NIQ Global Intelligence (NYSE:NIQ) Releases Quarterly Earnings Results, Beats Estimates By $0.04 EPS

NIQ Global Intelligence (NYSE:NIQ) issued its earnings results on Monday. The company reported $0.24 earnings per share (EPS) for the quarter, topping 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 Stock Down 0.7%

NIQ Global Intelligence stock traded down $0.08 during midday trading on Monday, hitting $11.60. 2,179,332 shares of the company were exchanged, compared to its average volume of 1,436,803. The company’s fifty day moving average price is $9.85 and its 200-day moving average price is $11.04. The company has a market cap of $3.42 billion and a PE ratio of -9.21. The company has a debt-to-equity ratio of 3.01, a current ratio of 1.07 and a quick ratio of 1.07. NIQ Global Intelligence has a fifty-two week low of $7.93 and a fifty-two week high of $18.70.

Wall Street Analysts Forecast Growth

Several research firms recently commented on NIQ. BMO Capital Markets cut their price target on shares of NIQ Global Intelligence from $16.00 to $11.00 and set an “outperform” rating on the stock in a report on Monday, May 18th. Deutsche Bank Aktiengesellschaft set a $14.00 price objective on shares of NIQ Global Intelligence in a research note on Friday, May 15th. Robert W. Baird dropped their price objective on shares of NIQ Global Intelligence from $20.00 to $14.00 and set an “outperform” rating for the company in a research report on Friday, May 15th. Wall Street Zen upgraded shares of NIQ Global Intelligence from a “hold” rating to a “buy” rating in a report on Saturday, May 16th. Finally, UBS Group reduced their target price on shares of NIQ Global Intelligence from $24.00 to $21.00 and set a “buy” rating on the stock in a report on Friday, May 15th. Twelve equities research analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $17.58.

Insider Transactions at NIQ Global Intelligence

In other news, insider James M. Peck acquired 118,625 shares of the stock in a transaction on Monday, May 18th. The stock was bought at an average price of $8.43 per share, with a total value of $1,000,008.75. Following the completion of the transaction, 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 ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. 3.80% of the stock is owned by company insiders.

Institutional Inflows and Outflows

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

NIQ Global Intelligence Company Profile

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.