NIQ Global Intelligence

NIQ · NYSE

$19.09+$0.50 (+2.69%)TodayMarket closed · Oct 20, 4:05 PM ET

Prev close $18.59

NIQ analyst rating

BuyConsensus of 9 analysts over the last 12 months. 78% rate it a buy.

Strong buy0
Buy7
Hold2
Underperform0
Sell0

12-month price target · 12 analysts

Average $20.30 (+6.3% upside)

Low: $15.15
Now: $19.09
High: $26.25

Upgrades and downgrades

The latest rating actions, newest first

NIQ analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
BMO Capital	Oct 13, 2026	Maintains	Outperform	$20.00 → $22.00	60%
Needham	Sep 18, 2026	Maintains	Buy	$21.00	40%
UBS	Sep 1, 2026	Maintains	Buy	$17.00 → $25.00	45%
Baird	Aug 28, 2026	Maintains	Outperform	$17.00 → $23.00	56%
Needham	Aug 20, 2026	Maintains	Buy	$18.00 → $21.00	40%
UBS	Aug 11, 2026	Maintains	Buy	$16.00 → $17.00	45%
Stifel	Aug 11, 2026	Maintains	Buy	$16.00 → $17.00	56%
Deutsche Bank	Aug 11, 2026	Maintains	Hold	$14.00 → $15.00	56%
RBC Capital	Aug 11, 2026	Maintains	Outperform	$13.00 → $17.00	64%
Wells Fargo	Aug 11, 2026	Maintains	Overweight	$13.00 → $16.50	46%

The case for and against

Updated Oct 14, 2026

Bull case

NIQ Global Intelligence is attractive because it continues to deliver mid single-digit organic top-line growth, supported by upsell/cross-sell, new vertical wins, and value-based pricing, while its AI-native products are still early but increasingly contributive. The company’s broad-based momentum across Intelligence and Activation, recurring revenue base, and competitive wins in Americas, EMEA, and APAC suggest durable demand, with 2Q26 revenue of about $1,124m and adj. EBITDA margin of 23.3% topping expectations. Bullishness is further reinforced by rapidly improving cash conversion—FCF turned positive at about $74.1m in 2Q26, net debt/EBITDA declined to 3.1x, and management raised FY26 guidance across revenue, EBITDA, EPS, and FCF, all of which supports a stronger balance sheet and potential shareholder returns.

Bear case

NIQ Global Intelligence is viewed negatively because growth could slow if macroeconomic weakness, consumer-spend cyclicality, or GfK integration issues weigh on demand, while cross-sell and upsell activity may remain limited. Its leverage and sponsor ownership add risk, since economic downturns or higher rates could strain debt service and potential private-equity sell-downs could pressure the stock. Near-term fundamentals also look softer, with 3Q26 guidance implying reported revenue growth of 4.9%-5.3%, adjusted EBITDA margins of 23.0%-23.5%, EPS of $0.22-$0.24, and a ~70% payout of remaining ~$50m restructuring charges, while competition and AI-powered peers could further constrain margin expansion.

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