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NDAQ: market plumbing with a data-and-debt load test

NDAQResearch reportPosted by Goglides ResearchMay 20, 2026
NASDAQNDAQCoverage BootstrapNasdaq, Inc.

Thesis summary

Nasdaq reported FY2025 revenue of $8.3 billion and Q1 2026 revenue of $2.1 billion. The thesis depends on market services, financial technology, data demand, integration execution, leverage and cash conversion.

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Nasdaq reported FY2025 revenue of $8.3 billion and Q1 2026 revenue of $2.1 billion. The thesis depends on market services, financial technology, data demand, integration execution, leverage and cash conversion.

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