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Get what investors say about AXP next
6 investor calls on AXP in the last 90 days (4 bullish, 2 bearish). Follow AXP free and new calls come to you in The Brief, our morning email, the day after we record them. This page shows them a week later.
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Who said what, and what AXP did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
Who’s talking about AXP
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-10-23 | Ben Elliott | Bullish | Bloomberg TV (uncut) | American Express has an enduring growth algorithm built on the wealthiest, most resilient customers… |
| 2026-10-23 | Unknown | Bearish | CNBC (uncut) | Q3 beat driven by lower provisions and lower tax rate rather than revenue growth, with spend decelerating… |
| 2026-10-23 | Tim Seymour (Seymour Asset Mgmt)CIO, Seymour Asset Management | Bearish | CNBC (uncut) | AXP's beat was partly driven by a lower provision rather than genuine strength, SMB spending remains… |
| 2026-10-23 | Chris Marangi | Bullish | Bloomberg Open Interest | American Express trades at roughly 15x earnings with ~$21 EPS next year and mid-teens earnings growth, and… |
| 2026-09-23 | Mohnish PabraiFund manager — Pabrai Investment Funds | Bullish | informo | American Express commands pricing power above Visa/Mastercard because merchants cannot drop it without losing… |
| 2026-08-07 | Joel GreenblattCo-CIO, Gotham Asset Management | Bullish | Mauro J | Pre-spin-off of American Express Financial Advisors (AEFA) allows buying the high-quality travel/credit card… |
| 2026-03-07 | Chris DavisChairman, Davis Advisors | Bullish | The Financial Economics | American Express is in its second century as a compounding machine, demonstrating that select financial… |
| 2026-02-27 | Brett SchaeferCo-host, Chit Chat Stocks | Bullish | Chit Chat Stocks | The AI-agent disintermediation thesis for American Express is wrong because the real moat is an irreplicable… |
| 2026-02-18 | Karen Firestone (Aureus)CEO, Aureus Asset Management | Neutral | CNBC Halftime Final Trades | Trimmed a large multi-year position after valuation expanded from 11x to 19x earnings, rotating proceeds into… |
| 2025-11-26 | Michael Co | Bullish | CNBC Fast Money Final Trade | American Express had a strong year and the speaker expects the momentum to continue into next year |
Show all 13 mentions
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2025-09-19 | Mike | Bullish | CNBC Fast Money Final Trade | American Express sits on the opposite side of overleveraged BNPL consumers and has been actively improving… |
| 2023-09-09 | Guy SpierManaging Partner, Aquamarine Fund | Bullish | The Young Investors Podcast | Credit card networks capture a percentage of nominal transaction value, making revenues naturally… |
| 2009-03-28 | Whitney TilsonFormer hedge fund manager — T2 Partners | Bullish | interview | American Express has a strong franchise with access to government liquidity programs that keep the business… |
Next report: 28 Jan 2027 after the close
| Report | When | EPS actual vs est. | Reaction |
|---|---|---|---|
| 23 Oct 2026 | before the open | 4.68 vs 4.53 | -3.5% |
Notable options days
Sessions in the last 120 where AXP’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 5 of 120 sessions qualified.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-10-22 | ||||||
| 2026-09-16 | ||||||
| 2026-07-24 | ||||||
| 2026-07-23 | ||||||
| 2026-06-25 |
AXP on the Wheel
AXP passed our 1-month put test (30-delta put, 30–45 days, sold at the bid, bought back at half the credit), 2021–2026.
The Wheel lists cash-secured puts on stocks after a 3% drop, with live quotes, the chance of assignment and each stock’s own history. Free to use; a free account lets you follow stocks, add your own and ask questions.
Decision support, not advice · questions put sellers ask us
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