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AXON or HWM or TDY
Which Stock Would AI Choose? Axon Enterprise (AXON) vs. Howmet Aerospace (HWM) vs. Teledyne Technologies (TDY) Stock Comparison
Key Takeaways
- AXON shows robust recent monthly gains of 14.2% amid AI platform expansion for public safety, though YTD performance lags peers.
- HWM leads with strong YTD returns around 17% and 93% over the past year, driven by aerospace demand and Strong Buy ratings.
- TDY delivers solid YTD gains near 28% and 33% annually, bolstered by defense spending and acquisitions in imaging.
- All three benefit from defense and aerospace tailwinds, but HWM exhibits superior momentum and relative performance versus broader industrials.
- Valuations vary: AXON trades at premium multiples (forward P/E ~63), while HWM and TDY appear more reasonable amid growth projections.
- Tickeron AI bots highlight aerospace/defense strategies with up to 124% annualized returns, signaling sector strength.
Introduction
This comparison examines AXON, HWM, and TDY, three leaders in public safety technology, aerospace components, and advanced instrumentation. These stocks operate in overlapping defense and high-tech sectors amid rising geopolitical tensions and commercial aviation recovery. Investors seeking exposure to resilient growth areas—such as AI-driven public safety, engine parts for aircraft, and defense electronics—may find value in analyzing their relative performance, valuations, and market positioning. Recent market activity underscores sector momentum, with varying sensitivities to economic cycles and defense budgets, aiding informed stock comparison decisions.
AXON Overview and Recent Performance
Axon Enterprise (AXON) develops public safety technologies, including TASER devices, body cameras, and AI-powered cloud platforms for law enforcement. In recent market activity, the stock has rebounded with a 14.2% gain over the past month, reflecting optimism around AI expansions and strong Q4 revenue growth of 33%. Sentiment has been influenced by robust bookings surpassing $14 billion and 2026 revenue guidance of 27-30%, though YTD returns lag at around -12% amid valuation debates. Trading near $496 with a forward P/E of approximately 63, AXON faces scrutiny over premium multiples despite consistent 30%+ growth.
HWM Overview and Recent Performance
Howmet Aerospace (HWM) specializes in engineered components like turbine engines and fasteners for commercial and defense aerospace. Recent weeks have seen volatility, with a 2.9% dip but YTD gains of 17% and over 93% in the past year, outperforming industrials by wide margins. Strong Q4 earnings beats, 25%+ EPS growth projections, and robust demand from Boeing and Airbus have boosted sentiment. Analysts maintain Strong Buy ratings with targets implying upside, as shares hover around $240 post-32% three-month surge.
TDY Overview and Recent Performance
Teledyne Technologies (TDY) provides instrumentation, digital imaging, and defense electronics across aerospace, marine, and energy sectors. The stock has advanced about 28% YTD and 33% over the past year, supported by U.S. defense spending hikes and strategic acquisitions enhancing imaging capabilities. Recent performance reflects 14.7% annual revenue growth, with shares near $639 amid supply chain resilience. Positive sentiment stems from diversified exposure and market outperformance, positioning TDY favorably in recent market rotations.
Trending AI Robots
Tickeron’s Trending AI Robots page curates the top performers from its library of over 350 AI trading bots that analyze thousands of tickers using technical and fundamental strategies. Only the most promising bots—suited to current volatility in sectors like aerospace, defense, and semiconductors—earn a spot in this dynamic section. Stats showcase impressive ranges: annualized returns up to 208%, win rates from 52-95%, and profit factors exceeding 25 in some cases, with examples like AeroDefense bots delivering 30-72% returns at 68-80% win rates on aerospace tickers including HWM. These bots vary by style (swing, scalping), timeframe (5min-62D), and focus, enabling copy trading via signals or integrated brokerages. Explore Tickeron’s Trending AI Robots to identify strategies aligned with today’s market conditions.
