--- title: "Intercontinental Exchange (ICE) Stock After ICE Compass Launch Is The Undervaluation Story Still Intact" type: "News" locale: "en" url: "https://longbridge.com/en/news/289643677.md" description: "Intercontinental Exchange (ICE) launched ICE Compass, an AI-driven analytics platform for fixed income traders, with T. Rowe Price as its first major client. Despite this innovation and growth in data revenues, ICE shares are down 13.1% year-to-date. Analysis suggests the stock is undervalued, with a fair value estimate of $199.53 compared to a closing price of $138.98, driven by recurring revenue stability and margin resilience, though risks from energy volume slowdowns remain." datetime: "2026-06-12T21:30:39.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/289643677.md) - [en](https://longbridge.com/en/news/289643677.md) - [zh-HK](https://longbridge.com/zh-HK/news/289643677.md) --- # Intercontinental Exchange (ICE) Stock After ICE Compass Launch Is The Undervaluation Story Still Intact Intercontinental Exchange (ICE) has rolled out ICE Compass, an AI-driven analytics platform for fixed income traders, with T. Rowe Price as the first major client after contributing to development and beta testing. See our latest analysis for Intercontinental Exchange. Despite product launches like ICE Compass, ICE Fraud Monitor and new inflation swap benchmarks, Intercontinental Exchange’s share price is down 13.1% year to date and has declined 10.8% over the past month, while the 5 year total shareholder return is 29.6%. This suggests that long term holders have fared better than recent buyers. If AI driven trading tools catch your interest, it can be worth broadening your search with a focused stock list such as 61 profitable AI stocks that aren't just burning cash With ICE shares down over 21% on a 1 year total return basis but trading only about 2% below one estimate of intrinsic value, investors face a key question: is there a buying opportunity here, or is future growth already priced in? ## Most Popular Narrative: 30.3% Undervalued With Intercontinental Exchange’s fair value narrative at $199.53 against a last close of $138.98, the gap between price and story is hard to ignore. > _Intensifying demand for high-quality, real-time market data and analytics, especially to power AI-driven trading and workflow automation, has resulted in consistent growth of ICE's data and analytics businesses, supporting higher-margin, recurring revenues and improved net margins._ _Read the complete narrative._ Want to understand why this valuation leans so heavily on recurring data revenues, margin resilience and a richer earnings multiple over time? The narrative leans on steady top line expansion, stable profitability assumptions and a future P/E that sits below the wider Capital Markets group, all discounted back using one required return. Curious which earnings and revenue paths need to play out to bridge the gap between $138.98 and $199.53? **Result: Fair Value of $199.53 (UNDERVALUED)** Have a read of the narrative in full and understand what's behind the forecasts. However, this story can change quickly if energy and commodities volumes slow or if large deals like Black Knight increase margin pressure and integration costs. Find out about the key risks to this Intercontinental Exchange narrative. ## Next Steps Sentiment around ICE is mixed. If this story interests you, take a closer look at the numbers, weigh both sides, and review the 5 key rewards and 1 important warning sign ## Looking for more investment ideas? Do not stop with a single stock story when there are plenty of other opportunities that might fit your goals even better, especially with the right filters in hand. - Target potential mispricings by scanning 46 high quality undervalued stocks that pair solid fundamentals with prices that may not fully reflect their underlying strength. - Prioritize resilience by checking 67 resilient stocks with low risk scores that focus on companies with more stable risk profiles and fewer potential surprises. - Get ahead of the crowd by reviewing the screener containing 20 high quality undiscovered gems that highlight financially sound stocks that may not yet be widely followed. _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._ ### **New:** AI Stock Screener & Alerts Our new AI Stock Screener scans the market every day to uncover opportunities. • Dividend Powerhouses (3%+ Yield) • Undervalued Small Caps with Insider Buying • High growth Tech and AI Companies Or build your own from over 50 metrics. Explore Now for Free ### Related Stocks - [ICE.US](https://longbridge.com/en/quote/ICE.US.md) - [TROW.US](https://longbridge.com/en/quote/TROW.US.md) ## Related News & Research - [ICE rolls out AI trading analytics platform, T Rowe Price signs on as anchor client](https://longbridge.com/en/news/289201188.md) - [FutureCorp Launches to Bring Frontier Economies to Public Markets | ICE Stock News](https://longbridge.com/en/news/288885055.md) - [Banco Santander S.A. 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