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NINIQ

NIQ Global Intelligence Plc

$NIQ·$5.3B·Software - Application·Technology
$17.83-1.7%YTD+8.3%1Y+15.8%
Price updated 2d ago·X counts updated 2h ago
NINIQ
$NIQNIQ Global Intelligence Plc
$17.83-1.68%33 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $NIQ on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

33X posts · last 7 days
Sep 10Sep 27
Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-08-17

NIQ chatter is uniformly bullish - NIQ delivered a standout Q2 beating expectations across the board (organic constant-currency revenue growth accelerating) and raised its full-year 2026 guidance, sending the stock +40% intraday and +72% from a prior analysis entry. Bulls describe NIQ EP validation as very good sign for the market with software names continuing to shine, and NIQ features on multiple crowded watchlists with QCOM, RCEL, and PLTR.

Read what X is saying about $NIQ

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $NIQ — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Driven by hypeAcceleratingAI verdict · as of 2026-09-27

The move is getting stronger, with heavier trading behind it.

NIQ delivered a Q2 beat-and-raise with organic-currency growth accelerating — the stock ripped 40% intraday.

NIQ Global Intelligence is a US-listed consumer-intelligence and analytics platform serving CPG, retail, and consumer brands. The equity has been the year's cleanest consumer-intelligence trade on the beat-and-raise setup.

  • The base business is inflecting: revenue was down 7.8% YoY last quarter at $1.12B and Q2 hit the same with EPS beating by 33% — a scaled consumer-intelligence franchise where the Q2 print represents the substantive turnaround inflection.
  • The valuation is stretched: negative TTM earnings but 1.12x sales at 8% FCF yield — priced on continued organic-constant-currency revenue growth acceleration, which the print validated.
  • The tape reflects the setup: shares at the 84th percentile of range, +38% vs the 200-day, and +13% vs the 50-day on volume 43% below trend — real institutional accumulation into fresh highs with modest volume.

The Nov 12 print is the arbiter: any raise on 2027 revenue guide plus commentary on AI-agent-based consumer-intelligence adoption extends the accelerating tape; a soft organic-constant-currency revenue number or a hint of CPG-spend moderation is where a name up 40% intraday gives back. NIQ's cohort placement with QCOM/RCEL/PLTR captures the honest positioning context.

Agrees with X sentimentAligned that NIQ's Q2 beat-and-raise with organic-constant-currency revenue growth accelerating and the FY26 guide raise are substantive dated catalysts — the 40% intraday move plus 72% from prior-analysis entry captures the honest institutional-flow response.

What to watch: Nov 12 earnings — 2027 revenue guide, AI-agent-based consumer-intelligence adoption, organic-constant-currency revenue trajectory, gross-margin trajectory, and any capital-return updates. A revenue raise plus AI-adoption commentary extends the tape; a CPG-spend moderation is the pause trigger.

On the calendar: 2026-11-12 — Q3 earnings

Read the AI verdict on $NIQ

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Consumer intelligence firm using AI-powered analytics to track global retail sales and shopper behavior for brands and retailers.

Industry overviewAI analysisGenerated by AI from underlying data

Where Software - Application sits in its cycle right now — and what that implies for $NIQ.

Software - Application · Technology

No material change from last week — Adobe Q3 lifted guidance with triple-digit AI-first ARR, validating the AI upsell bifurcation: vendors embedding AI agents into core workflows (NOW, CRM, SAP, WDAY, TEAM, ADBE) are re-accelerating whi.

What this means for $NIQ

Partial — Consumer intelligence firm using AI-powered analytics to track global retail sales and shopper behavior for brands and retailers.; AI feature integration is the primary renewal variable in enterprise SaaS; execution on AI roadmap determines re-rating potential.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-0.5%YTD
-6.9%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-13.6How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
4.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
4.8%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
8.1%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.1Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-47.2%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
51.9%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
4.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 10, 2026$0.27$0.20+33.1%
Q1 2026May 14, 2026$0.15$0.10+50.0%
Q4 2025Feb 27, 2026$0.20$0.29-31.0%
Q3 2025Nov 13, 2025$0.03$0.06-45.7%
Next earningsThu, Nov 12·consensus EPS $0.23

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$1.1B-7.8%55.5%5.8%$-0.10$135.2M
Q1 FY26$1.1B+1.3%41.4%5.8%$-0.31$-66.8M
Q4 FY25$1.1B-1.1%54.8%10.3%$-0.11$94.1M
Q3 FY25$1.1B-12.7%55.6%-3.0%$-0.70$232.6M

Forward consensus

3-year forecast · up to 9 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$4.5B$4.5B – $4.5B$1.09$1.04 – $1.119
FY27$4.7B$4.7B – $4.8B$1.29$1.19 – $1.419
FY28$5.0B$4.9B – $5.0B$1.48$1.48 – $1.495

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.6×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.84%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+12.7%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+37.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 56.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.3% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β-0.735-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuyMay 18James M PeckSee Remarks118.6K sh$1.0M
+ 18 other (10 inkinds · 8 awards) in window

See when $NIQ insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsJul 93
AI summary

Ruth Ducena filed a Form 3 on July 10, 2026 (event date July 1), reporting her initial beneficial ownership of NIQ Global Intelligence (NIQ) as Chief Legal Officer, with 45,731 shares held directly and 29,794 shares held indirectly. The combined 75,525 shares establish her Section 16 baseline. NIQ Global Intelligence is the consumer data and market intelligence company formerly known as NielsenIQ, now public. Future transactions will be reported on Form 4.

3New insider — initial holdingsJun 243
AI summary

Troy Treangen filed a Form 3 on June 25, 2026 (event date June 17), reporting his initial beneficial ownership of NIQ Global Intelligence (NIQ) as Chief AI and Product Officer, with 158,444 shares held directly and 44,997 shares held indirectly, for a total of approximately 203,441 shares. The relatively large direct holding suggests shares received as part of his compensation package or prior purchase. NIQ is the consumer data and market intelligence company formerly known as NielsenIQ.

8-KShareholder voteMay 268-K — Item 5.07: Shareholder vote
+ 8 other (3 proxys · 2 10-Qs · 2 earnings 8-Ks · 1 ARS) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Majority of U.S. Consumers Now Use AI to Shop, NIQ Findsbusinesswire.com·4d agoNIQ Expands Local Targeting Capabilities with Launch of TDLinx Audiencesbusinesswire.com·5d agoNIQ Announces Friendly Bid to Acquire The U Group & Co Limited, Expanding Trusted Intelligence for the AI Erabusinesswire.com·6d agoNIQ Launches Digital Purchase GeoAudiences Across Europebusinesswire.com·13d agoNIQ Expands Shopper Intelligence Capabilities in Singapore and Hong Kong Through Enhanced Homescan Coveragegurufocus.com·13d ago

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Voices on X · last 7 days

No standout posts about $NIQ on X in the last 7 days.

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