American Express (NYSE: AXP) is a stock you want to own in 2025 because its high-quality, tariff-resistant financial services business outperforms, guidance is solid, and the stock is cheap. The stock price corrected by roughly 30% in Q1 and early Q2, providing a value opportunity that analysts and institutional activity highlight.
Analysts' trends are firm. Although the consensus price target fell modestly in early Q2, the trends include increasing coverage, a bullish bias to the Hold rating, and a forecast for 20% upside from the critical support level. That level aligns with lows set in 2024, which already produced one robust rebound this year. The analysts' activity following the Q1 earnings release aligns with these trends, suggesting that the market decline is stabilizing.
