Wall Street Banks Initiate Coverage of NIQ Global Intelligence with Bullish Outlook

Wall Street banks have initiated coverage of NIQ Global Intelligence, highlighting the company's turnaround story, long-term growth potential, and strategic transformation since its carve-out from Nielsen Holdings in 2021. Analysts expect mid-single-digit organic revenue growth and significant margin expansion, with EBITDA margins projected to rise from 18.5% in 2024 to nearly 24% by 2027. The company's IPO raised $1.05 billion, valuing NIQ at $6.35 billion.

Wall Street banks have initiated coverage of NIQ Global Intelligence, highlighting the company's turnaround story, long-term growth potential, and strategic transformation since its carve-out from Nielsen Holdings in 2021. Analysts expect mid-single-digit organic revenue growth and significant margin expansion, with EBITDA margins projected to rise from 18.5% in 2024 to nearly 24% by 2027.

Kevin Mcveigh, an analyst from UBS, has initiated a new Buy rating on NIQ Global Intelligence PLC (NIQ), citing the company's strong growth potential and strategic positioning. NIQ is expected to achieve approximately 5% organic revenue growth from 2024 to 2027, driven by its extensive data capabilities, unified measurement tools, and long-standing client relationships. The stock is currently trading below its potential, with analysts suggesting that the market is undervaluing NIQ's revenue growth and operational efficiencies [1].

In another report, Barclays maintained a Buy rating on the stock with a $24.00 price target. NIQ provides critical insights into consumer behavior for brands and retailers, leveraging proprietary data and analytics across a vast client base in over 90 countries. The company's high barriers to entry and integration into client workflows reduce the risk of disintermediation. Additionally, NIQ’s recent business transformation, including significant investments and the launch of AI tools like Ask Arthur, positions it well for future growth. These factors, combined with expected improvements in EBITDA margins and free cash flow, support the Buy rating with a price target of $24 [1].

NIQ's recent financial results also highlight its strong performance. In the second quarter of 2025, the company delivered 5.6% revenue growth, or 5.7% growth in organic constant currency, above the top end of the range from its July preannouncement. The company achieved 7.5% Intelligence revenue growth and 6.9% Annualized Intelligence Subscription revenue growth, with 105% Net Dollar Retention. NIQ also completed its Initial Public Offering (IPO) and debt refinancing, transforming its capital structure, and targeting a ~3.5x net leverage ratio by the end of 2025. The company expects 5.2% - 5.4% organic constant currency revenue growth, approximately 21% Adjusted EBITDA margin in FY 2025, and approximately $245 million to $275 million of free cash flow in the second half of 2025 [2].

NIQ's strategic transformation includes significant investments in AI tools and new product launches, such as the expansion of its Digital Shelf eCommerce product to 70 markets and the launch of its AI-powered Activation product, BASES AI Screener. The company has also entered new verticals and markets, including the supply chain vertical by acquiring M-Trix, a leading Brazil-based SaaS company. NIQ's continued focus on innovation and expansion positions it well for future growth and profitability.

In conclusion, NIQ Global Intelligence PLC is well-positioned to deliver strong revenue growth and margin expansion in the coming years. With a robust business model, extensive data capabilities, and strategic transformation, the company is poised for continued success. Analysts' positive outlook on NIQ's growth potential and strategic positioning supports a Buy rating with a price target of $24.

References:
[1] https://www.tipranks.com/news/ratings/niq-global-intelligence-plc-strong-growth-potential-and-strategic-positioning-justify-buy-rating-ratings?mod=mw_quote_news
[2] https://www.nasdaq.com/press-release/niq-announces-second-quarter-2025-results-2025-08-14