NIQ Global Intelligence (NYSE:NIQ) Announces 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, topping the consensus estimate of $0.10 by $0.05, FiscalAI reports. The firm had revenue of $1.07 billion for the quarter, compared to analyst estimates of $1.05 billion. The firm’s revenue for the quarter was up 11.1% on a year-over-year basis. 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 Trading Down 18.3%

Shares of NIQ Global Intelligence stock traded down $1.84 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. The firm’s 50-day moving average price is $11.21 and its two-hundred day moving average price is $13.45. The stock has a market capitalization of $2.42 billion and a PE ratio of 45.58. NIQ Global Intelligence has a one year low of $8.18 and a one year high of $20.39. The company has a debt-to-equity ratio of 2.86, a current ratio of 1.03 and a quick ratio of 1.03.

Institutional Trading of NIQ Global Intelligence

Institutional investors and hedge funds have recently made changes to their positions in the business. Squarepoint Ops LLC increased its position in shares of NIQ Global Intelligence by 141.8% in the 4th quarter. Squarepoint Ops LLC now owns 24,900 shares of the company’s stock valued at $411,000 after buying an additional 14,603 shares in the last quarter. New York State Common Retirement Fund bought a new stake in shares of NIQ Global Intelligence in the 4th quarter valued at $350,000. Cerity Partners LLC bought a new stake in shares of NIQ Global Intelligence in the 4th quarter valued at $290,000. Millennium Management LLC bought a new stake in shares of NIQ Global Intelligence in the 3rd quarter valued at $393,000. Finally, Schonfeld Strategic Advisors LLC bought a new stake in shares of NIQ Global Intelligence in the 3rd quarter valued at $398,000.

Analyst Ratings Changes

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

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.