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Updated 1m ago
NIQ logo

NIQ Global Intelligence plcNYSE:NIQ Stock Report

Market Cap US$5.4b
Updated 1m ago
Share Price
n/a
1Y8.2%
7D-1.3%
1D1.1%
Portfolio Value
​
View

NIQ Global Intelligence plc

NYSE:NIQ Stock Report

Market Cap: US$5.4b

  • Company Overview
    • Valuation
    • Future Growth
    • Past Performance
    • Financial Health
    • Dividend
  • Management
  • Ownership
  • Other Information
  • Stock Community

NIQ Global Intelligence (NIQ) Stock Overview

A consumer intelligence company, provides software applications and analytics solutions in the United States, Poland, Belgium, Mexico, Indonesia, and internationally. More details

NIQ fundamental analysis
Snowflake Score
Valuation4/6
Future Growth4/6
Past Performance0/6
Financial Health3/6
Dividends0/6

Rewards

Trading at 31.5% below our estimate of its fair value

Earnings are forecast to grow 129.04% per year

Earnings have grown 4.4% per year over the past 5 years

Risk Analysis

Volatile share price over the past 3 months compared to the US market


NIQ Community Fair Values

Create Narrative

See what others think this stock is worth. Follow their fair value or set your own to get alerts.

Analyst Price Targets

AN
AnalystConsensusTarget
6.6% undervalued intrinsic discount
AnalystConsensusTarget
•12d ago

AI Agents And Omnichannel Commerce Will Reshape Demand For Permissioned Consumer Data

36
0
2
AN
AnalystHighTarget
12.2% undervalued intrinsic discount
AnalystHighTarget
•2mo ago

AI Mediated Commerce And Omnichannel Expansion Will Transform This Data Platform

35
0
0
AN
AnalystLowTarget
75.1% overvalued intrinsic discount
AnalystLowTarget
•3mo ago

AI Investment Burden And Vendor Risk Will Challenge Commerce Intelligence Upside

21
0
0

Top Analyst Narratives

AN
AnalystConsensusTarget
6.6% undervalued intrinsic discount
AnalystConsensusTarget
•12d ago

AI Agents And Omnichannel Commerce Will Reshape Demand For Permissioned Consumer Data

36
0
2
AN
AnalystHighTarget
12.2% undervalued intrinsic discount
AnalystHighTarget
•2mo ago

AI Mediated Commerce And Omnichannel Expansion Will Transform This Data Platform

35
0
0
AN
AnalystLowTarget
75.1% overvalued intrinsic discount
AnalystLowTarget
•3mo ago

AI Investment Burden And Vendor Risk Will Challenge Commerce Intelligence Upside

21
0
0
View all narratives

NIQ Global Intelligence plc Competitors

Trade Desk

Symbol: NasdaqGM:TTD
Market cap: US$6.6b

Magnite

Symbol: NasdaqGS:MGNI
Market cap: US$3.6b

Liftoff Mobile

Symbol: NasdaqGS:LFTO
Market cap: US$2.8b

DoubleVerify Holdings

Symbol: NYSE:DV
Market cap: US$2.1b

Price History & Performance

Summary of share price highs, lows and changes for NIQ Global Intelligence
Historical stock prices
Current Share PriceUS$18.39
52 Week HighUS$19.69
52 Week LowUS$7.93
Beta0
1 Month Change-2.08%
3 Month Change127.32%
1 Year Change8.24%
3 Year Changen/a
5 Year Changen/a
Change since IPO-3.26%

Recent News & Updates

Seeking Alpha • Sep 11

NIQ Global Intelligence: The Discount Is Gone, The Case Isn't

Summary NIQ Global Intelligence is rated Buy, supported by ten consecutive quarters of 5%+ organic growth and two consecutive guidance raises. AI-native solutions are driving 34% year-over-year revenue growth, with none of this upside yet included in current guidance or disclosed in dollar terms. Valuation has shifted from a discount to a modest premium, with the stock trading 25%-40% above major moving averages and Wall Street targeting 9% further upside. Key risks—private equity ownership concentration and competitive friction with Circana—are currently dormant, making position sizing and entry timing critical. Read the full article on Seeking Alpha
User avatar
Narrative Update • Sep 09

