American Express continues to grow billed business volumes ahead of peers driven by premium card acquisition and millennial cohort engagement. International T&E spending rebounds further. Credit losses remain below peers due to high-FICO customer base. Buyback supports EPS growth.
Thesis reviewed May 29, 2026
American Express Company is headquartered in United States, which is currently showing elevated risk signals.
πΊπΈUnited States78REDUCEView United States risk detail βπ¦Financials100NEUTRAL| Ticker | Company | Score | Gap | Signal Ξ | Action |
|---|---|---|---|---|---|
| GGAL | Grupo Financiero Galicia S.A. | 90 | +13% | β84% | ENTRY |
| BBAR | BBVA Banco BBVA Argentina SA | 90 | +21% | β84% | ENTRY |
| MELI | MercadoLibre | 90 | -14% | β84% | AVOID |
| VIV | Telefonica Brasil (Vivo) | 90 | +8% | β84% | ENTRY |
| UBS | UBS Group AG | 90 | +17% | β84% | ENTRY |
| CIB | Bancolombia S.A. | 90 | +9% | β84% | NEUTRAL |
| DB | Deutsche Bank AG | 90 | -13% | β84% | AVOID |
Investors who hold AXP may also have indirect exposure through these country funds.
Amex Q1 2026 billed business +10% YoY; new card acquisition record
T&E spending in international markets +18% YoY
Estimates Β· Yahoo Finance Β· Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Richard W. AllenGA | Buy | $1kβ$15k | May 8, 26 | ||
| Donald J. TrumpFL | R | Buy | Unknown amount | Feb 12, 26 | +2.2% |
| Jared MoskowitzFL | D | Buy | $1kβ$15k | Mar 31, 26 | -2.0% |
| Rick LarsenWA | D | Buy | $1kβ$15k | Apr 7, 26 | -3.8% |
| Shelley M Capito | Buy | $1kβ$15k | Mar 11, 26 | +5.4% | |
| Markwayne Mullin | Buy | $1kβ$15k | Dec 29, 25 | -13.0% | |
| Julie JohnsonTX | D | Buy | $1kβ$15k | Dec 18, 25 | -11.2% |
| Shelley M Capito | Buy | $15kβ$50k | Jul 1, 25 | +6.8% | |
| John Boozman | Buy | $1kβ$15k | Feb 26, 25 | +16.4% | |
| John Boozman | Buy | $1kβ$15k | Feb 5, 25 | +16.4% | |
| John JamesMI | R | Buy | $1kβ$15k | Nov 10, 23 | +24.7% |
| John JamesMI | R | Buy | $1kβ$15k | Jun 3, 24 | +24.7% |
| John JamesMI | R | Sell | $1kβ$15k | May 29, 24 | +24.7% |