we discuss ideas like this as they happen in more detail. All active investors are welcome to join on a free trial and ask any question in our chat room full of sophisticated traders and investors.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alph ...

As the United States ramps up immigration enforcement, several stocks are poised to benefit from the government crackdown.In particular, private prison stocks show strong potential as Los Angeles becomes a focal point in the renewed campaign. Notably, recent Immigration and Customs Enforcement (ICE) raids in the area have led to over 100 arrests, sparking protests and rising political tensions. Amid this backdrop, the following two companies are likely market winners.CoreCivic (NYSE: CXW)CoreCivic (NYSE: CX ...

Intercontinental Exchange (ICE) Conference June 05, 2025 10:30 AM ET Speaker0 My name is Patrick Moley. I cover the exchanges, online brokers and trading companies here at Piper Sandler. It's my pleasure to welcome our next guest, Lynn Martin of Intercontinental Exchange. Lynn has been President of NYSE since 2022. She also serves as Chair of Fixed Income and Data Services business. Lynn, thank you so much for joining us. Speaker1 Thanks for having me. Speaker0 So it's been a volatile first start to the yea ...

Markets began 2025 on a strong footing but have since been gripped by heightened volatility because of the Trump administration’s tariff plans, which have resulted in ambiguity. The uncertainty has clouded expectations around the tariffs’ potential impact on the U.S. economy and the Federal Reserve’s monetary policy decisions. Amid this backdrop, investors are approaching the markets with increased caution.Therefore, the conventional method of selecting stocks is the need of the hour. One such way is choosi ...

Intercontinental Exchange (ICE) FY 2025 Conference May 28, 2025 02:30 PM ET Speaker0 Hello? Okay. I think we'll get started here in this session. So good afternoon, everyone. Thanks for joining for our next session here with Interconcentral Exchange. I'm delighted to welcome yet again to the conference Jeff Sprecher, Founder, Chairman and CEO of ICE. I believe this is the eighth time in a row to attend the conference. So thank you. Hoping to make it 10 in a couple of years. So I appreciate you attending the ...

报告公司投资评级 - 对洲际交易所公司股票维持买入评级 [1] 报告的核心观点 - 洲际交易所公司三个业务板块均有良好发展势头，有望支持股票实现超过10%的每股收益持久增长轨迹 [1] 各业务板块总结 能源业务 - 能源业务是公司强大的增长引擎，年营收超20亿美元，占公司总收入超20%和营业利润超25%，今年有望再创纪录，年初至今同比增长超20% [2] - 天然气方面，全球液化天然气增长将使公司受益，荷兰TTF基准交易量年初至今同比增长约30%，亚洲JKM基准交易量同比增长37% [4] - 石油方面，布伦特原油年初至今同比增长超20%，WTI合约交易量年初至今同比增长超30%，市场份额从几年前的10%升至27% [15] - 其他原油方面，“其他原油”合约未平仓合约同比增长15%，交易量年初至今增长30%，占公司总石油交易量的15% [15] - 定价方面，公司对部分石油和天然气基准价格进行了上调，数据方面过去两年有适度增长 [22] 抵押贷款技术业务 - 增长前景上，公司抵押贷款业务进行了重大转型，目前已实现约50%的客户市场份额，触及80%-85%的市场，预计2025年实现3%-5%的收入增长 [24] - 发起业务上，发起量仍较弱，但有复苏迹象，若抵押贷款发起量达到700-1000万，将带来1-5亿美元的增量收入 [24] - 服务业务上，公司不断赢得大型机构客户，已实现BKI收购1.25亿美元收入协同目标的约50% [24] 固定收益与数据业务 - 固定收益数据与分析方面，因独特定价内容需求增长，指数业务管理资产规模达680亿美元，贡献超1亿美元收入，未来数据增长有望超5% [31] - 信用交易方面，公司认为该业务在财富/零售渠道有独特定位，固定收益定价融入执行工作流程可提升交易效率 [31] 其他方面 - 并购方面，公司并购注重模拟到数字转换和网络效应，目前倾向股票回购，未来并购可能是“附加式” [30] - 数据中心方面，公司采用独特的私有云运营方式，正在扩建数据中心，投资将支持未来连接收入增长 [32] 财务预测 - 12个月目标价为191美元，基于26倍Q5-Q8市盈率，当前股价176.12美元，潜在涨幅8.4% [33] - 预计2024-2027年营收分别为92.79亿、99.40亿、105.40亿和112.54亿美元，息税前利润分别为54.69亿、60.18亿、64.42亿和69.78亿美元 [33]

Meeting with Intercontinental Exchange Inc's ICE top management indicated that the company is poised for durable earnings growth of more than 10%, "with healthy momentum” across its three business segments, according to Goldman Sachs.The Intercontinental Exchange Analyst: Analyst Alexander Blostein maintained a Buy rating.The Intercontinental Exchange Thesis: The company is poised to benefit from structural shifts in the energy segment and improving growth in mortgage, Blostein said in the note.Check out ot ...

