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AXPAmerican Express Company

Options Analysis ReportFINANCE SERVICES
Market Cap $216.6B|NYSE
2026-09-11$320.71
NEUTRAL
Analysis: 2026-09-10 EOD data
1Y -2.6%YTD -14.0%7D -1.7%
21,429
30D
±7.0%
9%

AXP Options Overview

IV is low. No clear edge detected.

REWARDS

RISK ANALYSIS

6.1VALUESENTIMENTACTIVITYLIQUIDITYTIMING

Snowflake Analysis

Favorable conditions for option buyers

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AXP Gamma Walls

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AXP Hedge Radar

Neither score is at an extreme today. Neither axis is a forecast — this is where AXP sits on protection cost vs. fragility today.

Protection is priced in the cheap band (2.91) — near-dated vol is priced 9% below far-dated, and downside puts carry 0.9 IV points more than at-the-money, measured against this name's own rolling 20-trading-day realized moves (484 overlapping windows). Fragility reads neutral (5.92): it is trading 4% below its hedge wall on a wall graded HIGH for reliability, and its realized-vol regime is stable.

Protection cost
2.91/ 10cheap
Basis: cross_sectional
Fragility
5.92/ 10neutral
Basis: per_ticker

Value

Is IV priced right?

7.0
ExpensiveCheap

Measures whether options are cheap, fair, or rich relative to historical and peer

levels.

Risk Checks7/9 checks passed
≤35%

IV Rank 25.9% — cheap vs history

<1.05x

IV/HV 1.60x — IV premium over HV

Sector Relative≤50%

Sector percentile 49% — below sector median

<1.1x

Front/Back 0.91x — contango

<1.25x

Put/Call IV 1.16x — elevated

<80%

ATM IV 27.3% — normal range

<80%

Effective IV 36.3% (ATM 27.3% + spread 4.5% + bias) — excellent value

<3.0%

Total drag 9.03% (spread 4.52% + slippage 4.51%) — high friction

≥5.0

Vega efficiency 76.12 (vega 34.406 / spread 4.52%) — efficient

Sentiment

Bullish or bearish?

5.3
BearishBullish

Analyzes

,
, and flow direction to determine market bias.

Risk ChecksVery Bearish - Strong signal (Conviction: -34%, Raw: -37%)
|net sentiment| ≥25%

Conviction-weighted: -34% (strong bearish) — Raw: -37%

≥15%

|OI skew| 22.9% — call-heavy

Same sign, |vol skew| ≥10%

Vol skew +30.5%, OI skew +22.9% — aligned

≥2/3 conditions

0-DTE 34%, far-OTM 15%, avg DTE 30

|change| ≥3%

OI change +0.0% (5d) — stable

|weighted flow| ≥20%

ITM: +44%, ATM: -15%, OTM: -56% — bullish (ITM/ATM divergent)

Sector Relative≤40% or ≥60%

Sector P/C percentile 37% — bullish vs sector

Activity

Unusual activity?

5.4
QuietActive

Detects volume surges,

, and unusual options activity that may signal moves.

Risk Checks3/8 checks passed
≥1.5x

Volume 1.5x avg — normal

≥15%

Vol/OI 8.4% — normal turnover

≥2 days

1 day(s) elevated — may be one-day event

≥5%

OI change -3.1% (5d) — unwinding

Sector Relative≥60%

Sector activity percentile 91% — very active vs sector

≥30%

Large trade volume 58% — heavy institutional

≥60%

Aggressive execution 23% — patient

≥30

Conviction -34 (bearish) — moderate

Liquidity

Can I trade efficiently?

6.1
IlliquidLiquid

Evaluates

, volume depth, and open interest for trade execution quality.

Risk Checks5/8 checks passed
≤5.0%

Spread 4.5% — acceptable

≥10,000

OI 255,862 — deep

≥500

Volume 21,429/day — active

≤$0.50

$0.23 to cross — cheap

≥5 strikes

3 liquid strikes — limited options

Sector Relative≤40%

Sector spread percentile 51% — neutral vs sector

≥100 contracts

Depth 100.7 contracts (bid:42.5 ask:58.2) — adequate

<1.0%

Avg slippage 4.51% — poor

Timing

Is now a good time?

6.8
RiskyFavorable

Considers earnings proximity,

, and event calendar for optimal entry timing.

Risk Checks7/9 checks passed
|slope| ≥5%

Slope -9.4% — contango

<30 or >70

IV percentile 26% — buyer opportunity

≥10pts kink

IV kink -1.8pts — no clear event

<0.5 or >2.0

θ/ν ratio 221.83 — favors income trades

≥3 expirations

5 liquid expirations — flexible

≥60% (safe)

caution advised: FOMC in 5d; CPI in 0d (HIGH)

<1.2 ratio

Spread ratio 1.00x — stable

≥25% strength + ≥50% consistency

Flow -34% @ 67% consistency — moderate (bearish)

≥40 composite score

Score 88 (ITM 20% + inst 58%) — HIGH institutional

Directional Strategy Fit

Option Buyers
Long Calls6.3
bullishIV cheap, mixed flow
Long Puts6.1
bearishIV cheap, mixed flow
Premium Sellers
Cash-Secured Put5.0
bullishIV too cheap, mixed flow
Covered Call4.8
bearishIV too cheap, mixed flow

For educational purposes only. Not investment advice.

The Options Desk tracks the move options price into every US earnings report the week of Sep 7, next to how much each stock has actually moved on its past prints — plus the SPY, QQQ and IWM expected ranges and the gamma walls that box them in.

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