Bull: Earnings and revenue guidance is still about like 50% give or take And its a 24 PE stock with 60% growth. Though it did die once and then reinvented themself like a phoenix AXON 2.0,
Bear: Earnings and revenue boost is dependant on new models generally. It's very much like Pharma patent cliff in that aspect. Big tech can eat their lunch like AMZN ate tradedesk. Black box business too but it is what it is. High cash flow margin hides the low PE (which could change anytime)
What do the fellow members think?