Street View: AmEx's customer resilience to be put to the test, analysts say
American Express AXP.N forecast annual profit largely above Wall Street expectations on Friday, underscoring resilient spending by its young and affluent customers, but a small miss on holiday-quarter profit weighed on its shares
RETURNS ON REFRESH
Morgan Stanley ("equal-weight," PT: $395) says from here, 2026 will be a key test for Amex's retention efforts, as U.S. Platinum cardholders start paying higher annual fees
RBC Capital Markets ("outperform," PT: $425) expects co's Platinum card refresh to add to revenue in 2026; says AXP's customer base continues to be resilient
J.P.Morgan ("neutral," PT: $375) says high-income consumer spending to continue unless employment risks increase
J.P.Morgan adds, "President Trump's announcement of a proposed temporary 10% cap on credit card interest rates could introduce near-term volatility for card issuers"
BTIG ("sell," PT: $328) expects revamp in Amex's commercial platform to support revenue growth in 2027
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