AXP

Consumer financial services company, Synchrony Financial SYF, is set to report second-quarter 2026 results on July 21, before the opening bell. The Zacks Consensus Estimate for the to-be-reported quarter’s earnings is currently pegged at $2.02 per shareon revenues of $4.67 billion. The second-quarter earnings estimate has witnessed no upward revision and three downward movements over the past 30 days. The bottom-line projection indicates a year-over-year decrease of 19.2%. The Zacks Consensus Estimate for quarterly revenues implies year-over-year growth of 3.4%. Image Source: Zacks Investment Research For full-year 2026, the Zacks Consensus Estimate for Synchrony’s revenues is pegged at $19.12 billion, implying an increase of 3.6% year over year. However, the consensus mark for the current year EPS is pegged at $9.34, signaling a decline of around 0.9% on a year-over-year basis. SYF’s earnings beat the consensus estimate in three of the last four quarters and met once, with the average surprise being 20.7%. Synchrony Financial price-eps-surprise | Synchrony Financial Quote Our proven model predicts a likely earnings beat for the company this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. That is precisely the case here. Synchronyhas an Earnings ESP of +2.07% and carries a Zacks Rank #3 at present. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter. Synchrony is expected to have seen advantages in the second quarter from increased net interest margin and higher purchase volumes. Our model predicts interest and fees on loans of $5.47 billion for the quarter, up 2.6% from a year ago. Higher figures from Health & Wellness and Digital are likely to have anchored the results. The Zacks Consensus Estimate for net interest margin is pegged at 15.31%, up from 14.78% achieved a year ago, increasing its profitability. The consensus mark for total purchase volumes indicates 5.1% year-over-year growth. The Zacks Consensus Estimate indicates that the total average active accounts are likely to increase 1.2% in the second quarter. The consensus mark for the net charge-offs ratio is pegged at 5.61, down from 5.70 a year ago. The above-mentioned factors are likely to have benefited the company in the second quarter, positioni...

AXP fell 8% year-to-date despite 18% EPS growth in Q1, and analysts back a $390 price target with 14 buy ratings versus just 1 sell. Unlike Visa's pure transaction model, AXP's closed-loop network pushes over 70% of new accounts into fee-paying products, compounding income beyond swipe volume. Amex hiked its dividend 16% and returned $2.3 billion to shareholders in Q1, while 21 recent insider transactions reflect a net buying direction. This lithium producer surpassed a $1B private valuation, joining some of America's most powerful startups. Now you can invest in EnergyX alongside global giants like General Motors, but only through July 16. (sponsor) Retirement-focused investors have a compelling setup in American Express (NYSE:AXP) before the July 24 earnings report, and the case is straightforward. A premium-customer franchise growing double digits, an aggressive capital return program, and a stock still trading below its December highs make this a rare setup where the fundamentals, the model, and the calendar all point the same direction. AXP traded around at $359.94 on July 14 against management's reaffirmed FY2026 EPS guidance of $17.30 to $17.90. That is roughly 20x forward earnings for a business that just posted 18% EPS growth and 10% FX-adjusted revenue growth in Q1. The 24/7 Wall St. model targets $390.12 with 90% confidence, and the Street's consensus sits at $372.22 across 14 Buy ratings versus just one Sell rating. Shares are down 3.43% year-to-date, offering a cheaper entry on a stronger business. Amex hiked its dividend 16% to 95 cents per share quarterly starting Q1 2026. In that single quarter the company returned $2.3 billion to shareholders, split between $0.7 billion in dividends and $1.7 billion in buybacks. Diluted share count fell to 686 million from 702 million, and Q1 ROE hit 35%. Insiders are voting with cash: 21 recent insider transactions with a net buying direction. July 16 is the Final Day to Tap Into the Lithium Boom (sponsor)General Motors, POSCO, and 50,000+ everyday investors have already backed lithium producer EnergyX. Here's why you should do the same before their July 16 investment deadline: lithium prices are up 75% this year, with demand projected to grow a staggering 5X by 2040. With tech that can recover up to 3X more lithium than traditional methods, EnergyX is preparing to unlock up to 15M+ tons. Become a private-s...

