25m quarter now priced in the stock
When a company misses estimates for years and people have been pummeled in the stock (assuming they were long), it takes a few good quarters to a year to get people's heads to turn and to become a believer again. It's not an overnight thing with a few PR's. Wall St. still believes that governments don't have the money and won't spend. Until that changes, there will still be a lot of shorts coming in on this. However, it's going to be painful as Taser beats the next few Qs and estimates start to rise and new analysts join in. Axon has a few Qs to gain traction as the X2 and X26 orders pile in. $300M in upgrades is enough to send the stock much higher for now and the next 6 months...