公司背景 - 沃伦·巴菲特是投资灵感的来源，伯克希尔·哈撒韦持有美国运通公司约21%的股份[1] 公司运营模式 - 美国运通公司运营闭环支付系统，与Visa和Mastercard不同，公司既是信用卡发行方也是支付网络运营方[3] 全球品牌和网络效应 - 美国运通公司拥有强大的全球品牌和网络效应，吸引高收入人群持卡和商家接受其信用卡支付[8][9]

美国运通公司业绩表现 - 美国运通公司首席执行官Stephen Squeri表示，公司在假期期间看到了良好的消费支出，美国整体消费状况强劲[2] - 美国运通公司的逾期率比2019年更低，客户继续高消费[3] - 尽管通货膨胀持续存在，但Squeri认为美国正处于“软着陆”阶段，消费放缓并将通货膨胀降低，而不会引发衰退[6]

American Express (AXP) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended December 2023. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The earnings report, which is expected to be released on January 26, 2024, might help the stock move higher if these key numbers are better ...

About this content About Stephen Gunnion Stephen Gunnion is a senior financial journalist and broadcaster at Proactive Investors. He has more than 25 years of experience in television, radio and print media, anchoring on a number of television channels including South Africa's Business Day TV, CNBC Africa and the South African Broadcasting Corporation, where he was the economics editor. He has also worked for Daily Maverick, Bloomberg, the Business Day newspaper and Investors' Chronicle. Read more About ...

Zacks Premium - Zacks Premium提供了多种方式帮助投资者充分利用股市和增强投资信心[1] Zacks Style Scores - Zacks Style Scores是一种衡量股票价值、增长和动量的指标，有助于投资者选择未来30天内市场表现最佳的股票[4] 投资策略 - 通过Zacks Rank和Style Scores的结合使用，投资者可以更好地选择具有成功潜力的股票[10]

American Express Company (AXP) recently announced that it is divesting its wholly-owned subsidiary Accertify to Accel-KKR. Accertify provides services like fraud prevention, account protection, payment gateway solutions and chargeback management. This deal will enable Accertify to become an independent entity, post the divestiture and help American Express streamline its operations. The terms of the transaction have not been disclosed yet.Per a report by Fortune Business Insights, the fraud detection and pr ...

公司概况 - 美国运通（NYSE:AXP）是一个复合增长公司，具有高复合年增长率和强大的商业模式[5] - 美国运通具有坚实的竞争优势，包括自主信用卡网络和垂直整合的商业模式[17] - 美国运通的自由现金流和净利润持续增长，表现出强劲的财务状况[23] - 美国运通通过回购股票来增加股东回报，股价表现优于标普500指数[26] - 美国运通目前的股价相对合理，有望在未来改善动量，值得投资者考虑[38] - 美国运通面临的风险包括消费者情绪、监管风险和财报发布带来的波动[53] - 综合来看，公司给予美国运通“买入”评级，看好未来发展前景[57]

Intuitive Surgical (NASDAQ:ISRG) - 2024年的财报对于公司的未来发展至关重要[1] - ISRG的第四季度收入同比增长17%，年度收入预计同比增长14%[2] - ISRG在中国市场面临COVID-19的威胁，可能影响公司的手术率和市场份额[3] DR Horton (NYSE:DHI) - DR Horton在2023年股价上涨超过60%，其最新财报显示公司在取消合同后转向长期租赁业务，带来了大量利润[7] Fair Isaac Corp (NYSE:FICO) - Fair Isaac Corp的信用评分服务在当前信贷紧缩环境中需求增加，公司股价在过去一年已经上涨近100%[11] American Express (NYSE:AXP) - American Express在上一季度实现了创纪录的营收，显示公司对整体消费者支出波动的不敏感性[14] Logitech International (NASDAQ:LOGI) - Logitech International在过去一年中表现不佳，但最近的财报显示了复苏迹象，可能在下一季度的财报中继续保持势头[18] Texas Instruments (NASDAQ:TXN) - Texas Instruments在低端模拟和嵌入式芯片领域取得了快速进展，可能在即将公布的财报中带来好消息[21] Teledyne Technologies (NYSE:TDY) - Teledyne Technologies拥有多个公司，涵盖仪器、成像、航空航天、国防和工程领域，公司的产品广泛应用于日常生活中[25]

American Express Company (AXP) is in a favorable position for growth, driven by an upswing in card member spending, increasing volumes and sustained business momentum. The resilience witnessed in consumer spending during recent times, despite macroeconomic uncertainties, inflation and a high interest rate environment, is expected to contribute positively to its performance.American Express — with a market cap of $132.7 billion — is a diversified financial services company offering charge and credit payment ...

Accel-KKR与美国运通达成协议 - Accel-KKR将收购美国运通全资子公司Accertify，使其成为独立实体[1] - Accertify是一家领先的欺诈预防、退款管理、账户保护和支付网关解决方案提供商，帮助保护企业并提高运营效率[1] 全球欺诈检测和预防市场 - 根据Fortune Business Insights的报告，全球欺诈检测和预防市场规模在2022年达到369亿美元，预计到2030年将增长到1827亿美元，展示出22.6%的复合年增长率[1] Accertify的发展方向 - Accertify将继续利用其在欺诈预防领域的专业知识，加速增长并利用人工智能和机器学习的数字进步，开发满足客户不断变化需求的创新欺诈预防解决方案[3] Accel-KKR的成功技术投资记录 - Accel-KKR的成功技术投资记录和成功的大型企业剥离对美国运通与该公司合作的决定产生了影响[6]