American Express (AXP) — What Changed

Material changes in the AI committee's view · 26 events tracked · Detected nightly

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2026-08-01 MAJOR
▼ Agreement Shift

AXP's Committee agreement moved from 71.40% to 42.90% (-28.50pp, 1 day(s) apart).

71.40 → 42.90 (-28.5)

2026-08-01 MINOR
▲ Score Change

AXP's Committee score moved from 47.22 to 49.31 (+2.09, 1 day(s) apart).

47.22 → 49.31 (+2.1)

2026-08-01 MATERIAL
— Conviction Change

AXP's Committee conviction moved from moderate to contested (1 day(s) apart).

moderate → contested

2026-07-31 MAJOR
▲ Agreement Shift

AXP's Committee agreement moved from 42.90% to 71.40% (+28.50pp, 1 day(s) apart).

42.90 → 71.40 (+28.5)

2026-07-31 MINOR
▼ Score Change

AXP's Committee score moved from 48.90 to 47.22 (-1.68, 1 day(s) apart).

48.90 → 47.22 (-1.7)

2026-07-31 MATERIAL
— Conviction Change

AXP's Committee conviction moved from contested to moderate (1 day(s) apart).

contested → moderate

2026-07-30 MINOR
▼ Score Change

AXP's Committee score moved from 49.93 to 48.90 (-1.03, 1 day(s) apart).

49.93 → 48.90 (-1.0)

2026-07-28 MATERIAL
▼ Agreement Shift

AXP's Committee agreement moved from 57.10% to 42.90% (-14.20pp, 1 day(s) apart).

57.10 → 42.90 (-14.2)

2026-07-28 MINOR
▼ Score Change

AXP's Committee score moved from 50.19 to 49.93 (-0.26, 1 day(s) apart).

50.19 → 49.93 (-0.3)

2026-07-24 MATERIAL
▲ Agreement Shift

AXP's Committee agreement moved from 42.90% to 57.10% (+14.20pp, 1 day(s) apart).

42.90 → 57.10 (+14.2)

2026-07-24 MINOR
▼ Score Change

AXP's Committee score moved from 54.12 to 53.81 (-0.31, 1 day(s) apart).

54.12 → 53.81 (-0.3)

2026-07-18 MATERIAL
▼ Agreement Shift

AXP's Committee agreement moved from 57.10% to 42.90% (-14.20pp, 1 day(s) apart).

57.10 → 42.90 (-14.2)

2026-07-18 MINOR
▼ Score Change

AXP's Committee score moved from 54.93 to 54.36 (-0.57, 1 day(s) apart).

54.93 → 54.36 (-0.6)

2026-07-17 MATERIAL
▲ Agreement Shift

AXP's Committee agreement moved from 42.90% to 57.10% (+14.20pp, 1 day(s) apart).

42.90 → 57.10 (+14.2)

2026-07-17 MINOR
▼ Score Change

AXP's Committee score moved from 56.10 to 54.93 (-1.17, 1 day(s) apart).

56.10 → 54.93 (-1.2)

2026-07-14 MAJOR
▼ Agreement Shift

AXP's Committee agreement moved from 60.00% to 42.90% (-17.10pp, 1 day(s) apart).

60.00 → 42.90 (-17.1)

2026-07-14 MAJOR
▼ Score Change

AXP's Committee score moved from 69.34 to 56.10 (-13.24, 1 day(s) apart).

69.34 → 56.10 (-13.2)

2026-07-14 MATERIAL
— Conviction Change

AXP's Committee conviction moved from moderate to contested (1 day(s) apart).

moderate → contested

2026-07-14 MAJOR
— Rating Change

AXP moved from Buy to Watch (1 day(s) apart).

Buy → Watch

2026-07-13 MAJOR
▼ Agreement Shift

AXP's Committee agreement moved from 80.00% to 57.10% (-22.90pp, 1 day(s) apart).

80.00 → 57.10 (-22.9)

2026-07-13 MAJOR
▼ Score Change

AXP's Committee score moved from 70.20 to 58.71 (-11.49, 1 day(s) apart).

70.20 → 58.71 (-11.5)

2026-07-13 MAJOR
— Conviction Change

AXP's Committee conviction moved from high to contested (1 day(s) apart).

high → contested

2026-07-13 MAJOR
— Rating Change

AXP moved from Buy to Watch (1 day(s) apart).

Buy → Watch

2026-07-10 MINOR
▲ Agreement Shift

AXP's Committee agreement moved from 40.00% to 42.90% (+2.90pp, 3 day(s) apart).

40.00 → 42.90 (+2.9)

2026-07-10 MINOR
▼ Score Change

AXP's Committee score moved from 60.90 to 57.89 (-3.01, 3 day(s) apart).

60.90 → 57.89 (-3.0)

2026-07-10 MAJOR
— Rating Change

AXP moved from Buy to Watch (3 day(s) apart).

Buy → Watch

How Change Detection Works

Every night, Innellis compares the committee's latest scores against the previous session. Changes are recorded only when they cross documented materiality thresholds — score moves, rating transitions, conviction shifts, and analyst agreement changes. Small day-to-day noise is deliberately filtered out. View full score history →