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Cboe Global Markets recently reported stronger quarterly revenue and profit than a year earlier and decided to shut its Cboe Europe Derivatives (CEDX) exchange by February 2026, while signaling that its core European cash equities and clearing businesses will continue unchanged.
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This combination of exiting a smaller derivatives platform and highlighting solid recent financial performance points to a tighter focus on areas where management sees better risk‑reward within its global franchise.
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Against this backdrop, we’ll examine how winding down the CEDX platform could influence Cboe’s investment narrative around derivatives-led growth.
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To own Cboe Global Markets, you typically need to believe in its role as a leading derivatives and data-driven exchange group, with concentration in flagship index options and disciplined capital allocation. The stronger recent quarterly results and decision to wind down Cboe Europe Derivatives do not appear to alter the near term focus on derivatives-led earnings and the key risk around renewing its S&P index options partnership in a few years.
The CEDX closure plan, framed around redirecting resources toward higher return opportunities, is the most relevant development here because it directly touches the international expansion catalyst that many investors watch. It puts more attention on how Cboe executes in Europe through its remaining cash equities, clearing and data businesses, against a backdrop of active analyst coverage and revised price targets following the recent earnings update.
Yet investors should be aware that Cboe’s heavy reliance on its S&P index options franchise means any shift in that key relationship…
Read the full narrative on Cboe Global Markets (it’s free!)
Cboe Global Markets’ narrative projects $2.6 billion revenue and $1.1 billion earnings by 2028.
Uncover how Cboe Global Markets’ forecasts yield a $267.77 fair value, in line with its current price.
Seven Simply Wall St Community fair value estimates for Cboe range widely, from about US$41.96 to US$267.77 per share. Set against this spread, Cboe’s dependence on its S&P index options partnership raises important questions about how concentrated revenue streams could influence future performance, so you may want to compare several viewpoints before forming your own view.
Explore 7 other fair value estimates on Cboe Global Markets – why the stock might be worth as much as $267.77!
Disagree with existing narratives? Create your own in under 3 minutes – extraordinary investment returns rarely come from following the herd.
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A great starting point for your Cboe Global Markets research is our analysis highlighting 2 key rewards that could impact your investment decision.
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Our free Cboe Global Markets research report provides a comprehensive fundamental analysis summarized in a single visual – the Snowflake – making it easy to evaluate Cboe Global Markets’ overall financial health at a glance.
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include CBOE.
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