Axon's Software & Services momentum continues as premium software adoption and new users lift revenues, though margins remain under pressure.

Axon's strong Q2 revenue growth and raised outlook support its long-term prospects, but high costs, debt and valuation temper near-term appeal.

ATI's Q2 earnings surge on strong aerospace and defense demand, record backlog and pricing gains, prompting higher 2026 guidance.

Axon's Connected Devices segment is surging as TASER, body cameras and counter-drone equipment drive strong revenue growth.

MSI pairs double-digit growth and record backlog with a premium valuation, raising the stakes for sustained earnings execution.

MSI raises its 2026 outlook again as record orders lift backlog to $15.6 billion, with software and public-safety demand driving growth.

Wall Street closed lower on Thursday as market participants waited for a permanent settlement of the Middle East geopolitical conflicts.

Axon tops revenue estimates as strong demand across connected devices and software prompt higher 2026 revenue growth guidance despite an EPS miss.

Axon lifts 2026 revenue growth outlook to 32%-34% after Q2 earnings as software, AI and Dedrone demand expands, even as memory cost pressure near-term margins.

The headline numbers for Axon (AXON) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.