Nasdaq二季度收入和EPS超预期，指数业务收入同比增长38%

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Investing.com -- Nasdaq stock rose 2.0% in pre-open trading after the company reported second-quarter 2026 results that beat analyst forecasts on both the top and bottom lines, with adjusted earnings per share of $1.07 coming in well ahead of the roughly $0.97–$0.98 consensus and net revenue of $1.5 billion exceeding expectations by a meaningful margin while growing 15% year-over-year. The earnings release, published at approximately 7:00 AM Eastern today, also flagged historic milestones across the business, with the Capital Access Platforms segment generating $621 million in revenue — up 19% — and the Financial Technology segment contributing $539 million, up 16%.
A standout within the quarter was the Index business, where revenue surged 38% year-over-year to $271 million, buoyed by elevated assets under management in Nasdaq-branded exchange-traded products and the high-profile addition of SpaceX to the Nasdaq-100 Index in early July. Complementing the earnings beat, the Board of Directors declared a quarterly cash dividend of $0.31 per share, payable September 25, 2026, reaffirming management’s commitment to returning capital to shareholders. Ahead of the results, TD Cowen had already raised its price target on the stock to $105 from $101, while Goldman Sachs and RBC Capital maintained their positive ratings, signaling broad analyst confidence heading into the print.
The gain is particularly notable given the hostile macro backdrop: the S&P 500 is down 1.05%, the Dow Jones is off 1.17%, and the Nasdaq Composite is lower by 1.56% in pre-market, pressured by a mix of disappointing tech earnings from other large-cap names, geopolitical tensions, and ongoing uncertainty around Federal Reserve policy. Exchange and financial technology peers such as Intercontinental Exchange and CME Group face the same headwinds, making Nasdaq’s outperformance today a company-specific story rather than a sector-wide tailwind.
Taken together, a decisive earnings beat, robust double-digit growth across all three business segments, a sustained dividend, and pre-existing analyst support combined to push NDAQ sharply higher even as the broader market retreated, underscoring investor confidence in the company’s diversified revenue model and its growing role as a global financial technology platform.
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