American Express (NYSE: AXP) stock has been sliding this year as the market continues to worry about interest rates, inflation, oil prices, and how they're going to impact the economy. The Warren Buffett favorite, though, continues to demonstrate growth and momentum. Are the worries unfounded? Here's why card-fee growth matters more than spending growth right now, and what to expect when the company reports second-quarter earnings on July 24. Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue » American Express isn't the largest credit card network in the world, but it targets the affluent, who tend to spend more. It has a fee-based model for most of its cards that attracts a higher-income population, and even though it only has 155.9 million cards in force, its revenue is actually much higher than that of Visa (NYSE: V), which services about 5 billion cards worldwide. This model works well and provides resilience in challenging economic environments because it has a recurring revenue stream that flows directly to the bottom line. Whether members shop more or less, they still pay the annual fee. There have been times when even its higher spenders have been under pressure, and the fee-based model has provided protection during those periods. So far, business has been robust despite the challenging macroeconomy. In the 2026 first quarter, revenue increased 11% year over year, while card fees, which accounted for 14.5% of the total, increased 18%. Billed business was up 10%. Earnings per share (EPS) were up 18% as well to $4.28, and Wall Street is looking for $4.40 in EPS for the second quarter, a 7.8% increase year over year. Another feature that plays into this is its successful pivot targeting younger shoppers, who are buying into the long-term model. Millennials accounted for 30% of the total in the first quarter but increased 13%, while Gen-Z cardmembers accounted for 6% of the total but grew 38%. That's in contrast with Gen-X members, who accounted for 36% and grew 8%. These shoppers should provide years of growth as they engage with the platform, pay annual fees, and spend. American Express, which is looking a lot more like a subscription...

Delta Air Lines (DAL) flew past its second quarter estimates with the airway operator reporting revenue of $17.67 billion and adjusted earnings of $1.56 per share. While boasting strong demand, the airline is still contending with elevated fuel prices stemming from the US-Iran war. Yahoo Finance Senior Transports Reporter Pras Subramanian comes on Market Catalysts to analyze the biggest takeaways from Delta's earnings release.

Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. American Express stock has delivered a strong 113.2% return over the past five years, yet the latest intrinsic value work using the Excess Returns model points to the shares trading below that estimate while the broader valuation checks still lean expensive. Over five years, American Express has returned 113.2%, which puts long term holders in a solid position even with a recent pullback this year. Recent news around premium lounge investments, new headquarters plans and digital initiatives such as stablecoin participation can support growth expectations. At the same time, exposure to credit risk and sensitivity to consumer spending remain key constraints on how much investors may be willing to pay for the stock. On Simply Wall St's broader valuation checks, American Express scores 1 out of 6, which suggests the shares do not screen as a clear bargain even though the intrinsic value estimate indicates American Express may be undervalued by 14.7%. The issue now is whether American Express's current share price already reflects these growth initiatives and risks, or if the intrinsic value estimate is highlighting a genuine valuation gap. American Express delivered 7.7% returns over the last year. See how this stacks up to the rest of the Consumer Finance industry. The Excess Returns model looks at how efficiently American Express turns its equity base into earnings above the cost of that equity. For American Express, the inputs are hefty, with book value at $49.85 per share and an average return on equity of 36.00%, which is well above the modelled cost of equity of $4.76 per share. That gap creates an estimated excess return of $16.17 per share and a stable earnings power of $20.93 per share, supported by a stable book value assumption of $58.13 per share. Rolling those streams forward, the model arrives at an intrinsic value of $406.41 per share, which is about 14.7% above the current share price, so the stock screens as undervalued based on this framework. The recent 3.18% share price drop on concerns around travel related spending and institutional selling helps explain why the market price is below what American Express’s high return metrics imply. On this Excess Returns view, American...

