Notícias

AppLovin's stock cratered more than 50% this year despite posting earnings growth that most software companies would envy, and at least one major Wall Street bank thinks the selloff created a once-in-a-cycle gap between price and reality.

Shopify integration could fuel AppLovin s next growth wave as richer commerce data sharpens AXON, boosts campaign performance and drives adoption.

The best-performing stocks typically have robust sales growth, increasing margins, and rising returns on capital, and those that can maintain this trifecta year in and year out often become the legends of the investing world.

APP's Shopify push could sharpen AXON with transaction data, expand merchant adoption and fuel an e-commerce growth flywheel in late 2026.

AXON is containing margin pressure despite rising costs, supported by strong revenue growth, tariff refunds and manufacturing efficiency.

Axon's revenue has climbed steadily for eight straight quarters, while Celsius' momentum slowed after explosive early growth.

Axon Enterprise is Thursday's IBD Stock Of The Day as the the S&P 500 maker of Tasers, body cameras and software for law enforcement sees its Dedrone drone defense business take off. Dedrone "was still in its infancy just a year ago, and is quickly becoming one of our largest product lines, surpassing $100 million in quarterly revenue," Axon President Joshua Isner told analysts on the Aug. 5 earnings call. Isner announced on the call that Axon had been among the vendors selected among dozens of applicants for a potential $1.5 billion counter-drone program in a further validation of its technology.

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

Expensive stocks typically earn their valuations through superior growth rates that other companies simply can’t match. The flip side though is that these lofty expectations make them particularly susceptible to drawdowns when market sentiment shifts.

AppLovin stock has fallen sharply in the short term while still showing a very large gain over three years, and the current valuation checks point to neither a clear bargain nor a clear premium. AppLovin has delivered roughly 7x over the past three years, which means many holders are now sitting on sizeable gains even after the recent pullback. Investor expectations for continued growth from the AXON advertising engine can support the current price, while recent revenue shortfalls and...

Two category leaders are still off their highs, yet continue to report double-digit revenue growth.

In early August 2026, Axon Enterprise reported second-quarter 2026 results showing revenue rising to US$904.39 million from US$668.54 million a year earlier, while quarterly net income eased to US$29.43 million from US$36.12 million and diluted EPS from continuing operations moved to US$0.36 from US$0.44. Alongside this, Axon raised its full-year 2026 revenue growth guidance to a range of 32% to 34%, citing support from US$15.10 billion in future contracted bookings and strong demand across...

Axon's second quarter results surpassed Wall Street expectations on both revenue and adjusted earnings, but the market reacted negatively, reflecting investor concerns about profitability and the trajectory of margins. Management attributed strong performance to broad-based demand for Axon’s ecosystem, with notable growth in international markets and the rapid scaling of its counter-drone and AI-enabled software segments. CEO Rick Smith pointed to the company’s expanding role in public safety te

On Aug. 13, 2026, the digital forensics firm reported delays in large transactions and heightened demand for cloud and AI procurement, prompting a leadership change.

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

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

AppLovin has shed more than half its value this year while Wall Street analysts refuse to budge on their bullish targets, creating a tension that forces investors to pick a side: broken growth story or the discount of the decade.

Axon shares surged after a blowout quarter and a wave of analyst upgrades, but the real question is whether Wall Street's surprisingly steady 2027 earnings estimates are about to crack under the pressure of a $15 billion backlog.

A number of stocks jumped in the afternoon session after the July jobs report showed an unexpected loss of 23,000 jobs, signaling a cooling labor market. Economists had forecast a gain of around 80,000 nonfarm payrolls.

The market sold a raised outlook, then bought part of it back a session later, and the disagreement is about memory prices and counter-drone hardware.

Jim Cramer has spent months giving mixed signals on Axon Enterprise, Inc. (NASDAQ:AXON). While he regularly praises the company’s law enforcement products, he has repeatedly warned that the stock costs too much. That caution finally turned into a pass during the August 6 episode of Mad Money when a caller asked about buying the post-earnings […]

The Nasdaq 100 (^NDX) is home to some of the biggest success stories in tech and growth investing. However, certain stocks in the index face challenges like profitability concerns, rising costs, or shifts in market trends.

What does a 35%-plus slide mean for one of the market's great decade-long compounders?

Axon's 33% revenue surge commands a 67x forward multiple, while Chewy's steady 6% growth trades at less than half that valuation.

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

Growth-stock selloffs after second-quarter earnings sparked retail dip-buying, with AppLovin and Dutch Bros leading investor interest.

Axon Enterprise (AXON) lifted its 2026 revenue growth outlook to a range of 32% to 34% after reporting Q2 results that exceeded sales estimates but came with margin pressure and an earnings per share miss versus expectations. See our latest analysis for Axon Enterprise. The raised 2026 guidance comes after a sharp rebound in Axon Enterprise’s share price, with a 7 day share price return of 14.74% and a 90 day share price return of 42.77%. That pace contrasts with a 1 year total shareholder...

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

Booking offers stability and cash flow, while Axon Enterprise brings one of the most consistent growth records in the market today.

Axon Enterprise stock has delivered a very strong 230.1% return over the past five years, yet the current valuation checks point to a company that screens as expensive on a Discounted Cash Flow (DCF) basis and only about fair when judged by market multiples. For investors, the recent share price recovery sits against an intrinsic value estimate that suggests the stock trades at a premium. Axon Enterprise has returned 230.1% over five years, which puts extra weight on whether today’s price...