Stock Analysis

What Nasdaq (NDAQ)'s Push Into Digital Assets and Fintech Means for Shareholders

  • Earlier this week, Nasdaq, Inc. presented at the Onchain Brokerage Summit in New York, with Matt Savarese, Head of Digital Assets Strategy, discussing the company’s continued expansion into financial technology and digital assets.
  • Analyst sentiment remains positive on Nasdaq, highlighting its diversification into areas like financial crime prevention, regulatory compliance, and capital management, supported by new product launches and technology-driven initiatives.
  • We'll explore how Nasdaq's advancements in digital assets and fintech innovation inform its current investment narrative.

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Nasdaq Investment Narrative Recap

To be a shareholder in Nasdaq today, you need confidence in its evolution beyond traditional exchanges, driven by investments in financial technology and digital assets. This week’s Onchain Brokerage Summit highlighted the company’s digital push, but the news does not materially change its main near-term driver: execution of new fintech products, or its chief risk, client hesitation on large deals in Financial Technology that could slow revenue and recurring growth.

The expanded partnership with AWS, allowing Calypso to be deployed as a managed service, stands out among recent announcements. This move closely complements Nasdaq's fintech strategy, supporting the catalyst of product innovation and international reach, but the company’s future outlook still depends on broad client adoption.

Yet even as innovation accelerates, investors should watch for the impact if clients delay financial technology decision making...

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 decline in revenue alongside a $0.5 billion earnings increase from the current $1.5 billion.

Uncover how Nasdaq's forecasts yield a $101.67 fair value, a 14% upside to its current price.

Exploring Other Perspectives

NDAQ Community Fair Values as at Oct 2025
NDAQ Community Fair Values as at Oct 2025

Seven members of the Simply Wall St Community estimate Nasdaq’s fair value anywhere between US$37.13 and US$204.85 per share. As opinions span this wide range, remember that adoption of new financial technology products could shape future results in unexpected ways, explore these perspectives to better understand the risks and potential.

Explore 7 other fair value estimates on Nasdaq - why the stock might be worth over 2x more than the current price!

Build Your Own Nasdaq Narrative

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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.

Valuation is complex, but we're here to simplify it.

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