NIQ Global Intelligence plc

NIQ Global Intelligence shares jumped 37% on Tuesday after the company reported second-quarter results that exceeded Wall Street forecasts and raised its full-year outlook. Adjusted earnings per share came in at $0.27 on revenue of $1.12 billion, beating analyst estimates by $0.07 and $10 million respectively, with total revenue up 8% year over year. The company now expects full-year adjusted EPS between $1.08 and $1.12, up from prior guidance of $0.95 to $0.99, and raised its sales growth forecast to a range of 7.1% to 7.4%. Adjusted EBITDA margin improved 270 basis points to 23.3% in the quarter, and management anticipates reducing its net-debt-to-EBITDA ratio below 3 by year-end.

U.S. stock futures were little changed on Tuesday, as fading hopes for a deal to reopen the Strait of Hormuz kept oil prices elevated, while investors looked ahead to key U.S. inflation data for fresh clues on the Federal Reserve's interest rate path. Riot Platforms shares surged 18.3% in premarket trading after the company landed a $9.1 billion, 20-year AI data center contract with Anthropic, marking one of the largest deals yet to link the cryptocurrency mining industry with the rapidly expanding AI infrastructure market. NIQ Global Intelligence shares surged 15.2% after delivering a broad second-quarter earnings beat and raising its full-year outlook, with adjusted EPS of $0.27 versus a $0.21 consensus and revenue of $1.12 billion edging past expectations of $1.11 billion. On Holding shares fell 15.2% after reporting second-quarter net sales of CHF 850.3 million, below the roughly CHF 881 million analysts had expected, as management pointed to a more difficult consumer environment and higher U.S. tariff costs. Rocket Lab shares dropped 9% despite record second-quarter revenue of $234 million, as third-quarter GAAP gross margin guidance of 29% to 31% came in well below the Street's estimate of about 37.6%. Hims & Hers Health shares fell nearly 7% even after better-than-expected revenue and a raised full-year forecast, as investors focused on profitability pressures from expansion into branded GLP-1 weight-loss drugs and international markets.

NIQ completed its acquisition of Flywheel's eCommerce Data & Insights business in China and Southeast Asia on July 1. The acquired entity operates under the YiMian brand and specializes in digital shelf, social commerce, and e-commerce solutions. This deal integrates regional expertise into NIQ's broader framework to provide a more comprehensive, omnichannel view of consumer behavior. It strengthens NIQ's data foundation by incorporating digital commerce signals for advanced analytics and AI-driven insights, combining global retail measurement with Flywheel's regional data to help clients optimize pricing, product assortment, and content quality across online and offline marketplaces. The acquisition introduces enhanced digital shelf capabilities to the Chinese market and supports a client base of over 100 global and regional brands.