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American Express Posts Strong Q1 2026 Results, Reaffirms Guidance

Story Highlights
  • American Express posted strong Q1 2026 results, with double-digit revenue and EPS growth, robust Card Member spending and stable credit performance.
  • The company doubled down on premium positioning via new sports partnerships, business products, AI tools and lounge and dining expansions while reaffirming 2026 guidance.
  • Looking for the best stocks to buy? Follow the recommendations of top-performing analysts.
American Express Posts Strong Q1 2026 Results, Reaffirms Guidance

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American Express ( (AXP) ) has shared an update.

On April 23, 2026, American Express reported first-quarter 2026 net income of $3.0 billion, up from $2.6 billion a year earlier, with revenue rising 11% to $18.9 billion and EPS climbing 18% to $4.28. Card Member spending grew 10% (9% FX-adjusted), credit metrics remained strong with a 2.0% net write-off rate, and the company reaffirmed its 2026 guidance for 9–10% revenue growth and EPS of $17.30 to $17.90.

The quarter underscored continued momentum among premium customers and higher card balances, while expenses rose 11% on increased engagement costs and marketing and tech spending. Strategic moves included becoming the NFL’s Official Payments Partner, extending its NBA deal, launching the Graphite Business Cash Unlimited Card, expanding AI-enabled commerce tools and Centurion Lounges, and integrating dining platform assets, reinforcing Amex’s premium positioning and long-term growth ambitions.

The most recent analyst rating on (AXP) stock is a Hold with a $330.00 price target. To see the full list of analyst forecasts on American Express stock, see the AXP Stock Forecast page.

Spark’s Take on AXP Stock

According to Spark, TipRanks’ AI Analyst, AXP is a Outperform.

AXP scores well on fundamentals and the latest earnings outlook, supported by strong revenue/earnings momentum, high ROE, and upbeat 2026 guidance with a higher dividend. The overall score is held back by a debt-heavy balance sheet and weaker recent free-cash-flow growth/visibility, while technicals are mixed (positive near-term momentum but still below longer-term averages and showing overbought risk). Valuation is also on the richer side with a modest yield.

To see Spark’s full report on AXP stock, click here.

More about American Express

American Express Co. is a global payments and premium lifestyle brand powered by technology, best known for its charge and credit cards, payment network and related services. Founded in 1850 and headquartered in New York, it focuses on premium consumers, small and midsize businesses and large corporations while managing relationships with millions of merchants worldwide.

Its brand is built on trust, security, high-touch service and innovation, and it aims to deliver differentiated products, experiences and Membership value. American Express also invests heavily in travel, dining and lifestyle benefits, positioning itself at the higher end of the payments market and emphasizing customer experience as a competitive advantage.

Average Trading Volume: 3,630,363

Technical Sentiment Signal: Strong Buy

Current Market Cap: $226.2B

For a thorough assessment of AXP stock, go to TipRanks’ Stock Analysis page.

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