BTIG keeps a Sell rating and $328 price target on American Express (AXP) after its Q4 results and “disappointing” 2026 guidance. Shares are expected to falls as the company’s 9%-10% y/y revenue growth rate outlook is disappointing, and while guidance is likely conservative, it is surprising that, with the Platinum Card refresh, that revenue growth isn’t better in 2026 versus 2025, the analyst tells investors in a research note. With the Platinum Card refresh benefitting 2026, this implies that underlying revenue growth is decelerating, BTIG adds.
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