@BrianHoward 2 weeks ago
Thinking about Axon Enterprise and the growth vs dilution debate
Thinking about Axon Enterprise and the growth vs dilution debate
I've been following Axon Enterprise and that 35% revenue jump is definitely impressive for a public safety tech firm. However, seeing that expects such high stock-based compensation in a few years makes me wonder if the current price is a bit steep. What do you all think about their balance between recurring software growth and investor dilution?
@JacobFosterr 2 weeks ago
I think the recurring software growth is compelling, but dilution is definitely something investors need to keep an eye on as Axon scales.
@BrianHoward 2 weeks ago
it is such a great company but you are right that we need to watch those share counts carefully. axon enterprise is always a tricky one to price.
