Nasdaq Reports Strong Q4 Earnings Exceeding Expectations
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 26 2026
0mins
Should l Buy NDAQ?
Source: seekingalpha
Nasdaq Inc's stock fell 4.46% and hit a 20-day low amid a slight decline in the Nasdaq-100 index, which was down 0.27%.
The company reported strong Q4 2025 results, with adjusted EPS of $0.96 exceeding expectations of $0.92 and net revenue of $1.39 billion surpassing the $1.37 billion consensus. This performance reflects robust growth in its Market Services and Financial Technology segments, despite rising operating expenses.
The strong earnings report indicates Nasdaq's solid financial health and commitment to shareholder returns, which may attract investor interest despite the current market downturn.
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Analyst Views on NDAQ
Wall Street analysts forecast NDAQ stock price to rise
10 Analyst Rating
9 Buy
1 Hold
0 Sell
Strong Buy
Current: 83.520
Low
101.00
Averages
111.50
High
123.00
Current: 83.520
Low
101.00
Averages
111.50
High
123.00
About NDAQ
Nasdaq, Inc. is a global technology company serving corporate clients, investment managers, banks, brokers, and exchange operators as they navigate and interact with the global capital markets and the broader financial system. The Company manages, operates and provides its products and services in three business segments: Capital Access Platforms, Financial Technology and Market Services. Its Capital Access Platforms segment comprises Data & Listing Services, Index and Workflow & Insights. The Financial Technology segment comprises Financial Crime Management Technology, Regulatory Technology and Capital Markets Technology businesses. Its Market Services segment includes its equity derivative trading and clearing, cash equity trading, fixed income, currency and commodities trading. It operates over 19 exchanges across several asset classes, including derivatives, commodities, cash equity, debt, structured products and exchange-traded products (ETPs).
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Market Uncertainty: The oil markets are experiencing volatility due to conflicting statements regarding the Iran war, with both WTI and Brent crude prices initially rising before pulling back, indicating investor concerns about future developments.
- Defense Secretary Investment Controversy: U.S. Defense Secretary Pete Hegseth's broker reportedly sought to make multimillion-dollar investments in major defense companies before the war, raising questions about potential insider trading, although the Pentagon has dismissed these claims.
- Trump's Tough Rhetoric: President Trump threatened to destroy Iran's oil wells and power plants if a peace deal is not reached, which has heightened market anxiety and complicated investor expectations regarding the conflict's trajectory.
- Fed's Inflation Outlook: Federal Reserve Chair Jerome Powell stated that inflation expectations remain grounded despite rising energy prices, suggesting that the central bank does not need to respond with higher interest rates, which could influence market perceptions of future monetary policy.
See More
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- Market Reaction: Despite Federal Reserve Chair Powell's assertion that inflation expectations remain grounded, markets fell due to rising energy prices, indicating investor concerns over potential military conflict that could lead to broader economic repercussions.
- Aluminum Price Surge: Aluminum prices have hit a four-year high as fears of supply shortages grow due to Iranian strikes on Middle Eastern producers, reflecting the war's profound impact on global commodity markets and potentially exacerbating inflationary pressures.
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- 401(k) Investment Benefits: In 2026, employees can contribute up to $24,500 pre-tax to a 401(k) or 403(b), with those over 50 allowed an additional $8,000, maximizing these pre-tax deductions can effectively lower taxable income and result in real savings.
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