American Express Analysts Increase Their Forecasts After Upbeat Q3 Earnings

Core Insights - American Express Co reported better-than-expected third-quarter 2025 results, with revenue growth of 11% year-over-year to $18.43 billion, surpassing analyst estimates of $18.05 billion. Adjusted EPS was $4.14, exceeding the consensus estimate of $4.00 [1] Revenue Outlook - The company raised its full-year 2025 revenue outlook to $71.88 billion-$72.54 billion, indicating a 9%-10% year-over-year increase, compared to the previous guidance of $71.22 billion-$72.54 billion and the analyst consensus estimate of $71.60 billion [2] EPS Guidance - American Express also increased its EPS guidance to $15.20-$15.50 from the prior range of $15.00–$15.50, compared to the analyst consensus of $15.33 [2] Product Launch Success - The successful launch of updated U.S. Consumer and Business Platinum Cards has reinforced the company's leadership in the premium space, with initial customer demand and engagement exceeding expectations, leading to a doubling of new U.S. Platinum account acquisitions compared to pre-refresh levels [3] Stock Performance - Following the earnings announcement, American Express shares gained 0.2% to trade at $347.39 [3] Analyst Ratings and Price Targets - BTIG analyst Vincent Caintic maintained a Sell rating on American Express but raised the price target from $277 to $307. Barclays analyst Terry Ma maintained an Equal-Weight rating and increased the price target from $336 to $355 [5]