How Investors May Respond To Nasdaq (NDAQ) Blockchain Integration for Real-Time Collateral Management

• Nasdaq recently announced it has facilitated end-to-end margin and collateral workflows on the Canton Network, integrating blockchain-based capabilities with its Calypso platform to enhance 24/7 collateral management across asset classes in partnership with industry peers.
• This initiative signals Nasdaq's commitment to advancing digital asset infrastructure, enabling institutional market participants to increase real-time capital efficiency through automated and interoperable collateral allocation.
• We'll now explore how Nasdaq's integration of blockchain technology for real-time collateral management informs its broader investment thesis.

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Nasdaq Investment Narrative Recap

To own shares in Nasdaq, an investor has to believe in the company's ability to stay ahead in global market infrastructure through technology leadership and resilient financial performance. While Nasdaq's new blockchain-based collateral management on the Canton Network highlights its commitment to modernization, it does not materially shift the biggest short-term catalyst, continued new product launches, or the most pressing risk: a potential slowdown in large client deals in the Financial Technology division.

Among Nasdaq’s recent updates, the expanded partnership with The Philippine Stock Exchange is highly relevant. It demonstrates how Nasdaq’s core trading technology continues to gain international traction, reinforcing market expansion as a key earnings catalyst amid ongoing efforts in product innovation and operational efficiency.

However, in contrast to this advancement, investors should be aware that delays among major clients in the Financial Technology segment could still weigh on near-term earnings and overall growth if...

Read the full narrative on Nasdaq (it's free!)

Nasdaq’s outlook anticipates $5.8 billion in revenue and $1.8 billion in earnings by 2028. This is based on a projected annual revenue decline of 9.3% and an earnings increase of $0.5 billion from current earnings of $1.3 billion.

Uncover how Nasdaq's forecasts yield a $83.58 fair value, a 7% downside to its current price.

Exploring Other Perspectives

Five individual fair value estimates from the Simply Wall St Community span a wide range between US$37.13 and US$83.58 per share. Yet with ongoing uncertainty around large client technology adoption, these diverse perspectives remind you to explore several viewpoints on Nasdaq’s broader earnings outlook.

Explore 5 other fair value estimates on Nasdaq - why the stock might be worth less than half the current price!

Build Your Own Nasdaq Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Nasdaq research is our analysis highlighting 2 key rewards and 1 important warning sign that could impact your investment decision.
• Our free Nasdaq research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Nasdaq's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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