Evercore analyst John Pancari maintains $American Express (AXP.US)$ with a hold rating, and adjusts the target price from $255 to $290.
According to TipRanks data, the analyst has a success rate of 42.4% and a total average return of -5.9% over the past year.
Furthermore, according to the comprehensive report, the opinions of $American Express (AXP.US)$'s main analysts recently are as follows:
The trading positioning of American Express near the upper end of its valuation spectrum, combined with restrained potential for exceeding estimates, presents an 'asymmetric risk.' With the market's expectations hovering around a 15% yearly growth rate through to 2026—a scenario that approaches the most optimistic outlook—slowing sales growth could dampen the possibility for significant gains. Analysts suggest that investors might consider strategically realizing profits within the consumer finance sector.
Anticipations are set for a 'dynamic' third quarter earnings season for specialty finance companies, with attention centered on the Federal Reserve's rate cut and consumer credit stress, both of which could challenge current expectations. A significant emphasis is anticipated on the outlook for net interest income as interest rates fall, and it is suggested that many in the sector may experience pressure due to asset-sensitive balance sheets.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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Evercore分析師John Pancari維持$美國運通 (AXP.US)$持有評級,並將目標價從255美元上調至290美元。
根據TipRanks數據顯示,該分析師近一年總勝率為42.4%,總平均回報率為-5.9%。
此外,綜合報道,$美國運通 (AXP.US)$近期主要分析師觀點如下:
美國運通的交易頭寸接近其估值範圍的上限,再加上超出預期的可能性有限,構成了 「不對稱風險」。到2026年,市場的預期將徘徊在15%左右的年增長率——這種情況接近最樂觀的前景——銷售增長放緩可能會抑制大幅增長的可能性。分析師認爲,投資者可以考慮戰略性地在消費金融領域實現利潤。
預計專業金融公司的第三季度業績期將出現 「充滿活力」,注意力集中在聯儲局的減息和消費者信貸壓力上,這兩者都可能挑戰當前的預期。隨着利率的下降,預計淨利息收入的前景將受到高度重視,而且有人認爲,由於資產敏感型資產負債表,該行業的許多人可能會面臨壓力。
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