NIQ Global Intelligence (NYSE:NIQ) Releases Quarterly Earnings Results, Beats Expectations By $0.07 EPS

NIQ Global Intelligence (NYSE:NIQ) released its quarterly earnings results on Thursday. The company reported $0.30 EPS for the quarter, beating the consensus estimate of $0.23 by $0.07, FiscalAI reports. NIQ Global Intelligence had a negative net margin of 8.01% and a positive return on equity of 14.84%. The business had revenue of $1.12 billion for the quarter, compared to analyst estimates of $1.11 billion. The firm’s quarterly revenue was up 6.3% compared to the same quarter last year. NIQ Global Intelligence updated its FY 2026 guidance to 1.160-1.200 EPS and its Q4 2026 guidance to 0.430-0.470 EPS.

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

• NIQ beat expectations and raised its 2026 outlook. Q3 organic constant-currency revenue grew 5.8%, adjusted EBITDA rose 17.8%, and the company reported positive GAAP earnings for the first time since its IPO.
• AI is beginning to create new growth opportunities. NIQ said AI-native offerings could contribute 0.25–0.5 percentage points of growth in 2027, with 10 charter commitments and a pipeline of about 100 opportunities; its Google partnership includes licensing NIQ product data for Google’s Shopping Graph.
• Cash generation and leverage improved, enabling a measured return of capital. Year-to-date levered free cash flow reached $132 million, up $187 million year over year, and net leverage fell to 2.9x; NIQ authorized $150 million in share repurchases while saying debt reduction remains a priority.
• Growth remains uneven across regions, and some near-term revenue is harder to predict. EMEA’s ad hoc demand was affected by conflict-related uncertainty, APAC growth was nearly flat, and NIQ said Q4 will lap a large retailer collaboration while activation work is seasonally concentrated and less predictable.

NIQ Global Intelligence Trading Down 2.1%

Shares of NYSE:NIQ traded down $0.41 during trading on Friday, reaching $18.82. The stock had a trading volume of 607,063 shares, compared to its average volume of 1,420,454. The business has a fifty day moving average price of $18.71 and a 200-day moving average price of $13.43. The company has a quick ratio of 1.09, a current ratio of 1.09 and a debt-to-equity ratio of 3.01. The stock has a market cap of $5.55 billion, a P/E ratio of -15.43 and a beta of -0.27. NIQ Global Intelligence has a fifty-two week low of $7.93 and a fifty-two week high of $21.51.

Recent NIQ Global Intelligence Headlines

Investors following NIQ have been watching these headlines:

• Positive Sentiment: Analysts raised price targets: Needham lifted its target to $24 and kept a Buy rating; Barclays raised its target to $25 and maintained Overweight; RBC raised its target to $23 with an Outperform rating; and Wells Fargo increased its target to $22, also with an Overweight rating. Needham analyst update Barclays analyst update RBC analyst update Wells Fargo analyst update
• Positive Sentiment: Third-quarter results beat expectations: NIQ reported adjusted EPS of $0.30 versus the approximately $0.23–$0.24 consensus and revenue of $1.12 billion, up 6.3% year over year and above estimates. Q3 results coverage
• Positive Sentiment: Raised 2026 guidance: Full-year EPS guidance increased to $1.16–$1.20, above the cited $1.04 consensus. Fourth-quarter EPS guidance of $0.43–$0.47 also topped the $0.42 estimate; revenue guidance was broadly in line. Guidance and Q3 revenue news

Wall Street Analyst Weigh In

A number of equities research analysts recently issued reports on the company. Weiss Ratings raised NIQ Global Intelligence from a “sell (e+)” rating to a “sell (d-)” rating in a research note on Thursday, September 17th. Wells Fargo & Company boosted their price target on NIQ Global Intelligence from $16.50 to $22.00 and gave the stock an “overweight” rating in a report on Friday. Zacks Research upgraded NIQ Global Intelligence from a “hold” rating to a “strong-buy” rating in a research report on Thursday, August 20th. Bank of America set a $23.00 price objective on NIQ Global Intelligence and gave the company a “buy” rating in a research report on Friday. Finally, Citigroup reaffirmed a “neutral” rating on shares of NIQ Global Intelligence in a research note on Wednesday, August 12th. One investment analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating, two have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $21.36.

NIQ Global Intelligence Company Profile

NIQ Global Intelligence, Inc. (NYSE: NIQ), also known as NielsenIQ, provides consumer and retail intelligence to manufacturers and retailers. Its services include retail measurement, consumer and shopper insights, market research, and data analytics designed to help clients understand purchasing behavior, track product performance, and inform business decisions. The company combines information from retail sales, consumer panels, and other sources to deliver analysis across product categories and markets.