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NIQ Global: Needham Initiates Buy Coverage with PT of $24
ByAinvest
Monday, Aug 18, 2025 6:16 am ET1min read
NIQ Global: Needham Initiates Buy Coverage with PT of $24
Needham & Company has initiated coverage on NIQ Global Intelligence plc (NYSE: NIQ) with a price target of $24, following the company's strong second-quarter 2025 results. The analyst firm highlighted NIQ's robust revenue growth, margin expansion, and strategic initiatives as key drivers for the positive outlook.In Q2 2025, NIQ reported total revenue of $1,040.8 million, representing a 5.6% year-over-year increase. Organic constant currency revenue grew 5.7%, with Intelligence revenue up 7.5% and Annualized Intelligence Subscription revenue growing 6.9% to $2,772.0 million. The company also achieved a 105% Net Dollar Retention rate for Intelligence Subscriptions, maintaining its streak of quarters above 103% [1].
The company's transformation, including its Initial Public Offering (IPO) and debt refinancing, has significantly improved its capital structure. NIQ has reduced its interest expense run-rate by $100 million and is targeting a net leverage ratio of ~3.5x by the end of 2025. The analyst firm noted that these changes have positioned NIQ for strong free cash flow generation, with the company expecting approximately $245 million to $275 million in the second half of 2025 [1].
Needham's price target of $24 reflects the firm's bullish view on NIQ's growth prospects. The analyst firm highlighted NIQ's strong client retention, new product launches, and entry into adjacent verticals as key factors supporting its positive outlook. Additionally, the firm noted that NIQ's strategic collaboration with Sephora and its acquisition of Gastrograph AI further enhance the company's competitive position.
In conclusion, Needham's initiation of coverage on NIQ with a price target of $24 underscores the market's confidence in the company's growth trajectory. NIQ's strong Q2 results, strategic initiatives, and improved capital structure position the company well for continued success.
References:
[1] https://www.nasdaq.com/press-release/niq-announces-second-quarter-2025-results-2025-08-14
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