Nasdaq (NDAQ) Earnings Expected to Grow: What to Know Ahead of Next Week's Release

Nasdaq (NDAQ) is anticipated to report Q2 2025 earnings of $0.80 per share, a 15.9% year-over-year increase, on revenues of $1.27 billion, up 9.9%. With a positive Zacks Earnings ESP of +0.83% and a Zacks Rank #2, the company is highly likely to surpass consensus EPS estimates, consistent with its record of beating expectations in the past four quarters. This strong analytical outlook positions NDAQ as a compelling candidate for an earnings beat ahead of its July 24 release, potentially driving short-term stock performance.

Analysis

Nasdaq (NDAQ) is positioned for a strong Q2 2025 earnings report, with consensus estimates projecting significant year-over-year growth. Expectations are for a 9.9% increase in revenue to $1.27 billion and a 15.9% rise in earnings per share to $0.80. Analyst sentiment has turned increasingly bullish, reflected by a 1.58% upward revision in the consensus EPS estimate over the past 30 days. The probability of an earnings beat is further substantiated by quantitative models; Nasdaq holds a Zacks Rank of #2 (Buy) and a positive Earnings ESP of +0.83%. This specific combination has historically indicated a high likelihood of a positive surprise, a trend consistent with the company's performance, having beaten EPS estimates in the last four consecutive quarters. The positive outlook extends to industry peer CME Group, which also shows strong growth expectations and a high probability of an earnings beat, suggesting a favorable operating environment for the securities and exchanges sector.

Key Decisions for Investors

• Given the combination of a Zacks Rank #2, a positive Earnings ESP, and a history of earnings beats, investors may consider the high probability of a positive Q2 EPS surprise as a potential short-term catalyst for the stock.
• While a beat is likely, the stock's ultimate direction will depend on management's forward-looking guidance; therefore, it is critical to analyze the earnings call for commentary on future business conditions and outlook.
• Investors should monitor for a potential post-earnings share price reaction, but recognize that a positive surprise is already partially signaled by the available data, and focus on whether the results can exceed these heightened expectations.