Our analysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here. Record June quarter revenue driven by a 14% increase, reflecting sustained demand and momentum across diverse business segments despite significant fuel headwinds. Management attributes outperformance to a 'premium strategy' that prioritizes value and customer experience over competing solely on price, effectively decommoditizing the brand. Structural industry changes, including higher labor and airport costs and limited aircraft availability, have accelerated the industry's ability to recapture fuel inflation through pricing. The American Express partnership remains a primary growth engine, with card spend growing double digits for seven consecutive quarters and expected remuneration of $9 billion this year. Operational excellence and reliability, particularly in baggage handling and on-time performance, are cited as core competitive advantages that drive record Net Promoter Scores. Diversified revenue streams, including Cargo and MRO (Maintenance, Repair, and Overhaul), now represent 61% of total revenue, enhancing business resilience against macro volatility. Affirmed full-year earnings guidance of $6.50 to $7.50 per share, assuming a return to earnings growth and double-digit operating margins in the second half of 2026. Future growth will focus on 'upgauging' the domestic fleet with larger, more efficient aircraft like the MAX 10 to drive profitable capacity expansion in congested markets. International expansion is targeted toward Asia and the Middle East, leveraging joint venture partnerships to enter new economies while treating Europe as an efficiency-led market. The long-term financial framework targets mid-teens operating margins and return on invested capital, supported by digital transformation and AI-powered personalization tools. Debt reduction remains a priority, with a target to reach 2x gross leverage by year-end and a long-term goal of 1x to enable more offensive capital allocation. A temporary refinery outage resulted in a $0.05 per gallon impact in Q2, with a projected $0.05 to $0.07 impact continuing into Q3 before returning to full profitability. Supply chain constraints and engine durability issues are noted as significant barriers to industry-wide capacity growth, favoring establishe...

NEW YORK, July 09, 2026--(BUSINESS WIRE)--American Express today hosted a groundbreaking ceremony for its new global headquarters at 2 World Trade Center in Lower Manhattan. To celebrate the milestone, American Express executives and colleagues were joined by Lisa Silverstein, CEO of Silverstein Properties; Zohran Kwame Mamdani, Mayor of New York City; Kathryn Garcia and Kevin O’Toole, Executive Director and Chairman of the Port Authority of New York and New Jersey; and Gary LaBarbera, President, Building and Construction Trades Council of Greater New York, among other government officials and project and community partners. The ceremony marked the recent construction start of the new American Express Tower, which will span nearly two million square feet and stand nearly 1,250 feet tall. Hundreds of colleagues, government leaders, community members and partners attended the event, which commemorated American Express’ longstanding commitment to and investment in the future of Lower Manhattan. The new American Express Tower will be the final commercial building to complete the World Trade Center campus redevelopment and a landmark addition to the Manhattan skyline. Opening the ceremony, Denise Pickett, American Express President of Enterprise Shared Services, reflected on the company’s over 175-year history in Lower Manhattan: "For American Express, this project is far more than a new headquarters. It is a reaffirmation of our belief in this city, our commitment to our colleagues, and our enduring connection to the community we have proudly called home for nearly two centuries. Since our founding in 1850, New York has shaped who we are, and in turn, we have sought to contribute to its growth, vitality, and success. Today's groundbreaking marks the next chapter in that shared story." Speaking about the vision for the company’s new headquarters, Pickett added, "The new American Express Tower will be a place where ideas are sparked, partnerships are forged, and innovation thrives. It will bring together talented colleagues from across our company in an environment designed to inspire creativity, strengthen collaboration, and empower people to do the best work of their careers. Most importantly, it will reflect who we are as a company: forward-looking, customer focused, and committed to creating meaningful opportunities for future generations." Throughout the cere...

