NIQ
Measures consumer purchases and supports retailer and brand decisions.
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Profile
Subscription measurement, consumer-insight, and retailer solutions help clients understand purchases across channels. On-demand analytics support product introductions, pricing, promotions, and targeting.
Intelligence combines omnichannel measurement, consumer behavior and insights, and retailer solutions to show what consumers bought, who they are, where they shopped, and how much they purchased. Connect manages CPG data and analytics, while Discover provides cloud-based visualization, reporting, KPI alerts, guided analysis, and Ask Arthur-assisted insight.
Activation provides predictive analytics and reports for product introductions, pricing, promotion, and targeting decisions. Its Activate SaaS suite supports assortment, promotion, supply-chain, customer, and retail-media workflows for retailers and suppliers. The business serves the Americas, EMEA, and APAC through primarily recurring subscriptions and on-demand analytics.
Company facts
Key statistics
Year to date +21.7% · Average volume (30d) 1.8M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Aug 28, 2026 | Robert W. Baird | Target | $14 | $23 | |
| Aug 20, 2026 | Needham | Reiterate | Buy | $18 | $21 |
| Aug 12, 2026 | BMO Capital | Reiterate | Outperform | $16 | $20 |
| Aug 11, 2026 | RBC Capital | Reiterate | Outperform | $17 | |
| Aug 11, 2026 | UBS | Reiterate | Buy | $21 | $17 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 10, 2026Q2 FY26 | $0.20 | $0.27 | +33.1% | $1.11B | $1.12B | +1.7% | +41.95% |
| May 14, 2026Q1 FY26 | $0.10 | $0.15 | +50.0% | $1.05B | $1.07B | +2.1% | 0.00% |
| Feb 27, 2026Q4 FY25 | $0.29 | $0.20 | −31.0% | $1.12B | $1.14B | +1.8% | +3.45% |
| Nov 13, 2025Q3 FY25 | $0.06 | $0.03 | −45.7% | $1.02B | $1.05B | +2.9% | +1.14% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $1.06B | $1.22B | $1.05B | $1.14B | $1.07B | $1.12B | |
| Gross profit | $586.6M | $693.1M | $585.7M | $623.9M | $444.0M | $624.2M | |
| Operating income | $23.0M | $47.2M | −$31.8M | $116.8M | $61.9M | $65.3M | |
| Net income | −$131.3M | −$16.5M | −$198.6M | −$32.2M | −$90.1M | −$30.5M | |
| Diluted EPS | −$0.54 | −$0.05 | −$0.70 | −$0.11 | −$0.31 | −$0.10 | |
| Gross margin | 55.4% | 56.8% | 55.6% | 54.8% | 41.4% | 55.5% | |
| Operating margin | 2.2% | 3.9% | -3.0% | 10.3% | 5.8% | 5.8% |
Fiscal years (4-quarter sums)FY23 $3.71B · FY24 $4.38B · FY25 $4.47B
Revenue by geography · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $416.6M · Total debt $3.80B · Total assets $6.76B · Shareholders' equity $907.0M
Dividends
No dividends on record.
Ownership
Shares outstanding 295.14M · Float 56.16M · 19.0% free float
Insiders — filings are in another share unit.
The Form 4 positions here total more than the shares outstanding, so the filings and the share count are not on the same basis — usually an unlisted unit behind the listed one — and no insider percentage is shown.
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Advent International Corp/MA | 160.28M | 54.31% | 13F | Aug 14, 2026 |
| Nurnberg Institut fur Marktentscheidungen e.V. | 35.05M | 11.90% | 13G | Nov 13, 2025 |
| Kohlberg Kravis Roberts & Co. L.P. | 30.02M | 10.17% | 13F | Aug 14, 2026 |
| Acceleratio Topco S.C.A. | 30.02M | 10.20% | 13G | Nov 7, 2025 |
| Commonwealth Equity Services, LLC | 4.19M | 1.42% | 13F | Jul 29, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| May 18, 2026 | James M. Peck | director, officer: See Remarks | +118,625 | $8.43 |
| Sep 5, 2025 | Tracey Ann Massey | officer: Chief Operating Officer | +18,000 | $16.97 |
| Sep 3, 2025 | Mohit Kapoor | officer: Chief Technology Officer | +15,000 | $16.76 |
| Aug 29, 2025 | James M. Peck | director, officer: See Remarks | +29,500 | $17.24 |
| Aug 28, 2025 | Curtis John Miller | officer: Chief Strategy Officer | +10,000 | $16.97 |
Peers
- Clear Secure
Consumer-panel intelligence and retail/FMCG brand tracking
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| NIQ | $19.00 | −1.04% | $5.67B | — | 15.8 | 1.3 | +8.6% |
| Clear Secure | $43.29 | −0.40% | $4.37B | 29.3 | 21.1 | 4.4 | +26.6% |
| Median | 29.3 | 21.1 | 4.4 | +26.6% |



