NIKE, Inc. (NKE)

US — Consumer Cyclical Sector
Peers: SBUX  SE  ORLY  ABNB  RCL  MAR  RACE  MELI  ROST  AZO 

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News

Nike Switches Up Its Innovation Leadership
NKE
Published: April 10, 2026 by: WSJ
Sentiment: Negative

Company veteran Tony Bignell is leaving the sneaker giant after less than a year as chief innovation officer as its turnaround runs into snags

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image for news Nike Switches Up Its Innovation Leadership
NIKE Hits 52-Week Low: Buy Opportunity or Time To Be Wary?
NKE
Published: April 09, 2026 by: Zacks Investment Research
Sentiment: Neutral

NKE hits 52-week low as weak demand, margin pressure and inventory clearing weigh; estimate cuts and a lengthy reset keep sentiment cautious despite innovation plans.

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image for news NIKE Hits 52-Week Low: Buy Opportunity or Time To Be Wary?
Adidas Is Winning The Hearts And Minds Of Consumers Globally As Nike Falls
ADDYY, NKE
Published: April 08, 2026 by: Forbes
Sentiment: Positive

In the highly competitive sportswear industry, Nike holds a commanding lead—but its lead is narrowing. Adidas, the number two player, just reported double-digit growth across all segments and markets in the fourth quarter of 2025, reaching $29 billion (€24.8 billion) in annual sales.

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image for news Adidas Is Winning The Hearts And Minds Of Consumers Globally As Nike Falls
Can NIKE Shares Ever Bounce Back?
NKE
Published: April 07, 2026 by: Zacks Investment Research
Sentiment: Negative

NIKE NKE shares have seen extremely poor performance for an extended period now, down more than 65% over the last five years. And in 2026 alone, shares are down more than 30%, with the poor YTD performance ranking it among the worst-performing S&P 500 stocks of the year so far.

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image for news Can NIKE Shares Ever Bounce Back?
Nike Earnings Summary: Continued Lack Of Revenue Growth Is Particularly Disheartening
NKE
Published: April 07, 2026 by: Seeking Alpha
Sentiment: Neutral

Fiscal Q3's reported metrics showed Nike beating on revenue and a 21% beat on EPS (Nike has put up a series of whopping EPS beats over the last few years that have done little for the stock price performance). Unfortunately, the key metric for Nike is that looking at the “average” revenue growth over the last 12 quarters, Nike has averaged 0% revenue growth, and that has really cut into margins badly. Nike remains free cash flow positive to the tune of $1 billion (TTM), although, as readers would likely assume, it's growing more slowly.

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image for news Nike Earnings Summary: Continued Lack Of Revenue Growth Is Particularly Disheartening
Spring Cleaning Your Portfolio: 4 Stocks With Rising Risks Heading Into Q2
NKE, NVDA, RIVN, TSLA
Published: April 07, 2026 by: MarketBeat
Sentiment: Neutral

High expectations for artificial intelligence growth remain a potential risk, as market valuations for leading technology companies appear overextended.

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image for news Spring Cleaning Your Portfolio: 4 Stocks With Rising Risks Heading Into Q2
Nike's Loss Is On's Gain, Valuation Now Excessively Low (Rating Upgrade)
NKE
Published: April 06, 2026 by: Seeking Alpha
Sentiment: Positive

On Holding has sold off ~30% YTD, creating a deep value opportunity disconnected from fundamentals. I am upgrading ONON to a strong buy, citing an overdone selloff and attractive long-term prospects. The CEO transition to co-founders is viewed as a positive, ensuring continuity and long-term vision for ONON.

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image for news Nike's Loss Is On's Gain, Valuation Now Excessively Low (Rating Upgrade)
Can NIKE's Cost-Cutting Plan Reignite Profitability in FY27?
NKE
Published: April 06, 2026 by: Zacks Investment Research
Sentiment: Positive

NKE's sweeping cost cuts, workforce resizing and supply-chain reset aim to counter margin pressure, with benefits expected to build from FY27.

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image for news Can NIKE's Cost-Cutting Plan Reignite Profitability in FY27?
Nike's Growth Over the Past 5 Years Has Been Shockingly Bad, and Its Earnings Are Even Worse
NKE
Published: April 06, 2026 by: The Motley Fool
Sentiment: Negative

Nike's growth over the past five years has averaged just 1.7% annually. Its earnings this past quarter are roughly one-third what they were five years ago.

