of Prepared adds an AI-powered 911 platform, so the relationship can start at the first call, not when an officer hits record.
Beyond police. A smaller, lighter body cam for retail and hospitals opens entirely new budgets and use cases.
Flywheel effect. More devices drive more cloud usage, which funds more product, which brings in more agencies and enterprises. Rinse and repeat.
This is why growth has been so durable.
Last quarter revenue rose roughly one-third year over year, earnings beat, and management raised the full-year sales outlook into the high two billion.
That is not what fading demand looks like.
Action Plan
This is a quality compounder with an occasional dramatic streak. Treat it like that.
Starter buy: $665–$710 (shares recently around $701). Take a first bite, not a mouthful.
Add on proof: Above $730–$740 after a clean print with steady guidance and healthy bookings.
Near-term waypoint: $780–$800 if sentiment snaps back and the AI narrative keeps landing real customers.
Stretch target (12–18 months): $850–$900 if the 911 deal closes smoothly, non-police sales ramp, and software keeps mix-shifting up.
Risk line: Reassess below ~$640 if you also see slower new bookings or wobbling margins.
Sizing: Keep it 1–2% of equities to respect the valuation and the swings.
Proven. Precise. Profitable (Sponsored)
If you would’ve followed my #1 trading indicator, you could’ve gotten in on Apple after it hit its interim lows in April.
My name’s Scott Redler, I’m one of the most well-known stock traders on Wall Street…
And this #1 indicator allowed me and my readers to land 20%+ in less than 2 months.
This wasn’t from guessing or trading options.
Just buy Apple when my #1 indicator flashes a ‘buy’ signal.
I’ll show you this #1 indicator for FREE on the next page.
Only your email is needed to see it… no credit card required.
Since 1997, I’ve used this indicator and most traders don’t know it exists.
Here’s the #1 indicator I’ve used for over 27 years.
Recent Momentum
The stock did a faceplant for about 8% on a green market day, slipped under a widely watched moving average, then bounced. No smoking gun.
Likely a cocktail of profit-taking and technical selling after a huge twelve-month run. Under the hood, however, the company delivered:
A beat and a raise. Revenue up about 33% year over year, earnings ahead of expectations, and full-year guidance lifted.
A new lane. The Prepared acquisition brings AI-enhanced 911 capabilities like real-time translation and video intake.
A broader audience. The new mini body cam targets workers in stores and hospitals who face real-world risk without a badge.
Optionality in the air. Partnerships in drone and counter-drone tech expand the perimeter of the platform.
Analysts mostly shrugged at the dip and reiterated buy calls with targets in the $800–$1,000 neighborhood. The long game is intact.
Want to make sure you never miss a stock recommendation?
Elite Trade Club now offers text alerts — so you get trending stocks and market-moving news sent straight to your phone before the bell. Email’s great. Texts are faster.
The Setup You’re Actually Betting On
You are not chasing a fad. You are backing a multi-year shift where public safety gets digitized end-to-end.
Always-on transparency. Cameras and cloud make incidents easier to resolve and policies easier to enforce, which is why agencies keep budgeting for them.
AI as a force multiplier. Faster search, smarter redaction, cleaner summaries. If the tools save hours, buyers rarely go back.
Bigger pond. Retail theft, hospital violence, event security, new use cases mean new customers, often without the procurement drama of city councils.
Installed base advantage. Once a department or enterprise ties workflows to a platform, switching gets painful. That leads to long contracts and steady renewals.
Strong. Simple. Secure. (Sponsored)
The market’s strongest trades often begin quietly — before they hit the headlines.
Our team just identified 7 stocks flashing breakout potential for the next 30 days, using a proven short-term screening method that tracks earnings strength, price momentum, and analyst upgrades.
Each company in this list shows accelerating fundamentals and rising volume, key signs that institutions are beginning to take notice.
These setups don’t stay hidden for long — and once the move starts, it can happen fast.
Don’t wait until they’re up double digits.
Get your free copy of “7 Stocks Set to Surge in the Next 30 Days.”
Valuation Check
Let’s be adults: this is not cheap on classic metrics. That is the tax you pay for durable growth, fat gross margins, and a widening moat. The counterweights:
Strong balance sheet with more cash than debt.
Recurring software that grows faster than hardware.
A pipeline that keeps expanding into adjacent markets.
Pay up a little for quality, but don’t be a hero on entries. Nibble on red days, add only after fresh proof.
Catalysts to Watch
Quarterly update: Revenue growth near 30%, firm guidance, and steady gross margin would keep the story clean.
Prepared closing and roadmap: Evidence of cross-sell into existing agencies and early wins with new cities.
Non-police traction: Retail and healthcare deployments of the smaller cam, ideally with marquee logos.
Big contract renewals: Multi-year bundles that include devices plus cloud.
International uptake: New country wins are a tell that the platform travels well.
Facility news: Clarity on the planned Scottsdale campus timeline and any legal speed bumps.
Competitive moves: Motorola is spending to bulk up; expect bids to be lively. Out-innovate or out-partner as needed.
Risks (name them so they don’t own you)
Budget chill. If state or municipal budgets tighten, upgrades can slip to next year.
Hot competition. Deep-pocketed rivals can bundle radios, dispatch, and video to box out deals.
Hardware hiccups. A device recall or supply snag would ding confidence.
Policy swings. Shifts in public sentiment or regulations can slow adoption or change buying priorities.
Valuation gravity. At rich multiples, even small misses get big reactions.
Key Actions
Build on weakness: Start at $665–$710; set alerts rather than chasing green opens.
Earn the add: Only add above $730–$740 after clean results and solid bookings.
Trim into sprints: If we sprint to $780–$800 on sizzle, consider taking a little off and letting the core ride.
Respect red flags: Two soft quarters in a row, shrinking bookings, or clear evidence of lost share, cut the position and wait for the next setup.
Keep perspective: Pair with steadier holdings so one volatile name doesn’t decide your month.
Final Take
This company sits at the intersection of safety gear and smart software. The market threw a wobble; the business didn’t.
The playbook is to buy quality on sale, ask the company to earn your add with execution, and let time and subscriptions do the heavy lifting.
If you like real-world tech that solves messy problems and gets paid on multi-year contracts, this is a dip worth a thoughtful bite.
That’s all for today. Thank you for reading. If you have any feedback, please reply to this email.
Best Regards,
— Adam Garcia
Elite Trade Club
Click here to get our daily newsletter straight to your cell for free.
P.S. Just like this newsletter, it's 100% free*, and you can stop at any time by replying STOP.
