Thomas Buberl

CEO, AXA
@thomasbuberl · tracked since Feb 2026
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Calls
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Worst Calls
AXA long -3.8%
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AXA ×1
Recent Calls
AXA long 3 months ago
Win Rate 0% Long 1 Short 0
Win Rate
7d 0%
30d 0%
90d —
Average Return -3.8% Long Return -3.8% Short Return -
Average Return
7d -6.9%
30d -5.0%
90d —
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AXA AXA S.A. AXA S.A.
Long
Feb 26
$40.86
-3.8%
AXA reported record results and announced a €1.25B buyback. The CEO explicitly stated their private credit exposure is "far below competitors." The buyback provides a floor for the stock. Low exposure to private credit removes a key overhang that is plaguing other insurers/financials in the current macro environment. LONG AXA as a defensive financial play with capital return catalysts. Climate/Catastrophe claims exceeding models (though CEO claims balance sheet is insulated).
AXA reported record results and announced a €1.25B buyback. The CEO explicitly stated their private credit exposure is "far below competitors." The buyback provides a floor for the stock. Low exposure to private credit removes a key overhang that is plaguing other insurers/financials in the current macro environment. LONG AXA as a defensive financial play with capital return catalysts. Climate/Catastrophe claims exceeding models (though CEO claims balance sheet is insulated).
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