What podcasters are saying about American Express Company (AXP)

Summary

In the past 30 days, 6 speakers on 4 finance podcasts discussed American Express Company (AXP) in 6 views. Going by each speaker's latest call, 3 are bearish and 2 are bullish. Chorus has followed American Express Company since October 6, 2026.

Who talks about it most

• Bonawyn Eisen · 1
• Carter Braxton Worth · 1
• Tim Seymour · 1
• Josh Brown · 1
• Michael Batnick · 1
• Chris Whalen · 1

The latest views

Newest first. Every quote is checked against the episode's transcript.

• Bonawyn Eisen · CNBCUncertain

  American Express's 9% revenue growth roughly matches expense growth, with perks spend under scrutiny.

  Eisen says the quarter's numbers are strong but depend on what you look at. Revenue grew about 9% and expenses grew about 9%. Perks, benefits and marketing spend used to attract additional revenue are what is being called under scrutiny. She notes Visa and Mastercard are processors that don't take on the same creditor underwriting risk as Amex.

  “What I really focused on was a 9% revenue growth versus a roughly 9% expense growth. And as you mentioned, all of the perks and benefits”at 24:03

  CNBC Fast Money: Parts Of Tech Showing Strength Amid Sell-Off… And A Catch-Up Call In Oil 10/23/26 · October 23, 2026

• Tim Seymour · Seymour Asset ManagementBearish

  American Express has asymmetric downside; the beat came from lower provisions and SMB spend is uncertain.

  Tim says the quarter had nothing extraordinary, and part of the beat came from a smaller provision. Small and medium-sized business spend remains very uncertain. He sees asymmetric downside relative to the fundamentals and says there is nothing that makes him need to own Amex. He also ties the stock's chart to net worth in the stock market at the top of the K-shaped economy.

  “Part of the beat was because of less of a provision. Small to medium sized business spend is still something that's very uncertain. I think you have asymmetric downside here relative to the fundamentals.”at 25:31

  CNBC Fast Money: Parts Of Tech Showing Strength Amid Sell-Off… And A Catch-Up Call In Oil 10/23/26 · October 23, 2026

• Carter Braxton Worth · Worth Charting LLCBearish

  American Express is lagging with bearish price-volume and poor relative strength.

  Carter says neither the lagging names nor the stretched names are desirable. American Express is lagging with bearish price-volume correlation and poor relative strength. He sees a weak technical setup for the stock.

  “[American Express] and Capital One lagging, bearish price volume correlation, poor relative strength.”at 26:08

  CNBC Fast Money: Parts Of Tech Showing Strength Amid Sell-Off… And A Catch-Up Call In Oil 10/23/26 · October 23, 2026

• Josh Brown · Ritholtz Wealth ManagementBullish

  A good AmEx print could extend the financials rally, given strong high-end consumer and business spending.

  Brown says AmEx's report tomorrow matters because of consumer spending and business spending. Expectations are for about $20B in revenue, up 9% year over year. If AmEx delivers that, with the usual performance, the high-end consumer looks good. He adds that Capital One's strong report two days earlier helps the case. If AmEx matches what he expects, there could be follow-through to the financials rally.

  “They're expected to do 20,000,000,000 in revenue for the quarter, which would be a 9% increase year over year. If they can do that and the usual, the consumer looks good from our end.”at 49:16

  CNBC Halftime Report: The AI Race Deepens as Access to Capital Shrinks: Your Next Move 10/22/26 · October 22, 2026

• Michael Batnick · Ritholtz Wealth ManagementBearish

  American Express getting mauled is the meaningful consumer warning, since it reflects top and middle of the K-shaped consumer.

  Within consumer discretionary he treats most weakness (McDonald's, Home Depot, Pepsi) as idiosyncratic or rate-driven, but American Express getting mauled, along with Walmart and TJ Maxx, is the warning that matters. Brown agrees it reflects the top of the K and much of the middle of the K, making it a better signal than Home Depot given the known housing weakness.

  “Amex. That's screaming. American Express is an important stock, and it's getting mauled.”at 51:28

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• Chris Whalen · Whalen Global Advisors LLCBullish

  American Express is one of Whalen's favorites; it managed bond duration correctly through COVID.

  Whalen says the big banks, including American Express, one of his favorites, got the securities book right. They understood that the Fed's COVID-era policy was temporary and so avoided the duration trap that caught Schwab and Bank of America. This is the reason he holds American Express in high regard.

  “all the big guys, American Express, one of my favorites... they all got this right because they knew that what the Fed did during COVID was temporary.”at 6:37

  Thoughtful Money: Pain Ahead For Markets As Interest Rates To Rise "For Generations To Come" | Chris Whalen · October 6, 2026