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NIQ Global Intelligence plc Stock Price

NYSE:NIQ Community·US$5.3b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 5 Fair Values set on narratives written by author
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NIQ Share Price Performance

US$17.65
-0.55 (-3.02%)
​
US$19.69
Fair Value
US$17.65
-0.55 (-3.02%)
10.4% undervalued intrinsic discount
US$19.69
Fair Value
Price US$17.65
AnalystConsensusTarget US$19.69
AnalystHighTarget US$20.95
AnalystLowTarget US$10.50
Wed, 9 Sep 26
Fair ValueUS$19.69
Share Pricen/a

NIQ Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$19.69 10.4% undervalued intrinsic discount

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

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AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$20.95 15.7% undervalued intrinsic discount

AI Mediated Commerce And Omnichannel Expansion Will Transform This Data Platform

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AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$10.5 68.1% overvalued intrinsic discount

AI Investment Burden And Vendor Risk Will Challenge Commerce Intelligence Upside

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NIQ logo
NIQ Global Intelligence
10.4% undervalued intrinsic discount
Updated

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

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AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 9 Sep
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NIQ logo
NIQ Global Intelligence
15.7% undervalued intrinsic discount

AI Mediated Commerce And Omnichannel Expansion Will Transform This Data Platform

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AN
AnalystHighTarget
AnalystHighTarget
Updated 4 Jul
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NIQ logo
NIQ Global Intelligence
68.1% overvalued intrinsic discount

AI Investment Burden And Vendor Risk Will Challenge Commerce Intelligence Upside

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AN
AnalystLowTarget
AnalystLowTarget
Published 1 Jun
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Trending Discussion

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Recently Updated Narratives

AN
AnalystConsensusTarget
NIQ logo

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

Fair Value: US$19.69 10.4% undervalued intrinsic discount
2 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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AN
AnalystHighTarget
NIQ logo

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

Fair Value: US$20.95 15.7% undervalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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AN
AnalystLowTarget
NIQ logo

AI Investment Burden And Vendor Risk Will Challenge Commerce Intelligence Upside

Fair Value: US$10.5 68.1% overvalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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Snowflake Analysis

Good value with reasonable growth potential.

1 Risk
3 Rewards
View Full Analysis

NIQ Global Intelligence plc Key Details

US$4.4b

Revenue

US$2.0b

Cost of Revenue

US$2.4b

Gross Profit

US$2.8b

Other Expenses

-US$351.4m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
-1.19
55.40%
-8.01%
303.9%
View Full Analysis

About NIQ

Founded
1923
Employees
38760
CEO
James Peck
WebsiteView website
nielseniq.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. It also offers brand and media and analytics products that provide clients with insights about why consumers made a purchase, guide clients on what to do next, and identify who to target around new product introduction and innovation, pricing, promotion strategy, targeted advertising, and other drivers of growth. It caters to financial services, media, government, advertising industries. The company was founded in 1923 and is headquartered in Chicago, Illinois. NIQ Global Intelligence plc operates as a subsidiary of AI Global Investments (Netherlands) PCC Limited.

Recent NIQ News & Updates

Seeking Alpha • 2h

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

No updates

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