| ICE |
Report |
Net Revenues (Q2 2026) |
BEAT |
pred ~$2,700M vs. cons $2,621M |
MEDIUM |
| ICE |
Report |
Energy Futures Revenue (Q2 2026) |
BEAT |
pred ~$550M vs. cons $516M |
MEDIUM |
| ICE |
Report |
FIDS Recurring Revenue (Q2 2026) |
BEAT |
pred ~$527M vs. cons $521M |
MEDIUM |
| ICE |
Guide |
Adj. Opex (FY 2026) |
UNCHANGED |
guide $4.145B-$4.195B vs. cons $4.145B midpoint |
HIGH |
| ICE |
Guide |
Mortgage Tech Recurring Rev. (Q3 2026) |
UNCHANGED |
guide ~stable/$400M vs. cons $402M |
MEDIUM |
| ICE |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.5% |
— |
MEDIUM |
| ICE |
Return |
5-day cumulative residual |
+2.0% (STABILIZE) |
STABILIZE — day-1 gain holds; market waits for mortgage inflection signal before re-rating; H2 estimate upgrades provide a floor |
MEDIUM |