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image for news Nike's Growth Over the Past 5 Years Has Been Shockingly Bad, and Its Earnings Are Even Worse
Can Nike Limp Across the Finish Line to Dividend Aristocrat Status?
NKE
Published: April 03, 2026 by: 24/7 Wall Street
Sentiment: Positive

Nike (NYSE: NKE) just delivered its latest quarterly dividend of $0.41 per share, paid on April 1, 2026, marking 24 consecutive years of dividend increases.

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image for news Can Nike Limp Across the Finish Line to Dividend Aristocrat Status?
Kuehn Law Encourages Investors of Nike, Inc. to Contact Law Firm
NKE
Published: April 02, 2026 by: PRNewsWire
Sentiment: Neutral

NEW YORK, April 2, 2026 /PRNewswire/ -- Kuehn Law, PLLC, a shareholder litigation law firm, is investigating whether certain officers and directors of Nike, Inc. (NYSE: NKE) breached their fiduciary duties to shareholders. According to a federal securities lawsuit, Insiders at Nike caused the company to misrepresent or fail to disclose that: (1) NIKE's direct-to-consumer strategy was unable to generate sustainable revenue growth; (2) NIKE's purported competitive advantages were unable to protect the Company from intense competitive pressures after NIKE largely disengaged from many of its wholesale and retail partners to focus on the Company's direct-to-consumer strategy; and (3) as …

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image for news Kuehn Law Encourages Investors of Nike, Inc. to Contact Law Firm
Nike turnaround may take longer than expected, analysts warn
NKE
Published: April 01, 2026 by: Proactive Investors
Sentiment: Negative

Shares of Nike Inc (NYSE:NKE, XETRA:NKE) tumbled more than 15% on Wednesday after a weaker-than-expected earnings outlook analysts across Wall Street warning that a turnaround may take longer than anticipated. Bank of America cut its rating on Nike to “Neutral” from “Buy,” saying the company's recovery timeline has been pushed out as management now expects sales to remain negative through the third quarter of fiscal 2027.

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image for news Nike turnaround may take longer than expected, analysts warn
Wall Street loses patience with Nike as turnaround drags, China weakness deepens
NKE
Published: April 01, 2026 by: CNBC
Sentiment: Negative

Nike may have beat Wall Street's fiscal 2026 third quarter earnings expectations but it wasn't enough to win over investors losing patience with CEO Elliott Hill's turnaround. The sneaker giant expects sales to be down for the rest of the year and its recovery in China to last through fiscal 2027, slated to end next spring.

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image for news Wall Street loses patience with Nike as turnaround drags, China weakness deepens
Nike CEO vents as company struggles to regain footing after disappointing profits : ‘I'm so tired'
NKE
Published: April 01, 2026 by: New York Post
Sentiment: Neutral

Elliott Hill, the veteran Nike executive who came out of retirement to assume the CEO role, pleaded with employees to help turn the company around.

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image for news Nike CEO vents as company struggles to regain footing after disappointing profits : ‘I'm so tired'
Frustrated with Nike's failing turnaround? Give this stock a try instead, analyst says.
NKE
Published: April 01, 2026 by: Market Watch
Sentiment: Negative

If you're looking for a way to play Nike's eventual turnaround, buy Dick's Sporting Goods shares, Oppenheimer said.

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image for news Frustrated with Nike's failing turnaround? Give this stock a try instead, analyst says.
Nike Stock Sinks to Lowest Level Since 2014 as Weak Sales Outlook Spooks Investors
NKE
Published: April 01, 2026 by: Investopedia
Sentiment: Neutral

The road to Nike's turnaround looks bumpier after its latest quarterly report.

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image for news Nike Stock Sinks to Lowest Level Since 2014 as Weak Sales Outlook Spooks Investors
Nike has a 'catalyst-rich' next 6 to 12 months, says Neuberger Berman's Kevin McCarthy
NKE
Published: April 01, 2026 by: CNBC Television
Sentiment: Positive

Kevin McCarthy, Neuberger Berman senior research analyst, joins 'Squawk Box' to discuss Nike stock performance after its Q3 report, headwinds the retail giant is up against, mistakes the company made in the past, and more.

