Summer Sale

50% off Premium Yearly

00days
00hrs
00mins
00secs

NYSE:NKE

Nike Inc (NKE)

39.60
+1.16 (3.02%)
as of Aug 28, 2026, 8:00:00 pm Market Open.
276 watching
0
Investor Insights
star iconAug 30, 2026, 12:00 am

This summary was created by AI, based on 24 opinions in the last 12 months.

Nike Inc (NKE) is facing significant challenges in the current retail environment, marked by intense competition and changing consumer preferences. Experts highlight weak sales performance, with recent quarters showing declines in revenue and digital sales, and a downward trend in stock value. Despite a new CEO's efforts to implement a turnaround strategy, many reviewers remain skeptical about the company's ability to regain its previous growth trajectory. While some see potential for improvement, particularly in certain markets like North America, the overall sentiment leans towards caution, with references to the structural issues and external factors, such as tariffs and anti-American sentiment. Investors are divided between holding out hope for a turnaround or exiting positions due to ongoing struggles.

consensus icon
Consensus
Cautious
valuation icon
Valuation
Overvalued
review icon
Similar
LULU
BUY
Allan Tong’s Discover Picks This powerful brand thrived during 2020’s lockdowns driven by strong e-commerce sales and ongoing support from loyal Chinese consumers. In its last-reported quarter,revenues from China soared 24% compared to only 1% in the U.S . In that period, online sales rocketed 84%. In fact, last fall Nike reached its e-commerce goals three years ahead of schedule. Read 3 Overdone and Oversold Stocks for our full analysis.
BUY ON WEAKNESS
Is getting hammered in the current rotation out of 2020's winners (e-commerce retailers like this) and into reopening plays (travel, hotels).
premiumPremium content

Unlock this Panic-proof Portfolio opinion with Stockchase Premium

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.
Showing 136 to 150 of 236 entries