| NDAQ |
Report |
Revenues less transaction-based expenses |
BEAT |
pred ~$1,490M vs. cons $1,456M |
MEDIUM |
| NDAQ |
Report |
Index licensing & services revenues |
BEAT |
pred ~$255M vs. cons $246M |
MEDIUM |
| NDAQ |
Report |
EPS-Diluted Operating |
BEAT |
pred ~$1.00 vs. cons $0.985 |
MEDIUM |
| NDAQ |
Guide |
Non-GAAP Opex (FY 2026) |
UNCHANGED |
guide ~$2.485B-$2.545B vs. cons $2,533M |
HIGH |
| NDAQ |
Guide |
FinTech ARR / Verafin tone (H2 2026) |
BETTER |
guide constructive H2 acceleration vs. cons neutral |
MEDIUM |
| NDAQ |
Guide |
IPO / Capital Access tone (Q3 2026) |
BETTER |
guide positive improving pipeline vs. cons neutral |
MEDIUM |
| NDAQ |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.5% |
— |
MEDIUM |
| NDAQ |
Return |
5-day cumulative residual |
+2.0% (STABILIZE) |
STABILIZE — no formal guidance raise to drive estimate revisions; implicit H2 math in line with consensus; short interest too low for squeeze; modest follow-through from model updates then flat |
MEDIUM |