Stifel initiates coverage on NIQ Global Intelligence stock with Buy rating

Published 18/08/2025, 08:10
Stifel initiates coverage on NIQ Global Intelligence stock with Buy rating

Investing.com - Stifel initiated coverage on NIQ Global Intelligence Plc (NYSE:NIQ) with a Buy rating and a price target of $24.00 on Monday, representing a significant premium to the current stock price of $17.94.

The research firm describes NIQ as a global consumer intelligence provider operating at the intersection of brands, retailers, and consumers, with a presence in over 90 countries and serving 80% of the Fortune 100 companies. With a market capitalization of $5.29 billion and annual revenue of $4.03 billion, NIQ maintains a strong gross profit margin of 56%.

Stifel notes that approximately 68% of NIQ’s revenue comes from multi-year subscription contracts, and the company currently holds roughly a 7% share in a $57 billion total addressable market.

The firm believes NIQ’s business trajectory has "significantly improved" since being taken private in 2021, stating that "the turnaround is evident from the numbers."

Stifel projects NIQ as a "mid-single-digit organic revenue growth story" with potential for significant margin expansion and debt reduction over the next few years.

In other recent news, NIQ Global Intelligence plc has refinanced $3.4 billion in debt facilities, extending the maturity of its term loans to October 2030. This move also involved reducing the interest rate spread on both its dollar and euro-denominated loans. Fitch Ratings has subsequently upgraded NIQ to a ’BB-’ from ’B+’, reflecting strong revenue growth and effective cost-saving measures. Additionally, the company’s senior secured debt received an upgrade to ’BB+’ with a Recovery Rating of ’RR2’.

Analysts have shown positive sentiment towards NIQ Global Intelligence, with JPMorgan initiating coverage with an Overweight rating and a price target of $21.00. Baird has also initiated coverage, assigning an Outperform rating and a price target of $24.00, highlighting the company’s operational value-creation potential. UBS has given a Buy rating with a similar price target of $24.00, indicating a significant upside potential from its current price. These developments collectively paint a picture of NIQ’s robust financial strategy and positive market reception.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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