Head-to-Head Comparison
AXON, HWM, and TDY share defense exposure but diverge in models: AXON’s SaaS-like recurring revenue (35% ARR growth) contrasts HWM’s cyclical components tied to air travel recovery and TDY’s diversified instrumentation. Growth drivers include AXON’s AI catalysts, HWM’s 15-25% earnings ramps, and TDY’s acquisitions. Recent momentum favors HWM (93% 1Y) over TDY (33%) and softer AXON. Risks: AXON’s high P/E (~330 trailing), HWM’s aviation sensitivity, TDY’s supply chains. Sentiment tilts bullish across, with HWM’s Strong Buy edge; valuations suggest TDY least stretched.
Tickeron AI Verdict
Tickeron’s AI currently favors HWM due to consistent trend strength, superior relative performance (17% YTD vs. peers), and aerospace bot outperformance (up to 72% returns). Its earnings momentum and Strong Buy consensus provide stability amid sector catalysts, though TDY offers balanced positioning and AXON high-upside potential if AI adoption accelerates.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer. Disclaimers and Limitations
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
AXON’s FA Score shows that 1 FA rating(s) are green whileHWM’s FA Score has 4 green FA rating(s), and TDY’s FA Score reflects 2 green FA rating(s).
- AXON’s FA Score: 1 green, 4 red.
- HWM’s FA Score: 4 green, 1 red.
- TDY’s FA Score: 2 green, 3 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
AXON’s TA Score shows that 4 TA indicator(s) are bullish while HWM’s TA Score has 5 bullish TA indicator(s), and TDY’s TA Score reflects 4 bullish TA indicator(s).
- AXON’s TA Score: 4 bullish, 4 bearish.
- HWM’s TA Score: 5 bullish, 4 bearish.
- TDY’s TA Score: 4 bullish, 6 bearish.
Price Growth
AXON (@Aerospace & Defense) experienced а +12.27% price change this week, while HWM (@Aerospace & Defense) price change was -0.20% , and TDY (@Electronic Equipment/Instruments) price fluctuated -1.56% for the same time period.
The average weekly price growth across all stocks in the @Aerospace & Defense industry was +4.37%. For the same industry, the average monthly price growth was +13.76%, and the average quarterly price growth was +26.87%.
The average weekly price growth across all stocks in the @Electronic Equipment/Instruments industry was +2.45%. For the same industry, the average monthly price growth was +7.09%, and the average quarterly price growth was +1.65%.
Reported Earning Dates
AXON is expected to report earnings on May 12, 2026.
HWM is expected to report earnings on May 07, 2026.
TDY is expected to report earnings on Apr 22, 2026.
Industries' Descriptions
@Aerospace & Defense (+4.37% weekly)Aerospace & Defense is one of largest industries in the U.S., mainly comprising the following areas: commercial airliners, military aircraft, missiles, space, and general aviation. Focused heavily on research & development, it is also one of the fastest growing industries. Military aircraft has the largest market share in the industry’s sales, followed by space systems, civil aircraft, and missiles. Aerospace exports, directly and indirectly, support more jobs than the export of any other commodity, according to a study by the U.S. Department of Commerce. Boeing Company, Lockheed Martin Corporation and General Electric Company are some of the most prominent players in this space.
@Electronic Equipment/Instruments (+2.45% weekly)This industry manufactures electronic products used in various critical and sophisticated technologies, including laser-based systems, circuit and continuity testers, electro-optical measuring instruments and high-speed precision weighing and inspection equipment. Some major companies operating in this business are Canon Inc., Keysight Technologies Inc., and Fortive Corp.
