NIQ Global Intelligence (NYSE:NIQ) Releases Quarterly Earnings Results, Beats Expectations By $0.05 EPS

NIQ Global Intelligence (NYSE:NIQ) issued its earnings results on Thursday. The company reported $0.15 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.10 by $0.05, FiscalAI reports. The firm had revenue of $1.07 billion during the quarter, compared to the consensus estimate of $1.05 billion. The company’s quarterly revenue 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 Stock Performance

NIQ traded up $0.10 during trading on Friday, hitting $8.30. 884,168 shares of the company traded hands, compared to its average volume of 1,384,304. NIQ Global Intelligence has a one year low of $8.06 and a one year high of $20.39. The stock’s fifty day moving average is $11.21 and its 200 day moving average is $13.45. The firm has a market cap of $2.45 billion and a P/E ratio of -6.59. The company has a quick ratio of 1.03, a current ratio of 1.03 and a debt-to-equity ratio of 2.86.

Analyst Ratings Changes

A number of analysts have commented on NIQ shares. UBS Group reissued a “buy” rating and set a $21.00 price objective on shares of NIQ Global Intelligence in a report on Friday. Deutsche Bank Aktiengesellschaft set a $14.00 price target on NIQ Global Intelligence in a report on Friday. Wells Fargo & Company dropped their price objective on NIQ Global Intelligence from $18.00 to $13.00 and set an “overweight” rating on the stock in a research note on Friday. Needham & Company LLC cut their price objective on shares of NIQ Global Intelligence from $21.00 to $12.00 and set a “buy” rating on the stock in a report on Friday. Finally, Royal Bank Of Canada lowered their target price on shares of NIQ Global Intelligence from $20.00 to $13.00 and set an “outperform” rating for the company in a report on Friday. Twelve investment analysts have rated the stock with a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, NIQ Global Intelligence has an average rating of “Moderate Buy” and a consensus target price of $18.58.

Key NIQ Global Intelligence News

Here are the key news stories impacting NIQ Global Intelligence this week:

• Positive Sentiment: NIQ beat first-quarter expectations, reporting EPS of $0.15 versus $0.10 expected and revenue of $1.07 billion versus $1.05 billion expected, with revenue up 11.1% year over year. Earnings release and transcript
• Positive Sentiment: The company reiterated a constructive outlook, guiding FY 2026 adjusted EPS to $0.95-$0.99 and Q2 EPS to $0.19-$0.21, both roughly in line with or slightly above consensus. Forecast article
• Positive Sentiment: Management highlighted $70 million-$80 million in run-rate savings targets, which could support margins and earnings power over time. Savings target article
• Neutral Sentiment: Several analysts cut price targets after the report, including RBC to $13 from $20, Wells Fargo to $13 from $18, Baird to $14 from $20, and Needham to $12 from $21, though all maintained bullish ratings such as outperform, overweight, or buy. Analyst target changes
• Neutral Sentiment: Trading has been volatile around the earnings release, with the stock remaining near its 52-week low despite the upbeat results and improved guidance.

Institutional Trading of NIQ Global Intelligence

A number of institutional investors have recently modified their holdings of NIQ. Deutsche Bank AG purchased a new stake in shares of NIQ Global Intelligence during the fourth quarter worth $38,000. BNP Paribas Financial Markets bought a new stake in shares of NIQ Global Intelligence during the 3rd quarter valued at about $44,000. Legal & General Group Plc purchased a new position in NIQ Global Intelligence in the 3rd quarter worth approximately $76,000. Squarepoint Ops LLC bought a new position in shares of NIQ Global Intelligence in the 3rd quarter worth $162,000. Finally, Mariner LLC bought a new stake in shares of NIQ Global Intelligence during the 4th quarter worth $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.