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Barclays lifts Nasdaq OMX target to $87 on solid Q3 results

EditorLina Guerrero
Published 10/24/2024, 02:49 PM
NDAQ
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On Thursday, Barclays increased its price target on shares of Nasdaq OMX Group Inc. (NASDAQ:NDAQ) to $87.00 from $84.00, while maintaining an Overweight rating on the stock. The adjustment follows the company's solid performance in the third quarter.

The firm's third-quarter results showed strength, according to Barclays, despite some delays in revenue from Verafin and Calypso. These delays were attributed to timing-related issues. Nevertheless, Nasdaq OMX Group is seen as continuing to make progress on several of its key strategic priorities.

Looking ahead, the analyst from Barclays expressed a positive outlook for Nasdaq OMX Group, especially if market conditions remain favorable. The year 2025 is anticipated to be particularly promising for the company, building on the momentum of its strategic initiatives.

Nasdaq OMX Group's ongoing execution of its strategic plans is a testament to its resilience and adaptability in a dynamic market environment. The company's ability to maintain focus on its long-term goals while navigating short-term challenges has been acknowledged by Barclays.

Investors and market watchers will likely keep a close eye on Nasdaq OMX Group as it works towards its 2025 targets and continues to adapt to market conditions. The raised price target by Barclays reflects confidence in the company's future performance and strategic direction.

In other recent news, Nasdaq Inc. has reported a rise in third-quarter profit due to a strong performance in its financial technology products. The company's total revenue for the quarter escalated to $1.90 billion, a significant increase from $1.45 billion in the same period the previous year. In addition, Nasdaq's total listings climbed to 138 in the third quarter, up from 87 in the comparable quarter last year. Nasdaq also declared a regular quarterly dividend of $0.24 per share on its outstanding common stock.

Recent analyst notes highlight that TD Cowen has maintained its Hold rating on Nasdaq, while RBC Capital Markets and Oppenheimer both gave an Outperform rating. Citi, however, maintained a Neutral rating. Nasdaq also reported an increase in its Average Daily Volume (ADV) for Q3 2024, suggesting a potential revenue increase for the same period.

Lastly, Nasdaq made significant changes in its revenue accounting for AxiomSL contracts, resulting in a one-time, non-cash GAAP revenue reduction of $32 million in Q3 2024. Nasdaq also announced leadership changes, appointing Stephanie Champion as the new Executive Vice President and Head of Nasdaq Verafin. These are among the recent developments for Nasdaq.

InvestingPro Insights

Nasdaq OMX Group's recent performance and strategic positioning are further illuminated by real-time data from InvestingPro. The company's market capitalization stands at a robust $43.5 billion, underscoring its significant presence in the financial markets ecosystem.

InvestingPro Tips highlight Nasdaq's consistent dividend growth, having raised its dividend for 12 consecutive years. This aligns with the company's solid financial performance noted in the article and suggests a commitment to shareholder returns. Additionally, the stock is trading near its 52-week high, which corroborates Barclays' optimistic outlook and increased price target.

The company's revenue growth of 7.57% over the last twelve months and a strong quarterly revenue growth of 25.05% in Q2 2024 indicate that Nasdaq is indeed making progress on its strategic priorities, as mentioned in the article. Moreover, with a high return of 51.69% over the last year, Nasdaq's stock performance seems to be reflecting the market's confidence in its strategic direction.

For investors seeking a deeper understanding of Nasdaq's potential, InvestingPro offers 11 additional tips that could provide valuable insights into the company's prospects. These tips, along with comprehensive financial data, can help in making more informed investment decisions.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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