AXPFinancial Services · Credit ServicesThe 30 Wall Street analysts covering American Express Co. hold a median 12-month price target of $375 — +8.8% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 68 of 100 as at 1 Aug 2026 — in the upper half.
Consensus tells you what everyone already believes. The model scores American Express Co. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Issuance (89): The share count has been shrinking and the company is not leaning on new borrowing.
Accruals (30): A large share of reported profit has not shown up as cash, or the balance sheet is expanding quickly — both tend to unwind.
Size (1): Larger than most of the companies we track — more scrutinised, less often mispriced.
The rank is the raw material. Whether the rules would actually own American Express Co. — and when they’d sell — is the membership.
The bullish and bearish analyst opinions on AXP, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
The green dot is the last close — the median target sits +8.8% from it.
Of the 20 most recent actions, 7 moved their price target up and 4 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 3 Aug 2026 | UBS | Maintains | Neutral | $386 → $384 |
| 27 July 2026 | BTIG | Maintains | Sell | $324 → $315 |
| 27 July 2026 | Evercore ISI Group | Maintains | In-Line | $380 → $370 |
| 27 July 2026 | Morgan Stanley | Maintains | Equal-Weight | $385 → $382 |
| 13 July 2026 | HSBC | Maintains | Hold | $312 → $329 |
| 13 July 2026 | HSBC | Maintains | Hold | — |
| 13 July 2026 | JP Morgan | Upgrade | Overweight | $328 → $400 |
| 13 July 2026 | JP Morgan | Upgrade | Overweight | — |
| 9 July 2026 | B of A Securities | Maintains | Buy | — |
| 9 July 2026 | B of A Securities | Maintains | Buy | $387 → $391 |
| 7 July 2026 | Barclays | Maintains | Equal-Weight | $322 → $364 |
| 7 July 2026 | Barclays | Maintains | Equal-Weight | — |
| 7 July 2026 | TD Cowen | Maintains | Hold | — |
| 7 July 2026 | TD Cowen | Maintains | Hold | $330 → $338 |
| 7 July 2026 | UBS | Maintains | Neutral | — |
| 7 July 2026 | UBS | Maintains | Neutral | $340 → $386 |
| 6 July 2026 | Evercore ISI Group | Maintains | In-Line | — |
| 6 July 2026 | Evercore ISI Group | Maintains | In-Line | $345 → $380 |
| 30 June 2026 | BTIG | Maintains | Sell | — |
| 30 June 2026 | Piper Sandler | Initiates | Overweight | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 37% of US stocks
Cheaper than 39% of US stocks
Cheaper than 15% of US stocks
Higher than 61% of US stocks
Higher than 47% of US stocks
Higher than 81% of US stocks
Higher than 79% of US stocks
Higher than 90% of US stocks
Higher than 70% of US stocks
Higher than 26% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The nearest names by industry and size, scored by the same model — like for like.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. AXP appears on the weeks it earns a place.
A Motley Fool article compares how PayPal and American Express would fare in a recession, arguing that American Express is naturally resistant to economic downturns while PayPal could have a harder time bouncing back.
Why it matters — AXP watchers would care because the piece positions American Express as relatively resilient should the economy enter a downturn.
The Motley Fool reports that American Express is drawing most of its new consumer signups from millennial and Gen Z cohorts. It notes that the U.S. Platinum refresh reflects the company's commitment to strengthening its competitive position.
Why it matters — AXP watchers would care because the mix of new signups skewing toward younger consumers and product refreshes point to how the company is positioning itself for future growth in its card business.
American Express raised its full-year revenue guidance, saying this year's top line is expected to be somewhat stronger than initially forecast. The company left its earnings guidance unchanged, and the improved sales growth will not be fully matched by profit growth.
Why it matters — AXP watchers would care because the company is projecting stronger revenue while keeping its profit outlook flat, indicating where the incremental sales growth is being absorbed.
PYMNTS reports that Mastercard and American Express are shifting their focus in B2B payments from speed to creating a "living control layer" that enhances oversight and management of business transactions.
Why it matters — AXP watchers would care because this signals how the company is evolving its B2B payments strategy beyond simple transaction speed, potentially opening new revenue streams and deeper enterprise relationships.
Zacks.com users have been heavily searching for American Express Company (AXP), prompting an examination of the stock's performance and outlook.
Why it matters — Increased investor search activity can signal heightened interest or concern about AXP, making it relevant for current holders and potential watchers.
The 30 Wall Street analysts covering American Express Co. have a median 12-month price target of $375, with estimates ranging from $315 to $450. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 30 analysts covering American Express Co., 15 rate it a Buy, 14 a Hold and 1 a Sell. Ticker Nerd's systematic factor model ranks American Express Co. 68 out of 100 across roughly 4,600 US stocks as at 1 Aug 2026. None of this is personal advice — it does not consider your circumstances.
As at 1 Aug 2026, American Express Co. ranks 68 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Issuance (89 of 100).
No one can know that. What the data says: the median 12-month target from 30 analysts implies +8.8% from the last close, and Ticker Nerd's factor model ranks American Express Co. 68 out of 100 as at 1 Aug 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering American Express Co. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for AXP are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $315 to $450 over the next 12 months.
American Express Co. returned +18.4% over the 12 months to 3 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.
American Express Company is a multinational financial services corporation and bank holding company specializing in premium payment cards and related services. It issues a diverse portfolio of credit, charge, and debit cards under the American Express brand, renowned for their rewards programs, travel perks, and concierge services tailored to high-spending consumers and businesses.
The most recent item we track (The Motley Fool, 3 Aug 2026): "Which Financial Stock Would Hold Up Better in a Recession: PayPal or American Express?". A Motley Fool article compares how PayPal and American Express would fare in a recession, arguing that American Express is naturally resistant to economic downturns while PayPal could have a harder time bouncing back.
American Express Company is a multinational financial services corporation and bank holding company specializing in premium payment cards and related services. It issues a diverse portfolio of credit, charge, and debit cards under the American Express brand, renowned for their rewards programs, travel perks, and concierge services tailored to high-spending consumers and businesses. The company operates a closed-loop network that directly connects cardmembers, merchants, and partners, facilitating secure transactions worldwide while providing merchants with value-added tools for acceptance and growth. Beyond cards, American Express Company offers business solutions including expense management, commercial financing, and corporate travel services, alongside consumer banking products through American Express National Bank such as high-yield savings accounts and certificates of deposit. Its premium lifestyle brand emphasizes trust, security, and personalized experiences, serving individuals, small businesses, and large corporations across multiple sectors. Founded in 1850 and headquartered in New York, American Express Company plays a pivotal role in the global payments ecosystem, blending technology with exceptional service.
CEO Mr. Stephen Joseph Squeri · 76,800 employees · United States · https://www.americanexpress.com