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    Will a Potential MoonPay Stake Deepen Intercontinental Exchange's (ICE) Digital Asset Bridge to TradFi?

    Simply Wall St·12/19/2025 22:36:45
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    • In recent days, multiple reports indicated that Intercontinental Exchange, the owner of the New York Stock Exchange, has been in talks to invest in crypto payments firm MoonPay as part of a new funding round that would value MoonPay at about US$5 billion, expanding ICE’s footprint in digital assets and payments infrastructure.
    • This potential investment, alongside ICE’s existing interests in platforms like Bakkt and Polymarket, underlines how the company is building a broader ecosystem around digital asset trading, custody, and data that could deepen its role in connecting traditional finance with crypto markets.
    • We’ll now examine how ICE’s exploration of a MoonPay investment could influence its investment narrative, particularly its push into digital assets.

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    Intercontinental Exchange Investment Narrative Recap

    To own Intercontinental Exchange, you need to believe in its role as a core infrastructure provider for electronic trading, data and mortgages, where scale and integration matter more than headline volatility. The reported MoonPay talks extend ICE’s push into digital assets, but do not materially change the near term catalysts around energy and data volume growth, or the key risks from regulation, competition and heavy investment in technology and data centers.

    The most relevant recent announcement is ICE’s reported interest in MoonPay, which sits alongside existing positions in Bakkt and Polymarket and reinforces its broader digital asset and payments ambitions. Together with record activity in TTF and JKM contracts, this highlights how ICE is trying to broaden its footprint across newer markets while still leaning on established derivatives volumes as a core earnings driver.

    Yet while these growth areas are promising, investors should be aware that rising technology spend and potential disruption from newer trading and blockchain platforms could...

    Read the full narrative on Intercontinental Exchange (it's free!)

    Intercontinental Exchange's narrative projects $11.4 billion revenue and $4.1 billion earnings by 2028. This requires 5.7% yearly revenue growth and about a $1.1 billion earnings increase from $3.0 billion today.

    Uncover how Intercontinental Exchange's forecasts yield a $190.29 fair value, a 19% upside to its current price.

    Exploring Other Perspectives

    ICE 1-Year Stock Price Chart
    ICE 1-Year Stock Price Chart

    Seven Simply Wall St Community valuations for ICE span roughly US$107.90 to US$190.29 per share, showing how far apart individual expectations can be. As you weigh those views against ICE’s dependence on growing global energy and commodities markets for volume, it is worth considering how sensitive future performance could be to regulatory shifts and cyclical demand changes.

    Explore 7 other fair value estimates on Intercontinental Exchange - why the stock might be worth 33% less than the current price!

    Build Your Own Intercontinental Exchange Narrative

    Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

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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.