-- 独立系調査会社CFRAは、に対し、以下の調査レポートを提供しました。CFRAのアナリストは、以下のように見解をまとめています。12ヶ月目標株価を40ドル引き下げ、450ドルとします。これは、2027年の予想利益に対する予想PERを22.0倍としたものです。これは、より安定した収益実績を考慮すると、同業他社の平均7.6倍よりも高いリスクプレミアムとなります。2026年のEPS予想を0.05ドル引き上げ17.95ドルに、2027年のEPS予想を0.17ドル引き上げ20.43ドルとします。堅調な支出動向、急増するカード手数料、高い顧客維持率、そして良好な信用状況に支えられ、当社の投資判断は揺るぎません。一見すると、AXPが好調な第1四半期決算を受けて2026年のガイダンスレンジを17.30ドル～17.90ドルに据え置いたことは、やや期待外れに思えるかもしれません。しかしながら、私たちはこれを懸念すべき事態ではなく、慎重な保守主義と解釈しています。重要なのは、経営陣がマーケティングおよびテクノロジー関連の取り組みへの投資を増やすことを選択していなければ、業績見通しを引き上げていたはずだと私たちが考えている点です。これらの投資はAXPの競争力を強化し、2027年以降の業績向上につながるはずなので、私たちはこの戦略的決定を肯定的に捉えています。
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