American Express (AXP) Stock Rises 15.4% Driven by Revenue Growth
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 16 2026
0mins
Source: NASDAQ.COM
- Significant Revenue Growth: American Express reported a 9% year-over-year revenue increase in the first nine months of 2025, driven by new product launches and strategic partnerships, showcasing strong performance amid a rebound in travel and entertainment spending, thereby solidifying its market position.
- Strong Cash Flow: The company returned $2.9 billion through buybacks and dividends in Q3, with a ROE of 33.4%, exceeding the industry average, indicating robust capital return strategies that enhance investor confidence.
- Rising Demand for Surgical Robots: Intuitive Surgical's stock has gained 6.6% over the past six months, with 240 placements of the da Vinci 5 system in the U.S., driving a 19% year-over-year increase in global procedures, reflecting strong demand in the medical device market.
- Outstanding Microcap Performance: Daily Journal Corp.'s stock surged 61.8% in the past six months, supported by a market capitalization of $894.14 million and a $493 million marketable securities portfolio, demonstrating strong asset management capabilities and growth potential.
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Analyst Views on AXP
Wall Street analysts forecast AXP stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for AXP is 373.63 USD with a low forecast of 280.00 USD and a high forecast of 425.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
21 Analyst Rating
7 Buy
13 Hold
1 Sell
Moderate Buy
Current: 356.990
Low
280.00
Averages
373.63
High
425.00
Current: 356.990
Low
280.00
Averages
373.63
High
425.00
About AXP
American Express Company is a globally integrated payments company with card-issuing, merchant-acquiring and card network businesses. It offers products and services to a range of customers, including consumers, small businesses, mid-sized companies and large corporations around the world. Its segments include U.S. Consumer Services (USCS), Commercial Services (CS), International Card Services (ICS) and Global Merchant and Network Services (GMNS). USCS offers travel and lifestyle services as well as banking and non-card financing products. CS offers payment and expense management, banking and non-card financing products. ICS provides services to international customers, including travel and lifestyle services, and manages certain international joint ventures and its loyalty coalition business. GMNS operates a payments network that processes and settles card transactions, acquires merchants and provides multichannel marketing programs and capabilities, services and data analytics.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
American Express Q4 Earnings Preview: Key Insights and Analyst Ratings
- Revenue Growth Expectations: Analysts predict American Express will report Q4 revenue of $18.88 billion, a 9.9% increase from last year's $17.18 billion, indicating strong performance amid ongoing consumer recovery, which could further bolster market confidence.
- Earnings Per Share Increase: Expected EPS will rise from $3.04 last year to $3.54, marking the seventh consecutive quarter of beating analyst estimates, showcasing the company's sustained profitability and potentially attracting more investor interest.
- Analyst Rating Upgrades: Firms like JPMorgan, TD Cowen, and Barclays have raised their price targets for American Express, reflecting optimistic market expectations for its future performance, which may drive the stock price higher post-earnings report.
- Significant Market Influence: As a key component of the Dow Jones Industrial Average, American Express's earnings report will significantly impact several stocks and ETFs, particularly given its substantial position in Berkshire Hathaway's portfolio, potentially triggering broader market reactions.
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Market Update: Upcoming Earnings Reports and Inflation Data
- Fed Commentary: Following three consecutive rate cuts, Federal Reserve officials will provide their first commentary on the decision to hold rates steady, indicating concerns about the job market that could influence future monetary policy.
- Earnings Reports: Major companies like Chevron, American Express, and SoFi Technologies are set to release earnings on Friday, with analysts expecting Chevron's Q4 results to drop by up to $1.2 billion due to lower oil prices, although improved refining margins could add $700 million to offset some losses.
- Inflation Data: The December Producer Price Index (PPI) will be released, with economists forecasting total PPI to remain steady at 0.2%, while core PPI is expected to tick up by 0.3% month-over-month, providing crucial insights into inflation trends.
- Market Focus: As earnings and inflation data are released, investors will closely monitor how these factors impact market sentiment and future investment decisions, particularly in the energy and financial sectors.
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