Nasdaq, Inc.

NasdaqGS:NDAQ 주식 리포트

시가총액: US$52.0b

Nasdaq 향후 성장

Future 기준 점검 1/6

Nasdaq (는) 각각 연간 8% 및 7.1% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 9.7% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 19.9% 로 예상됩니다.

핵심 정보

8.0%

이익 성장률

9.72%

EPS 성장률

Capital Markets 이익 성장11.7%
매출 성장률7.1%
향후 자기자본이익률19.91%
애널리스트 커버리지

Good

마지막 업데이트15 May 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 • Apr 26

NDAQ: AI And Fintech Platform Durability Will Support Re Rating Beyond 2026

Analysts have slightly adjusted the Nasdaq price target to about $106.70 from roughly $106.90, reflecting modest tweaks to assumptions on growth, margins and future P/E, while citing continued confidence in the durability of its platform and its role in financial technology and AI. Analyst Commentary Recent Street research on Nasdaq reflects a mix of optimism and caution, with several firms adjusting price targets around the low US$100s and refining their views on execution, valuation and growth in financial technology and AI.
Seeking Alpha • Apr 26

Nasdaq: My Multiple Target Has Been Reached, So I Am Upgrading To A Buy

Summary Nasdaq is upgraded from 'hold' to 'buy' after strong quarterly results and attractive valuation at 27x TTM PE. NDAQ increased net revenues by 14% and raised its dividend by 15%, reinforcing its dividend growth track record. Rapid deleveraging post-Adenza acquisition demonstrates robust balance sheet management and operational discipline. AI remains a key uncertainty, but NDAQ's unique data assets position it to capitalize on technological shifts rather than be disrupted. Read the full article on Seeking Alpha
내러티브 업데이트 • Apr 11

NDAQ: AI And Fintech Platform Durability Will Drive Re Rating Beyond 2026

Nasdaq's analyst fair value estimate has been reduced by about $3 to $106.87, as analysts modestly adjust assumptions for growth, margins, and future P/E, while still emphasizing the durability of its technology platform and AI exposure highlighted in recent research. Analyst Commentary Recent Street research on Nasdaq reflects a mix of optimism around the company’s platform and AI exposure, alongside a few more cautious tweaks to price targets and ratings.
내러티브 업데이트 • Mar 27

NDAQ: AI And Fintech Platform Durability Will Drive Re Rating Through 2026

Narrative Update on Nasdaq The updated analyst price target for Nasdaq edges higher to about $110 from roughly $109, with analysts pointing to refined assumptions around slightly higher revenue growth, a stable discount rate, and a modestly higher future P/E as they gain confidence in the durability of the platform and its exposure to financial technology and AI. Analyst Commentary Recent research updates cluster around higher price targets and an upgraded rating, all tied to views on Nasdaq's platform durability, execution in financial technology, and exposure to AI themes.
내러티브 업데이트 • Mar 12

NDAQ: AI And Fintech Platform Strength Will Support Re Rating Through 2026

The implied fair value estimate for Nasdaq has inched up by about $0.80 to $108.53 as analysts factor in updated revenue growth assumptions, modest tweaks to discount and margin inputs, and a series of recent price target increases that highlight confidence in the durability of its platform and its role as a beneficiary of AI. Analyst Commentary Recent research commentary on Nasdaq has been broadly constructive, with several bullish analysts adjusting price targets higher and one upgrade following the latest investor day.
내러티브 업데이트 • Feb 26

NDAQ: Higher Quality Solutions Mix Will Support Re Rating On Execution Through 2026

Nasdaq's updated analyst price target edges down by about $0.60 as analysts factor in slightly softer revenue growth and modestly lower future P/E assumptions, even as recent research notes have continued to lift individual firm targets in the $113 to $120 range. Analyst Commentary Recent research on Nasdaq shows most price targets moving higher into the low to mid US$110s, with a few reaching US$120.
내러티브 업데이트 • Feb 10

NDAQ: Higher Quality Solutions Mix Will Support Share Re Rating Through 2026

Nasdaq's updated analyst price target edges lower to about $108 from roughly $109 as analysts factor in slightly softer modeled revenue growth, a modest tweak to discount rates, and a lower assumed future P/E multiple. This is partly offset by a small uplift in expected profit margins and a series of recent target increases from major firms.
내러티브 업데이트 • Jan 26

NDAQ: Solutions Shift And Higher Quality Revenue Mix Will Drive Upside Through 2026

Analysts have nudged their fair value estimate for Nasdaq higher to about $109.36 from $104.67, citing slightly stronger profit margin assumptions, modestly adjusted revenue growth expectations, and a higher future P/E multiple, supported by recent rounds of price target increases from firms across the Street. Analyst Commentary Recent Street research has tilted more constructive on Nasdaq, with several price target increases and at least one rating upgrade contributing to the higher fair value estimate.
내러티브 업데이트 • Jan 12

