NIQ Global Intelligence Q2 revenue rises, partly on pricing strength

NIQ Global Intelligence

10/08/2026 21:12

Overview
US consumer intelligence firm's Q2 revenue grew 8% yr/yr, with 5.8% organic constant currency growth
Adjusted EBITDA rose 21.9% and adjusted EPS improved to $0.27
Company raised full-year 2026 guidance, citing strong demand and AI-driven product launches

Outlook
NIQ raises 2026 OCC revenue growth outlook to 5.2%-5.6%
Company expects 2026 adjusted EBITDA margin of 23.5%-23.9%
NIQ sees 2026 free cash flow at $245 mln-$255 mln

Result Drivers
VALUE-BASED PRICING & CROSS-SELL - Q2 organic constant currency revenue growth driven by value-based pricing, strong upselling and cross-selling of new capabilities and solutions
AI-DRIVEN PRODUCT LAUNCHES - Company said new AI-powered capabilities and product launches, including Optiq, Bridge and Cadence, contributed to client demand and long-term growth potential

Company press release: ID:nBw8fSza

Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
 
$1.12 bln
 
Q2 Adjusted Net Income
 
$78.70 mln
 
Q2 Net Loss
 
$30.50 mln
 
Q2 Adjusted EBITDA
 
$261.90 mln
 
Q2 Operating Income
 
$65.30 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 $14.25, about 22% above its August 7 closing price of $11.68
The stock recently traded at 11 times the next 12-month earnings vs. a P/E of 10 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.)