AXP
American Express Co
ACTIONABLEMethodology gates passed
Position levels
Currenttoday
USD 333.20
Buy <=wait / entry
USD 296.67
Trim >=take some off
USD 360.00
Thesis breakA formal cut to the reaffirmed 9%-10% full-year 2026 revenue growth band, or two...
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Scenario-weighted conviction
| Probability | Score | Contribution | |
|---|---|---|---|
| Bull case | 40% | 100 / 100 | 40.0 |
| Base case | 50% | 62 / 100 | 31.0 |
| Bear case | 10% | 10 / 100 | 1.0 |
| Weighted conviction | 72 / 100 - BUY | ||
Top risks
- Multiyear global payments agreement with NFL
- Raised FY2026 revenue growth guidance to 10%
- Q2 2026 EPS beat of $0.12 with 10% YoY revenue growth