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image for news Nike has a 'catalyst-rich' next 6 to 12 months, says Neuberger Berman's Kevin McCarthy
Nike shares tumble on weak guidance despite in-line Q3
NKE
Published: April 01, 2026 by: Proactive Investors
Sentiment: Negative

Nike Inc (NYSE:NKE, XETRA:NKE) shares fell more than 14% on Wednesday as the athletic apparel and footwear maker reported unchanged quarterly revenue from a year ago and signalled caution for the months ahead. Nike's guidance for the fourth quarter points to revenue declining by 2% to 4%, while Wall Street analysts had been expecting 2% growth.

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image for news Nike shares tumble on weak guidance despite in-line Q3
NIKE Q3 Earnings & Revenues Top Estimates, Margin Pressures Persist
NKE
Published: April 01, 2026 by: Zacks Investment Research
Sentiment: Negative

NKE's Q3 results beat estimates with flat revenues and lower EPS, while tariff-driven costs squeeze margins and pressure shares despite wholesale growth.

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image for news NIKE Q3 Earnings & Revenues Top Estimates, Margin Pressures Persist
Case-Shiller Home Prices Stay Flat
MKC, NKE
Published: March 31, 2026 by: Zacks Investment Research
Sentiment: Neutral

Case-Shiller Home Prices Stay Flat.

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image for news Case-Shiller Home Prices Stay Flat
April Dogs Of The Dow: One To Buy
AMGN, AMZN, BA, CRM, CVX, DIS, HD, IBM, KO, MCD, MRK, MSFT, NKE, NVDA, PG, UNH, V
Published: March 31, 2026 by: Seeking Alpha
Sentiment: Positive

Verizon (VZ) is the only Dow stock in April 2026 meeting the ideal of annual dividends from $1K invested exceeding its share price, supported by robust free cash flow. Analyst forecasts suggest the top ten Dow dividend stocks could deliver average net gains of 45.76% by April 2027, albeit with above-market volatility. Dividend dogcatcher strategy prioritizes stocks where dividends from $1K invested surpass share price; currently, only VZ qualifies, but more may reach this on market pullbacks.

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image for news April Dogs Of The Dow: One To Buy
Nike is set to report earnings after the bell. Here's what Wall Street expects
NKE
Published: March 31, 2026 by: CNBC
Sentiment: Neutral

Nike will report fiscal third quarter earnings after the bell on Tuesday. Analysts are expecting earnings per share of 28 cents on revenue of $11.24 billion, according to LSEG.

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image for news Nike is set to report earnings after the bell. Here's what Wall Street expects
Nike to report third quarter earning amid turnaround momentum: Jefferies
NKE
Published: March 30, 2026 by: Proactive Investors
Sentiment: Positive

Nike Inc (NYSE:NKE, XETRA:NKE) is set to report its fiscal third quarter results on Tuesday, with Jefferies analysts highlighting that the report comes amid steady progress in the athletic apparel and footwear company's ongoing turnaround strategy. The firm maintained a ‘Buy' rating on Nike with a price target of $110, suggesting potential upside of more than 100% from current levels.

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image for news Nike to report third quarter earning amid turnaround momentum: Jefferies
Should Investors Consider NIKE Stock Before Q3 Earnings?
NKE
Published: March 30, 2026 by: Zacks Investment Research
Sentiment: Neutral

NKE heads into Q3 with revenues and EPS seen falling as China weakness, tariff costs and digital softness test its Win Now turnaround.

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image for news Should Investors Consider NIKE Stock Before Q3 Earnings?
Wall Street Roundup: Market Shifts To Defense
BNO, COIN, CRCL, CVX, GLD, GOOG, GOOGL, META, MU, NKE, ORCL, QQQ, SLB, T, TBB, TMUS, USO, VZ, XLE, XOM
Published: March 27, 2026 by: Seeking Alpha
Sentiment: Neutral

Recent market action reflects a defensive shift, with oil majors like Exxon Mobil (XOM) and Chevron (CVX) outperforming amid geopolitical tensions and macro uncertainty. AI and growth stocks, including MU, META, ORCL, and GOOGL, have seen notable declines as capital rotates into defensive, dividend-yielding sectors such as telecom.

