Company's Competitive PositionWith the macro haze fading, there is greater appreciation of the company's competitive position and moat.
Financial PerformanceAnalyst recommends a Buy on Amex, raising the price target based on strong earnings per share estimates.
Management's StrategyManagement's focus on growing premium consumer base, winning in the US small business recovery, international growth, and tech efficiency underpins confidence in a strong long-term growth algorithm.