American Express Company

New York Stock Exchange
Somewhat Bullish +45

Is American Express Stock Underperforming the Nasdaq? - barchart.com

πŸ“ˆ AXP stock gained 4.9% over the past three months, outperforming the Nasdaq Composite which fell 1.9% during the same period.

πŸ“‰ The stock has slipped 14.3% from its 52-week high of $387.49 and is currently trading below its 200-day and 50-day moving averages.

πŸ’° Q2 2026 revenue rose 19.4% year-over-year to $19.6 billion, though the figure missed Wall Street forecasts.

πŸ“Š Adjusted EPS for the quarter reached $4.53, topping analyst estimates despite the mixed earnings report.

πŸš€ Management raised full-year revenue growth guidance to 10%, increasing from a previous outlook of 9%.

🎯 Analyst consensus rating is 'Moderate Buy' with a mean price target of $376.10 offering 12.9% upside potential.

πŸ† AXP shares have outperformed peer Mastercard Incorporated over the past 52 weeks.

Bullish Signals
  • American Express raised its full-year revenue growth guidance to 10%, an increase from a previous outlook of 9%.
  • The company reported adjusted EPS of $4.53 for Q2 2026, which topped Wall Street estimates despite missing revenue forecasts.
  • AXP stock outperformed the Nasdaq Composite over the past three months with a 4.9% gain while the index fell 1.9%.
  • Analysts maintain a 'Moderate Buy' consensus rating with a mean price target of $376.10, implying 12.9% upside potential.
Risk Factors
  • AXP stock declined 4.3% on July 24 following the release of mixed Q2 2026 earnings that missed revenue forecasts.
  • The company's shares have slipped 14.3% from its 52-week high of $387.49 and are trading below key moving averages.
Full Analysis
American Express Company (AXP) operates as a major integrated payments firm with a market capitalization exceeding $225 billion, placing it in the mega-cap category alongside industry peers like Mastercard. The company is structured into four primary segments: U.S. Consumer Services, Commercial Services, International Card Services, and Global Merchant and Network Services, reflecting its substantial influence within the credit services sector. Recent stock performance data indicates a divergence between short-term and long-term trends for AXP. While the stock gained 4.9% over the past three months to outperform the Nasdaq Composite, which fell 1.9%, the broader 52-week view shows AXP is up only 1.5% compared to the Nasdaq's 21.6% return. The shares have recently slipped 14.3% from a 52-week high of $387.49 reached in December and are currently trading below their 200-day and 50-day moving averages. Following the release of mixed Q2 2026 earnings on July 24, AXP shares declined 4.3%. The company reported quarterly revenue growth of 19.4% year-over-year to $19.6 billion, though this figure missed Wall Street forecasts. However, adjusted earnings per share (EPS) came in at $4.53, surpassing analyst estimates. Looking ahead, management has raised its full-year revenue growth guidance to 10%, up from a previous outlook of 9%. Analyst sentiment toward American Express remains moderately optimistic despite the recent stock dip and mixed earnings report. Among the 31 analysts covering the stock, the consensus rating is 'Moderate Buy,' with a mean price target of $376.10 suggesting approximately 12.9% upside potential from current levels. This positive outlook contrasts with peer Mastercard, which has underperformed AXP over the past year.