NYSE:NKE

Nike Inc (NKE)

43.23
-0.24 (0.55%)
as of Jul 21, 2026, 4:07:19 pm Market Open.
276 watching
0
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. has faced significant challenges recently, reflected in its stock performance, which is down 20% over the past six months. Several experts highlighted issues like declining revenues, particularly in key areas like digital sales and international markets, alongside increased competition and changing consumer preferences. Despite these hurdles, a few analysts remain optimistic about the potential for a turnaround, particularly under the new CEO, who has implemented changes aimed at revitalizing the brand. However, many others urge caution, citing persistent structural problems and competition, making Nike a trade rather than a long-term investment. Insider buying and product innovations are noted as positive signs, but skepticism about the company’s ability to regain its former growth trajectory remains prevalent.

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Consensus
Negative
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Valuation
Overvalued
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Similar
LULU
BUY ON WEAKNESS
Good, strong brand. Have had some concerns raised about labour practices in less developed countries but have pretty much surmounted that. Very strong marketer over the long-term. Strong US$ makes profits coming in from the rest of the world somewhat less valuable for companies like this. Expensive right now. Would prefer to see it at $90.
DON'T BUY
Coming around the 200 moving average after a drop below this in April. Trend lines are still positive. 50 day as moved below the 200 day, which is a death cross. Trading around 18X forward earnings. Not too sure about the long-term growth on this one. Too rich for him.
BUY
Should do very well in emerging markets, which is part of their whole thesis on emerging middle class. Have a global brand and presence. Good long-term, high quality, consumer staple name.
BUY
Making great inroads into China, which is obviously a huge market for them. Expect they have a bright future.
BUY
Pretty consistent growth, ROE and dividend. Balance sheet looks pretty solid. One of their biggest opportunities is in Asia where they are breaking into China.
DON'T BUY
Expensive. Would like to see the price to sales drop from 1.6 to 1. An alternative would be Foot Locker (FL-N). Not an area that he likes and currently he does not have a lot of retail exposure.
DON'T BUY
A great company and not all that expensive. Trades at about 1.5X sales and 20X earnings, which is more than he would like to pay. Recent lows might have made it a good Buy. The kind of company you want to put on your Watch List.
BUY
His FMV is a little over $200, so the stock could be propelled higher. Has pretty good support from a technical basis at about $96-$100.
BUY
Good growth/management and at a good price.
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