AXP American Express Company Loading... : Bullish and Bearish Analyst Opinions
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21:57
Aug 21
Aug 21
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.
MED
16:04
Aug 17
Aug 17
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
Aug 17
Aug 17
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
Aug 07
Aug 07
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.
MED
23:45
Aug 06
Aug 06
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.
MED
12:30
Aug 03
Aug 03
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.
HIGH
13:00
Jul 29
Jul 29
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.
HIGH
20:30
Jul 28
Jul 28
Winning expanded services for large clients indicates strong client relationships and cross-selling success, which is positive for Omnicom's revenue growth.
HIGH
00:45
Jul 28
Jul 28
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.
HIGH
20:14
Jul 24
Jul 24
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
Jul 24
Jul 24
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
Jul 24
Jul 24
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
Jul 24
Jul 24
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
Jul 24
Jul 24
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
Jul 24
Jul 24
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
Jul 24
Jul 24
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
Jul 24
Jul 24
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
Jul 24
Jul 24
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
Jul 24
Jul 24
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.
LOW
08:30
Jul 24
Jul 24
Management is confident in momentum, raising revenue guidance and reinvesting in growth, signaling durable mid-teens EPS compounding despite not raising EPS guide.
HIGH
23:46
Jul 21
Jul 21
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.
HIGH
22:15
Jul 21
Jul 21
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.
MED
14:58
Jul 19
Jul 19
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
Jul 15
Jul 15
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.
HIGH
12:25
Jul 13
Jul 13
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
Jul 13
Jul 13
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
Jul 13
Jul 13
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
Jul 10
Jul 10
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.
HIGH
08:04
Jun 30
Jun 30
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.
LOW
About AXP Analyst Coverage
Buzzberg tracks AXP (American Express Company) across 23 sources. 24 bullish vs 0 bearish calls from 50 analysts. Sentiment: predominantly bullish (33%). 73 total trade ideas tracked. Latest voices: Jeremiah Buckley, FirstSquawk, Meredith Whitney.