AXP American Express Company Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лента
21:57
21 авг
21 авг
Health care and financials broaden market.
The market is broadening beyond AI into health care and financials with attractive opportunities in health care equipment and financial services; he specifically likes Goldman Sachs, American Express, and Stryker on multiple contraction and rising estimates.
Сред.
16:04
17 авг
17 авг
American Express reports July charge-offs at 1.7 percent.
American Express reports July charge-offs at 1.7 percent, a factual credit performance metric with no directional market call.
16:04
17 авг
17 авг
American Express reports July credit card delinquencies at 1.1 percent.
American Express reports July credit card delinquencies at 1.1 percent, a factual data release with no directional market commentary.
20:00
07 авг
07 авг
Premium card fees lucrative for American Express
Big banks are chasing high-income consumers with premium credit cards because the fee income is so lucrative as consumers pay off balances monthly instead of revolving. American Express is a key beneficiary of this shift to fee-driven premium card economics.
Сред.
23:45
06 авг
06 авг
Wealthy clients drive strong spending
American Express has a rich clientele providing buoyancy. The stock (referred to as America's best) is down 7% for the year, presenting a buying opportunity alongside the strong consumer spending trend.
Сред.
12:30
03 авг
03 авг
The new U.S. co-brand credit card agreements with JPMorgan and Amex are expected to contribute ~$100-125M to Marriott's annual fee revenue by 2028, but the impact for 2026 is only ~$30M, indicating a multi-year ramp. — Indicates a slow ramp for the new card economics, with near-term benefits more modest than the headline deal suggests.
Выс.
13:00
29 июл
29 июл
Gen Z spending lifts Amex growth.
American Express is seeing exceptional growth from younger cohorts, with Gen Z spending up 40% year-over-year and 65% of new accounts acquired from millennials and Gen Z. This indicates strong brand penetration and future revenue growth.
Выс.
20:30
28 июл
28 июл
Winning expanded services for large clients indicates strong client relationships and cross-selling success, which is positive for Omnicom's revenue growth.
Выс.
00:45
28 июл
28 июл
Buy American Express on post-earnings dip.
American Express sold off after beating earnings but not raising guidance, which is a misguided reaction. The bill business is strong with millennial spending up 14% and Gen Z up 40%, credit metrics are fantastic, and management wisely reinvests for growth. Down 13% from all-time high, this is a terrific buying opportunity.
Выс.
20:14
24 июл
24 июл
Seeking Alpha reports that American Express delivered strong Q2 earnings and raised revenue.
Seeking Alpha reports that American Express delivered strong Q2 earnings and raised revenue guidance, though the Quant score remains a neutral hold.
14:55
24 июл
24 июл
American Express raised its revenue growth forecast for the year after reporting second-quarter.
American Express raised its revenue growth forecast for the year after reporting second-quarter earnings that exceeded Wall Street estimates.
14:35
24 июл
24 июл
American Express CEO Steve Squeri discusses the company's expanded customer focus across.
American Express CEO Steve Squeri discusses the company's expanded customer focus across generations, international growth in key markets, and revenue growth from $30 billion in 2017 to a projected $80 billion.
12:47
24 июл
24 июл
US pre-market movers show Intel up on strong earnings and guidance.
US pre-market movers show Intel up on strong earnings and guidance, American Express down on revenue and profit guidance miss, Oracle up on a Navy contract, and Charter Communications down on broadband subscriber losses.
12:47
24 июл
24 июл
US pre-market movers show Intel up on strong earnings and guidance.
US pre-market movers show Intel up on strong earnings and guidance, American Express down on revenue and profit miss, Oracle up on Navy contract, and Charter down on broadband subscriber decline.
11:50
24 июл
24 июл
American Express reports better-than-expected second quarter earnings with EPS of $4.53.
American Express reports better-than-expected second quarter earnings with EPS of $4.53 and raises full-year revenue growth guidance to 10 percent.
11:15
24 июл
24 июл
American Express reported Q2 2026 earnings with EPS beating estimates but revenue slightly.
American Express reported Q2 2026 earnings with EPS beating estimates but revenue slightly missing, while maintaining its full-year EPS guidance.
11:12
24 июл
24 июл
American Express reported Q2 2026 earnings with EPS beating estimates but revenue slightly.
