NIQ Global Intelligence Q1 revenue rises 11.1% on value-based pricing

NIQ Global Intelligence

14/05/2026 12:11

Overview

Consumer intelligence firm's Q1 revenue rose 11.1% yr/yr, organic constant currency revenue up 5.1%

Adjusted EBITDA for Q1 increased 19.1% and adjusted net income turned positive

Company reaffirmed full-year 2026 guidance and highlighted ongoing restructuring for cost savings

Outlook

NIQ reaffirms 2026 full-year revenue guidance of $4.47 bln to $4.48 bln

Company expects 2026 adjusted EBITDA of $1.05 bln to $1.07 bln and margin of 23.5%-23.8%

NIQ sees 2026 free cash flow of $235 mln to $250 mln

Result Drivers

VALUE-BASED PRICING AND CROSS-SELLING - Co said Q1 OCC revenue growth was driven by value-based pricing and strong upselling and cross-selling of new capabilities and solutions

ACTIVATION REVENUE REACCELERATION - Activation revenue growth reaccelerated due to client wins and project timing, including fulfilling projects delayed at the end of 2025

AI-ENABLED EFFICIENCY - Ongoing integration of AI and automation enabled expanded cost savings and operational efficiencies, supporting margin expansion

Company press release: ID:nBw3XKGgTa

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Revenue
$1.07 bln
Q1 Adjusted Net Income
$43.40 mln
Q1 Net Income
-$90.10 mln
Q1 Adjusted EBITDA
$224.80 mln
Q1 Operating Income
-$10.20 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 12 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the advertising & marketing peer group is "buy"

Wall Street's median 12-month price target for NIQ Global Intelligence PLC is $20.00, about 99.2% above its May 13 closing price of $10.04

The stock recently traded at 10 times the next 12-month earnings vs. a P/E of 21 three months ago

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)