NYSE:NKE

Nike Inc (NKE)

42.96
-0.51 (1.17%)
as of Jul 21, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJul 21, 2026, 12:00 am

This summary was created by AI, based on 23 opinions in the last 12 months.

Nike Inc. (NKE) is facing significant challenges in the current market landscape, with many experts expressing skepticism about its turnaround potential. The company has encountered declining revenues, particularly in digital sales and Converse, and is struggling to adapt to increased competition and shifting consumer preferences. While some analysts highlight insider buying and the new CEO's potential for strategic improvements, the consensus remains cautious, with many believing that it may take considerable time and effort to fix the underlying issues. Despite recent positive quarterly results, concerns regarding tariffs, market fragmentation, and consumer discretionary spending persist, making it difficult to predict a swift recovery for the iconic brand. Overall, the stock is seen as a trade rather than a long-term investment, with several analysts advocating for caution before buying in.

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Consensus
Cautious
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Valuation
Overvalued
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK

Stockchase Research Editor: Michael O'Reilly NKE has clearly benefited from the pandemic, trading up to 78x earnings. However with EPS expected to be up over 25% next year and to average over 34% annually over the next five, its forward PE looks like a more reasonable 35x earnings. It pays a smallish dividend, backed by a sustainable 55% payout ratio. HSBC just upgraded the company to a buy last week, citing the company is now realizing its strategy of achieving both higher margins and growing market share. We would buy this with a stop-loss at $110, looking to achieve $164 -- upside potential of 20%. Yield 0.74% (Analysts’ price target is $163.68)

PAST TOP PICK
(A Top Pick Feb 27/20, Up 58%) He took profits because of valuation. Future growth depends on China and EM. That's where the valuation going forward gets foggy. Excellent brand.
BUY
A past pick from summer 2020 when we started turning the corner on the pandemic The stock is now pricey, but Nike keeps shooting the lights out with super digital sales growth. Well-run. They sell directly to consumer and cut out the middleman. Stick with this.
BUY ON WEAKNESS
Buy or watch stocks like this when markets pull back suddenly like they did today--and swung up. Nike popped 3.27% today after reporting a super quarter Friday, including amazing digital sales, strong numbers in China, and 7 billion brand impressions in social media. Also have launched a new app, SNKRS, that sells the latest special-edition shoes.
BUY
He expects a good report from them next week, because their physical stores sales are coming back hard, and their e-commerce is on fire.
BUY
Pro-China trade will return if Biden wins the presidency. Pro-China trade will return if Biden wins the presidency. Nike already thrives in China where sales led their recent blow-out quarter. Further, China has Covid under control with contact tracing and everyone wearing masks, so their economy is roaring. Nike is pricey now, but he targets upside to $135.
COMMENT
Nike has a consistent business in China already.
BUY
Made a new high today. Delivered an amazing report in the middle of a pandemic. It beat sales estimates which were worried about sales in China. He's been a fan of Nike for a long time. Nike is all about digital, direct-to-consumer which boasts much higher margins than involving a middle man. Nike will do well with or without a Covid vaccine. They keep investing in digital sales. Another tailwind: hiking is popular now, since people can't take vacations, and Nike sells sneakers. The only concern is supply constraint, because demand is outstripping supply. Despite today's 9% pop, it's still a buy.
BUY ON WEAKNESS
Nike is killing it with sales around the world with a fine direct-to-consumer business. Estimates for Nike have been rising in recent weeks, though some caution that that is now reflected in the rising stock price. However, the sell-off this week has created a terrific buying opportunity.
TOP PICK
They're moving towards direct-to-consumer like Nike branded stores and through e-commerce which will increase their margins. This cuts out the middle man, like department stores. Their online presence is already good. The lines at malls at their stores are always long. This should be a great stock for the coming decade. (Analysts’ price target is $109.36)
TOP PICK
Iconic sports brand. Virus could curb results in near term, but their long-term growth forecast is intact. Cheap for a good growth company at this stage. Yield is 1.11%. (Analysts’ price target is $110.74)
BUY
A great franchise to own for the coming years. A great brand. The sneaker craze is here to stay. Nike will grow into its valuation.
PAST TOP PICK
(A Top Pick Nov 22/19, Up 11%) Still going up. Could be good right through to April.
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Curated by Allan Tong since 2019.
99+ opinions with 4.15 rating.

TOP PICK
In the parlance of stand-up comics, Nike killed in 2019. It’s up 37% in the past year, outperforming even the Nasdaq. It proved skeptics wrong by continuing to sell to China during the depths of last year’s trade war. After all, Chinese consumers don’t view Nike is an American brand, per se. Jamie Murray points out that Nike sells a lot of shoes through their stores and online, not through third parties, which raises their margins. Last fall, the company delivered a slam-dunk quarter, and has shot up 10% since the phase one trade deal was announced. Nike has simply been on a tear. In the last 12 months, Nike has risen from $75 to $101, but it dipped 10% in late-July, demonstrating that pullbacks are possible, but fleeting. Keep on eye on it and it catch it on the next downturn.
PAST TOP PICK
(A Top Pick Nov 22/19, Up 9%) It's been a top mover this year. It did a nice breakout. The trend is your friend. He recently bought it and is happy with it. Buy on a pullback.
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