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image for news Wall Street Roundup: Market Shifts To Defense
Nike Q3 Earnings Preview: I Wouldn't Expect Any Major Upside Anytime Soon
NKE
Published: March 27, 2026 by: Seeking Alpha
Sentiment: Neutral

Nike upside is highly contingent on resolution of the Iran conflict; peace could drive shares to $60, while prolonged uncertainty risks new 52-week lows. Recent margin pressures, international weakness—especially a 17% Greater China decline—and a forward P/E of 34.39x keep me cautious at hold. Dividend yield now exceeds 3%, supported by strong liquidity, buybacks, and an A credit rating, but near-term recovery is unlikely.

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image for news Nike Q3 Earnings Preview: I Wouldn't Expect Any Major Upside Anytime Soon
Nike gaining traction in North America ahead of Q3 earnings, Bank of America says
NKE
Published: March 25, 2026 by: Proactive Investors
Sentiment: Positive

Nike Inc (NYSE:NKE, XETRA:NKE) has earned a repeat ‘Buy' rating from Bank of America analysts ahead of its third quarter earnings report, with the firm expecting the company's North American business to show continued progress even amid global headwinds. The analysts noted “continued progress in NA gives us increased confidence in Nike's turnaround potential globally,” even as challenges persist in China and gross margin pressures mount.

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image for news Nike gaining traction in North America ahead of Q3 earnings, Bank of America says
Nike stock price is nearing a make-or-break level: is it a buy?
NKE
Published: March 24, 2026 by: Invezz
Sentiment: Negative

Nike stock price has crashed to an important support level, and technicals suggest that it may drop further in the coming weeks or months. NKE has dropped in the last five consecutive weeks, reaching its lowest level since April 15 last year.

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image for news Nike stock price is nearing a make-or-break level: is it a buy?
How To Know Which Consumer Stocks the Iran War Has Put Most at Risk
NKE, ONON, RVLV
Published: March 19, 2026 by: Investopedia
Sentiment: Negative

Conflict in the Middle East has disrupted shipping lanes and caused oil prices to spike, raising the risk of ripple effects that hit stock portfolios halfway around the world.

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image for news How To Know Which Consumer Stocks the Iran War Has Put Most at Risk
Nike faces muted expectations ahead of earnings as UBS flags soft sales trends
NKE
Published: March 19, 2026 by: Proactive Investors
Sentiment: Negative

Investors are bracing for a subdued earnings report from Nike Inc (NYSE:NKE, XETRA:NKE), with UBS analysts warning the upcoming release is unlikely to shift sentiment meaningfully as demand remains soft across key regions. UBS said its channel checks point to “lackluster” global sales momentum through March, leading the bank to expect roughly in-line third-quarter earnings per share.

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image for news Nike faces muted expectations ahead of earnings as UBS flags soft sales trends

About NIKE, Inc. (NKE)

  • IPO Date 1980-12-02
  • Website https://investors.nike.com
  • Industry Apparel - Footwear & Accessories
  • CEO Elliott J. Hill
  • Employees 79400

NIKE, Inc., together with its subsidiaries, designs, develops, markets, and sells men's, women's, and kids athletic footwear, apparel, equipment, and accessories worldwide. The company provides athletic and casual footwear, apparel, and accessories under the Jumpman trademark; and casual sneakers, apparel, and accessories under the Converse, Chuck Taylor, All Star, One Star, Star Chevron, and Jack Purcell trademarks. In addition, it sells a line of performance equipment and accessories comprising bags, socks, sport balls, eyewear, timepieces, digital devices, bats, gloves, protective equipment, and other equipment for sports activities under the NIKE brand; and various plastic products to other manufacturers. The company markets apparel with licensed college and professional team, and league logos, as well as sells sports apparel. Additionally, it licenses unaffiliated parties to manufacture and sell apparel, digital devices, and applications and other equipment for sports activities under NIKE-owned trademarks. The company sells its products to footwear stores; sporting goods stores; athletic specialty stores; department stores; skate, tennis, and golf shops; and other retail accounts through NIKE-owned retail stores, digital platforms, independent distributors, licensees, and sales representatives. The company was formerly known as Blue Ribbon Sports, Inc. and changed its name to NIKE, Inc. in 1971. NIKE, Inc. was founded in 1964 and is headquartered in Beaverton, Oregon.