NDAQ: Technology Solutions And AI Surveillance Will Shape Balanced Risk Reward Through 2026

Analysts have nudged their average price targets for Nasdaq higher, reflecting a modest increase in fair value to about $104.67. This comes as they factor in updated models, recent price target hikes across several firms, and continued focus on the company’s exchange and technology solutions businesses.
내러티브 업데이트 • Dec 24

NDAQ: Technology Solutions Mix Will Support Balanced Risk Reward Into 2026

Analysts have nudged their fair value estimate for Nasdaq higher to $104 from about $103, citing an improved revenue growth trajectory, a modestly lower discount rate, and expectations that the company’s ongoing shift toward higher quality, technology driven revenue streams will support a richer future earnings multiple. Analyst Commentary Recent Street research reflects a broadly constructive stance on Nasdaq, with multiple firms lifting price targets and highlighting strengthening fundamentals across the company’s technology and solutions businesses.
내러티브 업데이트 • Dec 10

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.
내러티브 업데이트 • Nov 26

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.
내러티브 업데이트 • Nov 09

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.
내러티브 업데이트 • Oct 26

Momentum in Technology and AWS Collaboration Will Drive Broader Market Transformation

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.
내러티브 업데이트 • Oct 12

Product Investments And AWS Partnership Will Modernize Global Markets

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.
분석 기사 • Jun 13

Nasdaq's (NASDAQ:NDAQ) Upcoming Dividend Will Be Larger Than Last Year's

Nasdaq, Inc. ( NASDAQ:NDAQ ) will increase its dividend from last year's comparable payment on the 27th of June to...
분석 기사 • May 30

Nasdaq's (NASDAQ:NDAQ) Upcoming Dividend Will Be Larger Than Last Year's

Nasdaq, Inc. ( NASDAQ:NDAQ ) will increase its dividend from last year's comparable payment on the 27th of June to...
Seeking Alpha • Apr 25

Nasdaq: Re-Rating After Coming Through

Summary Nasdaq, Inc.'s $10.5 billion acquisition of Adenza in 2023 has strengthened and diversified its business, despite initial concerns about leverage and dilution. Organic growth and earnings have rebounded, justifying a re-rating of shares, which now trade at a modest premium to the market. Nasdaq's impressive operating margins and strategic divestments have helped reduce leverage, making it relatively attractive compared to pricey peers. While Nasdaq's fundamentals are strong, and growth prospects are decent, I am not in a rush to chase NDAQ shares at current levels. Read the full article on Seeking Alpha
Seeking Alpha • Feb 02

Nasdaq: Debt Reduction Underway And Company Well Positioned

Summary Nasdaq's management has improved its balance sheet and debt position, but the current valuation remains too high for a rating upgrade from Hold. The company has successfully reduced its leverage ratio to 3.6x within 12 months, ahead of its 18-month target. Despite strong recent performance, Nasdaq's valuation is driven by multiple expansion rather than earnings growth, suggesting potential future multiple compression. Read the full article on Seeking Alpha
Seeking Alpha • Dec 26

Beyond The Index: Why Nasdaq Is A Fintech Powerhouse

Summary Nasdaq's Q3 2024 revenue surged 22% YoY, driven by a 26% increase in Index revenue from ETPs, and returned $138 million to shareholders. The Adenza acquisition bolstered Nasdaq's financials, contributing $146 million in Q3 2024 revenue and achieving 80% expense synergy targets, with strong free cash flow projections. Market volatility poses a significant risk; however, upcoming IPOs, deregulation, and new crypto products could catalyze capital market growth in 2025. Nasdaq's monopolistic nature and tech-forward strategy make it a compelling investment, with expectations to surpass a $50 billion market cap by mid-2025. Read the full article on Seeking Alpha
Seeking Alpha • Oct 25

Nasdaq: Once Again Reports A Solid Quarter Of Organic Solutions Revenue Growth

Summary Nasdaq's 3Q24 earnings exceeded expectations with non-GAAP revenue of $1.18bn (+26% Y/Y) and adjusted EPS of $0.74, beating consensus estimates. Strong organic growth across Nasdaq’s business lines, particularly in Index, and effective integration of Adenza highlight robust operational performance. Despite solid results, I maintain a HOLD rating due to limited upside potential, with Nasdaq's shares offering less than 10% upside, in my view. Nasdaq's focus on deleveraging and achieving expense synergies from the Adenza acquisition underscores its strong financial management and strategic execution. Read the full article on Seeking Alpha
Seeking Alpha • Oct 07

