AXP American Express Company Loading... : Bullish and Bearish Analyst Opinions
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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
12:30
May 06
May 06
Marriott's co-brand credit card negotiations with American Express are proceeding as planned, with new deals expected later in the year.
HIGH
13:30
Feb 10
Feb 10
Marriott raised its co-brand credit card royalty rate, a contractual change separate from ongoing deal renewals with Visa/Chase/AmEx, and now guides card fees +35% in 2026, decoupled from spending growth. — This signals Marriott is extracting higher economics from existing card partnerships, creating a new line-item revenue source that may pressure card partners' payment economics.
HIGH
About AXP Analyst Coverage
Buzzberg tracks AXP (American Express Company) across 1 sources. 0 bullish vs 0 bearish calls from 3 analysts. Sentiment: evenly split. 3 total trade ideas tracked. Latest voices: Tony Capuano, Jen Mason, Leni Oberg.