Shares of Intercontinental Exchange Inc. (ICE) traded near its 52-week high of $179.44 on May 22. This proximity underscores investor confidence. It has the ingredients for further price appreciation. Shares closed at $174.00 after gaining 16.8% year to date, outperforming the industry, the sector and the Zacks S&P 500 composite in the same time frame.Intercontinental Exchange has outperformed its peer, Nasdaq, Inc. (NDAQ) , while it underperformed other peers, Cboe Global Markets, Inc. (CBOE) and CME Group ...

IntercontinentalExchange (ICE) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #2 (Buy). This upgrade is essentially a reflection of an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the syst ...

财务数据和关键指标变化 - 2024年公司实现创纪录调整后每股收益，为连续第19年创此佳绩，得益于创纪录的93亿美元收入，较上一年增长16% [4] - 2025年第一季度，公司实现创纪录的收入、调整后营业收入和调整后每股收益，为公司历史最佳季度表现 [5] 各条业务线数据和关键指标变化 交易所业务 - 净收入同比增长12%，达到创纪录的50亿美元，其中能源业务表现突出，总收入达19亿美元，较上一年增长25% [4] 固定收益和数据服务业务 - 综合平台实现创纪录收入，总计23亿美元，固定收益数据和分析业务同比增长5%，达到创纪录的12亿美元 [5] 抵押贷款技术业务 - 收入总计20亿美元，公司在实现抵押贷款工作流程数字化方面取得进展 [5] 各个市场数据和关键指标变化 能源市场 - 第一季度公司能源交易和风险管理平台的市场参与者数量增加，推动交易量和收入创纪录 [32] - 石油行业清算所的未平仓合约增加19%，其中布伦特基准合约增加18% [33] - 天然气作为过渡燃料的需求增加，全球市场未平仓合约上涨4%，欧洲上涨8%，亚洲上涨45% [34] 公司战略和发展方向和行业竞争 - 公司战略是使业务多元化，并将自身定位在一些正经历从模拟向数字转换的大型行业的中心 [4] - 2025年公司将继续专注于跨资产类别进行创新，为客户提高效率和透明度，为股东创造价值 [6] 管理层对经营环境和未来前景的评论 - 公司认为市场参与者中，对房屋抵押贷款流程进行自动化、数字化和简化的企业表现优于未进行此类操作的企业 [32] - 公司业务面临长期有利因素，源于能源需求增加、全球化以及天然气（特别是液化天然气）的兴起，以推动清洁能源转型 [35] 其他重要信息 - 公司2025年年度股东大会以纯线上形式举行，股东可通过网络门户参加会议并提问 [2] - 会议对四项议程进行投票，包括董事选举、高管薪酬咨询投票、公司章程修正案批准和独立注册公共会计师事务所任命的批准，各项议程均获通过 [18][24] 问答环节所有提问和回答 问题：请详细阐述住宅房地产市场的趋势 - 美国住宅购房者的房屋库存正在改善，价格增长放缓，公司在今年第一季度的表现优于行业整体，原因是对房屋抵押贷款流程进行自动化、数字化和简化的市场参与者表现更优 [31][32] 问题：鉴于油价下跌，对国内外能源行业的预测和趋势如何？如何解决数据中心等带来的能源需求增加问题？ - 公司能源交易和风险管理平台的市场参与者数量增加，推动第一季度交易量和收入创纪录，石油行业清算所的未平仓合约增加19%，其中布伦特基准合约增加18%，这意味着交易主要由新头寸推动，未来交易量可能增加 [32][33] - 天然气作为过渡燃料的需求增加，全球市场未平仓合约上涨4%，欧洲上涨8%，亚洲上涨45%，公司业务面临长期有利因素，源于能源需求增加、全球化以及天然气（特别是液化天然气）的兴起，以推动清洁能源转型 [34][35]