What Nasdaq (NDAQ)'s Expanded RegTech Partnership With Revolut Reveals About Its Competitive Strategy

• Earlier this month, Revolut announced a significant expansion of its regulatory technology partnership with Nasdaq, integrating Nasdaq's AxiomSL platform across its European and UK operations to support global compliance needs.
• This collaboration underscores the growing demand for advanced RegTech solutions as financial technology firms look to streamline regulatory reporting and adapt to complex global standards.
• We'll explore how Nasdaq's expanding role in powering fintech compliance infrastructure could influence its broader investment narrative and industry positioning.

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Nasdaq Investment Narrative Recap

To be a Nasdaq shareholder, you need confidence in the company’s ability to innovate and scale its financial technology and compliance offerings to drive consistent long-term growth. While Nasdaq’s expanded partnership with Revolut advances its RegTech capabilities and global reach, this development is not expected to materially alter the most important near-term catalyst: the successful execution of product innovation and international expansion. However, short-term risks such as client decision delays in the financial technology division remain an area of focus.

Among recent announcements, the launch of advanced AI-driven market surveillance tools stands out. This move directly supports key growth catalysts by boosting product differentiation, improving operational efficiencies and expanding Nasdaq’s technology suite for institutional clients.

By contrast, investors should be aware that revenue growth could disappoint if larger deal cycles continue to slow in Nasdaq’s Financial Technology division...

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

Nasdaq's outlook anticipates $6.1 billion in revenue and $2.0 billion in earnings by 2028. This reflects a 9.2% annual revenue decline and a $0.5 billion increase in earnings from the current $1.5 billion.

Uncover how Nasdaq's forecasts yield a $103.13 fair value, a 13% upside to its current price.

Exploring Other Perspectives

Six fair value estimates for Nasdaq from the Simply Wall St Community range from US$37.13 to US$256.45, highlighting sharply different views. With decision-making delays among financial technology clients posing a risk, you’ll find several alternative opinions on the company’s earnings outlook and growth potential from fellow investors.

Explore 6 other fair value estimates on Nasdaq - why the stock might be worth over 2x more than 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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