| AXON | HWM | TDY | |
| Capitalization | 32.5B | 102B | 29.9B |
| EBITDA | 196M | 2.27B | 1.49B |
| Gain YTD | -28.908 | 24.752 | 26.433 |
| P/E Ratio | 267.38 | 68.90 | 34.20 |
| Revenue | 2.78B | 8.25B | 6.12B |
| Total Cash | 1.73B | 742M | 352M |
| Total Debt | 1.91B | 3.21B | 2.64B |
AXON | HWM | TDY | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 7 | 12 | 13 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 88 Overvalued | 73 Overvalued | 98 Overvalued | |
PROFIT vs RISK RATING 1..100 | 70 | 3 | 32 | |
SMR RATING 1..100 | 85 | 31 | 73 | |
PRICE GROWTH RATING 1..100 | 65 | 10 | 28 | |
P/E GROWTH RATING 1..100 | 9 | 22 | 36 | |
SEASONALITY SCORE 1..100 | 75 | 85 | 85 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
HWM's Valuation (73) in the null industry is in the same range as AXON (88) in the Biotechnology industry, and is in the same range as TDY (98) in the Aerospace And Defense industry. This means that HWM's stock grew similarly to AXON’s and similarly to TDY’s over the last 12 months.
HWM's Profit vs Risk Rating (3) in the null industry is in the same range as TDY (32) in the Aerospace And Defense industry, and is significantly better than the same rating for AXON (70) in the Biotechnology industry. This means that HWM's stock grew similarly to TDY’s and significantly faster than AXON’s over the last 12 months.
HWM's SMR Rating (31) in the null industry is somewhat better than the same rating for TDY (73) in the Aerospace And Defense industry, and is somewhat better than the same rating for AXON (85) in the Biotechnology industry. This means that HWM's stock grew somewhat faster than TDY’s and somewhat faster than AXON’s over the last 12 months.
HWM's Price Growth Rating (10) in the null industry is in the same range as TDY (28) in the Aerospace And Defense industry, and is somewhat better than the same rating for AXON (65) in the Biotechnology industry. This means that HWM's stock grew similarly to TDY’s and somewhat faster than AXON’s over the last 12 months.
AXON's P/E Growth Rating (9) in the Biotechnology industry is in the same range as HWM (22) in the null industry, and is in the same range as TDY (36) in the Aerospace And Defense industry. This means that AXON's stock grew similarly to HWM’s and similarly to TDY’s over the last 12 months.
| AXON | HWM | TDY | |
|---|---|---|---|
| RSI ODDS (%) | 1 day ago 90% | N/A | 1 day ago 86% |
| Stochastic ODDS (%) | 1 day ago 68% | 1 day ago 55% | 1 day ago 51% |
| Momentum ODDS (%) | N/A | 1 day ago 75% | 1 day ago 56% |
| MACD ODDS (%) | 1 day ago 71% | 1 day ago 78% | 1 day ago 60% |
| TrendWeek ODDS (%) | 1 day ago 76% | 1 day ago 54% | 1 day ago 51% |
| TrendMonth ODDS (%) | 1 day ago 69% | 1 day ago 70% | 1 day ago 46% |
| Advances ODDS (%) | 1 day ago 74% | 8 days ago 70% | 1 day ago 51% |
| Declines ODDS (%) | 12 days ago 69% | 6 days ago 51% | 7 days ago 50% |
| BollingerBands ODDS (%) | 1 day ago 78% | 1 day ago 56% | 1 day ago 36% |
| Aroon ODDS (%) | 1 day ago 56% | 1 day ago 38% | 1 day ago 44% |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| IBDR | 24.22 | N/A | +0.02% |
| iShares iBonds Dec 2026 Term Corp ETF | |||
| LMBO | 18.29 | N/A | N/A |
| Direxion Daily Crypto Industry Bull2XETF | |||
| GRW | 30.03 | -0.07 | -0.22% |
| TCW Durable Growth ETF | |||
| MFDX | 41.92 | -0.19 | -0.46% |
| PIMCO RAFI Dyn Multi-Factor Intl Eq ETF | |||
| BCIL | 29.22 | -0.27 | -0.93% |
| Bancreek International Large Cap ETF | |||
HWM and
Correlation & Price change
A.I.dvisor indicates that over the last year, HWM has been closely correlated with GE. These tickers have moved in lockstep 72% of the time. This A.I.-generated data suggests there is a high statistical probability that if HWM jumps, then GE could also see price increases.