The 2.7% EPS beat and 14% revenue growth on strong Financial Tech and Index momentum justify the bullish reaction. Traders should monitor the next quarter's guidance update and the pace of cloud adoption in Financial Crime Management, which added 58 new SMB clients. The $2.9B remaining share repurchase capacity provides downside support.
Price Chart
Executive Summary
Nasdaq, Inc. (NDAQ) reported Q1 2026 results with revenue of $1.407 billion (14% YoY growth, 13% organic) and non-GAAP EPS of $0.96, beating consensus estimates of $0.93. Strong performance was driven by double-digit growth across all business segments, particularly Financial Technology (20% revenue growth) and Index (14% growth), with record trading volumes and robust shareholder returns of $701 million via dividends and buybacks.
Key Financial Metrics
Key Facts
- Q1 2026 revenue: $1.407 billion (+14% YoY, $130 million above consensus of $1.37B)
- Non-GAAP EPS: $0.96 vs. consensus estimate of $0.93 (2.7% beat)
- Solutions revenue grew 14% to $1.082 billion, led by Financial Technology (+20%) and Capital Access Platforms (+11%)
- Annualized Recurring Revenue (ARR) reached $3.188 billion (+13% YoY)
- Company returned $701 million to shareholders ($153M dividends, $548M buybacks)
- GAAP operating income increased 20% to $657 million; non-GAAP operating income up 17% to $799 million
Financial Impact
$1.407B revenue (+14% YoY), $0.96 EPS (+2.7% vs est), $701M returned to shareholders
Risk Factors
- Non-GAAP adjustments ($42M net) are material and could raise sustainability questions
- Index inflows slowed to $6B in the quarter vs. $79B trailing twelve months, down from $86B in prior year period
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3279750 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 27, 2026 5w ago | Press Release | $99.35 $94.55 | ▼ −4.83% | ▼ −4.32% | $90.33 (−9.08%) |
Aug 12, 2026 7w ago | Insider Cluster | $97.59 $91.19 | ▼ −6.56% | ▼ −4.81% | $90.33 (−7.44%) |
Aug 11, 2026 7w ago | Insider Cluster | $95.66 $92.01 | ▼ −3.82% | ▼ −1.92% | $90.33 (−5.57%) |
Aug 5, 2026 8w ago | Insider Cluster | $94.56 $95.72 | ▲ +1.23% | ▲ +1.83% | $90.33 (−4.47%) |
Aug 3, 2026 8w ago | Press Release | $93.62 $97.54 | ▲ +4.19% | ▲ +5.43% | $90.33 (−3.51%) |
Aug 3, 2026 8w ago | Press Release | $93.62 $97.54 | ▲ +4.19% | ▲ +5.43% | $90.33 (−3.51%) |
Jul 31, 2026 9w ago | Insider Cluster | $94.19 $99.31 | ▲ +5.44% | ▲ +2.45% | $90.33 (−4.10%) |
Jul 28, 2026 9w ago | Insider Cluster | $95.96 $98.73 | ▲ +2.89% | ▼ −0.49% | $90.33 (−5.87%) |
Jul 23, 2026 10w ago | 8-K | $90.42 $97.55 | ▲ +7.89% | ▲ +4.58% | $90.33 (−0.10%) |
Jul 20, 2026 10w ago | Press Release | $91.87 $96.68 | ▲ +5.24% | ▲ +1.11% | $90.33 (−1.68%) |
US Market Status
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