Axon Enterprise ($AXON) podcast mentions

Per Ticker.id: 17 Axon Enterprise ($AXON) mentions across 9 podcasts (30 days) — timestamped, verifiable quotes, updated 2026-10-02.

  1. Return on equity though, pretty stable, in fact growing up to 15.5%. And in spite of the good results, company's not doing well, down 27.22% over the past 52 weeks, down 42.63%, uh, sorry, that's over the past 52 weeks, down 27.22% over, uh, year-to-date. And what's really happened here is you've just kind of had a clawback in, in valuations, right? You had another solid quarter But underneath it, I mean, margins are compressing meaningfully, and so people are re-rating this. They are not willing to pay 100 times price to forward-looking earnings like they were before. Momentum's been pretty poor, so for now I'd keep this one on my watch list. Seems a bit like a falling knife scenario. That is Axon Enterprise, ticker AXON.
    Luke Guerrero · InvestTalk · Wall Street Is Back in Charge: What Institutional Money Flowing Into Markets Means for Retail Investors · 2026-10-02
  2. Red Lattice is a cybersecurity company that's going public via SPAC. It expects to merge with a company that's called Bold Eagle Acquisition Corp, and it's going to be— and conclude sometime around the end of 2026. It's expected to go public at around $1.25 billion, and I would say the layman's way to describe it is it's a competitor to Axon Enterprise and Cellebrite in cracking encrypted devices and other sensitive information processing. There's quite a few of these companies starting to pop up in the defense industry. And the company itself isn't why I bring this topic up though. It's, it's making its rounds on the financial media ranks, but I think that this is kind of indicative of a shift in the market's attitude towards defense, defense tech, and somewhat related space companies. For much of the '20s, 2010s, 2000s, 2010s, the defense industry was consolidating. It was fewer, fewer players in those giants. Like, To me, they weren't that far removed from utility companies in terms of growth, earnings, what have you in terms of the returns.
    Tyler Crowe · Motley Fool Hidden Gems Investing · When $150 Billion Looks Small · 2026-09-28