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![buysidedigest Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1736720393489276928.png) Buyside Digest [@buysidedigest](/creator/twitter/buysidedigest) on x 2239 followers
Created: 2025-04-01 12:57:30 UTC

Today's Elevator Pitch is Axon Enterprise 

$AXON by Sands Capital 

M/cap: $42b 
forward P/E: x93.9 

The company is the sole manufacturer of the TASER and is the world’s leading provider of body cameras by market share. 

Demand for Axon’s safety solutions is both secular and countercyclical, in our view. The company benefits from the secular shift toward safer and more accountable policing, and demand is likely to be durable in recessionary periods, when crime tends to rise and governments tend to increase spending.

![](https://pbs.twimg.com/media/Gnc4KCEW0AACUHu.jpg)

XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1907054714878836894/c:line.svg)

**Related Topics**
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[$axon](/topic/$axon)
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[stocks defense](/topic/stocks-defense)

[Post Link](https://x.com/buysidedigest/status/1907054714878836894)