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

NIQ Global Intelligence (NYSE:NIQ) released its quarterly earnings results on Monday. The company reported $0.24 EPS for the quarter, beating analysts’ consensus estimates of $0.20 by $0.04, Zacks reports. NIQ Global Intelligence had a positive return on equity of 10.30% and a negative net margin of 7.78%. NIQ Global Intelligence updated its FY 2026 guidance to 1.080-1.120 EPS and its Q3 2026 guidance to 0.220-0.240 EPS.

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

• NIQ exceeded guidance across all key metrics in Q2, with organic constant-currency revenue growth of 5.8%, adjusted EBITDA growth of 21.9%, a 270-basis-point margin expansion to 23.3%, adjusted EPS of $0.27, and positive levered free cash flow of $74.1 million.
• The company raised its full-year 2026 outlook, now expecting 5.2%-5.6% organic constant-currency revenue growth, 23.5%-23.9% adjusted EBITDA margins, adjusted EPS of $1.08-$1.12, and $245 million-$255 million of levered free cash flow; year-end net leverage is expected to fall below 3x.
• Core demand remained broad-based, led by Americas growth of 8.3%, EMEA growth of 4.9%, and APAC’s return to growth at 1.9%. Intelligence grew 5.7% and activation 6.1%, while e-commerce and consumer panel solutions grew more than 30%.
• NIQ is building an AI monetization platform through Optiq Bridge, Connect AI, Product Intelligence, and agentic-commerce measurement. The company reported 49 live Connect AI opportunities and 34% growth in AI-native revenue, but said 2026 guidance assumes no material contribution and expects commercial scaling primarily from 2027 onward.
• The 2026 restructuring program is largely complete but will require roughly $50 million of additional cash payments in the second half, with about 70% expected in Q3. Q2 also included approximately $36 million of one-time restructuring and deal-related costs, and the company continues to report a GAAP net loss.

NIQ Global Intelligence Trading Down 0.7%

NIQ traded down $0.08 during trading on Monday, hitting $11.60. The company’s stock had a trading volume of 2,179,332 shares, compared to its average volume of 1,436,803. The firm has a market capitalization of $3.42 billion and a P/E ratio of -9.21. NIQ Global Intelligence has a twelve month low of $7.93 and a twelve month high of $18.70. The stock’s fifty day moving average price is $9.85 and its 200-day moving average price is $11.04. The company has a quick ratio of 1.07, a current ratio of 1.07 and a debt-to-equity ratio of 3.01.

Insider Buying and Selling at NIQ Global Intelligence

In related news, insider James M. Peck acquired 118,625 shares of the stock in a transaction dated Monday, May 18th. The stock was bought at an average price of $8.43 per share, for a total transaction of $1,000,008.75. Following the purchase, the insider directly owned 424,683 shares of the company’s stock, valued at $3,580,077.69. The trade was a 38.76% increase in their position. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 3.80% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently bought and sold shares of the stock. Deutsche Bank AG bought a new stake in NIQ Global Intelligence in the fourth quarter valued at $38,000. BNP Paribas Financial Markets acquired a new stake in shares of NIQ Global Intelligence in the 3rd quarter valued at about $44,000. Legal & General Group Plc acquired a new stake in shares of NIQ Global Intelligence in the 3rd quarter valued at about $76,000. Squarepoint Ops LLC bought a new stake in NIQ Global Intelligence in the 3rd quarter valued at about $162,000. Finally, Mariner LLC bought a new stake in NIQ Global Intelligence in the 4th quarter valued at about $203,000.

Analyst Ratings Changes

NIQ has been the topic of a number of recent analyst reports. Weiss Ratings reaffirmed a “sell (e+)” rating on shares of NIQ Global Intelligence in a research note on Monday, July 6th. Wells Fargo & Company decreased their target price on shares of NIQ Global Intelligence from $18.00 to $13.00 and set an “overweight” rating for the company in a research report on Friday, May 15th. Needham & Company LLC lowered their price target on shares of NIQ Global Intelligence from $21.00 to $12.00 and set a “buy” rating for the company in a report on Friday, May 15th. Deutsche Bank Aktiengesellschaft set a $14.00 price target on shares of NIQ Global Intelligence in a research report on Friday, May 15th. Finally, BMO Capital Markets reduced their price objective on shares of NIQ Global Intelligence from $16.00 to $11.00 and set an “outperform” rating on the stock in a research note on Monday, May 18th. Twelve analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $17.58.

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.