NIQ Global Intelligence (NIQ) Beat on Every Metric, Landed 17 Seven-Figure Clients, and Still Got a Target Cut

NIQ Global Intelligence plc (NYSE:NIQ) is one of the oversold software stocks to buy according to Wall Street analysts. On May 14, Stifel acknowledged that NIQ Global Intelligence plc (NYSE:NIQ) reported Q1 2026 results that beat its own guidance across revenue, adjusted EBITDA, and adjusted EPS.

NIQ’s total revenue came in at $1.07 billion for the quarter, up 11.1% year over year, and above the $1.05 billion analysts had expected. If you strip out the impact of acquisitions and foreign exchange movements, the revenue grew 5.1%. Adjusted EBITDA was $224.8 million, up 19.1% year over year, and margins expanded by 150 basis points to 21.0%. Adjusted EPS came in at $0.15, well above the consensus estimate of $0.05.

The company also said in the report that it landed 17 seven-figure client wins during the quarter. These span renewals, upsells, and competitive wins, which the company cited as evidence that its integrated data capabilities and client relationships are resonating in a competitive market.

However, these results were not sufficient to convince Stifel not to cut its price target on the stock. Stifel trimmed the target from $20 to $16 and maintained a Buy rating. The firm stated that it has concerns over NIQ’s sequential revenue growth, which actually decelerated in the Intelligence segment. Stifel added that it is concerned that AI represents a long-term disruption risk to the traditional consumer intelligence and data subscription business model.

NIQ Global Intelligence plc (NYSE:NIQ) is a consumer intelligence and analytics software company. It provides data measurement, market research, and AI-driven insights to retailers and consumer packaged goods companies worldwide.

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