Delta Air Lines DAL) has been one of the airline industry's standout performers in 2026, with its stock climbing more than 20% YTD as investors have grown more optimistic about premium travel demand, improving industry pricing, and easing fuel cost concerns. With Delta scheduled to report Q2 results before the market opens on Friday, July 10, investors will be looking to see whether the carrier can justify its strong rally and provide an encouraging outlook for the remainder of the busy summer travel season. Image Source: Zacks Investment Research Wall Street expects another quarter of healthy revenue growth, driven by resilient demand for international routes, premium cabin bookings, and Delta’s expanding loyalty ecosystem. Current consensus estimates call for Q2 revenue of $17.74 billion, representing more than 6% year over year growth. Quarterly EPS is expected at $1.50, down from last year's Q2 profit of $2.10 per share as higher labor expenses and elevated fuel costs weigh on margins. Although earnings are expected to decline from last year's exceptionally strong comparison, Delta has developed an impressive track record of execution, exceeding EPS expectations for six consecutive quarters. Image Source: Zacks Investment Research Unlike many airlines that remain heavily dependent on price-sensitive domestic leisure travelers, Delta has increasingly differentiated itself through premium offerings and corporate travel. Management has emphasized: Premium seating demand International travel strength Corporate travel recovery American Express AXP) loyalty partnership growth These higher-margin revenue streams have helped Delta generate more stable profitability than many of its airline peers, even as industry conditions fluctuate. Analysts also expect premium travel demand to remain healthy throughout the summer travel season. While investors will naturally focus on quarterly earnings, management's outlook may ultimately matter more than the reported numbers. Earlier this year, Delta warned that fuel expenses would remain elevated during the June quarter, although declining oil prices in recent weeks have improved the industry's outlook heading into the second half of 2026. Investors will want to monitor Delta's commentary on: Third-quarter demand trends Corporate booking activity International travel demand Fuel expense expectations Capacity growth Full-yea...

New York-based American Express Company (AXP) operates as an integrated payments company in the United States and internationally. The company has a market cap of $237.4 billion and operates through four segments: U.S. Consumer Services, Commercial Services, International Card Services, and Global Merchant and Network Services. AXP is expected to release its Q2 2026 earnings on Friday, July 24, before the market opens. Ahead of the event, analysts expect the company’s EPS to be $4.39 on a diluted basis, up 7.6% from $4.08 in the year-ago quarter. The company has exceeded Wall Street’s EPS estimates in three of its last four quarters, while missing on one occasion. CEO Phong Le Bought 11,000 Shares of MicroStrategy Preferred Stock as STRC Hit All-Time Lows S&P Futures Slip With Focus on U.S. ADP Jobs Report and Warsh’s Remarks Analysts at UBS Say Advanced Micro Devices Stock Could Rally to $670 Our exclusive Barchart Brief newsletter is your FREE midday guide to what's moving stocks, sectors, and investor sentiment - delivered right when you need the info most. Subscribe today! For fiscal 2026, analysts project the company’s EPS to be $17.65, up 14.8% from $15.38 in fiscal 2025. Moreover, its EPS is expected to rise by roughly 14.3% year over year (YoY) to $20.17 in fiscal 2027. AXP stock has grown 7.9% over the past 52 weeks, lagging behind the S&P 500 Index’s ($SPX) 20.7% rise but outperforming the State Street Financial Select Sector SPDR ETF’s (XLF) 4% rise during the same time frame. On Apr. 23, AXP stock declined 4.3% following the release of its Q1 2026 earnings. The company’s revenue for the quarter amounted to $18.9 billion and surpassed the Street’s estimates. Moreover, its adjusted EPS came in at $4.28, also coming in on top of Wall Street’s forecasts. American Express expects full-year earnings to be $17.30 to $17.90 per share. Analysts are somewhat bullish on AXP, with the stock having a “Moderate Buy” rating overall. Among the 30 analysts covering the stock, 12 are recommending a “Strong Buy,” two suggest a “Moderate Buy,” 15 suggest a “Hold,” and one suggests a “Strong Sell” for the stock. AXP’s average analyst price target is $365.11, indicating an upside of 4.9% from the current levels. On the date of publication, Aritra Gangopadhyay did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All...

Shares of Unusual Machines (AMEX:UMAC), Kratos Defense & Security (NASDAQ:KTOS) and Vishay Precision Group (NYSE:VPG) moved higher on Tuesday as investors reacted to stronger-than-expected results from industry peer AeroVironment (NASDAQ:AVAV). Kratos Defense & Security gained 8%, while Vishay Precision Group advanced 5%. The broader rally followed a 32% jump in AeroVironment’s shares during premarket trading after the company reported record fiscal fourth-quarter results. AeroVironment reported fiscal fourth-quarter 2026 revenue of $641.6 million, more than double the level recorded a year earlier and comfortably ahead of analyst expectations of about $557 million. Adjusted earnings also exceeded forecasts, with non-GAAP earnings per share reaching $1.84 versus consensus estimates of between $1.47 and $1.48, representing an upside surprise of roughly 25%. The company’s Autonomous Systems division generated $492 million in quarterly revenue, outperforming expectations of approximately $402 million and contributing around 76% of total sales for the quarter. AeroVironment’s stronger-than-expected financial performance sparked buying across the defence and precision technology sector, with investors extending gains to companies viewed as industry peers. The positive reaction reflected growing optimism around defence technology companies following AeroVironment’s robust revenue growth and earnings outperformance. Unusual Machines stock price Kratos Defense & Security Solutions stock price Vishay Intertechnology stock price AeroVironment stock price

