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Research & education only — not financial advice. EDGAR is not a registered investment adviser; calls are impersonal, generated from SEC filings and a delayed/third-party price feed, and may be wrong or out of date. The operator and an affiliated trading operation may hold or trade the securities EDGAR rates — see Disclosures. Do your own research.

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EEDGAR/calls
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Home›The Flip Side
The Flip Side · Sunday, June 28, 2026

What flipped this week

4 verdicts flipped
▲ 3 up · ▼ 1 down · net +2

The desk leaned constructive this week — 3 upgrades to 1 downgrade, most-changed in Financials.

The flip of the week

AXPHold→Buy

AMERICAN EXPRESS CO

Premium-card flywheel keeps compounding: 10% revenue growth, 32% ROE, its multiple — a high-quality compounder at a fair price.

Revenue (GAAP) $41.3B · FY2025
🔒 The full re-thesis — 5 risks · 5 catalysts · price target · what we’re watching next. See the re-rate →

The flip ledger

Upgrades
HBANHold→Buy
Diluted EPS $1.39 · FY2025
CBREHold→Buy
Revenue $39.9B · FY2025
Downgrades
BNYBuy→Hold
Diluted EPS $7.40 · FY2025

Conviction moves · same call, dial changed

BXHold→
GEHold→
IBMHold→
MSHold→

New this week · 896 first calls

KNSLBuyDiluted EPS $21.65 · FY2025
AALSellStockholders' equity -$3.73B · FY2025
ACGLBuyReturn on equity 18.2% · FY2025
ACIWBuyRevenue $1.76B · FY2025
ACMBuyNet income $562M · FY2025
ACTBuyNet margin 54.6% · FY2025
ADBEBuyDiluted EPS $16.70 · FY2025
AEEHoldRevenue $8.80B · FY2025

Where the change clustered

Financials ▲2 ▼1Real Estate ▲1

The week ahead, with our stance

AVAVMon, Jun 29 · amcHold
FDSWed, Jul 1 · bmoBuy
MSMWed, Jul 1 · bmoHold
LEVIThu, Jul 2Buy

Held the line · what we did not flip

A Hold — held all week; Revenue still $6.95B (FY2025).

AAPL Hold — held all week; Revenue still $416B (+6.4% YoY) (FY2025).

ABT Buy — held all week; Operating income still $8.05B (FY2025).

We changed 4 of 1044 calls this week — we re-rate rarely, and only on a filing fact, never on the price. See our live track record →

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The full re-thesis behind each flip — the risks, catalysts, price target and the cited SEC figures — with Pro.

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Research and education only — not financial advice. EDGAR is not a registered investment adviser or broker-dealer and gives no personalized advice. Every call is impersonal — identical for all users, generated on a schedule from SEC filings plus a delayed/third-party price feed — may be wrong or out of date, and is not a recommendation to buy or sell any security. The operator and an affiliated trading operation may hold or trade the securities EDGAR rates; see Disclosures. Past performance does not guarantee future results. Do your own research.