NIQ: AI Monetization And Capital Structure Progress Will Shape 2026 Outlook

The analyst price target for NIQ Global Intelligence has been raised from $18.62 to $19.69, as analysts point to fresh Street research highlighting AI driven monetization opportunities, productivity gains, and a stronger capital structure as key supports for higher valuation multiples. Analyst Commentary Recent research coverage on NIQ Global Intelligence has centered on AI led products, execution on quarterly results, and balance sheet progress, with several firms lifting price targets as they reassess the stock's risk and reward profile.

Recent updates

Seeking Alpha • Sep 11

NIQ Global Intelligence: The Discount Is Gone, The Case Isn't

Summary NIQ Global Intelligence is rated Buy, supported by ten consecutive quarters of 5%+ organic growth and two consecutive guidance raises. AI-native solutions are driving 34% year-over-year revenue growth, with none of this upside yet included in current guidance or disclosed in dollar terms. Valuation has shifted from a discount to a modest premium, with the stock trading 25%-40% above major moving averages and Wall Street targeting 9% further upside. Key risks—private equity ownership concentration and competitive friction with Circana—are currently dormant, making position sizing and entry timing critical. Read the full article on Seeking Alpha
User avatar
Narrative Update • Sep 09

NIQ: AI Monetization And Capital Structure Progress Will Shape 2026 Outlook

The analyst price target for NIQ Global Intelligence has been raised from $18.62 to $19.69, as analysts point to fresh Street research highlighting AI driven monetization opportunities, productivity gains, and a stronger capital structure as key supports for higher valuation multiples. Analyst Commentary Recent research coverage on NIQ Global Intelligence has centered on AI led products, execution on quarterly results, and balance sheet progress, with several firms lifting price targets as they reassess the stock's risk and reward profile.
User avatar
Narrative Update • Aug 26

NIQ: AI Monetization And Execution Progress Will Shape Balanced 2026 Outlook

Analysts lifted the NIQ Global Intelligence fair value estimate from $16.81 to $18.62, citing a lower discount rate, slightly higher revenue growth and profit margin assumptions, and a modestly higher future P/E multiple supported by recent Street research that highlights AI partnerships, product rollouts, and monetization opportunities. Analyst Commentary Recent Street research on NIQ Global Intelligence has centered on how AI driven products, execution on guidance, and new monetization channels might influence the stock's valuation.
User avatar
Narrative Update • Aug 12

NIQ: AI Commercialization And Margin Progress Set Up Balanced 2026 Outlook

NIQ Global Intelligence's analyst price target has shifted from about $14.62 to roughly $16.81 as analysts factor in the recent Q2 earnings beat, the guidance raise, expanding profit margin assumptions, and growing AI related contributions across revenue and efficiencies. Analyst Commentary Recent Street commentary around NIQ Global Intelligence points to a reset in expectations after Q1 caution and a stronger tone following the Q2 earnings beat and guidance raise.
User avatar
Narrative Update • Jul 04

NIQ: AI Usage And Margin Ambitions Will Support Future Re Rating

NIQ Global Intelligence's analyst fair value estimate has shifted lower from $22.21 to $20.95 as analysts adjust price targets downward following Q1 results. This reflects a mix of AI related demand, updated long term margin aspirations, sector wide multiple compression, and caution around growth and guidance.
User avatar
New Narrative • Jun 16

AI Agents And Omnichannel Commerce Will Reshape Demand For Permissioned Consumer Data

Catalysts About NIQ Global Intelligence NIQ Global Intelligence provides consumer commerce measurement and analytics that help brands and retailers make data driven decisions across channels and markets. What are the underlying business or industry changes driving this perspective?
User avatar
New Narrative • Jun 01

