Momentum in Technology and AWS Collaboration Will Drive Broader Market Transformation

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

06 Aug 24

Updated

10 Dec 25

Views

344

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

21.1%

7D

-0.1%

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1Y

21.1%

7D

-0.1%

You can edit this narrative until Dec 11 9:05 PM. Then, changes will post as Updates.

Author's Valuation

US$103.139.1% undervalued

AnalystConsensusTarget Fair Value

Shared on 10 Dec 25

NDAQ: Higher Quality Solutions Revenue Will Drive Continued Share Upside Into 2026

Analysts have nudged their average price target for Nasdaq higher to the low $110s from the high $100s, citing accelerating, higher quality solutions revenue and a supportive macro backdrop that they expect will sustain or even quicken the company’s growth momentum into 2026. Analyst Commentary Street research in recent weeks has grown more constructive on Nasdaq, pointing to an improving earnings trajectory and a higher quality revenue mix that is reinforcing the stock's re-rating case.

Shared on 26 Nov 25

Fair value Increased 0.76%

NDAQ: Accelerating Solutions Business Momentum Will Support Further Share Upside Into 2026

Analysts have raised their price target for Nasdaq, increasing it by approximately $0.78 to $103.13. They cite accelerating revenue growth across its solutions business and a constructive outlook supported by recent research updates.

Shared on 09 Nov 25

Fair value Decreased 0.31%

NDAQ: Continued Revenue Momentum Will Drive Performance After Strong Q3 Results

The analyst price target for Nasdaq has been raised by $1, with analysts citing strong Q3 results and continued revenue growth momentum as key drivers for the positive revision. Analyst Commentary Recent commentary from research analysts highlights both positive outlooks and areas of caution regarding Nasdaq's performance and future prospects.

Shared on 26 Oct 25

Fair value Increased 0.98%

Analysts have slightly increased their price target for Nasdaq, raising it by $1.00 to $102.67. They cite strong recent earnings results and continued momentum in core business segments.

Shared on 12 Oct 25

Fair value Increased 0.99%

Nasdaq's analyst price target saw a modest increase of $1.00, with analysts citing steady revenue growth, resilient profit margins, and positive momentum in market services and index businesses as factors supporting this upward adjustment. Analyst Commentary Recent analyst research on Nasdaq highlights a broadly constructive tone, with incremental adjustments to price targets and nuanced views on future growth and market execution.

Shared on 07 May 25

Fair value Increased 20%

Shared on 30 Apr 25

Fair value Decreased 5.33%

AnalystConsensusTarget has increased revenue growth from -8.1% to -9.1%.

Shared on 23 Apr 25

Fair value Increased 0.33%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 16 Apr 25

Fair value Decreased 2.60%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 2.09%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 4.14%

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Increased 4.45%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget Fair Value

US$103.13

9.1% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

-4.90%

Capital Markets revenue growth rate

0.25%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

8.52%

Calculation

US$2.10b

Earnings '28

x

35.12x

PE Ratio '28

=

US$73.72b

Market Cap '28

US$73.72b

Market Cap '28

/

558.73m

No. shares '28

=

US$131.95

Share Price '28

US$131.95 Share Price '28

Discounted to 2025 @ 8.61% p.a.

=

US$103.00

Fair Value '25