The Crowd Tape

What the street is doing, not what I think

What top X accounts are doing, not what I think

← Back to dashboard

AXP

American Express CompanyEarnings 10/23Partly aligned
Close 313.78 (2026-10-15)28 days +0.8%1Y -5.1%28 d mentions 3

Stance mix of tracked accounts 2 accounts mentioned it · latest post counts

BullishNeutralNo stanceBearish
Bullish
0
Neutral
1
No stance
1
Bearish
0
Accounts BullNeuBearNone
@ripster47Views ›0001
@Mr_DerivativesViews ›1100

Consensus and splits Reasons (analyst tagged) and views from the past 14 days

Bull case
  • 1Valuation
  • @Mr_Derivatives: $V ATH today $MA ATH today $AXP in a Bear Market today Leave me no choice but to meme it… Quoted analysis notes $AXP still down 15.6% YTD while $MA and $V at ATHs, trades at 16.7x forward earnings vs >26x for peers, calling it an attractive long-term opportunity as premium card business continues growing.
Bear case
  • none

Partly aligned. No clearly opposing views so far.

Current views Each account’s latest stance and reasoning; change is vs that account’s previous call
Neutral weakened (was Bullish)
Valuation · @Mr_Derivatives, replying to @TRDSInvests, says AXP is not a credit card company so the comparison is not like for like, but it should not deviate this much from its peers.
2026-10-14 02:52 HKT Original post ↗
No stance
Basis not tagged · （@ripster47 轉發）Tenet 10 月 9 日早盤摘要，列出 $SPX $AAPL $NVDA $META $DAL 等一大堆代號與比特幣。
2026-10-09 20:44 HKT Original post ↗
Background How the narrative evolved over time, for context on current views

By week Last 4 weeks

  • 10/10–10/16 · 2 posts · Bull 1 / Bear 0
    @Mr_Derivatives: @Mr_Derivatives, replying to @TRDSInvests, says AXP is not a credit card company so the comparison is not like for like, but it should not deviate this much from its peers. (Neutral)
  • 10/3–10/9 · 1 posts · Bull 0 / Bear 0
    @ripster47: （@ripster47 轉發）Tenet 10 月 9 日早盤摘要，列出 $SPX $AAPL $NVDA $META $DAL 等一大堆代號與比特幣。 (No stance)
  • 9/26–10/2 · 0 posts · Bull 0 / Bear 0
    No discussion
  • 9/19–9/25 · 0 posts · Bull 0 / Bear 0
    No discussion

Key views and how they evolved Newest first

AXPEarnings 10/23 Neutral weakened2026-10-14 02:52 HKTOriginal post ↗

@Mr_Derivatives, replying to @TRDSInvests, says AXP is not a credit card company so the comparison is not like for like, but it should not deviate this much from its peers.

See original

@TRDSInvests Well AXP is not a credit card so it’s not exactly comparing apples to apples. With that said though, it shouldn’t be THIIIIIS deviated from their semi peers..

Reasoning: Valuation

AXPEarnings 10/23 Bullish2026-10-14 02:45 HKTOriginal post ↗

$V ATH today $MA ATH today $AXP in a Bear Market today Leave me no choice but to meme it… Quoted analysis notes $AXP still down 15.6% YTD while $MA and $V at ATHs, trades at 16.7x forward earnings vs >26x for peers, calling it an attractive long-term opportunity as premium card business continues growing.

See original

$V ATH today $MA ATH today $AXP in a Bear Market today Leave me no choice but to meme it…

Image 1 ↗

Reasoning: Valuation · Long term Specific

No-stance mentions (1)
AXPEarnings 10/23 No stance↻ Repost of @TENETTRADEGROUP2026-10-09 20:44 HKTOriginal post ↗

（@ripster47 轉發）Tenet 10 月 9 日早盤摘要，列出 $SPX $AAPL $NVDA $META $DAL 等一大堆代號與比特幣。

Image 1 ↗

Reasoning: Not tagged by analyst

Fund flows or trade records mentioned in posts reflect only the account’s own claims, are marked “Per the post” and are unverified.

Open the interactive page (with chart)