NEW YORK, June 25, 2026--(BUSINESS WIRE)--American Express Company (NYSE: AXP) today announced the release of the results of its company-run 2026 Dodd-Frank Act Stress Test (DFAST). American Express will continue to be subject to its current Stress Capital Buffer (SCB) requirement of 2.5 percent, the minimum SCB requirement under the applicable regulations, through September 30, 2027. The decision is consistent with the Federal Reserve's February 4, 2026, announcement that it will maintain existing SCB requirements until 2027, absent supervisory action. "Our stress test results reflect the continued strength of our balance sheet and our differentiated business model," said Christophe Le Caillec, Chief Financial Officer at American Express. "Consistent with our disciplined capital management framework, we will continue to invest in long-term growth opportunities, while maintaining strong capital levels and returning capital to shareholders." As previously announced, American Express increased its quarterly dividend on common shares by 16 percent to $0.95 per share beginning with the first-quarter 2026 dividend declaration. The company has returned $8.7 billion of capital to its shareholders via share repurchases and common share dividends during the 12 months ended March 31, 2026. The company-run DFAST results are available on the company’s Investor Relations website at ir.americanexpress.com. The stress test results disclosed by the company are based on hypothetical scenarios prescribed by the Federal Reserve and other assumptions required under the DFAST rules. The results are not forecasts or predictions of future economic conditions or company performance. The company’s DFAST results may differ from those calculated and published by the Federal Reserve Board due to differences in models, methodologies, assumptions, and applicable capital and accounting rules. ABOUT AMERICAN EXPRESS American Express (NYSE: AXP) is a global payments and premium lifestyle brand powered by technology. Our colleagues around the world back our customers with differentiated products, services, and experiences that enrich lives and build business success. Founded in 1850 and headquartered in New York, American Express’ brand is built on trust, security, service, and a rich history of delivering innovation and Membership value for our customers. We seek to provide the world’s best...

NEW YORK, June 24, 2026--(BUSINESS WIRE)--American Express Company (NYSE: AXP) plans to host a live audio webcast of its earnings conference call at 8:30 a.m. (ET) on Friday, July 24, 2026, to discuss the company’s second-quarter 2026 financial results. The webcast will be accessible to the general public through the American Express Investor Relations website at https://ir.americanexpress.com/. The financial results and presentation materials are scheduled to be released and posted on the website at approximately 7:00 a.m. (ET) prior to the conference call, and a webcast replay will be available on the website following the call. ABOUT AMERICAN EXPRESSAmerican Express (NYSE: AXP) is a global payments and premium lifestyle brand powered by technology. Our colleagues around the world back our customers with differentiated products, services, and experiences that enrich lives and build business success. Founded in 1850 and headquartered in New York, American Express’ brand is built on trust, security, service, and a rich history of delivering innovation and Membership value for our customers. We seek to provide the world’s best customer experience every day to a broad range of consumers, small and medium-sized businesses, and large corporations, and we build and manage relationships with millions of merchants across our global network. For more information about American Express, visit americanexpress.com, americanexpress.com/en-us/newsroom/, and ir.americanexpress.com. Source: American Express Company Location: Global View source version on businesswire.com: https://www.businesswire.com/news/home/20260624306428/en/ Contacts Media: Amanda Miller, [email protected], +1.408.219.0563Deniz Yigin, [email protected], +1.332.999.0836Investors/Analysts: Kartik Ramachandran, [email protected], +1.212.640.5574Amanda Blumstein, [email protected], +1.212.640.5574