NIQ Global Intelligence (NYSE:NIQ) Updates FY 2026 Earnings Guidance

NIQ Global Intelligence (NYSE:NIQ) updated its FY 2026 earnings guidance on Monday morning. The company provided earnings per share guidance of 1.080-1.120 for the period, compared to the consensus earnings per share estimate of 0.940. The company issued revenue guidance of $4.5 billion-$4.5 billion, compared to the consensus revenue estimate of $4.5 billion. NIQ Global Intelligence also updated its Q3 2026 guidance to 0.220-0.240 EPS.

NIQ Global Intelligence Price Performance

Shares of NIQ opened at $16.61 on Wednesday. NIQ Global Intelligence has a one year low of $7.93 and a one year high of $18.70. The stock’s fifty day moving average is $10.06 and its 200-day moving average is $10.99. The company has a debt-to-equity ratio of 3.01, a quick ratio of 1.07 and a current ratio of 1.07. The firm has a market capitalization of $4.90 billion and a price-to-earnings ratio of -13.61.

NIQ Global Intelligence (NYSE:NIQ) last released its earnings results on Thursday, May 14th. The company reported $0.15 EPS for the quarter, beating the consensus estimate of $0.10 by $0.05. The firm had revenue of $1.07 billion for the quarter, compared to analysts’ expectations of $1.05 billion. NIQ Global Intelligence had a negative net margin of 8.01% and a positive return on equity of 14.67%. The business’s revenue was up 11.1% on a year-over-year basis. NIQ Global Intelligence has set its FY 2026 guidance at 0.950-0.990 EPS and its Q2 2026 guidance at 0.190-0.21 EPS. Equities analysts anticipate that NIQ Global Intelligence will post 0.89 EPS for the current year.

Analyst Ratings Changes

A number of equities analysts have issued reports on the company. Wells Fargo & Company increased their price target on NIQ Global Intelligence from $13.00 to $16.50 and gave the company an “overweight” rating in a research note on Tuesday. Deutsche Bank Aktiengesellschaft raised their target price on NIQ Global Intelligence from $14.00 to $15.00 and gave the company a “hold” rating in a research note on Tuesday. UBS Group lifted their target price on NIQ Global Intelligence from $16.00 to $17.00 and gave the stock a “buy” rating in a report on Tuesday. Stifel Nicolaus boosted their price target on shares of NIQ Global Intelligence from $16.00 to $17.00 and gave the stock a “buy” rating in a research report on Tuesday. Finally, BMO Capital Markets dropped 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 research report on Monday, May 18th. Twelve equities research analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $17.85.

Insider Activity at NIQ Global Intelligence

In other news, insider James M. Peck acquired 118,625 shares of the firm’s stock in a transaction that occurred on Monday, May 18th. The stock was purchased at an average price of $8.43 per share, with a total value of $1,000,008.75. Following the purchase, the insider owned 424,683 shares of the company’s stock, valued at approximately $3,580,077.69. This trade represents a 38.76% increase in their position. The purchase was disclosed in a legal filing with the SEC, which is available at the SEC website. Company insiders own 3.80% of the company’s stock.

Trending Headlines about NIQ Global Intelligence

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

• Positive Sentiment: Raised FY 2026 outlook: NIQ increased adjusted EPS guidance to $1.08-$1.12 from approximately $0.95-$0.99 previously, well above the roughly $0.94 analyst consensus. The company also forecast levered free cash flow of $245 million-$255 million, improving confidence in earnings quality and cash generation. NIQ outlines FY2026 adjusted EPS and free cash flow guidance
• Positive Sentiment: Second-quarter beat: NIQ reported quarterly EPS of approximately $0.24-$0.27, exceeding estimates of $0.20-$0.21, while revenue of about $1.12 billion also topped expectations. Earnings improved substantially from a loss in the year-ago period. NIQ Q2 earnings and revenue estimates
• Positive Sentiment: Additional analyst support: Needham initiated coverage with a Buy rating and an $18 price target, while Stifel raised its target to $17 and Wells Fargo raised its target to $16.50 while maintaining an Overweight rating. These actions reinforce the improved earnings outlook, although much of the expected upside may already be reflected in the share price. Needham raises NIQ price target
• Neutral Sentiment: NIQ’s latest consumer research finds shoppers across age groups are prioritizing either premium products or lower-cost alternatives, putting pressure on middle-market brands. The report highlights demand for NIQ’s consumer intelligence services but does not directly change near-term financial guidance. NIQ consumer spending research
• Negative Sentiment: Risks remain: NIQ has a debt-to-equity ratio of 3.01, a negative net margin and a negative price-to-earnings ratio. With the stock near its 52-week high, valuation and leverage could limit further gains if growth or cash-flow execution disappoints.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently modified their holdings of the business. Price T Rowe Associates Inc. MD grew its stake in shares of NIQ Global Intelligence by 9.0% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 21,884 shares of the company’s stock valued at $361,000 after buying an additional 1,815 shares in the last quarter. Deutsche Bank AG acquired a new stake in shares of NIQ Global Intelligence in the fourth quarter worth about $38,000. BNP Paribas Financial Markets acquired a new stake in shares of NIQ Global Intelligence in the third quarter worth about $44,000. Invesco Ltd. boosted its stake in shares of NIQ Global Intelligence by 8.4% during the 4th quarter. Invesco Ltd. now owns 58,806 shares of the company’s stock worth $970,000 after acquiring an additional 4,536 shares in the last quarter. Finally, Legal & General Group Plc bought a new stake in shares of NIQ Global Intelligence during the 3rd quarter worth about $76,000.

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.