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This summary was created by AI, based on 23 opinions in the last 12 months.

American Express (AXP) has shown a strong performance over the years, standing out on the socio-economic side compared to Visa and Mastercard. Despite some recent volatility following earnings reports, experts highlight the company’s robust earnings growth and effective cash generation strategies, including significant stock repurchases. The company is noted for capturing the spending habits of younger demographics, particularly Millennials and GenZ. However, there are concerns regarding moderation in revenue growth and potential overvaluation at current PE ratios compared to historical levels. Overall, sentiment remains relatively positive, with recommendations for long-term holds but caution against adding more at current prices.

Consensus
Hold
Valuation
Overvalued
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TOP PICK

American Express Company (Mexico), S.A. de C.V. is a diversified global integrated travel and financial services company with operations in more than 200 countries and a presence in Mexico since 1852. It is characterized by offering superior services that exceed customer expectations in financial products, such as personal service and credit cards, corporate cards, and leisure and business travel services. American Express provides its customers with access to products, ideas, and experiences that enrich lives and contribute to business success. Social media mentions are up 1400% in the past 24h.

TOP PICK

Positioned higher on the socio-economic side than Visa or MA, so it doesn't have a lot of credit problems. Absolutely spectacular track record. Extremely profitable right through the entire financial crisis. Earnings growth at the 15% annualized level, trades at only 18x. Excess cash generation. Repurchased ~40% of stock in last 20 years. Yield is 1.17%, keeps jacking it up.

Also a core holding of his good friend Warren Buffett ;)

(Analysts’ price target is $324.71)
BUY

It reports Friday. Every time it reports, the stock takes a hit that day, but AXP has had a juggernaut run in recent years.

HOLD

A bit more credit risk than other names. All the credit card companies are good, but he prefers and owns Visa.

PARTIAL SELL

She just trimmed AmEx as part of typical prudent portfolio management. She bought this in 2019 at 14x PE and is now at 19x PE with 13% earnings growth for the next two years. If the market hits volatility, she's perfectly fine taking a little money off the table.

HOLD

Does not own shares, but does own Mastercard. Overall, a strong sector with move towards cashless society. Well positioned for the future. Would recommend holding. 

BUY ON WEAKNESS

Wall Street got their quarter wrong again. It hit $286, a new high, last Thursday, but tumbled 2.19% today. Revenues were in-line at 6% in their total spending in their cards, and expenses were 9% YOY, but below estimates, and they beat EPS, but they slightly trimmed their full-year revenue growth forecast, but Millennials/GenZ spending is up 12% YOY, the Boomers are flat while GenX is 4%. Delinquencies look good, not that bad. Wall Street didn't like their gradual slowdown in revenue growth.

BUY

Reported today but shares are down. They are being conservative. The US consumer was +12%, card fees 18%, NII 15%--all good numbers. Also, shares are up so much this year. A good story.

BUY

They have lots of runway: they issued 3.3 million new cards were issued last quarter with 80% to Millennials and GenZ. Don't trade, but invest in this.

BUY

Just reported a very small topline miss, but beat on the bottom. Share are up nearly 50% this year. They focus on Millennials and GenZ, nicely. They will continue to grow.

BUY ON WEAKNESS

They report Friday. The last two times, he advised buying if shares fell, and he was right. One of his favourite companies.

BUY ON WEAKNESS
Was downgraded today

How many times has AmEx been downgraded only to bounce back? And you're downgrading before a rate-cutting cycle?

BUY

Good to hear management's recent comments about slower, but stable growth, given worries that travel and discretionary spending is slowing. AXP is expanding its base, which has been loyal, to a younger demographic.

BUY

Spending remains robust. Revenue will grow 9-11% based on the strong, upper-end consumer.

HOLD

It was done very well for him, but revenue growth is slightly moderating, only 10% in the last quarter. He's concerned, but can't and won't sell.

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American Express(AXP-N) Rating

Ranking : 4 out of 5

Bullish - Buy Signals / Votes : 2

Neutral - Hold Signals / Votes : 6

Bearish - Sell Signals / Votes : 2

Total Signals / Votes : 10

Stockchase rating for American Express is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

American Express(AXP-N) Frequently Asked Questions

What is American Express stock symbol?

American Express is a American stock, trading under the symbol AXP-N on the New York Stock Exchange (AXP). It is usually referred to as NYSE:AXP or AXP-N

Is American Express a buy or a sell?

In the last year, 10 stock analysts published opinions about AXP-N. 2 analysts recommended to BUY the stock. 2 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for American Express.

Is American Express a good investment or a top pick?

American Express was recommended as a Top Pick by on . Read the latest stock experts ratings for American Express.

Why is American Express stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is American Express worth watching?

10 stock analysts on Stockchase covered American Express In the last year. It is a trending stock that is worth watching.

What is American Express stock price?

On 2025-03-18, American Express (AXP-N) stock closed at a price of $262.72.