Mar. 27 at 1:39 PM
$APP is still in the “awareness gap” stage, not a demand problem. Oppenheimer just reiterated Outperform with a
$660 PT after Shoptalk, saying AXON is benefiting from creative fatigue, budget diversification away from Meta/Google, and improving measurement sophistication. Translation: the product is getting noticed, but adoption is still early outside mobile-native buyers. At
$391.21, this still looks like a name where the TAM story can outrun the current market narrative