AXP research calls — American Express Company

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AXP American Express Company · Financial Services

2 research calls since Oct 6. Latest view: Lean bullish

Edge per call (0–10)

Last close

$312.91 2026-10-27

1 week

-1.7%

1 month

+1.3%

3 months

-7.0%

1 year

-13.5%

Latest call vs SPY

-1.4% since 2026-10-23

Technical scan

Strong Buy rank 54 of 127

Price, last 12 months daily close · markers are published calls

Current technical signals nightly scan, 2026-10-27

MACD: Bullish WeakeningOBV: Confirmed Uptrend

Notable moves days AXP was among the market's biggest movers

2026-10-23 -3.7% Transaction volumes missed expectations · $313.22

What would change the latest view

Q4'26 card-member-services expense growth stays at or re-accelerates above ~30% YoY, contradicting the moderation claim
Delinquency rate breaks materially above the ~1.3% level held for 15 quarters, or net write-offs rise above ~2.0%
2027 consensus EPS is cut below ~$19.50 after the Q4 print, signaling the refresh economics don't support current growth expectations
Revenue growth guidance for 2027 is set below ~8%, breaking the 10% algorithm

All calls on AXP

AXP Lean bullish

Oct 26, 2026 · American Express Company · edge 5/10· evidence 7/10

Lean bullish — sentiment reset, not fundamentals.

AXP's ~24% drawdown from its 52-week high is a confidence reset on the durability of returns from the $895 Platinum refresh, not a fundamentals reset. The 82% idiosyncratic share of its moves vs. SPY confirms the de-rating is stock-specific. With credit metrics stable-to-improving, card-fee growth accelerating (+17%), and 2026 guidance tightened upward — the adjusted EPS floor…

Entry $313.22 (2026-10-23) 1m vs SPY: -1.4% so far

AXP Lean bullish

Oct 6, 2026 · American Express Company · edge 6/10· evidence 7/10

Pullback looks overdone — lean bullish.

The market has de-rated AXP as a consumer lender (tracking COF/XLF, not Visa) in response to a September Fed hike, 12.5-year-low consumer confidence, and tariff-squeezed aggregate spending. AXP's actual reported data contradicts the credit-cracking narrative: 2.0% net write-offs in both Q1 and Q2 2026, delinquencies in a 1.2-1.3% range management says has persisted for three…

Entry $304.02 (2026-10-05) 1m vs SPY: +3.6% so far

Results vs SPY · * still running

Published	View	Edge	Evidence	Entry	1 week	1 month	3 months
Oct 26	Lean bullish	5	7	$313.22	-1.4%*	-1.4%*	-1.4%*
Oct 6	Lean bullish	6	7	$304.02	+2.0%	+3.6%*	+3.6%*

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