Nasdaq: Tailwinds In IPO Activity And Software Company Acquisitions

Summary Nasdaq's diversified business model, with strong segments in Capital Access Platforms, Financial Technology, and Market Services, ensures stable revenue and hedges against downturns. The IPO market is expected to rebound, potentially adding $200 million to Nasdaq's revenue and $1.2 billion in value. Recent acquisitions like Verafin and Adenza enhance Nasdaq's regulatory tech and financial crime management, boosting recurring revenue and growth prospects. With a valuation estimate of $106 per share, offering a 47% premium over the current stock price, I recommend buying Nasdaq stock. Read the full article on Seeking Alpha
Seeking Alpha • Sep 26

Nasdaq Q3 Preview: Improving IPO Activity Could Start In H1 FY25

Summary Nasdaq's Solutions business continues to show double-digit growth, driven by strong ARR and increasing SaaS revenue, supporting a 'Strong Buy' rating with a fair value of $95 per share. The acquisition of Adenza is expected to significantly boost Nasdaq's software revenue mix and contribute to the sustained growth of the Solutions business. With the Fed entering an interest rate cut cycle, I anticipate a recovery in Nasdaq's Listing business in FY25, further enhancing overall growth. Despite elevated debt levels from the Adenza acquisition, Nasdaq aims to deleverage, and I forecast continued double-digit revenue growth in the Solutions business. Read the full article on Seeking Alpha
Seeking Alpha • Aug 04

Nasdaq: Strong Q2 2024 Results, Solid Stock Reaction; Valuation Closer To Fair Value (Rating Downgrade)

Summary Strong 2Q24 earnings results, with revenue exceeding expectations and solid expense management. Deleveraging ahead of schedule with share repurchases resuming, focusing on debt paydowns and achieving leverage ratio below 3.3x. Thoma Bravo exits 50% stake, Nasdaq repurchases 1.2 million shares, removing overhang on stock; company viewed favorably but downgraded to HOLD due to valuation approaching fair value. Read the full article on Seeking Alpha

이익 및 매출 성장 예측

NasdaqGS:NDAQ - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/20286,7592,2512,9243,1607
12/31/20276,2432,0482,6142,91112
12/31/20265,7571,8852,6642,76412
3/31/20265,4191,9122,0042,281N/A
12/31/20255,2491,7881,9892,255N/A
9/30/20255,0841,6252,0982,335N/A
6/30/20254,9151,5082,1342,358N/A
3/31/20254,7691,2781,8552,072N/A
12/31/20244,6491,1171,7321,939N/A
9/30/20244,5399591,4621,651N/A
6/30/20244,3349471,5371,707N/A
3/31/20244,0989911,5041,661N/A
12/31/20233,8951,0591,5381,696N/A
9/30/20233,6851,1031,6231,773N/A
6/30/20233,6351,1031,5511,705N/A
3/31/20233,6041,1431,5091,666N/A
12/31/20223,5821,1251,5541,706N/A
9/30/20223,5611,1431,4281,596N/A
6/30/20223,5081,1381,4371,596N/A
3/31/20223,4611,1731,1381,294N/A
12/31/20213,4201,1879201,083N/A
9/30/20213,3221,1539611,134N/A
6/30/20213,2001,128697898N/A
3/31/20213,0531,0281,0621,266N/A
12/31/20202,9039331,0641,252N/A
9/30/20202,7619119891,156N/A
6/30/20202,6787971,1291,261N/A
3/31/20202,6027308731,006N/A
12/31/20192,535774N/A963N/A
9/30/20192,533527N/A984N/A
6/30/20192,502540N/A897N/A
3/31/20192,494528N/A990N/A
12/31/20182,526458N/A1,028N/A
9/30/20182,513748N/A968N/A
6/30/20182,515754N/A1,049N/A
3/31/20182,496738N/A1,040N/A
12/31/20172,411729N/A909N/A
9/30/20172,379258N/A893N/A
6/30/20172,361220N/A861N/A
3/31/20172,324144N/A765N/A
12/31/20162,276106N/A776N/A
9/30/20162,214481N/A702N/A
6/30/20162,158488N/A705N/A
3/31/20162,117551N/A706N/A
12/31/20152,090428N/A727N/A
9/30/20152,072366N/A752N/A
6/30/20152,040351N/A710N/A

애널리스트 향후 성장 전망

수입 대 저축률: NDAQ 의 연간 예상 수익 증가율(8%)이 saving rate(3.5%)보다 높습니다.

수익 vs 시장: NDAQ 의 연간 수익(8%)이 US 시장(16.8%)보다 느리게 성장할 것으로 예상됩니다.

고성장 수익: NDAQ 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: NDAQ 의 수익(연간 7.1%)이 US 시장(연간 11.6%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: NDAQ 의 수익(연간 7.1%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: NDAQ의 자본 수익률은 3년 후 19.9%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/20 08:56
종가2026/05/20 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Nasdaq, Inc.는 32명의 분석가가 다루고 있습니다. 이 중 12명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Kevin HealArgus Research Company
Benjamin BudishBarclays
Roger FreemanBarclays