DailyIQ
|
Sector:Financial ServicesAll sectors
Last updated 3 minutes ago

AXP·American Express Company

$.
-. (-.%)
Pre-Market
High
$312.01
Open
$311.46
Market Cap
212.74B
52W High
$387.49
Low
$311.01
P. Close
$310.73
P/E
18.96
52W Low
$281.46
Fwd P/E
70.66
Mean Target
$361.57
Technical Score (1D)
45
NEUTRAL
News Sentiment
64
BULLISH
American Express has partnered with Mercantile and the American Society of Interior Designers (ASID) to launch a new small business credit card. This card is specifically designed for design professionals, aiming to address their unique cash flow needs related to project-based work and seasonal revenue. Issued by Celtic Bank and operating on the American Express Network, the card will offer ASID members access to Amex benefits. This move signals a continued focus on niche small business segments, potentially expanding AXP's reach within the professional services sector. Investors will want to watch for uptake among ASID members and any further announcements regarding similar targeted offerings.
Earnings Summary
American Express Company is a global financial services corporation operating in the Credit Services industry, renowned for its comprehensive suite of payment products and services for consumers and businesses. The company leverages its extensive network and premium brand positioning to offer rewards, benefits, and expense management solutions. In its most recent reporting periods, American Express demonstrated a trend of accelerating earnings per share (EPS) growth, with Q2 2026 EPS estimates not yet available, following an actual EPS of $4.28 in Q1 2026, which missed the estimate of $4.43. This followed a Q4 2025 where actual EPS of $3.53 missed the estimate of $3.57. Revenue estimates were also missed in Q4 2025 ($18.98 billion actual vs. $19.11 billion estimate) and Q1 2026 ($18.91 billion actual vs. $19.60 billion estimate). Prior to these quarters, the company showed consistent EPS beats, with Q2 2025 actual EPS of $4.08 exceeding the estimate of $3.88 and Q1 2025 actual EPS of $3.64 surpassing the estimate of $3.47. Revenue data for these earlier quarters was not provided. Looking at the historical trajectory, American Express has shown a pattern of revenue growth, though recent quarters have seen EPS misses against analyst expectations, contrasting with earlier periods of consistent EPS beats. For instance, Q2 2025 saw revenue of $17.86 billion, up from $16.97 billion in Q1 2025, indicating continued top-line expansion. Recent news highlights positive analyst sentiment, with Loop Capital initiating coverage with a "Buy" rating and a $389 price target, suggesting potential upside despite recent share price pullbacks. The company is actively expanding its reach through partnerships with Fanatics for a new co-branded card and enhanced welcome offers on Hilton and Marriott cards to drive customer acquisition and spending in the travel segment. Additionally, American Express continues its commitment to small businesses through grant programs. Investors will be watching for the impact of these new partnerships and promotional offers on customer acquisition and spending trends in the upcoming quarters, as well as the company's ability to return to EPS beats against analyst estimates.

EPS

EstBeatMiss
$3.33$3.64$3.95$4.26$4.57Q1'25Q2'25Q3'25Q4'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$4.38 - -
Q1'26$4.43$4.28-3.3%
Q4'25$3.57$3.53-1.2%
Q3'25$4.00$4.14+3.6%
Q2'25$3.88$4.08+5.1%
Q1'25$3.47$3.64+4.8%

Revenue

EstBeatMiss
$16.5B$17.5B$18.4B$19.3B$20.3BQ1'25Q2'25Q3'25Q4'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$19.8B - -
Q1'26$19.6B$18.9B-3.5%
Q4'25$19.1B$19.0B-0.7%
Q3'25 - $18.4B -
Q2'25 - $17.9B -
Q1'25 - $17.0B -
Full Earnings BreakdownEstimates, actuals, guidance, and historical context
→

Market Data

AXP Stock Snapshot

AXP is currently trading at $312.00, giving American Express Company a market cap of 212.74B and a P/E ratio of 19.0. Today's range spans $311.01–$312.01, with shares opening at $311.46 and moving up $1.27 (0.4%) from the prior close. DailyIQ's technical score sits at 45/100 (HOLD) with a news sentiment reading of 64/100.

Over the past year AXP has traded between $281.46 and $387.49 - the current price is +10.9% off the 52-week low and -19.5% from the high. 36 analysts cover the stock with a Hold consensus and a mean 12-month target of $361.57 (range $285.00–$450.00), implying upside of +15.9%.

Volatility for AXP is compressed - a HOLD signal (45/100) with bullish sentiment (64/100) at $312.00 (in the lower half of its 52-week range) in a large-cap Financial Services name (212.74B market cap) is the kind of setup where realized volatility undershoots implied. The current P/E ratio stands at 19.0. Annual range: $281.46–$387.49. That compression typically resolves with a sharp directional move - the question is timing and catalyst, not direction, because HOLD signals at this scale don't stay neutral indefinitely.

The 52-week range of $281.46–$387.49 for AXP provides the structural reference that options traders, systematic funds, and discretionary managers all anchor to — and at $312.00 (in the lower half of its 52-week range), the stock sits in a zone where the next 5–10% move will likely define which crowd was right. A HOLD signal at 45/100 and bullish news backdrop (64/100) don't break the tie yet, but they narrow the probability distribution toward the upside.