American Express reported Q2 2026 earnings with EPS beating estimates but revenue slightly missing, while maintaining its full-year EPS guidance and revenue growth outlook.
11:01
24 июл
24 июл
American Express reported Q2 earnings with EPS beating estimates but revenue slightly missing.
American Express reported Q2 earnings with EPS beating estimates but revenue slightly missing expectations while provision for credit losses came in lower than forecast.
09:30
24 июл
24 июл
AXP reported Q2 EPS beat by $0.12, billed business exceeded estimates, and maintained FY EPS guidance of $17.30-$17.90. The EPS beat and improved revenue growth outlook (+10% vs prior +9-10%) suggest operational strength and accelerating top‑line momentum, creating a positive earnings‑driven entry. The community data points to a fundamental beat on profitability and business volume, supporting a long bias on relief that growth is intact despite a slight revenue miss. The slight revenue miss ($19.64B vs $19.69B) could prompt near‑term profit‑taking; no explicit price target or implied move given.
Низ.
08:30
24 июл
24 июл
Management is confident in momentum, raising revenue guidance and reinvesting in growth, signaling durable mid-teens EPS compounding despite not raising EPS guide.
Выс.
23:46
21 июл
21 июл
Buy American Express on earnings dip.
American Express is best-in-class, benefits from strong travel spend, and Lang expects a big earnings beat. Historically the stock sells off post-earnings on Friday and then rallies, making it a good buy around 10:30-11 am on that Friday.
Выс.
22:15
21 июл
21 июл
Invest in top-K consumer luxury companies.
The K-shaped economy is real but the extreme is at the top—affluent consumers are thriving. Investing in companies that serve the top of the K is a legitimate and powerful strategy right now. High-end insurance, luxury travel, and premium credit cards are earning record profits as wealthy clients spend freely.
Сред.
14:58
19 июл
19 июл
The tweet previews the upcoming earnings week with GOOGL and INTC in focus.
The tweet previews the upcoming earnings week with GOOGL and INTC in focus, noting AI spending scrutiny and semiconductor sector pressure after a bear market correction.
18:01
15 июл
15 июл
AXP earns 30%+ return on capital
Buffett views American Express as an exceptional business that earns over 30% return on capital, far above the 13-14% earned by most banks, without taking on more risk. He cites it as a classic compounding machine that Berkshire still likes.
Выс.
12:25
13 июл
13 июл
SK Hynix ADRs drop 8% on overstretched AI concerns, Agenus surges 46% on private placement.
SK Hynix ADRs drop 8% on overstretched AI concerns, Agenus surges 46% on private placement, American Express rises after JPMorgan upgrade, Shopify gains on Jefferies upgrade, TriCo Bancshares rises on acquisition deal while First Hawaiian slips.
12:24
13 июл
13 июл
Mag 7 stocks are mixed in premarket trading while Agenus surges on a private placement.
Mag 7 stocks are mixed in premarket trading while Agenus surges on a private placement, American Express rises on a JPMorgan upgrade, Shopify gains on a Jefferies upgrade, SK Hynix drops on AI-fueled concerns, and TriCo Bancshares jumps on acquisition news.
05:54
13 июл
13 июл
JPMorgan upgrades American Express and raises its price target by 72 dollars to 400 dollars per.
JPMorgan upgrades American Express and raises its price target by 72 dollars to 400 dollars per share.
14:00
10 июл
10 июл
Delta reaffirms that the Amex co-brand partnership is accelerating, with double-digit card spend and member growth — a strong signal for Amex's travel and entertainment segment.
Выс.
08:04
30 июн
30 июн
The tweet reports a list of stocks receiving analyst upgrades but does not state the author's.
The tweet reports a list of stocks receiving analyst upgrades but does not state the author's own position, making it a factual research summary rather than a trade idea.
Низ.
Об аналитическом покрытии AXP
Buzzberg отслеживает AXP (American Express Company) в 23 источниках. Бычьих сигналов: 24, медвежьих: 0, от 50 аналитиков. Сентимент преимущественно бычий (33%). Всего отслеживаются 73 торговые идеи. Последние спикеры: Jeremiah Buckley, FirstSquawk, Meredith Whitney.