Mastercard, American Express And A Tech Stock: CNBC's 'Final Trades'
Portfolio Pulse from Avi Kapoor
On CNBC's 'Halftime Report Final Trades,' analysts recommended Mastercard (MA), American Express (AXP), and Amphenol (APH) based on their recent financial performances. Mastercard reported better-than-expected Q4 earnings with net revenues of $6.55 billion and an adjusted EPS increase of 20% Y/Y. American Express's Q4 revenue grew 11% Y/Y but missed consensus estimates, while Amphenol's Q4 sales increased by 3% Y/Y, beating consensus. Mastercard's shares fell slightly, whereas American Express and Amphenol shares gained.
February 05, 2024 | 1:46 pm
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NEUTRAL IMPACT
American Express's Q4 revenue grew 11% Y/Y but missed consensus estimates, with EPS also falling short of expectations.
Although American Express showed revenue growth, the miss on consensus estimates for both revenue and EPS could temper investor enthusiasm, balanced by the share price gain indicating mixed investor reactions.
CONFIDENCE 85
IMPORTANCE 75
RELEVANCE 80
POSITIVE IMPACT
Amphenol's Q4 sales increased by 3% Y/Y, beating consensus, with adjusted EPS also topping estimates. The company expects a 2% to 4% sales increase in Q1.
Amphenol's Q4 performance and positive outlook for Q1 indicate a strong position and potential for growth, likely leading to positive investor sentiment and a beneficial impact on the stock price in the short term.
CONFIDENCE 88
IMPORTANCE 80
RELEVANCE 85
POSITIVE IMPACT
Mastercard reported better-than-expected Q4 earnings with net revenues up 13% Y/Y and adjusted EPS rising 20% Y/Y, beating consensus estimates.
Mastercard's strong Q4 performance, particularly in cross-border volumes and earnings, indicates robust business health and growth potential, likely leading to positive investor sentiment in the short term despite a slight share price dip.
CONFIDENCE 90
IMPORTANCE 85
RELEVANCE 90