UBS raises Nasdaq stock price target to $95 on strong trading metrics

Published 10/07/2025, 14:44
UBS raises Nasdaq stock price target to $95 on strong trading metrics

Investing.com - UBS raised its price target on Nasdaq Inc. (NASDAQ:NDAQ) to $95.00 from $82.00 on Thursday, while maintaining a Neutral rating on the stock. The stock, currently trading at $89.97, is approaching its 52-week high of $90.82, having delivered an impressive 47.62% return over the past year. According to InvestingPro analysis, the stock appears to be trading above its Fair Value.

The price target increase follows Nasdaq’s June metrics release, which showed elevated trading activity in US options and European equities businesses, along with stronger performance in the index business. InvestingPro data reveals the company is trading at a P/E ratio of 40.29, suggesting a premium valuation relative to near-term earnings growth. InvestingPro subscribers have access to 10+ additional key insights about NDAQ’s valuation metrics.

UBS raised its second-quarter 2025 earnings per share estimate to $0.82 from $0.81, compared to the Street consensus of $0.79, citing the strong market recovery that drove the firm’s index revenue forecast up by 3%.

The investment bank now forecasts 18.5% year-over-year growth for Nasdaq’s index business in the second quarter, while estimates for Data and Listings, Workflows and Insights, and Capital Markets Tech businesses increased by approximately 1% due to favorable foreign exchange rates.

UBS’s organic solutions growth forecast for Nasdaq increased to 7.5% from 6.9%, though this remains below the company’s 8-11% medium-term guidance range.

In other recent news, Nasdaq, Inc. has seen multiple analyst firms adjust their price targets for the company. Raymond (NSE:RYMD) James increased its price target to $96, citing Nasdaq’s diverse and growth-oriented business model, while maintaining an Outperform rating. Similarly, Citi raised its price target to $95, noting the company’s strong market performance over the past three months, although it kept a Neutral rating. Goldman Sachs reiterated its Buy rating with an $85 price target, expressing confidence in Nasdaq’s growth outlook and capital allocation strategy. In governance developments, Nasdaq announced the election of all nominated directors to the boards of the six U.S. exchanges it operates. The elected directors include executives from various sectors, such as finance and technology. Additionally, shareholders re-elected Adena T. Friedman as Chair of the Board and approved several proposals, including executive compensation and the ratification of Ernst & Young LLP as the independent auditor for 2025. These developments reflect Nasdaq’s ongoing strategic initiatives and market positioning.

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