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← @lorenzobolsa

$AXP

BEARISH2026-10-23
Price around the call
↓ 2026-10-23
By horizonMaturing · ~19 trading days to go
1d
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5d
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21d
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Original post
Lorenzo Couget · 2026-10-23

🚨 American Express acaba de anunciar que recortará cerca del 5% de su plantilla global. Estamos hablando de aproximadamente 3.800 puestos de trabajo. Pero hay un detalle interesante: no llega en medio de un mal trimestre. $AXP acaba de reportar: → Revenue +9% YoY → US$20.100M → Spending con tarjetas +8% → US$454.000M → Adj. EPS US$4,68, por encima de lo esperado → Y además elevó su guidance de ganancias para 2026. La explicación de AmEx es bastante clara: menos capas, equipos más ágiles y decisiones más rápidas, mientras sigue invirtiendo en sus prioridades. La baja de empleados generalmente potencia el EPS.

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