Jim Cramer Says Axon is One of the "Long-Term Outperformers That You Simply Have to Consider Owning"

Axon Enterprise, Inc. (NASDAQ:AXON) is one of the stocks Jim Cramer had in this week’s game plan. Cramer showed bullish sentiment when discussing the company. He said:

“After the close, we have two huge winners so far this year, well, one for many, many years, well, actually both of them really, AMD and Axon. Now, we’ve had their CEOs on repeatedly. These are the kinds of long-term outperformers that you simply have to consider owning… Axon’s upending the entire law enforcement paradigm with its tasers, its body cameras, its drones, and its automatic artificial intelligence… police reports. You know what, I actually own them both. Not for the screamers, though.”

Axon Enterprise, Inc. (NASDAQ:AXON) develops and sells TASER devices, body cameras, and software solutions for capturing, managing, and analyzing digital evidence. During the September 11 episode, he discussed the company’s performance, as he remarked:

“There are a couple of really winning companies I like to check in on from time to time, and some of them get better with every single look. Consider the case of Axon Enterprise… Now, here’s the stock that’s rallied almost 800% over the past five years… including a 26% gain for 2025. And I’m proud to say that I have liked this one all the way. I think it’s just got more room to run too…

Even after decades of service, TASER remains in growth mode… But don’t forget this is a razor-razorblade business model. Every time you use the TASER, you need to buy a new cartridge. That’s what money is. The future of Axon, though, is all about body cameras and evidence management software. But within the hardware side of the business, Axon now offers surveillance drones as well as a suite of tactical indoor drones…

They’ve got virtual reality training equipment too… While this VR segment is still a small part of the business, it’s about roughly 10% of revenues, it’s growing like crazy, up 87% last quarter. Yet another reason why Axon could deliver a knockout set of numbers when the company reported last month…

Here’s the bottom line: While Axon’s up big for the year, the stock has now pulled back more than 15% from its August highs, and I think you’re basically getting that incredible last quarter for free here. Anytime this stock pulls in, I’d be a buyer. It’s had a great run. I can’t say it is just beginning. I can say though, that Axon’s been so creative and so helpful to police departments that I think the stock could continue to rally for a very, very long time.”

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Disclosure: None. This article is originally published at Insider Monkey.