$AXP

3 theses

bullish 33%neutral 0%bearish 67%

Avg return (3m)

-15.1%

Win rate (3m)

100% (1 resolved)

1d 3d 1w 1m 3m 6m 1y

Past performance does not predict future results. Informational only, not investment advice.

Recent theses

Prices as of Oct 2, 4:30 PM ET

$AXPSEC Form 4bearish

Herena Monique · Chief Colleague Exp. Officer at AMERICAN EXPRESS CO · 45d agono track record yet

Sold 8,811 @ $337.41 avg · $2,972,920 · 2026-08-18

Form 4: Herena Monique sold AXP

Herena Monique (Chief Colleague Exp. Officer at AMERICAN EXPRESS CO) reported an open-market sale of 8,811 shares of AXP at an average $337.41, roughly $2,972,920, in a Form 4 filed 2026-08-19.

At post $339.90Now $302.78-10.9% since postedas of Oct 2, 4:30 PM ET

1d-2.6%

3d-1.1%

1w-1.1%

1m-8.3%

3m—

6m—

1y—

View filing on SEC.gov →

$AXPr/ValueInvestingStock Analysisbullish

u/LectureForsaken6782 · 72d ago3 prior · awaiting results

Long AXP

Long on AXP - good time to buy while its dipping after Q2 results

AXP is attracting high-value younger demographics (60% of new accounts are Gen Z/Millennials) with resilient credit quality despite short-term expense growth. Current dip presents a buying opportunity for long-term investors who view management's customer acquisition spending as building durable competitive moat.

At post $326.17Now $302.78-7.2% since postedas of Oct 2, 4:30 PM ET

1d—

3d+2.8%

1w+3.1%

1m+3.0%

3m—

6m—

1y—

original post →

$AXPr/ValueInvestingDiscussionbearish

u/FieryXJoe · 267d ago2 prior · awaiting results

Trump announces he will cap credit card APY at 10%.

American Express will be more severely impacted than Visa and Mastercard by credit card APY caps, as the company is both a card network and issuer, directly facing margin compression from lower interest income.

At post $373.40Now $302.78-18.9% since postedas of Oct 2, 4:30 PM ET

1d—

3d-4.3%

1w-2.9%

1m-4.4%

3m-15.1%

6m-9.9%

1y—

original post →

End of results.