NIQ Global Intelligence (NYSE:NIQ) Issues Quarterly Earnings Results

NIQ Global Intelligence (NYSE:NIQ) posted its quarterly earnings data on Thursday. The company reported $0.15 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.10 by $0.05, FiscalAI reports. The company had revenue of $1.07 billion for the quarter, compared to analysts’ expectations of $1.05 billion. The firm’s revenue for the quarter was up 11.1% compared to the same quarter last year. NIQ Global Intelligence updated its FY 2026 guidance to 0.950-0.990 EPS and its Q2 2026 guidance to 0.190-0.21 EPS.

Here are the key takeaways from NIQ Global Intelligence’s conference call:

• NIQ reported a strong start to 2026, with organic constant-currency revenue growth of 5.1%, adjusted EBITDA margin expanding 150 basis points to 21%, and improved free cash flow, while reaffirming a path to further margin expansion.
• Management highlighted broad-based demand and strong commercial traction, including 17 seven-figure wins, 104% net dollar retention, and 99% gross retention, reinforcing the stickiness of NIQ’s subscription business.
• The company emphasized that AI is already driving growth and differentiation, with more than 70 clients using its AI-native tools, over 2,300 product concepts tested, and broader adoption across 27 countries.
• NIQ sees a major long-term opportunity in agentic commerce, positioning its governed, permissioned data as the intelligence layer that can influence product discovery, selection, and transaction execution by AI agents.
• Full-year guidance was raised for reported revenue and adjusted EBITDA mainly due to FX, while the company kept most operating assumptions unchanged and expects $70 million-$80 million of annualized cost savings from its 2026 productivity program.

NIQ Global Intelligence Price Performance

NYSE NIQ traded down $1.84 during trading hours on Thursday, hitting $8.21. 5,158,038 shares of the company’s stock traded hands, compared to its average volume of 1,126,676. NIQ Global Intelligence has a 52-week low of $8.18 and a 52-week high of $20.39. The company has a market capitalization of $2.42 billion and a PE ratio of 45.58. The company has a debt-to-equity ratio of 2.86, a current ratio of 1.03 and a quick ratio of 1.03. The firm’s 50-day moving average is $11.21 and its 200-day moving average is $13.45.

Analysts Set New Price Targets

NIQ has been the subject of several research analyst reports. Robert W. Baird set a $20.00 price target on shares of NIQ Global Intelligence in a research report on Tuesday, February 3rd. Citigroup cut their price objective on NIQ Global Intelligence from $17.50 to $16.00 and set a “neutral” rating for the company in a research note on Friday, March 6th. Wall Street Zen cut NIQ Global Intelligence from a “buy” rating to a “hold” rating in a report on Monday, April 13th. Needham & Company LLC restated a “buy” rating and issued a $21.00 target price on shares of NIQ Global Intelligence in a research report on Wednesday, April 1st. Finally, Wells Fargo & Company lowered their price target on NIQ Global Intelligence from $21.00 to $18.00 and set an “overweight” rating on the stock in a research note on Monday, March 2nd. One equities research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $21.54.

Hedge Funds Weigh In On NIQ Global Intelligence

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Deutsche Bank AG acquired a new position in shares of NIQ Global Intelligence during the 4th quarter valued at about $38,000. BNP Paribas Financial Markets acquired a new stake in NIQ Global Intelligence during the third quarter worth about $44,000. Legal & General Group Plc acquired a new stake in NIQ Global Intelligence during the third quarter worth about $76,000. Squarepoint Ops LLC purchased a new position in NIQ Global Intelligence during the third quarter worth about $162,000. Finally, Mariner LLC purchased a new position in NIQ Global Intelligence during the fourth quarter worth about $203,000.

About NIQ Global Intelligence

Nuveen Intermediate Duration Quality Municipal Term Fund is a close ended fixed income mutual fund launched by Nuveen Investments Inc The fund is co-managed by Nuveen Fund Advisors LLC and Nuveen Asset Management, LLC. It invests into public fixed income markets of the United States. The fund seeks to invest in stocks of companies that are operating across diversified sectors. It primarily invests in municipal securities that are exempt from federal income taxes, and seeks to maintain a portfolio with an intermediate effective duration of between 3 and 10 years, including the effects of leverage.