American Express (AXP) PT Raised to $326 at BofA Securities

William Blair Reiterates Outperform Rating on American Express (AXP)

William Blair analyst Robert Napoli reiterated an Outperform rating on American Express (NYSE: AXP).

The analyst comments "We reiterate our Outperform rating on AXP shares following in-line December-quarter results and 2025 earnings guidance that bracketed the Street. In our view, the company has multiple levers to drive low- to midteens earnings growth, and we believe that modest multiple expansion is warranted. Our 2025 adjusted EPS estimate goes to $15.19 (from $15.10) and our 2026 adjusted EPS estimate goes to $17.23 (from $17.08). The company returned $7.9 billion to shareholders in 2024 and generated a 35% ROE (versus long-term average of 26.5%). AXP shares... More

American Express (AXP) PT Raised to $344 at Evercore ISI, 'We are incrementally more constructive on AXP’s revenue trends'

Evercore ISI analyst John Pancari raised the price target on American Express (NYSE: AXP) to $344.00 (from $315.00) while maintaining a In Line rating.

THe analyst comments "Revising EPS estimates post 4Q results & 2025 outlook; Reiterate In Line. Coming out of AXPs 4Q24 results, we are modestly raising our 2025 and 2026 EPS estimates to $15.07 and $17.44 from $14.63 and $16.76. Our EPS revision reflects a modestly higher NII and non-II forecast, as well as lower LLP. Our higher NII estimate is driven by mgmts expectation for NII growth to outpace loan and receivables growth. We are slightly raising our... More

Wolfe Research on American Express (AXP): 'Higher Investment Spending Fuels Top-Line Acceleration'

Wolfe Research analyst Bill Carcache reiterated a Peerperform rating on American Express (NYSE: AXP).

The analyst comments "4Q24 First Look: Higher Investment Spending Fuels Top-Line Acceleration. 4Q24 GAAP EPS came in at $3.04 vs. our / consensus estimates of $2.95 / $3.04. Relative to consensus, the in line... More

Goldman Sachs on American Express (AXP): 'we believe these results and outlook are solid and from a fundamental basis, should be well received'

Goldman Sachs analyst Ryan Nash reiterated a Buy rating and $350.00 price target on American Express (NYSE: AXP)

The analyst comments "High level thoughts on earnings: AXP reported 4Q24 EPS of $3.04 (vs. Visible Alpha Consensus Data of $3.05). Overall, while core PPNR came in lower than expected ($4.05bn vs. cons $4.35bn) on higher expenses, revenue growth was in-line and we believe the components were better than expected. Additionally, the PPNR miss was offset by lower than expected provisions. In terms of the pieces - core revenues grew 8.7% YoY (10% FX adjusted) relatively in-line with expectations ($17.18bn vs.... More

Truist Securities Reiterates Buy Rating on American Express (AXP), PT $350

Truist Securities analyst Brian Foran reiterated a Buy rating and $350.00 price target on American Express (NYSE: AXP)

The analyst comments "American Express teased the high end of their revenue guide, as 4Q spend came in stronger than expected. They also noted January so far... More

American Express (AXP) Tops Q4 EPS by 2c

American Express (NYSE: AXP) reported Q4 EPS of $3.04, $0.02 better than the analyst estimate of $3.02. Revenue for the quarter came in at $17.18 billion versus the consensus estimate of $17.14 billion.

For earnings history and earnings-related data on American Express (AXP) click here.

William Blair Positive on SoFi Technologies (SOFI): 'We think that SoFi shares can approach American Express’s...8.6x price-to-tangible-book ratio'

William Blair analyst Andrew Jeffrey reiterated an Outperform rating on SoFi Technologies (NASDAQ: SOFI)

The analyst comments "Todays action call: we encourage investors to accumulate on any post-earnings volatility as we look forward to fourth-quarter results on January 27. SoFi shares have rallied in the last several days, as they often do in anticipation of strong financial results. We think that betterthan-expected fourth-quarter revenue and EBITDA will highlight the growing effectiveness of the companys Financial Services Productivity Loop (FSPL)its efficient top-of-the-marketing funneland an ongoing shift to a fee-centric revenue model. That... More

American Express (AXP) spreader active in January 2026 and 2027 calls into quarter results

American Express (NYSE: AXP) January 24 weekly call option implied volatility is at 92, February is at 29; compared to its 52-week range of 17 to 34 into the expected release of quarter results before the bell on January 24. Call put ratio 6.2 calls to 1 put with focus on January 2026 320 calls and January 2027 430 calls.

American Express (AXP) call put ratio 3 calls to 1 put into quarter results

American Express (NYSE: AXP) January 24 weekly 322.50 straddle priced for movement of 4.5% into the expected release of quarter results before the bell on January 24. Call put ratio 3 calls to 1 put.