AI Investment Burden And Vendor Risk Will Challenge Commerce Intelligence Upside

Catalysts About NIQ Global Intelligence NIQ Global Intelligence provides consumer commerce measurement and analytics that help brands and retailers make data driven decisions across channels and markets. What are the underlying business or industry changes driving this perspective?
User avatar
New Narrative • May 17

AI Mediated Commerce And Omnichannel Expansion Will Transform This Data Platform

Catalysts About NIQ Global Intelligence NIQ Global Intelligence provides curated, permissioned data and analytics that help brands and retailers make consumer commerce decisions across channels and geographies. What are the underlying business or industry changes driving this perspective?
Analysis Article • Feb 06

Why We're Not Concerned Yet About NIQ Global Intelligence plc's (NYSE:NIQ) 29% Share Price Plunge

NIQ Global Intelligence plc ( NYSE:NIQ ) shares have had a horrible month, losing 29% after a relatively good period...
Analysis Article • Jan 22

Here's Why NIQ Global Intelligence (NYSE:NIQ) Has A Meaningful Debt Burden

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...

Shareholder Returns

NIQUS MediaUS Market
7D-1.3%-4.8%-0.1%
1Y8.2%-34.8%11.9%

Return vs Industry: NIQ exceeded the US Media industry which returned -34.8% over the past year.

Return vs Market: NIQ underperformed the US Market which returned 11.9% over the past year.

Price Volatility

Is NIQ's price volatile compared to industry and market?
NIQ volatility
NIQ Average Weekly Movement13.2%
Media Industry Average Movement9.5%
Market Average Movement6.8%
10% most volatile stocks in US Market15.1%
10% least volatile stocks in US Market2.9%

Stable Share Price: NIQ's share price has been volatile over the past 3 months compared to the US market.

Volatility Over Time: NIQ's weekly volatility (13%) has been stable over the past year, but is still higher than 75% of US stocks.

About the Company

FoundedEmployeesCEOWebsite
192338,760Jim Pecknielseniq.com

NIQ Global Intelligence plc, a consumer intelligence company, provides software applications and analytics solutions in the United States, Poland, Belgium, Mexico, Indonesia, and internationally. Its AI-powered technology platform aggregates, harmonizes, and enriches various amounts of consumer shopping data from a range of sources, generates proprietary reference data and metadata, and provides an omnichannel view of consumer shopping behavior. The company provides omnichannel measurement, consumer behavior and insights, and retailer solutions that are utilized by consumer brands and retailer clients.

NIQ Global Intelligence plc Fundamentals Summary

How do NIQ Global Intelligence's earnings and revenue compare to its market cap?
NIQ fundamental statistics
Market capUS$5.37b
Earnings (TTM)-US$351.40m
Revenue (TTM)US$4.39b
1.2x
P/S Ratio
-15.4x
P/E Ratio

Is NIQ overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
NIQ income statement (TTM)
RevenueUS$4.39b
Cost of RevenueUS$1.96b
Gross ProfitUS$2.43b
Other ExpensesUS$2.78b
Earnings-US$351.40m

Last Reported Earnings

Jun 30, 2026

Next Earnings Date

n/a

Earnings per share (EPS)-1.19
Gross Margin55.40%
Net Profit Margin-8.01%
Debt/Equity Ratio303.9%

How did NIQ perform over the long term?

See historical performance and comparison

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/09/21 23:33
End of Day Share Price 2026/09/21 00:00
Earnings2026/06/30
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
  • SEC Form 10-K
  • SEC Form 10-Q
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
  • Analyst Research Reports
  • Blue Matrix
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
  • ICE Market Data
  • SEC Form S-1
Ownership10 years
  • Top shareholders
  • Insider trading
  • SEC Form 4
  • SEC Form 13D
Management10 years
  • Leadership team
  • Board of directors
  • SEC Form 10-K
  • SEC Form DEF 14A
Key Developments10 years
  • Company announcements
  • SEC Form 8-K

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

NIQ Global Intelligence plc is covered by 17 analysts. 12 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Jeffrey MeulerBaird
Manav PatnaikBarclays
Jeffrey SilberBMO Capital Markets Equity Research

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